Renaming existing custom field values

How to rename an existing choice

  1. Add the new choice, "C" to your existing custom field.
    Settings -> Customizations -> Custom Fields -> (field name) -> Edit
  2. Bulk update all existing leads with the old "B" choice to be "C".
    Leads -> Filter by your custom field / value -> Edit -> Update a custom field
  3. Wait for your bulk update to complete.
    (You'll receive a confirmation email; check your inbox for that notification before proceeding.)
  4. Remove the old choice.
    Settings -> Customizations -> Custom Fields -> (field name) -> Edit

Here's a choice-rename walkthrough. In this example, we start with a custom field called Tags which has options "A" and "B", and rename the "B" custom field choice to "C". At the end, the Tags custom field will have options "A" and "C" with all previous "B" values renamed to "C".

The "Tags" field with choices "A" and "B".

The "Tags" field with choices "A" and "B".

Bulk updating leads, part 1.

Bulk updating leads, part 1.

Bulk updating leads, part 2.

Bulk updating leads, part 2.

Removing the old choice, "B".

Removing the old choice, "B".

Editing values before changing to a user type custom field

Use the above method to make sure your field values match the exact full names (or IDs) of the users in your organization. Any values that don't exactly match will be lost

Double check that the field values match the full names your users, and not just the first names.

Renaming existing custom field values


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