Editing Custom Fields
Modify existing custom fields while preserving data.
Accessing Field Editor #
- Navigate to PloverCRM → Settings → PloverCRM
- Scroll to Custom Fields section
- Click Edit (pencil icon) on the field
What Can Be Changed #
Field Label: Display name – updates immediately everywhere
Field Group: Changes form location
Help Text: Descriptive text below field
Options (Select/Radio/Checkbox):
- Add new options
- Remove options (existing data preserved)
- Reorder via drag and drop
Read-Only Status: Toggle to prevent/allow editing
Permissions: Control role access (Create, Read, Update)
What Cannot Be Changed #
Field Slug: Internal identifier – changing breaks existing data
Field Type: Input type – changing corrupts data
Workaround: Create new field with correct type, migrate data, delete old field.
Common Scenarios #
Fix typo: Edit field → Change label → Save
Add options: Edit field → Add Option → Enter label → Save
Make read-only: Edit field → Check “Read-Only” → Save
Best Practices #
- Backup first: Export contacts before major changes
- Keep options manageable: 5-15 options ideal
- Order logically: Alphabetical or by frequency
- Use clear labels: Avoid abbreviations
- Brief help text: 1-2 sentences with examples
Troubleshooting #
Changes not saving: Check console errors, verify permissions, clear cache
Field not updating: Refresh (Ctrl+F5), clear WordPress cache
Options not appearing: Refresh page, clear browser cache
Last updated: February 3, 2026
