The Customizations settings allow for you to make various configuration changes to your custom fields, custom layouts, your loan pipeline fields, and loan flow assignment rules.

Among these settings, you'll have access to edit or delete an existing custom field.

Floify has built-in fields as well as custom fields, which make it easy for you to store custom data in Floify and surface that data where you like in the Floify user interface using business rules.

From your active loan pipeline, navigate to Settings and select the Customizations tab:

In the Custom Fields section, select the option to Access Custom Fields:

Select the edit custom field option towards the right side of the field name to edit:

Make any adjustments you need to the field label, field name, or user permissions. Make sure you select Save to confirm your changes:

Note: The data type cannot be adjusted, so if this is incorrect, you'll want to create a new field instead.

To delete a custom field, select the trash can icon towards the right of the custom field name:

Confirm the deletion by selecting the Delete option: