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Customer experience | Sales, Customer Insights,...
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Field's Display Name Won't Take Effect

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Posted on by 105

Hi Community!

I made a change to a field - Est. Revenue. I'd like to change the name of that field to better-represent our internal sales process and call it Private Projected Revenue. Since my reps already use this field I'd rather not create a new field. I'd rather continue using this same field so all our data remains assocaited with this existing field.

When I try to change the Display Name, the change does not take place in the form. I can see in the Form Editor (in the light grey label within the field itself) that it's acknowledged the change, but the name of the field that appears to my reps is still Est. Revenue.

Does this have anything to do with the red lock symbol next to the name of the field? If so, how do I unlock it?

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  • Verified answer
    honeybear Profile Picture
    105 on at

    Nevermind -- I noticed I can change the cosmetic name of the field by using the "Change Properties" option in the Form Editor.

  • LuHao Profile Picture
    40,892 on at

    Glad it was resolved.

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