Edit Global Field Settings

An Account Engagement admin can edit a field’s default settings. For example, you can change a field’s type from radio button to checkbox to set it as the default for all new forms.

Required Editions

Available in: All Account Engagement Editions

User Permissions Needed
To configure prospect fields:	Account Engagement Administrator role

Note Changing a field’s global settings doesn’t update the field on existing forms. To pull in the new settings, edit the field on the form and load the default data.

1. Navigate to Admin | Configure Fields | Prospect Fields.
2. Locate the field and open it for editing.
3. Edit the field settings, and save your changes.