GoHighLevel Doesn’t Allow Custom Fields Update: A Comprehensive Guide

Custom fields are incredibly valuable in making your CRM unique to meet the needs of your business. They enable you to record particular details usual to your practice. However, users may sometimes realize that GoHighLevel (GHL) often does not allow users to update custom fields after creation.

Don’t worry! Therefore, we have provided a clear and elaborate guide on how to deal with this limitation and develop practical solutions at your workplace.

And here’s a bonus for you: Contact us now for a free consultation with our specialists and get a 30-day free trial on GoHighLevel. This will assist you in getting the most out of the platform and getting recommendations from experts at the same time!

Why can’t I update custom fields in GHL?

Unfortunately, users cannot edit existing custom fields within the GoHighLevel platform at this time. This is due to the structure of the system, as well as the principle that no change can be made to a database that would interfere with established organizational processes or data.

But don’t let this limitation discourage you. Of course, there are ways around this restriction so that your CRM can remain as flexible as you require it to be.

So now let us look at the solutions that can be adopted.

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Step-by-Step Tutorial on Managing Custom Fields in GHL

Assess the Need for Changes

However, when considering making changes to a custom field, assess down below the reasons why the changes are required.
If it involves a small change (like renaming), it is well to create a new customization field instead.

Pro Tip

Someone will always want to change custom fields, so you should always ensure that the planning of the custom field is as good as it can get during the setup.

Create a New Custom Field

Click on the settings tab accessible from the GHL administration panel.
Click on Custom Fields.
Select + Add Custom Field.
Design the new field, give your new field a name, select the type, and then enter the new field.

Quick Note: This new field allows you to transfer data from other fields when it becomes essential.

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Ensure Your Forms and Workflows Are Aligned

If your forms/Workflows Consulted used the old custom field, replace it with the new custom field.
To begin with, log in to GHL and look for the Forms or Workflows section.
Select the relevant item, and set the field into the new custom field.

Pro Tip

It is recommended to use the forms and workflows after those changes to specify how they work fine.

Migrate Data to the New Field

Save your contact information from GHL in a CSV file.
Further, modify the CSV so that the data is copied from the previous custom field to the new one.
Copy and paste the new values into the GHL or import the new updated CSV.

Quick Note: If the old field holds some important information that is necessary for further work you should use this process.

Delete Unused Custom Fields

Some of the steps that should be followed in case you wish to have a clean system are erasing all the custom fields that you do not use.
Now move to Settings > Custom Fields.
Find the field you don’t require, and click the Delete button.

Pro Tip

Certain fields should be double-checked so as not to be deleted unintentionally If you are using a database with voluminous data.

When to Use GoHighLevel Custom Fields?

One of the features you can use GoHighLevel Custom Fields when completing forms and surveys.

After the submission of the information, the prospect can be put in a Workflow to complete the pipeline by undergoing marketing and call scheduling campaigns.

A few ways businesses can use them:

Gym or fitness programs – Here you could how your program, for instance, to create a field asking what the prospect wants to achieve; and when you get back to them, you could remind them of what they said about wanting to be fit.
Dental and chiropractic leads –A simple question such as the price willing to pay can help you segment the higher and lower value leads.
Roofing companies – Include questions directed at the type of roof in this selection with drop-down boxes so you can make sure that you can provide for the client.

The surveys and forms with the mentioned custom fields can then be inserted into your lead or site page where prospects can complete them.

Temporary Solutions to the Issue of Custom Fields in GHL

If you find GHL’s limitations restrictive, here are some workarounds:

Use Tags Instead: Tags are used where it is possible to label and categorize customers without the need to create so many fields.
Utilize Third-Party Tools: Connect and Sync GHL with other tools such as Zapier to allow Smart Data Processing.
Leverage Notes: Notes section is perfect for all the details that may not have fields in the contact profiles.

Major Advantage of Implementing Custom Fields Completion in GHL

Tailored CRM: Custom fields assist you in identifying certain data not distinctive of a particular record type but important enough to warrant a specific field.
Efficient Workflows: Appropriate management of the system facilitates smooth automation and definite data management.
Scalability: Ensure that you plan your fields correctly in advance as your CRM scales up with your business.

Start Your 30-Day Free Trial Now

Stuck with custom fields in GoHighLevel? Our team is here to help! To get specific recommendations for your business, schedule a call with our GHL consultants. Plus, you can be part of an exclusive 30-day free trial that allows you to test all the options available with GHL.

At the moment, GoHighLevel does not support changing fields on the fly instead, there are a lot of things you can do to achieve the result you need. If you fill them while creating new fields and applying tags and workflows, it will help you keep the CRM system neat and efficient.

Start leading your data today, and don’t miss out on the opportunity to use GoHighLevel for free through a consultation and 30-day trial!

GoHighLevel Doesn’t Allow Custom Fields Update: A Comprehensive Guide

Why can’t I update custom fields in GHL?