I've been using FilFolio for a while and I now want to change some of the names of the custom fields used for mappings. How do I do that?

I've been using FilFolio™ for a while and I now want to change some of the names of the custom fields used for mappings. How do I do that?

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It's not very difficult.

To ensure you get it right, it's best to start with both Portfolio™ and FilFolio™ running and then follow these steps:

1. Go into the Mappings Pane and edit the Custom Field Names that you see there to whatever you want.

2. When you've finished editing your new custom field names click on Info in the Command List. You will be taken immediately to the Errors/Warnings Pane which will show you the message about Portfolio™ not having the necessary custom fields in it to store the metadata.

3. Now go to this topic in this Help File and follow the instructions given there starting at step 3.