How can I edit the custom field on the customer record?
- Updated on Jul 11, 2026
- Published on Mar 19, 2026
Prev Next Problem
I don't know how to change the dropdown of the custom field on the customer profile.
Solution
Follow the steps to update the custom field on the Customer Record.
Edit a custom field
Go to Settings
> Operations > Custom Fields.
Find the custom field you want to update, and click Edit.
Make the necessary changes, and click Save to apply the changes.
For more information, see Use custom fields.
The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history.
What it does: Serves as the single source of truth for all customer interactions, history, and financial data.
Also called: Customer account, Client record
Tags: Core
See the full glossary →
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