Changing the Display Location of UDFs

To change the display location of a UDF:

  1. From the Sidebar, navigate to the field list of the object class where you want to organize the UDFs. For example, to access the list of Person fields, go to Organization Management > Persons > Fields.
  2. Click UDF Layout on the Module menu. The Custom Data Display dialog box opens.
  3. Select the UDF to move, then drag and drop the UDF to the target location.

    NOTE: Alternatively, you can select either Move to “General” tab or Move to “Custom” tab from the pop-up menu.

  4. Click OK.
  5. Click Save on the Standard toolbar to save the changes.