You can edit custom data fields that have been associated with participant types. Custom data fields allow you to collect information about a participant when the contact record doesn't include the right fields for doing this.

To do this:

1. In Actionstep Practice Management, go to Admin > Additional settings. The Additional Settings page appears.
2. Click Edit in the Participant types section. The Participant Types page appears.
3. Click the name of the participant type you want to edit the data for. The Edit Participant Type window appears.
4. Click Edit custom data fields. The Custom data fields for [Participant_type] window appears.
5. Click the link for the Field name, Label, or Data type you want to edit.
6. Make your changes and click Save to close the Edit Custom Data Field window. (See Adding Custom Data Fields to a Participant Type for help with these fields).
7. On the Custom Data Fields for [Participant Type] window, click Done.
8. Click Save to return to the Participant Types list.

Additional Resources:

• Participant Custom Data Overview
• Adding Custom Data Fields to a Participant Type (Admin)
• Deleting Participant Custom Data Fields (Admin)
• Understanding Custom Data Field Types

Updated July 22, 2026 21:37