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Manage Agenda Custom Data


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  • Beth A. Walls

    How do I change the actual text? Where do all these custom items sit where I can see them and make changes to them?

  • Lindsey Harmon

    Hi Beth A. Walls. Thank you for your questions!


    To change the text that appears in a custom data field for all meetings of a particular meeting type by default, you will want to click the Default Text button (the blue capital-T icon) to the right of a Meeting Type's name. We have some instructions on how to do this in the Edit Agenda Default Text section of our Manage Default Text article.


    To view the custom data fields for a particular meeting, you will want to navigate to that meeting, click the View menu, and select the Agenda Fields option (if there is one available for the meeting type). You can see and make changes to all active custom data fields on this Agenda Fields page.


    I hope this information helps! We very much appreciate your feedback and have made some updates to this article and our Manage Default Text article to better clarify the Custom Data function.


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