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Happy New Year! On my sales order form (or really any form), I can see explanation for what a particular field is when I click on it (e.g. Location). How do I modify that explanation?

I think it depends on whether it’s a custom or standard field.

For standard fields, you would click on the Title and click the Customize button. All of those customizations can be found at “Customization &gt; List, Record &amp; Fields &gt; Custom Help for Standard Fields”.

For Custom Fields, you would find the field under the Customization tab. Go to Display tab and then update the Help field.

Okay I will try that...is there a similar approach to modifying the Customer INvoice? any help would be appreciated!

trying to pull a Custom Field ("client project") into one of the header sections and I don't know how to properly enable it