SMSF field review

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Custom field review and approval

SMSF Financial Solutions · GoHighLevel · 0 fields across 10 objects
0All three
0Partly
0Not yet
0Renamed
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just you

How to use this

Every custom field built in the GoHighLevel account is listed below, grouped by the object it sits on. For each one you can see where it came from and what it is for.

If a name is wrong, type the correct one in the Rename column. Leave it blank to keep the current name. Use the note box for anything that needs explaining.

Tick your own column once you are happy with the field. A row turns green when all three of you have ticked it.

This page is live. Everything saves the moment you click, and the other two reviewers see it on their screen within a second. Work through it in your own time, on your own device. You can only tick your own column, so the record shows exactly who agreed to what. Renames and notes are shared, so the last person to edit one wins.
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