As an admin, you can edit the settings of a custom field in your account. You can also delete custom fields.
Note: You cannot delete custom fields that have been used for transactions in your account.
Web Browser
In the Navigation Menu, click the Settings link. Then select the Custom Fields option.
Click the custom field you would like to update. You can also enter the name of the custom field in the Search field.
In the Name field, you can edit the name of the custom field. In the Description field, you can edit the custom field's description.
To edit the custom field options, click the Option Settings field.
To allow spenders to enter their own unique field option when completing a transaction, check the Allow custom options checkbox.
To allow transaction defaults for the custom field, click the Allow defaults for this field checkbox.
In the Require section, you can edit when the custom field is required:
Never: The custom field is optional for spenders.
Always: The custom field is mandatory for spenders on related transactions.
If the Always option is selected, a transaction amount can be specified by clicking the Require fields by amount checkbox. Edit the amount that will require the custom field in the Transaction Amount field.
To save your changes, click the Update Field button.
To delete the custom field, click the Options icon and select the Delete custom field option. Note: You cannot delete custom fields that have been used for transactions in your account.
To confirm you want to delete the custom field, click the Delete button. To cancel and keep the custom field, click the Cancel button.
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