Search through more than a hundred articles on every aspect of Agentcis

Shreeya Dangol
Written by Shreeya Dangol

How to Delete a Custom Field?

To delete Mandatory fields, firstly you have to remove the data which consists of that particular field from the Client’s, Product’s or Partner’s list.

For example, you have to delete a mandatory custom field that you created for the Client’s form.

Go to Clients from the menu and select the Client which you added using forms with a particular Custom Field.

Step 1 – Click on Edit from the client's personal detail section.

Step 2 – Now, remove the data from the Custom Field and Save.

Step 3 – Go to Settings > Custom Fields Setting. Now in the client’s Custom Field list, Click on Actions and Deactivate the Field.

Step 4 – Select the Inactive Tab and click on the Actions of the particular Custom field. A drop-down list will appear and select Delete from the options.

Similarly, To delete a non-mandatory Custom Field, you can directly Deactivate the particular Custom Field.

and Delete it from the Inactive Tab.