How To Remove a Custom Field from G5

How To Remove a Custom Field from G5

  Note:

Navigate to the Customizations Workspace, and go to the Custom Fields tab.

IconDescription automatically generated

Graphical user interface, textDescription automatically generated

Click the Delete button on the custom field you want to remove.

Graphical user interface, applicationDescription automatically generated

Confirm the deletion.

Graphical user interface, text, applicationDescription automatically generated


    • Related Articles

    • Custom Fields

      Custom Field Types: Text - creates a text field with a name you choose when setting the field on an entity. Number - allows the user to enter a number when setting the field on an entity. Currency - allows the user to enter a monetary value when ...
    • How To Edit Custom Fields in G5

      Navigate to the Customizations Workspace, and go to the Custom Fields tab. Click the Edit button on the Custom Field you want to make changes to. Make any changes you need to, then click OK when finished.
    • How To Use a Custom Field as a Filter

      In the Contacts workspace you can use a category as a filter. To do so: Click the Filter Options button and select Add filter fields from the dropdown menu. Scroll down to the Profile section and check the box next to individual custom field(s) you ...
    • How to Create a New Custom Field

      Navigate to the Customization Workspace, and go to the Custom Fields tab. Click the Add button at the top right of the list of custom fields. Select the type of custom field from the menu. The type of field determines what you can enter as the ...
    • How to Delete a Custom Field from a Household or Contact

      Go to the Contacts Workspace and open the record of the Household or Contact you want to make changes to. Go to the Details tab and find the Custom Fields card. Click the Delete button on the custom field you want to remove. Confirm the deletion.