How to Delete a Custom Field
This article provides instructions on deleting custom fields within your Pabau account. Deleting custom fields allows you to remove unnecessary or outdated information.
Step 1: Access Custom Fields
Log in to your Pabau account, navigate to the left sidebar menu, and click on Setup. From there, click on Data under the Business section and choose Fields.
Step 2: Selecting the Field to Delete
Locate the custom field you wish to delete and click on the three dots icon on the right.
Step 3: Initiating Deletion
From the available options, click on "Archive".
Step 4: Confirming Archival
A system warning will appear, informing you that archived fields can be restored within 90 days. After 90 days, they are deleted automatically. Click on "Yes" to confirm and proceed with the archival.
Upon confirmation, the custom field will be archived and marked for deletion.
By following these steps, you can efficiently delete custom fields in your Pabau account, maintaining an organized and relevant data structure.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.