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 Deleting custom fields allows you to remove unnecessary or outdated information.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.