How to Delete a Field in CRM

Managing fields in your CRM ensures that your database remains clean, organized, and free of unnecessary or outdated information. If you no longer need a specific field, you can easily delete it from your CRM. Follow the detailed steps below to safely delete a field:

Step 1: Access the Fields Module

  • From the CRM Panel, navigate to the left-side menu.
  • Locate and click on the Fields option.
  • This will open the Fields dashboard, where you can view, manage, create, and delete fields.
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Step 2: Open the Fields Section

  • At the top horizontal menu, click on the Fields tab.
  • You will see a comprehensive list of all your existing custom fields along with their names, field types, tags, and actions.
  • This section provides complete control to modify or delete unnecessary fields.
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Step 3: Locate the Field You Want to Delete

  • Browse through the list of fields or use the search bar (if available) to quickly locate the specific field you wish to delete.
  • Once you find the desired field, move your cursor to the Actions column on the extreme right.
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Step 4: Click on the Delete Icon

  • In the Actions column, you will find a delete/bin icon corresponding to each field.
  • Click on the delete icon for the field you want to remove.
  • As a safety measure, a confirmation popup will appear to ensure you don’t accidentally delete a field.
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Step 5: Confirm the Deletion

  • In the popup window, you’ll be asked to confirm your decision to delete the field.
  • Review the field details carefully before proceeding, especially if the field is actively used in:
    • Forms
    • Campaigns
    • Automation workflows
    • Contact profiles
  • Once you are certain, click on the “Confirm” or “Delete” button.
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Step 6: Field Successfully Deleted

  • After confirmation, the field will be permanently removed from your CRM.
  • It will no longer be visible in your Fields Dashboard or available for use in forms, campaigns, or automations.
  • If the deleted field was previously assigned to contacts or workflows, the associated data will no longer be displayed.
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Important Notes

  • Irreversible Action: Deleting a field is a permanent action. Once deleted, you cannot recover the field or its associated data unless you recreate it manually.
  • Cross-check Before Deletion: If a field is linked to important automation workflows or campaigns, review its usage before removing it to avoid breaking any active setups.
  • Best Practice: If you’re unsure about deleting, you can create a backup of your contact data by exporting it from the CRM.

Pro Tip

If you frequently manage fields, it’s a good habit to audit your CRM fields regularly. Removing unused fields not only keeps your database organized but also enhances CRM performance and simplifies team workflows.