Deleting a field

You can delete any new fields that you've added. However, you must be careful when updating the database. Ensure all users are logged off Sage CRM when a field deletion is taking place, and that a backup of the database is available. Deleting a field is not reversible. If you make a mistake, you should restore the database backup.

It is recommended that you make major changes to fields and screens on a test system before implementing them in a live environment. Failing to do so may cause unexpected behavior in the system.

1. Click <My Profile> | Administration | Customization | Primary Entities |  <Entity> | Fields.
2. Click the field name link.
3. Click Delete. If the field is used in reports, scripts, views, groups, escalations, notifications, workflow, tab SQL, or dashboards, you are refused permission to delete it. If the field is not used anywhere in the system, or is used in screens, lists or searches, you are asked to confirm that you want to delete the field.
4. Click Confirm Delete.