Inactivate Custom Fields

As you use Systemize you may find there are Fields or Values you created that you don't use anymore. To remove the custom Field from a Job or Account Detail page without losing historical information entered in these Fields, inactivate them instead of deleting them. Inactivating a Field or Value will prevent it from showing up on new records, but will still display them on previous records if a value was entered.

Inactivate Custom Fields

1. Go to where the custom field exists:
   Settings > Job > Job Fields for Job Fields or
   Settings > Account > Account Fields for Account fields.
2. Click the custom field name and check the Inactive box.

   

Inactivate Custom Field Values

1. Go to where the custom field exists: Settings > Job > Job Fields (for Job Fields) or Settings > Account > Account Fields (for Account fields).
2. Click the field name and click the Values... icon at the top.
   

   

3. Click on the underlined value you want to make inactive and then check the Inactive box.