FreeAgent CRM gives you the option to manage your Custom Fields so that you can activate or deactivate them as you need. You can also rearrange them at will.
To get started, click on your portrait and then click 'Settings' (1). Click 'Field' (2) on the left-hand side menu, and click on the segment for which you wish to manage your Custom Fields (3).
Deactivate Custom Fields
Click on the circle to the left of the Custom Field to select it. This will enable the 'deactivate' button so that you can click it.
You will need to confirm the decision before proceeding, by clicking on the 'Deactivate' button.
The status of the Custom Field will change after you confirm the deactivation and will be visible under the 'Active' column.
Activate Custom Field
In order to Active a Custom field, repeat the steps described above, just click the 'Activate' buttons instead.
Rearrange Custom Fields
It is possible to change the order of your Custom fields. Just click on the circle on the left side of the custom field and click the 'Move Up' or 'Move Down' button. You will notice that the order number will change accordingly.
You can delete the choices that are no longer useful for the fields type List of Options. Doing so is very simple. First, select the field by clicking on the circle to the left of its name and then click on the 'Edit' button.
Here you will see the details of the field, including all the choices. Select the one you want to delete by clicking on the circle to the left of the choice and click the 'Delete' button.
It will be necessary for you to select one of the other choices to update the existing information. Once you have selected the right choice, click on 'Delete'.
You will be prompted to confirm that you wish to continue deleting the Choice.
Once you click on 'Delete' you will notice that the choice has been removed from the list. Once you are done deleting the choices you need, click on 'Save' to finish the process.
To learn how to create or edit Custom Fields please visit the following tutorials: