Question

How to delete customer need field in the lead section

07:45 Jan 28, 2019

Hi,

I was trying to delete customer need field from the lead section after deleted that filed it is not supposing to save the lead form. as part our requirement we don't need that customer need from the lead section can any one help on this issue . how to remove that field from lead section.

Thanks&Regards,

Nani

5 comments

Oleg Drobina

08:14 Jan 28, 2019

Hello,

To remove "Customer need" field from the lead page you can simply go to section wizard in "Leads" section, after that go to page designer of lead page (see screenshot http://prntscr.com/md36f4) and after that you can click on "cross" sign on the correspondent lookup fields that represents "Customer need" lookup (see screenshot http://prntscr.com/md36us) and after that return to section wizard and save changes. As a result this field will be removed from the page.

Best regards,

Oscar

nani 1

08:21 Jan 28, 2019

Oscar Dylan,

I was tried this after deleting customer need from the page designer.if you try to add new lead from lead mini page it is not allowing to save the new lead record.this is the issue we are facing.

Oleg Drobina

08:34 Jan 28, 2019

nani 1,

Actually I was able to add a record using mini-page after that. Maybe you are using version that differs from 7.13.2. Try to remove "Customer need" field from the mini-page maybe it causes the issue. What king of error do you get?

Best regards,

Oscar

nani 1

08:57 Jan 28, 2019

Oscar Dylan,

HI,

I was deleted customer need on both section page and edit page after deleting that field if you click on save while adding the new record it is not saving and one more thing is it was not showing any error also while clicking on save.Here the version i m using is 7.13.3

Bogdan Spasibov

12:19 Feb 01, 2019

nani 1,

Can you please our support team using support@bpmonline.com email address?

We might need to have a closer look at your request.

Thank you!

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