CommitCRM Business Automation for successful ITs

 
May 16th, 2019, 02:08 PM
jasonBTT
 
Posts: 1
Is there anyway to delete a custom "Values List" once created?

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Also, why do these "Values Lists" show up under Settings > Accounts? When creating Structured Notes Templates, it's useful to create Labels with Values Lists for drop down menus, but it's annoying that they are showing up in the Settings > Accounts list, it would get cluttered up real fast.
 
May 16th, 2019, 02:44 PM
CommitCRM Support
 
Posts: 6,934
Thank you for asking.

Custom value-lists that you added cannot be removed, however you can simply disconnect them from any customer (or system) field that you attached them originally too and they won't be used anymore (they will get listed in the settings menu though).

Note that custom lists get listed here, not the actual values in such lists so you probably need to be adding plenty of custom dropdown list for it to clutter the list.
In regards to listing here - the list is related to the main topic it is added under. In case it's added under Assets - it'll get listed there, in case the customer value list is for Tickets - it'll be listed there, etc.

Hope this makes sense and helps.
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