Delete UDF in Bulk
Would like to be able to delete UDF in Bulk
Meghan Hinsdale
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Kelly R Thorn
commented
Office uses UDF for annual client reviews. I have to go through each client to manually delete the prior year...
This addition would be a huge time-saver. Please, please get it done. TIA! -
LJ Sesko Olarte
commented
UDF's were pulled over from a another system during a merge, and we would love to delete in bulk all the UDF's we will/do not use. Is there a process for this yet?
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Teresa S
commented
I would love to be able to bulk delete a UDF. I updated a UDF for the field options and need would like to bulk delete the original one.
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Daniel Porter
commented
Potential Best Practice way to handle ... Set up UDF called "RMD 2016". Then answer it during the year. Next year set up new user defined field "RMD 2017." Then delete the "RMD 2016" in the Manage Database Lists to make it go away.
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Ryan
commented
We would love to use the Account UDFs for RMD Taken (Yes / No), RMD Amount (value) but there doesn't appear to be an easy way to reset these in bulk back to NO and ZERO at the start of a new year. Please implement a way to bulk edit account UDFs.
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Kathy
commented
I would like the ability to delete more than one user field at a time
Possibly by using the control key to highlight and delete such as Word, we don't need 7 user fields for each of our contacts anymore and deleting one by one is quite time consuming