Edit and delete custom attribute fields

This procedure describes how to edit or delete a custom attribute field. To set or edit the value of a custom attribute field, see Set custom attributes.

To edit or delete a custom attribute field,

1. Go to Manage > Reseller > Settings > General | Custom Attributes. The Custom Attributes page opens.
2. Scroll to one of the following tables:
   • Company Custom Attributes
   • User Custom Attributes
   • Lead Custom Attributes
3. Click the gear icon next to the custom attribute that you want to modify, then select one of the following options:
   • ​Delete Custom Attribute—You are prompted to confirm that you want to delete the custom attribute. Click Confirm. The attribute field is removed from its UI location and the corresponding table on the Custom Attributes page. The column and all entries are removed from the database.

   📝 Note: This option deletes all attribute values that you have collected. If you do not want to do this, use the Edit Custom Attribute option instead.

   • Edit Custom Attribute—The Edit {attributeType} Custom Attribute page opens.
4. Edit the following attribute data fields as appropriate:
   • Key—This identifier cannot be changed.
   • Label—Users see this label above the custom attribute field or next to the checkbox.
   • Hint—Users see this hint below the custom attribute field.
   • Input Type—This setting cannot be changed.
   • Validation—Define the validation rule for text fields or select None:
     • Select Alphabetic (the field accepts any combination of characters a - z or A - Z), Numeric (the field accepts any combination of characters 0 - 9), or Alphanumeric (the field accepts any combination of characters a - z, A - Z, or 0 - 9).
     • (Optional) Enter the maximum number of characters in the Character Count Limit field. For example, if you enter 8, a user cannot enter more than eight characters in the custom attribute field.
     • (Optional) Click the Use exact character count requirement checkbox to require that the Character Count Limit that you set (step b) is the only number of characters that a user can enter.
5. Select or clear the View and Edit checkboxes to define which roles have view access and which roles have edit access to the selected custom field.
6. Select or clear the Required checkboxes to define which roles are required to provide an entry in the selected custom field.
7. (Optional) Click the trash icon to remove the selected field from the assigned location.
   If you remove all locations for the selected custom field, it is removed from the UI, but the associated records are not removed from the database column.
8. Click Save Changes. The custom attribute field is updated.