Cannot Delete Custom Fields

0011
0011 Member Posts: 2 VERIFIED MEMBER
Second Anniversary First Comment
in Sales CRM #1

Hello, I created a few custom fields for deals. I later decided i no longer need some of them. I have deleted them, and they no longer appear on the custom fields settings. However, the fields and their data are still appearing on my insights reports.

Before deleting them, they were appearing as duplicates in my reports, which is one of the reasons I deleted them and tried to start over.

Can someone please help me delete these custom fields 100% along with all their data so that they are no longer appearing in my reports or anywhere?

Thank you.

PS. the solutions provider response times (no response), and inability to chat to someone is extremely frustrating and causing us to reconsider Pipedrive altogether. I am testing the power plan (up from pro). and having NO support is very upsetting.

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Answers

  • Reeve Lui
    Reeve Lui Member Posts: 55 VERIFIED MEMBER
    10 Comments First Anniversary First Answer 5 Likes
    #2

    @0011

    Hi there, I happen to be a Pipedrive partner and I provide support to all my customers for such issues.

    Can you share with me some screenshots of your insights, so I can better understand how you built the report.
    This way I can also determine why it is still showing in your reports.

    For even better understanding, you can invite me into your Pipedrive instance and I can possiby clean up your custom fields properly.

    You can connect with me to reeve@astersense.com

  • 0011
    0011 Member Posts: 2 VERIFIED MEMBER
    Second Anniversary First Comment
    edited April 2 #3

    Hi @Reeve Lui

    Reeve, Thank you so much for your reply.

    Previously I had 2 custom fields here called utm_source and utm_medium. These are the fields which were showing as duplicated in my reports, and that after deleting them are still showing on my reports.

    Here is a screenshot of the custom field settings showing the fields are no longer there.

    image.png

    Here is a screenshot of one of my report settings where you can see that utm_source, and utm_medium are still showing, and able to pull data. They are no longer duplicated, but they should not exist at all, as my intention was to fully delete the field along with all its data.

    image.png

    Regarding the account access I have sent you an email with the info.

    Thank you very much.

    0011

  • hbarnes
    hbarnes Member Posts: 2 NEW MEMBER
    First Comment
    #4

    I have the same problem, I can create custom fields, but there is no delete button to delete the custom fields I created previously.

  • Sophie
    Sophie Pipedrive Team Posts: 203 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #5

    Hi @0011,

    I was not able to locate a conversation from you on our Support Side, but this doesn't sound like expected behavior. I looked into this further and I can see these custom fields still appearing in your account as if they have not been deleted.

    Have you tried any general troubleshooting steps at all to see if that corrects the issue? If not, can you please try out the steps listed below then see if they still appear?

    • Clear your cache- How do I clear my browser's cache and cookies?
    • Check that your browser is up to date with the latest version
    • Try this in a completely different browser to see if you still experience the same thing
    • Try this in an incognito browser

    If this doesn't work, please reach out to our Support Team so we can get investigate this with you and get in touch with our engineers about this. You can see more information about contacting support here-

    https://support.pipedrive.com/contact-us

    If you tried this already, please let me know which email you contacted Support from! I hope this helps for the moment!

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