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Ability to remove a field from the Success Plan template?

  • 25 June 2020
  • 1 reply
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Userlevel 6
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I’m only seeing the ability to add fields to a layout but then cannot go back and remove after saving. Is this something GS Support has to handle?

EDIT: Turns out I renamed the fields “Plan Description” and “Company Highlights” which is why I couldn’t find the fields. 

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Best answer by aditya_marla 22 October 2020, 08:46

Hi Ana,

When you hover over any field when you are defining the layout , you should see an option to remove fields. Note that some fields are not removable (like Name, Type)…..apart from that you should be abel to modify your layout

 

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Userlevel 6

Hi Ana,

When you hover over any field when you are defining the layout , you should see an option to remove fields. Note that some fields are not removable (like Name, Type)…..apart from that you should be abel to modify your layout

 

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