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Answer

How do you delete a mode?

  • April 12, 2023
  • 2 replies
  • 80 views
D
Clari

I see in Field Config via Clari Studio that system admins can create modes. Conversely, how can we delete modes that are no longer needed?

Are there any key considerations to keep in mind when deciding to delete modes?

Best answer by David Ogborn

Hey @Dorothy Fuentes 

 

You can delete a Mode in Field Configuration by clicking the icon with the arrows when you hover over the desired Mode.

 

From there scroll to the bottom of the Mode details and there should be a "Delete Mode" button.
 

 

In terms of considerations, when deleting a mode any associated views would be lost and if a forecasting tab was working off of a mode that was deleted it will break.

 

David

dding
Andrew Pitman
Lizzie Rupp

2 replies

David Ogborn
Esteemed Contributor
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  • David OgbornEsteemed Contributor
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  • Answer
  • April 12, 2023

Hey @Dorothy Fuentes 

 

You can delete a Mode in Field Configuration by clicking the icon with the arrows when you hover over the desired Mode.

 

From there scroll to the bottom of the Mode details and there should be a "Delete Mode" button.
 

 

In terms of considerations, when deleting a mode any associated views would be lost and if a forecasting tab was working off of a mode that was deleted it will break.

 

David

dding
D
Lizzie Rupp
lyuda.rogers
Clari
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@Dorothy Fuentes I would also add that there are some modes that can not be deleted because they are required modes, such as Opportunity or Account Owner ones. 

Kenna
dding
Lizzie Rupp
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