Neon CRM has two ways to clean up account custom fields by either deleting or consolidating field options you do not use into options you do plan to use:
- Directly from the Account Custom Field's Configuration Page - This will update the field for all constituents with this data.
- Using Bulk Operations to update specific accounts. - This allows a more specific constituent search.
For either method, this does involve mass data changes that cannot be undone, so it is a good idea to export a report of accounts with this information, as a backup to any user error. This guide explains reporting on Account Custom Fields. Also, if you plan to consolidate any field options, make sure you have already created the new option into which you will consolidate under Available Field Options.
Delete or Consolidate Options from the Account Custom Field's Page
This is a quick way to delete a field option. You can either choose to delete all of the data in this field, or move all of the data to merge into another option for this custom field.
First, navigate to Global Settings cog > Global Settings > Custom Fields > Account
Select the Three-dot Action Menu and then Edit Custom Field next to the desired field.
Scroll down to the Options section. If you plan to consolidate any field options, make sure to Add Option the new option you wish to consolidate into and save. Next, check the field options you will consolidate and click Delete. Then, Save Changes.
If this field is already in use, you will see this message. You may Cancel or Continue.
Bulk Operations
Neon CRM's account Bulk Edit or Delete tool allows you search for specific accounts and perform bulk operations on their Company, Individual & Account Custom Data. Read a full description in the Bulk Edit or Delete Accounts guide.