Removing Additional Fields

You can delete additional fields. However, before you can delete a global additional field, you must clear all values from the field. You can clear multiple values at once using the Windows Client.

If you want to remove a global additional field without deleting the values, you can change the status of the field to Inactive.

You do not need to manually clear values from folder-specific additional fields before deleting them. Deleting a folder-specific additional field also deletes all values.

Deleting or inactivating additional fields affects InterAction Web Client. After deleting or inactivating a field, you may need to update your configuration for the Web Client.

InterAction includes a number of dictionaried additional fields that are used for special processing. You should not delete or inactivate these fields. For details about these fields, see Dictionaried Additional Fields.

Delete an Additional Field Definition from a Folder

Deleting a folder-specific additional field also deletes all data stored in that field. You cannot undo this action!

1. Log on to the InterAction Windows Client.
2. Open the folder.
3. Choose Folder > Edit Folder to open the Edit Folder dialog box.
4. Choose the Additional Fields view.
5. Select the additional field and choose Delete.
6. Choose OK to confirm that you want to delete the additional field.
7. Choose Close to close the Edit Folder dialog box.

Delete a Global Additional Field

1. Make sure that any values stored in the field have been cleared.
   • To check this, you can use the Windows Client to search for contacts that have any value in the field. Then, mark all of the resulting contacts and use Mark > Clear Additional Field to clear the values.
   • Note that you cannot delete the field if it still stores any values.
2. Log on to the InterAction Administrator.

3. Make sure the field is not being used as a dictionaried additional field.

   To check this, double-click Dictionaried Additional Fields. The additional fields used appear in the Additional Field Name column.

   If the field you want to delete appears in this list, choose Edit and select a different field to use.

   

4. Once the field is ready to be deleted, double-click Global Additional Field in the main entity list.
5. Select the field you want to delete from the list and choose Delete.
6. When prompted to confirm the deletion, enter YES and choose OK.
7. Choose Close to close the Manage Global Additional Field dialog box.

Inactivate a Global Additional Field

Inactivating a global additional field makes it unavailable without removing the values. If necessary, you can restore the field by changing the status back to Active. If you want to completely delete the field, see Delete a Global Additional Field.

1. On the main window of InterAction Administrator, double-click Global Additional Fields in the entity list to open the Manage Global Additional Field dialog box.
2. Select the additional field to inactivate and choose Edit.
3. From the Status list, select Inactive and choose OK.
4. When you are done editing global additional fields, choose Close to close the Manage Global Additional Field dialog box.