When deleting a Custom Tab, or field within a Tab, the data set within that Tab or field will be deleted in all instances that the Tab is used in Rex. If deleting an entire Custom Tab, this means that all the data stored under the saved Custom Tab - in all the contacts/ properties/ listings/ projects it was used - will also be deleted. Always ensure that you have copied any important data from all the Custom fields where data has been entered in Rex, before deleting the Tab.
Deleting Custom Tabs and Groups in Rex is done from the Admin menu.
Please note: You must delete all fields within a group before you can remove the group and tab.
To delete a custom field from a System Tab:
- From the left side menu go to Settings > Under Customisations, go to Custom Fields & Tabs
- Go to the record type the Tab is being used in; Contact, Property, Listing etc
- Click on the System Tab
- Hover over the field > select More
- Select Delete > Confirm Delete
- In the new dialogue box, type "DELETE" into the provided field to re-confirm, and click Delete
- Once all fields are removed, hover over the Group
- Select More > Delete
- In the new dialogue, select Confirm
Delete a Custom Tab by:
- From the left side menu go to Settings > Under Customisations, go to Custom Fields & Tabs
- Go to the record type the Tab is being used in; Contact, Property, Listing etc
- Click on the Custom Tab
- Hover over the field of the group > select More
- Select Delete > Confirm Delete
- In the new dialogue box, type "DELETE" into the provided field to re-confirm, and click Delete
- Once all fields are removed, hover over the Group
- Select More > Delete
- In the new dialogue, select Confirm
- Go back to the Tabs
- Hover over the Tab and select Remove Tab