How to Remove Contact Fields From GHL Contacts: A Simple Guide

Do you need to clean up your GoHighLevel contacts and remove unneeded fields? Many users find it convenient to add personal touches and make controlling leads friendlier and free from extra clutter in the CRM.

In this tutorial, we will be guiding you through the necessary steps so you’ll know exactly how to remove contact fields from GHL .

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Why Minimizing the Fields to Contact is Essential

This way of organization helps to spend less time searching for something and more time analyzing the information needed. Removing fields also frees up space, increases your team’s efficiency, and makes your database look neat and tidy from the user’s point of view.

A Quick Note: If you are a newbie to GoHighLevel,now please click here and schedule a free consultation with one of our specialists who will provide you a detailed guide and any questions about setup.

Well, let me explain to you how you can do this in few steps as follows.

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Access the Contacts Section

Login to GoHighLevel: To begin, sign in to your GoHighLevel web application account.
Navigate to Contacts: When you are in the dashboard, navigate to the left side pane locate the “Contacts” option, and click it. Here you get a list of all your already added contacts.

Pro Tip

Always double-check that you’re in the right section before making any changes!

Open Custom Fields Settings

Click on Settings: Navigate to the ‘Settings’ icon situated at the lower left part of the screen.
Select “Custom Fields”: Clicking on Settings will take you to the Settings page and make sure to scroll down to the Business Profile option, where you’ll discover “Custom Fields.”

Note: Custom Fields are where all contact-specific details live, allowing you to adjust what appears for each contact in your CRM.

Identify the Fields to Remove

Review Fields List: Under ‘Custom Fields’ you will get the list of all existing fields available in your current database which are linked with contacts.
Select Unwanted Fields: Determine which of these fields are no longer required. These may include special fields such as ‘Middle Name,’ ‘Second Email,’ or ‘Company Name,’ if they are not useful to your business.

Delete the Fields

Click on the Trash Icon: For each field you wish to exclude, there is the red ‘trash’ symbol by its side.
Confirm Removal: A prompt will appear on the screen that reads, ‘Are you sure you want to delete this field?’ You can delete it permanently if you click “Confirm”.

Warning: Deletion of fields will also delete contact data correspondingly so always confirm before delete.

Save Changes and Review

Click “Save”: Remember that changes apply only when ‘Save’ is pressed after making changes on the page. This will automatically update all of the contact-related profiles.
Review Your Contacts: Go back to your Contacts tab to check that the fields that have been deleted are not shown.

Quick Check: Scan a few contact profiles to make sure that such changes are seen appropriately.

That’s it – By following the given steps, you are now able to organize your GoHighLevel contact fields effectively by excluding the unnecessary details It also improves organization and makes the management of leads smoother and faster.

Restoring Deleted Contacts

If you have accidentally deleted a contact, do not worry, you can restore it within 60 days of deletion.

Important: Restoring a contact does not bring back any associated data like conversations, notes, or tasks. Be sure to back up important info before deleting a contact.

➤ How to Restore a Deleted Contact:

Go to Contacts > Restore
Select the contact(s) you want to recover
Click Restore
Confirm your selection to move the contact(s) back to your active list

After 60 days, deleted contacts and their data are permanently removed.

Frequently Asked Questions

Is it possible to delete multiple contacts at once?

Yes! You can select several contacts from the list and delete them all at once using the bulk delete option.

What happens to data linked to the contact?

When you delete a contact, related data like notes, conversations, and tasks may be deleted too, unless settings say otherwise. You can double-check this on the Bulk Actions page.

Special Offer: To learn more about GoHighLevel’s capabilities and how this software can work for you in detail, this opportunity will help you have a proper consultation call combined with a 30-day free trial to boost your CRM efficiency from the start!

Feel free to explore more customization options in GoHighLevel to further refine your CRM experience!

How to Remove Contact Fields From GHL Contacts: A Simple Guide