How to edit and delete groups/sub-groups for contacts, accounts, deals and custom modules?

Edit and delete groups and sub-groups for records to make it easier to modify the field layouts.

Here’s how:

1. Go to Admin Settings > Leads, Contacts & Accounts > Contacts/Accounts/Custom Modules

2. For Deals navigate to Admin Settings > Deals & Pipelines > Deals 

3. Hover on a group. The Edit and Delete icons associated with the group appears.

   

     a. Edit group:

• Click the edit icon present against a group. The edit group overlay appears.

  

• To rename, change the Group name. All groups can be renamed.

• You can make a group into a sub-group or vice versa based on your requirement.

• Group: Leave the Nest this group under checkbox empty.

• Sub-group: Enable the Nest this group under checkbox and choose a group under which it needs to appear.

  

• Click Save.

Note: You can rearrange the sequence of the groups and sub-groups by just dragging and reordering them accordingly. 

      b. Delete group: Before you attempt to delete a group/sub-group, delete or move all the fields elsewhere. 

• Hover on a group and click the Delete icon.

  

• Click Yes to provide confirmation and delete the group permanently.

  
   

Note:
1. Only empty groups/sub-groups can be deleted. When you attempt to delete a group containing fields, an error message pops up.
2. All groups including Basic Information and Additional Information can be renamed.
3. To delete a group or a sub-group, it needs to be empty, i.e: it should not have any fields listed under it.