WEBVTT

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Disable and restore a customer custom field in
Pixie CRM Open the

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saved Planning reference definition from Custom
Fields This example

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uses an optional field restricted to
administrators with an existing

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fictional customer value

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Select Disabled and choose Save Verify that
Disabled is retained

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while the administrator restriction remains
selected Disabling controls

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whether the field is available on supported
records It is separate

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from deleting the field and its stored values

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Open the training customer and choose Custom
Fields Planning reference

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is no longer available in this tab The separate
Verified WhatsApp

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Numbers field remains so this setting affects the
selected field

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rather than removing every custom field from the
customer

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Return to the saved field definition clear
Disabled and choose Save

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Keep the administrator-only restriction and
client portal visibility

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unchanged The field is restored with its existing
definition rather

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than creating a replacement field

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Reopen the customer Custom Fields tab Verify that
Planning reference

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has returned with its original value The
fictional reference is

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retained through this disable-and-restore
workflow No message is

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sent and client portal visibility remains off