INTENDED SEARCHES: custom field merge, merge custom fields, duplicate custom fields
Custom field merge tools help combine or clean up custom field data when duplicate or overlapping custom fields exist.
This should be handled carefully by an admin because custom fields may already be used on customer records, estimates, services, packages, or reports.
Before merging, confirm:
- Which custom fields are duplicates.
- Which field should remain.
- Whether data will be preserved.
- Which modules use the fields.
- Whether reports or filters depend on them.
Before saving or relying on this record, check:
- Correct fields.
- Data preservation.
- Reports affected.
- Permissions.
- Backup or review.
Why this matters:
Custom field cleanup prevents messy reporting and duplicate data entry.
Support note:
If the customer cannot find the option, cannot save the record, sees different fields, or receives an error, they should contact support with the record name, page they were on, what they clicked, and a screenshot if possible.
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