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Deleting a Summary Field

Navigation: Records > Organization 

  1. From the bottom navigation bar, click Records
  2. Click Organization. The Organization Manager will display.
  3. In the Search field, enter the name of the organization record with the summary field you want to delete or scroll through the list of organization records on the page
  4. Click the name of the organization. The summary fields will display



  5. Click  to the right of the summary field you want to delete. The summary field will be removed.