IMPORTANT!
Be careful before deleting Enroll Form questions! Deleting any fields a customer has previously answered will ERASE that question/field from the customer's account and DELETE the customer's answer. Please see below for better options.
When deleting a field on the Enroll Form, a warning, like the one below, will appear. When you delete an Enroll Form field, the system will delete the field from every customer's account and all previous responses from all customers.
There are two better options than deletion:
Hide Question/Field
The first option (we think it's the best) is hiding that old question/field on the Enroll Form and the Customer App, so it's only visible to Admins.
Not Editable by Primary Account Holder - The Primary Account Holder does not fill in the field on the Enroll Form (the field is hidden on the Enroll Form). The Account Holder also cannot edit the field but can view that field on the Customer Portal.
Hide in Customer Portal - Hides the field in the Customer Portal so it is no longer visible to the Customer.
Hide on Enroll Form - Hides the field on the Enroll Form so that new Enrollees will not see the field.
Within the field settings, scroll to the bottom and turn the appropriate toggle(s) on:
Export Customer Data
You can also download all the existing customers' data for historical purposes, including the old question/field, by exporting from the Enrollees table. Check out this support article to learn how to export data.