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About Deleting Enroll Form Fields
About Deleting Enroll Form Fields

Read this article before you delete any Enroll Form fields!

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 weeks ago

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.

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.

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