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Remove Amount Field into the Customer Service Report

Remove Amount Field into the Customer Service Report and eSign it in minutes

Aug 6th, 2022

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How to Remove Amount Field into the Customer Service Report

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whats going on everyone my name is matt welcome back to another video in this video were going to be talking about what to do when a client wants to cancel their service because i want to share with you guys i am doing a live webinar on march 19th on how to grow your cleaning business if youre interested in learning how to build your business and learning about branding marketing customer service sales and so many different topics the link is in below go sign up right now im also going to include into this whole webinar im going to include templates that we use in our business all the templates that we use and then also youre going to get six months of my cleaning quote premium subscription included which is online booking for your website so it helps you get more clients online so thats going to be included as well so check that out the link is in the description there and now back to the video clients canceling a service that you provide thats a big deal no one wants to lose

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do you remove a field from a report type in Salesforce?

Double-click the field on the layout, then choose a field name in the Specify Field dialog box. Click the field on the layout, then press Backspace or Delete.

How do I edit a custom report type?

Once you create a Custom Report Type and save it, there is no way to go in and edit it. This means that if you do not originally choose the correct fields or related list fields, you have no way of updating the Custom Report Type to include them. Instead, you must delete the Report Type and start from scratch.

How do I hide a field from a custom report type in Salesforce?

On the Reports tab, click New Report. Select Select Report Types to Hide. The green check mark next to a report means its visible to everyone. To hide the report type, click the check mark to change it to an X.

How do I remove a field from a report type?

Click the field on the layout, then press Backspace or Delete.

What is a customer report?

A customer service report is a presentation of customer service metrics that helps you identify actionable insights related to the customer experience. Customer service reports can include a number of different potential metrics that gauge the overall performance of your customer service team.

How do I add a field to a report type in Salesforce?

From the Fields Available for Reports section, click Edit Layout. Drag and drop the missing fields from the Field Definition Fields section, then click Save. You can also add additional fields via lookup on your primary or secondary object by clicking Add fields via lookup.

How do I remove a field from all reports in Salesforce?

On the Report Type, locate the Fields Available for Reports section and click Edit Layout. On Field Layout Properties, locate the EventApiEventc field. It will show up as DEPRECATED. Drag and drop the DEPRECATED field to the Fields Lookup window on the right-hand side to remove it.

How do I remove a field from page layout report type?

Setup Customize Leads Page Layout Edit removes the fields from the Detail page layout.

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