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Removing a field from opportunities tab - SAGE CRM 2025 R2.1

Rob Retter
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How do I remove the below fields (probability & close by) from the opportunity screen:
I had thought I would retain the information as I know we did this.  Below are the steps I thought I had to take.
  1. Administration
  2. Customization
  3. Opportunity
  4. Fields tab
This is where I get lost (see below).  I clicked everything in the below circled but couldn't find a way to remove the field from the tabs.
Please point me in the right direction.
Thanks
Rob
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    Hi Rob

    Under the entity it will list all fields, which may or may not be on screen / in tables. 

    You're just missing the rest of the steps. From your screenshot above, click on the tab marked "Lists" and then edit the 'Opportunity List' this controls what columns are seen on screen (though worth noting the same list is used for My CRM, Team CRM and Opportunities under the Company entity). 

    If you want to edit what columns are visible on the find screen then that would be Opportunity Grid

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  • 0

    Hi Rob

    Under the entity it will list all fields, which may or may not be on screen / in tables. 

    You're just missing the rest of the steps. From your screenshot above, click on the tab marked "Lists" and then edit the 'Opportunity List' this controls what columns are seen on screen (though worth noting the same list is used for My CRM, Team CRM and Opportunities under the Company entity). 

    If you want to edit what columns are visible on the find screen then that would be Opportunity Grid

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