How do I know whether a custom field is in use before deleting it?
Open Custom fields and click the field: the side panel shows how filled it is and lists the automations, segments, forms, dashboards, reports, schedules and stage rules that depend on it. If that list is empty, archiving is safe.
Role required: an authenticated workspace member.
See the health of every field at once
- Open Custom fields and pick Contacts or Opportunities in the left menu.
- Read the list: every row carries a coloured health dot, a Fill rate column (a circle with the percentage next to it) and a Used by column.
- Next to Used by there are three mark columns, with a ✓ when on and empty when off: Filter (the field shows up in the CRM filter builder), Req. (required) and Pinned (pinned with the main fields). Hover a column title to see its full name.
- Fields come grouped. Click a group title to collapse or expand it; the header shows how many fields it holds and the group average — a whole group with a low average usually points at the capture step, not at each field.
- In the Base health card, click a band (for example Critical) to filter the list down to those fields. Click again to clear the filter.
- Hover a band to read its criterion, or click the information icon next to the Base health title to see all four criteria at once.
Clicks in the left bar — both the health bands and the groups — replace whatever was filtered instead of adding to it: the list scrolls back to the top already narrowed to what you just clicked. The filters above the list keep combining freely with each other.
The list loads as you scroll, so workspaces with hundreds of fields open without freezing.