Before You Begin
You must have Admin access to Dazos CRM Settings.
Identify the field you want to hide and confirm it does not have a trash can (delete) icon next to it in the Layout Editor. If it does have a trash can icon, you can simply delete the field instead.
This process applies to built-in system fields such as Probability in the Intake Opportunities module.
Steps
Navigate to Module Layouts & Fields.
Go to Settings → CRM Settings → Module Management → Module Layouts & Fields and select the module containing the field you want to hide (e.g., Intake Opportunities).Locate the field and open its settings.
Find the system field you want to hide (e.g., Probability). Confirm that it does not have a trash can icon — this identifies it as a non-deletable system field.Step 1 — Mark the field as hidden in its field settings.
Click to edit the field. Check the Hide checkbox in the field settings and save the field.⚠️ Important: This step alone is not sufficient. The field will still remain visible in the module view until Step 2 is completed.
Step 2 — Move the field into a hidden Block.
In the Layout Editor, move the now-hidden field into a Block that is itself configured as hidden. Both the field and the Block it belongs to must be set to hidden for the field to be removed from the module view.Save your layout changes.
Save the layout after completing both steps.
Verification / Expected Result
After completing both steps, the field will no longer appear when viewing records in the module. If the field is still visible after Step 1, confirm that Step 2 has been completed — the field must be inside a Block that is also configured as hidden.
Troubleshooting / Common Errors
Field still visible after checking Hide: This is expected behavior for system fields without a delete icon. You must also complete Step 2 — moving the field into a hidden Block. Checking Hide alone is not sufficient for these fields.
Not sure which fields require this process: Any field in the Layout Editor that does not have a trash can (delete) icon next to it is a non-deletable system field and requires this two-step process to be hidden.
Layout Editor changes not saving at all: This is a separate, system-wide issue. See the related article below for guidance.
💡 Tip: If you are unsure whether a Block is configured as hidden, click to edit the Block settings in the Layout Editor and verify its visibility setting before saving.
Related Resources
Troubleshooting Layout Editor Field Visibility Changes Not Saving System-Wide (CRM)
How to Hide and Reactivate Both Active and Inactive Fields
Module Layouts & Fields Documentation