If you are an administrator you can change some of the drop-down selection options in Phocas CRM to suit your business needs. For example, in the type 'Tasks' you might want to add a new Status option called 'Allocated.' You do this through the Picklists screen.
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Picklist options
Administrators can edit the following pick lists in CRM.
| Picklist | Where it appears in CRM | Typical options (shown in this documentation) |
|---|---|---|
| Call Type | Phone Log | Follow Up Initial Call Support Call Sales Call Quotation |
| Contact Method | Account Record Contact Record Lead Record | Face-to-face Fax Instant Messenger Letter Phone |
| Job Title | Contact Record Lead Record | Director Manager Salesperson Accounts Sales Manager |
| Payment Status | Account Record | Current Overdue |
| Status | Meeting Task | Cancelled Completed Deferred In Progress Not Started Overdue Waiting on Someone |
Editing CRM Picklists
- From the Administration module, select the 'More...'
dropdown > CRM Picklists as shown below, to open the Picklists screen.
- From the Picklists screen you can change values for the Call Type, Contact Method, Job Title, Payment Status and Status fields, via the tabs at the top. To add a new value select the tab required and choose Add (in the screen shot below the Status tab has been selected).
- In the dialog that opens, name the new value (in the image below, the administrator wants to create a new option named 'Allocated') and Save.
Users will now see the new value in the dropdown under Status.
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| Basic CRM setup, Custom tables, |