Edit options in CRM dropdown lists
- Helen Gosper
- Denise McGettigan
You can change the options (values) in some of the dropdown lists (picklists) in CRM to suit your business needs. For example, you might want to add a new Status called Allocated or remove a status that is not applicable.
Click the Phocas menu button > Administration > CRM Picklists to open the Picklists screen, where you can view a list of the dropdown lists used in CRM, organized into tabs.
Picklist (tab) | 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 |
On the Picklists screen, click the required tab (Call Type, Contact Method, Job Title, Payment Status and Status) then proceed as required:
Add an option: Click Add, enter a name for the option and click Save.
Delete an option: Select the option row and click Delete > Yes.
Set the default option: Select the option row and click Set Default.
