Edit options in CRM dropdown lists
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.
