Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Configure the Picklist Editor

• Click the cog icon at the top right of the interface to open CRM settings

• Click 'Studio' on the left then 'Picklist Editor'

A picklist is a drop-down menu from which you can make a selection. The picklist editor lets you modify the contents of the drop-down menus shown when creating or editing a record.

• The example below shows the picklist editor for the 'Type' drop-down shown in the new/edit 'Opportunity' page:

 

• You can add new values, rearrange the order of values, assign values, rename values and delete values.
  

• 'Values assigned to a role' lets you create custom drop-down menus for specific roles. For example, you may want 'Account Admins; to see all values in a drop-down, while 'Agents' are shown a limited selection.

 

Create a custom picklist:

• Click the cog icon at the top right of the interface to open CRM settings

• Click 'Studio' on the left then 'Picklist Editor'

• 'Select Module' – Choose the module whose drop-down menus you wish to work on

• 'Select Picklist' – Choose the specific drop-down menu you want to modify

You can add / assign / rename values to the drop down menu and assign the selected values to a particular role:

• All values

• Values assigned to a role

 

The 'All values' tab lets you modify drop-down menus shown to all users/role types. You can perform the following actions:

• Assign a value

• Add a value

• Rename a value

• Delete a value

Assign Value

Enables you to assign multiple picklist values to multiple roles in one shot. When you assign values to a role, all users under that role will be able to access the picklist values.

Assign values to role(s)

• Select a module and desired picklist field

• Select desired picklist values you wish to assign to selected role(s). To select multiple values, press and hold Ctrl key (Command key in Mac) and click on desired picklist values

• Select role(s) from 'Assign to Role' drop-down to grant them access to selected values
  

• Click 'Save' for your settings to take affect
  
  

Add new picklist values

• Add a module and the picklist in module

• Click the 'All values' tab

• Click 'Add Value' to add a custom picklist value

• Enter a name in the 'Item value' and a role(s) form the 'Assign to Role' drop-down to grant them access to new picklist value

• Click 'Save'

Edit existing values

You can edit existing picklist values in the selected picklist field.

• Select a module and desired picklist field

• Select desired picklist value you wish to edit

• Click 'Rename Value'

• Enter the new name in the 'Enter new Name' drop-down

• Click 'Save'

Delete existing values

You can delete existing picklist values in the selected picklist field. It also helps you select multiple values and delete them all at once.

• Select a module and desired picklist field

• Select desired picklist values you wish to delete. To select multiple values, press and hold Ctrl key and click on picklist values that needs to be deleted

• Click the 'Delete Value' to delete selected values

• Select a value in 'Replace it with' field to transfer responsibilities. The selected field will show up in place of deleted value(s).

• Click 'Save'
  

 

Values assigned to a role

The 'Values assigned to a role' area lets you modify the contents of drop-down menus based on role. For example, you may wish to show a different set of options to an administrator than you would to an agent.

• Values in blue are enabled for the role selected in the 'Role name' field.

• Click on any value(s) to disable it. Values in white are disabled for the selected role.

• Click 'Save' to apply your choice. You must click 'Save' before switching to another role in order to register your choice.