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CRM - Admin Guide

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Configure CRM Settings > Configure The Picklist Editor
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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.


To 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

To 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 add 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.


 

 

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