No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
icon-person 02 9299 9959 OR Call Sales

Configuring Dropdown Lists

To configure the contents of the dropdown lists, go to the menu and expose the Admin section, and click on Settings, which takes you to a page broken down by theme where you can customise various lists, options and templates.

The Settings page

A close up of the Settings page

To edit the options on a dropdown list, pick a section and click on a field you want to edit. A pop-up window will open to give you editing options.

You can Add a new option or click on an existing option and then choose to Edit or Delete it using the buttons at the bottom of the list.

You can also move the values into a lower or higher position by using the up/down arrow buttons next to each value.


Note that the CRM will not allow you to delete items that have been used i.e. they have records linked to them.

First Name*:
Last Name*:
Phone (Work)*:
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