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- Getting Started
- Pinning Activities
- Bulk update
- Managing Duplicate Records
- Basic Navigation
- Key setup steps
- Additional setup steps
- Configuring Dropdown Lists
- Creating New Records
- Tips & Tricks
- Using the Kanban View
- Using the Map View
- Advanced Filters
- Setting Up Grid Layouts
- Show and Hide Columns
- Open or Edit Existing Records
- Syncing Your Accounting System
- Setting up your CSV file for Import
- View Details on Map Pins
- Change the Column order
- Company Information
- Filter Map Records
- Sorting Records
- Export data
- Import Data from Excel or CSV
- Colourise Map Records
- Filtering Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
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.