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- Getting Started
- 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
- 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.
Under settings you will see a list of modules where you can manage the options that appear on associated dropdown lists:
- Company Settings
- Contact Settings
- Contact Skills
- Contact Positions
- Activity (expand for further options)
- Opportunity Settings
- Ticket Settings
- Project Settings
- Job Settings
- Product Settings
- Training Course Settings
- Campaign Settings
- Asset Settings
- Sales
- Purchase Orders
Click on one (for example, Company Settings) and you’ll see a list:
If you click on the list (for example, sales Region) you’ll see the values:
Use the “Add”, and “Edit” buttons to change values.
Note that the CRM will not allow you to delete items that have been used i.e. they have records linked to them.
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