Create custom picklist fields values to let your users select values from drop-down lists that you define.
Picklist Field Values is a drop-down field with a list of options available, within which, only one option can be selected.
For instance, Lead status in Leads module. Picklist Editor is used to configuring picklist values in different modules. It enables you to add new values, rename, delete or rearrange existing picklist values. Picklist values vary across roles — users under a role can only access picklist values assigned to that role.
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Vtiger CRM enables you to create new picklist values in addition to existing values. After the custom picklist value(s) is created, they will be available for selection in respective module.
Follow few simple steps to add new picklist values:
Enter Assign to Role value (who can access these values based on Roles)
Choose a colour from the colour palette and assign it to a picklist value
The Picklist name is visible in the All Values tab.
Learn how to add a Picklist in a Module! Click here.
You can perform a wide variety of operations on picklist fields like adding new values to existing picklist field, modifying, deleting, rearranging existing values of a picklist field. Additionally, you can also assign roles on selected picklist values.
Follow few simple steps to configure picklist fields:
To customise picklist fields, you’ll need to select desired [Module] from Select Module dropdown (ex: Leads, Contacts, etc.) Consequently, Select Picklist in [Module] dropdown will display all picklist fields available for that module. This drop-down can be used to select the desired picklist field to perform global actions.
This feature enables you to modify the sequence of picklist values in a given picklist field. You can rearrange the values according to your requirements.
Follow few simple steps to rearrange picklist values:
You can also sort the picklist values based on the alphabetical order.
This feature helps you to edit existing picklist values in the selected picklist field.
Follow few simple steps to rename picklist values:
Click Edit Button
Enter New Name
Note! After entering each picklist values, you have to press Enter/Return button to show the end of the current value after which you can either type a new value or click Save.
This feature helps you to Delete existing picklist values in the selected picklist field.
Follow few simple steps to delete picklist values:
You can set Case status and SLA timer behavior for custom case states.
Follow few simple steps to add the picklist to new roles:
1. The new item value is added to the Role. Only the users with the assigned can access and use the picklist values.
2. New picklist values updated via webservices are restricted.