Create custom picklist field 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 the Leads module. Picklist Editor is used to configure 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 the respective module.
Follow a few simple steps to add new picklist values:
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 fields, and modifying, deleting, and rearranging existing values of a picklist field. Additionally, you can also assign roles on selected picklist values.
Follow a few simple steps to configure picklist fields:
To customize picklist fields, you’ll need to select the desired [Module] from the Select Module dropdown (ex: Leads, Contacts, etc.) Consequently, the Select Picklist in the [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 a 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 a few simple steps to rename picklist values:
This feature helps you to Delete existing picklist values in the selected picklist field.
Follow a few simple steps to delete picklist values:
You can set Case status and SLA timer behavior for custom case states.
Follow a few simple steps to add the picklist to new roles: