How do I assign Picklist values to specific roles in Vtiger CRM?

 

Follow these steps to assign values to selected roles:

1. Log in to the CRM.
2. Click User Menu.
3. Select Settings. The Settings page opens. 
4. Go to Configurations > Picklist Field Settings. The Picklist Field Settings page opens.
5. Enter or select the following details:
   1. Select Module: Choose the module where the role-based picklist field enabled(e.g., Leads, Contacts).
   2. Select Picklist: Choose the specific picklist field for which you want to assign values to roles. 
   3. All Values: Displays all the available picklist values for the selected field
   4. Values Assigned to a role: 
      1. Role Name: Choose the role to which you want to assign picklist values. 
      2. Picklist Value: Select the value(s) from the list that should be available to the chosen role. 
      3. Apply to All Roles: Enable if you want the selected picklist value to be available for all roles.
      4. Apply to Subordinate Role: Enable this to apply the value not only to the selected role but also to all subordinate roles under it.
6. Click Save.