How do I create a Global Picklist?

Follow the steps below to add a Global Picklist:
  1. Log in to the CRM.
  2. Go to Settings
  3. Go to Module Management > Module Layouts & Fields. The Module Layouts & Fields page opens.
  4. Select the module from the drop-down for which you want to add a picklist.
  5. Click +Add Custom Field from the Detail View Layout. A Create Custom Field page opens.
  6. Enter or select the following information:
    1. Field Type: Select Picklist from the field type drop-down.
    2. Label Name: Enter a label name.
    3. Picklist Type: Select Global Picklist from the picklist type.
    4. Select Global Picklist for an specific field.
    5. Enable or disable the desired field properties.
  7. Click Save.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube