There are many fields in OpenCRM that use picklist menus. These are pre-populated answers that make completing a record in OpenCRM much quicker to do, and give your system a uniformity that enables you to search, sort and list records according to that data. For example you may want to sort your list of Companies according to Type. When creating a Company record you can enter a Company Type by selecting a Type from this picklist: You may want to edit some of the Picklist names to add or remove names. You can access the edit screen in two different ways: 1. Click the pencil icon next to the field you want to edit 2. by going into the Studio section on Settings (button at the top right of the screen) and selecting Picklist Settings: In the Picklist Edit menu you can then select which field you'd like to edit, in this example, we're editing the Company Type Picklist: Regardless of whether you've clicked the pencil icon or gone to the settings area, you will see a text box with all the existing options within your picklist field. To add a new one, all you have to do is hit enter to add another line and type in your new text. Clicking on Save means you can then select the new value (New Company Type in our example) from the Picklist when you return to the Companies Edit page as shown below:
Editing the Activity Types PicklistIt is possible to add new Activity types, but due to the nature of this change, you cannot add activity types yourself - please contact us on support@opencrm.co.uk There are some limitations, though:
We typically recommend people using the "Category" field to avoid these limitations. This is a picklist that you can edit yourself (as an administrator) and that will preface the Activity Subject with the selected Category (if you choose). You may also be interested in:
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