Picklist Field Values are found all over the CRM in modules. Say it is Lead, Opportunity, Contact, or wherever a drop-down is. As important as the Picklist Field Values are, as dozens of other features of Vtiger 7, Picklist Field Values are customizable. From adding a new Picklist field to rearranging and deleting a field value, Picklist editor provides countless options.
It is worth mentioning that picklist field values are not same for all the roles and differ according to the permission that his/her role has. You can read about Roles in details in this document.
Insert New Picklist Field Values to Lists
With Vtiger 7, Picklist field values can be added to existing ones in the lists. The whole purpose is to enhance the versatility of the CRM. After the custom picklist value(s) is created, they will be available for selection in respective module.
This is the text book protocol to add new picklist value:
The Picklist name will be visible in the All Values tab.
Refer: Adding a picklist field in a module
Picklist fields are available with wide range of customizations. With Picklist editor, we can:
To perform any of the mentioned actions:
Read this article to learn about Picklist Dependency.
To do changes to a current picklist’s fields:
With this tool, you can rearrange the positions of picklist values in any module’s list. Here how you can accomplish the purpose:
You can simply assign a new title to any picklist field value. For this motive:
A value may stop serving a purpose. You can always delete a picklist value in any module in Vtiger 7 with these steps:
Follow few simple steps to add the picklist to new roles
Note! Once the new item value is added to the Role, only the users granted access can reach and use the picklist values.