Picklist Field Values

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.

Adding a Custom Picklist Field to an existing Picklist

Zaris 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:

Log in to the CRM.
Click Settings > Configuration > Picklist Dependency.
Click Picklist Field Values and select Add Value
Enter Item Value (New Picklist Value)
Enter Assign to Role value (who can access these values based on Roles)

6. Click Save.

The Picklist name is visible in the All Values tab.

Working with Picklist Fields

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:

Log in to the CRM.
Click the icon and select Settings
Click Configuration > Picklist Field Values
Customize as per your requirements.

Customizing existing Picklist

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.

Rearranging picklist values

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:

Select a module and desired picklist field
Click, drag, and drop desired values

You can also sort the picklist values based on the alphabetical order.

Managing Picklist Values: Editing and Deleting

To Edit or Delete a Picklist Value, follow these steps:

Log in to the CRM.
Select a module and the desired picklist field.
In the All Values List, locate the value you wish to change.
Perform one of the following actions:
- To Edit: Click the Edit button.
  - Enter the new name for the value.
  - Note: After typing a new value, press the Enter/Return key to confirm it before clicking Save.
- To Delete: Click the Recycle Bin button.
  - A confirmation prompt will appear. Click Delete to confirm the removal of the value.
Click Save to apply your changes.