Picklist Editor

Picklists are drop down menus which are offered to you at the edit or ajax view of several Second CRM modules. This menu allows you to define the content of the picklists based on the roles.

To customize the Picklist:

  1. Click on    icon at the top of page.
  2. On the left sidebar, click Designer > Picklist Editor to get an overview about the CRM modules which have pick lists included, as shown below.

    picklist

The content of the picklist for each individual (non-admin) user depends on the role which has been assigned. You may use this feature for instance to create pick lists in different languages or to restrict the users access to certain entries.

At the edit and detail view of the Second CRM modules the content of the pick lists is displayed in alphabetical order. A user with admin privileges always sees all picklist entries, independent of its role assignment. If a picklist entry has been assigned that is not accessible by the role of the current user a message "not accessible" will be displayed.

To add new Picklist:

  1. Click on    icon at the top of page.
  2. On the left sidebar, click Designer > Picklist Editor.
  3. Select the desired module from Select Module dropdown (example:Leads) and select desired picklist from Select picklist dropdown as shown below.

    picklist1

  4. Click on the Add Value button and a pop-up will appear as shown below. You can add new values in textarea on top and assign role(s).

    picklist2

  5. Once done, click the Save button.

If you don't select any role for the new picklist values, they will be present in the picklist values but not displayed for any role (other than admin).

To edit the picklist value, click on the Rename Value button and a pop-up will appear as shown in below figure. Then, select a picklist value you want to edit and click Save once done.

picklist3

To delete the picklist value, click on the Delete Value button and a popup will appear as shown below. Delete one or multiple values and select a value from Replace with dropdown, to replace all the values with that name.

picklist4

You cannot select a blank value for replacement.

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