How to Customize Drop-Down Menus

To Adjust eWay-CRM Right to Your Needs

How to Start Using eWay-CRM » Administration / Customization » How to Customize Drop-Down Menus

eWay-CRM allows you to customize values in drop-down menus across the whole CRM. Click on Administration settings on the eWay-CRM ribbon.

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  1. Go to Module settings > Drop down menus and select a required drop-down menu (usually, the first word corresponds with the name of the module and the second word – with the name of the field).

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  2. In the pop-up window, you can add or delete options, make them visible or invisible, change the order. Use the Up, Down and Delete buttons on the right to organize options.
    To create new options, go to the FileAs field. Type in names of new options and press TAB or the down arrow button on your keyboard.

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  3. Click OK to finish.
  4. Wait for 30 sec for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.

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Tip: To create your own field with a drop-down menu, check out this article.

 

 

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