For those who prefer written guide
eWay-CRM allows you to customize values in drop-down menus across the whole CRM. Click on Administration Center on the eWay-CRM ribbon.
- In the left menu click Drop-Down Menus, select module and move mouse over type you want to edit. Then, click pencil icon to edit drop-down menu.
- In the pop-up window, you can add or delete options, make them visible or invisible, change the order. Drag and drop values by clicking icon on the left of each row. To create new options, click + icon in the left top corner and insert value into Tech. Name field. You can translate name of the value for other language versions.
- Click OK to finish.
- 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.
Tip: To create your own field with a drop-down menu, check out this article.
Do you have questions? Our consultants have answers.
Do not hesitate to contact us.