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Picklist Management

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Picklist Editor

Possible actions: Add Picklist values Delete Picklist values Rename the Picklist values Assign a color to a Picklist values Rearrange...

March 12th, 2021 1694 views 0 likes
Role Based Picklists

How to add a Role-Based Picklist? Step to add the Role Base Picklist: Go CRM Settings > Module Management >...

May 7th, 2021 2286 views 1 likes
Picklist Dependency

For example, In the Tickets module, Let’s say there are 2 fields, Category, and Sub Category. Category for that product...

March 12th, 2021 945 views 1 likes
How to configure Multi Sales Pipeline

Scenario : Say you have different sales processes for inbound and outbound sales, you can create separate Pipelines, with different...

May 15th, 2021 840 views 1 likes