How to Edit Options of a Pick List Field in your Cloven CRM

How to Edit Options of a Pick List Field in your Cloven CRM

Introduction

This article describes how to add/remove options from a pick list field in Cloven CRM. If you have any questions about this feature, please reach out to the BluRoot team at support@bluroot.ca.

How to Use

Below are the steps on how to add/remove options from a pick list field:
  1. Go to the Setup Page (⚙️) on the bottom left of the page just above your profile picture.
  2. Under Customization, select Modules and Fields. 
  3. Click on the module you would like to edit, select Standard.
  4. Navigate to the option you would like to edit the pick list on, click the 3 dots on the right hand side of the field and select Edit Properties.
  5. Use the plus sign (+) to add and the minus sign (-) to add and/or remove options from your pick list. 
  6. Click done, then click on save and close. 
For a detailed walk-through, please see the following video: