Modifying the values in the drop-down fields is an easy process. Follow the steps below:
Navigate to 'More' > 'Administration', then to 'Tables'.
Select the table you wish to modify by clicking the 'Edit' icon.
Here is a list of the main drop-down fields and tables:
Moudule | Field Name | Table Name |
Accounts |
Type |
AccountTypes |
Accounts |
Status |
AccountStatuses |
Accounts |
Industry |
Industries |
Contacts |
Gender |
Gender |
Leads |
Status |
LeadStatuses |
Leads |
Source |
LeadSources |
Leads |
Industry |
Industries |
Tasks |
Priority |
TaskPriority |
Tasks |
Status |
TaskStatuses |
Activities |
Category |
Categories |
Opportunities |
Stage |
OpportunityStages |
Opportunities |
Currency |
Currencies |
Opportunities |
Type |
OpportunityTypes |
Projects |
Status |
ProjectStatus |
Cases |
Status |
CaseStatuses |
Cases | Priority |
CasePriorities |
If you want to add a row, simply click on 'Add row'.
For editing, click on the 'Edit' icon in the row, make changes, and then hit 'Save'.
If you wish to delete a value, click on the 'Edit' icon followed by the 'Delete' icon.