How do I add or edit the values of custom drop down field?

Modified on Thu, 6 Feb at 7:20 PM

Apptivo CRM allows you to customize your home page by giving you the privilege to add/edit the existing text fields and buttons.

In customize app setting, you can load your creation page with the new sections and fill them up with your own text fields, radio buttons, drop downs, etc. You can also add, edit and update the values for the custom drop downs. Lets have a look.

To Add Values in Custom Drop down

  1. Go to the app in which you would like to add custom drop down.
  2. Click on “More” icon and select “Settings” located at the app header bar.
    Contact Settings
  3. Select “Master Layout” from “Customize App” drop down from left navigation panel.
    Master Layout
  4. Drag and drop the “Drop down” attribute in any particular section.
    Dropdown
  5. Inspector tab allows you to give the details of the dropdown attribute.
  6. You can add the extra drop down fields by using “Values” option under the Inspector section.
    Add Values
  7. Click on “Add” icon to add the values of the drop down and you can view the created values under “Values” section.
  8. You can also edit the values by clicking on it and click on "Save" button.
    Edit Values

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