How to modify pick list values?
To add or modify pick list values, do the following:
1. Log in to Zoho CRM with Administrator privileges.
2. Click Setup > Customization > Modules and Fields.
2. Click Setup > Customization > Modules and Fields.
3. Select the module you want from the Modules list view.
4. Go to the required pick list field, click the Settings icon and select Edit Layout.
5. In the Pick List properties popup, follow these steps:
- To add a new value click the Plus icon against a value and add the value below it.
- To delete a value, click the Minus icon against the value.
- To rename an existing value, simply type the new name in the place of the existing value.
- To add the options all in one shot, click Add options in bulk.
- In the Add Bulk Options text box, type one value below the other.
- Click Add Choices.
- To sort the values, click the Sort
icon.
- To import values, click the Import icon.
- To maximize the popup, click the Maximize
icon.
- Choose a value from the Select default value drop-down list.
- When no value is selected, the chosen default value applies for this field.
- If you wish to make this a required field, select the Required field check box.
6. Click Done.
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