This section provides you the ability to define certain fields available in drop-down boxes for your account management purposes. You can set Credit Statuses, Location Types, Note Types, Contact Types, and Territories. For ease of use, some lists are pre-populated using general terminology, but you can remove these or create your own.
To get to this area, navigate to All Accounts > Tools > Field Values or click here.
To add or delete any options, click the Edit button next to the field you'd like to change.
To add a new value, type it in the text box and click the Add Value button.
If you wish to remove a value, simply click the Delete button.
You can also choose the order in which the fields display in your drop-down box by dragging and dropping the values. Don’t forget to save your changes!
Updated over 2 years ago