In this section, we will see how to configure the drop-down lists, which will help us to typify the entities or registers of our CRM. This is formerly what is called auxiliary tables, that is, a series of options that were managed independently and that served to give meaning to the information of our system.
The selection lists are drop-down menus that are offered in the edit views of various modules of the CRM. This menu allows you to define the content of the selection lists based on roles.
Select the Picklist Editor menu to see an overview of the modules of the CRM that include selection lists, as shown in the figure:
All the lists are related to the roles. This means that the content of the list of selection for each individual user (non-administrator) depends on the role that has been assigned.
You can use this ability, for example, to create selection lists in different languages or to restrict users' access to certain entries.
Press the Assign button to select the roles to which the drop-down lists are shown belong.
To modify the content of the selection list, select a module from the CRM, choose an associated list and the corresponding role. The view of the available selection lists will change as appropriate. To change the content of a selection list press the buttons according to the indications of the previous figure. In the new pop-up window, you can make your changes.
A user with administrative privileges always sees all the entries of the selection lists, regardless of your role assignment. If an entry of the selection list has been assigned as not accessible for the role of the current user, a "not accessible" message will be displayed.