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Setting Up the Contact Topic Drop-Down List

Use the Contact Topic childform to add a range of topics for people to choose from when adding a new contact request.

Contact Request Overview

You can add , edit , or delete drop-down list items from the Contact Topic list on the Miscellaneous tab in CRM Setup.

To add a Contact Topic to the drop-down list:

  1. Navigate to the CRM Overview page.
  2. On the Overview page, click Setup.
  1. On the Customer Information page, select the Miscellaneous tab.
  2. On the Contact Topic child form, click ADD. The Topic Information window displays.
  3. Enter a Code.
  4. Enter a Description.
  5. Click Save to add the code to the Contact Topic drop-down list.

To edit a contact topic:

  1. Click the edit button next to the list item you would like to edit.
  2. Make your changes and click Save.

To delete a contact topic from the drop-down list:

  1. Click the delete button next to the list item you would like to delete.
  2. Click OK to confirm the deletion.