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Setting Up the CRM Drop-Down Lists

You can set up the drop-down menus for the following customer types from the Customer Set Up page:

• Individual

• Organization

• Relationship

• Miscellaneous

To set up the CRM drop-down lists:

1. Click the Administration hyperlink on the Module Menu to launch the Administration module.
2. Click the Overview group item to view the list of available choices.
3. Click the Customer Set Up hyperlink.



This will open the Customer Set Up page.

Note: This page can also be accessed by clicking the Setup hyperlink found on the CRM Overview page.



The Customer Set Up page displays the child forms that correspond to the available drop-down menus for a particular customer type.

The customer types available are:

• Individual
• Organization
• Relationship
• Miscellaneous
4. Click the tab of the customer type whose drop-down menus you wish to set up.
5. Click the expand icon next to the drop-down menu title you wish to set up. This will display the list of items contained in that drop-down menu in the netFORUM Pro interface.

On the child form for each drop-down menu, the following options may be present:

• Click the ADD   icon on the right side of the page to add an item to the drop-down list.

• Click the Edit icon on the child form to edit a drop-down list name.

• Click the Delete  icon on the child form to delete an item from the list.

View the Working with Drop-Down List Items help topic for full details on adding, editing, or deleting a drop-down list item.