How do I edit a Picklist?

Video Index

  • 0:00 – 0:10 – Introduction
  • 0:11 – 0:33 – Account Type Example
  • 0:34 – 1:12 – Edit Picklist

What are Picklists?

Picklists are used to generate options for drop down menus in ServiceMonster.

Edit Picklist

  1. Go to Company > Company Settings > Picklists.
  2. Choose one of the Picklists to edit.
  3. To create a new value, click New Value.
  4. Add a value and click Save & Close.

Notes

If the System setting is true, the value is not able to be deleted.

 

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