Picklist Field Values are found all over the CRM in modules. Say it is Lead, Opportunity, Contact, or wherever a drop-down is. As important as the Picklist Field Values are, as dozens of other features of Vtiger 7, Picklist Field Values are customizable. From adding a new Picklist field to rearranging and deleting a field value, Picklist editor provides countless options.
It is worth mentioning that picklist field values are not same for all the roles and differ according to the permission that his/her role has. You can read about Roles in details in this document.
Insert New Picklist Field Values to Lists
With Vtiger 7, Picklist field values can be added to existing ones in the lists. The whole purpose is to enhance the versatility of the CRM. After the custom picklist value(s) is created, they will be available for selection in respective module.
This is the text book protocol to add new picklist value:
In a module, click on the Customize button
Then select Picklist Field Values
On this screen press the +Add Value icon
A popup will appear, where basic information about the picklist value will be populated
In the first field provide an Item Value(New Picklist Value)
Then grant access to specific roles in Assign to Rolevalue (who can access these values based on roles).
You can optionally designate a color for your picklist value that will be used in list view of your module
Click Save to create a new value.
The Picklist name will be visible in the All Values tab.