ACT! Tip

   
 
 
Modifying a Drop-Down list
 

How valid is the data in your database?  If you freelance your data entry, it is probable that your queries will not correctly reflect the true data.  One way to resolve this is to modify the drop-down lists so that the data entered into a field is consistent each time. 
 

 
  How to Modify a Drop-Down List
1.  In a contact or group record, click in the field, and then click the drop-down button.

2. Scroll to the bottom of the list, and then click Edit list.




3. In the
Edit List dialog box, click Add. 


4. Type the Item name and Description of the item in the appropriate fields.  Click OK, OK, and now the data has been saved in the drop-down list.

As always, if you should have any questions regarding this Tip, or anything else involving ACT!, please call the ACT! Specialists of
CRM Coaching at 440-944-ACT1.

   

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CRM Coaching
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