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#1 Posted : Tuesday, October 18, 2016 8:32:13 AM(UTC)
Rank: Advanced Member

Posts: 123

Editing Categories

Some pipeline management fields such as Status and Lead Source can be edited from within the Contact screen. Other fields, such as Categories and Type, are multi-select fields, meaning that you can check one or more options. For example, you can select both “Commercial Real Estate” as well as “Investment Property” as Categories for a contact.

Such multi-select fields cannot be edited directly from the Contact screen. However, there is a way to add, edit, or delete items in those fields. In the Admin Tools Menu Group, choose Table Editor (Figure 1): 
(Figure 1: Vertical Menu - Admin Tools - Table Editor)

In the Table Editor screen, open the Table Name dropdown and choose Client Category Type (Figure 2):

(Figure 2: Table Editor - Table Name - Client Category Type)

Click the Show Table Values button to see the contents of the Categories table (Figure 3):

(Figure 3: Table Editor - Show Table Values)

The Table Values are displayed so that you can see what is there now (Figure 4):

(Figure 4: Table Editor - Table Values Displayed)

Directly above the table contents, there is a control labelled “Click here to add a new lookup item” that is used for adding new values (Figure 5):

(Figure 5: Table Editor - Add Table Values)

Type a Description for your new item (Figure 6):

(Figure 6: Table Editor - Add Table Values - New Item)

Next, press Enter, which will move your new item to the bottom of the list. Then click Save to complete the procedure of adding a new item (Figure 7):

(Figure 7: Table Editor - Add Table Values - Save)

The Table Editor screen allows you to control exactly which items appear in the Categories dropdown.
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