Working with Picklists

Articles

About SAM Picklists
Each Sales Access Manager worksheet can have various picklists associated with it that standardize frequently used information and facilitate the CRM user's data entry. Picklist values appear in Suggested Item dialog boxes when a CRM user clic...
Entering Picklist Values
You add and update Picklist values for each Sales Access Manager worksheet type using the same procedure. To enter picklist values: At the Sales Access Manager Admin Tool Main Menu , click the Reference Data Maintenance...
Changing Picklist Values
You may change picklist data as desired. Changing picklist options does not overwrite any previously saved user data. Once a user has saved a picklist option in a worksheet field, the data remains static. The user can choose to edit the saved opti...
Deleting Picklist Values
Deleting a picklist value deletes the option from the applicable worksheet <field Suggested Items> dialog box. It does not delete it from a data field in a saved worksheet. To delete picklist values: At the Sales ...
Localizing Picklist Values
You can add picklist data in all languages supported by your integration. You must enable the multi-language Organization Option to be able to localize picklists. To enter picklist values in a different language: ...
Setting Up Multiple Picklists
If you want to set up multiple picklist sets for a Sales Access Manager worksheet, you need to decide what CRM field to use as the trigger for that worksheet. The following are suggested fields to use: Blue Sheet—Opportunity Ty...