Alexa Best Small and Medium Business CRM Software - ConvergeHub

Drop downs

You can customize and create new drop down lists for different fields under different modules from the Account Setting option of your ConvergeHub account.

  • The link to create drop down is available under the App Setup section in the left hand panel of your Account Setting page.
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  • Clicking on the link will direct you to the dedicated page of creating new drop downs.
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  • A list of fields is automatically available for which you can create customized drop down menus.
  • Add new item to the drop down list by clicking on the ConvergeHub button.
  • You can edit or delete the existing drop down fields.In addition you can also edit or delete the drop down fields created by you.
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  • A pop-up will appear where you’d need to insert Name, Sequence (the order in which the field will appear), Description, Short Description and Status. The name field is mandatory to create a new drop down field value.
  • Save to create the field in the drop down list.
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