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SLX Web Admin - Editing Picklists

Last post 11-08-2011, 10:30 AM by Tonya. 3 replies.
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  •  11-07-2011, 3:10 PM 2799

    SLX Web Admin - Editing Picklists

    I have an Account Type called 'Foodservice', and need to add a Sub-Type under it called 'Vending Company'.  When I go into web Admin, I have the ability to create a new picklist, but no matter what I do I can't get the Foodservice type to open so I can edit it to add the sub-type. 

     I've searched all over the web looking for an answer - anyone have any suggestions?  Thanks!

  •  11-07-2011, 4:15 PM 2800 in reply to 2799

    Re: SLX Web Admin - Editing Picklists

    If you login to SalesLogix Web Client as Admin, you can go to the Navigation Bar and choose Picklists.

    In Picklists, you will be looking for the Picklist called Account Foodservice...this is the name of the picklist for Foodservice Subtype. You can edit that picklists and put in the values needed.

     

    Thanks

     

    Dale Richter

    Customer FX

     

  •  11-07-2011, 4:23 PM 2801 in reply to 2799

    Re: SLX Web Admin - Editing Picklists

    Hi Tonya

    The way it works is that for every item in the "parent" picklist Account Type there is a new "child" picklist that follows a strict naming convention. The convention is the combination of "Account " and the Account Type picklist value you want to add a child value for. 

    For example:

    Account Type picklist values:
    Customer
    Partner
    Foodservice

    The related "child" picklist names (one per above value) would be:
    Account Customer
    Account Partner
    Account Foodservice

    So to answer your query specifically. I believe you would want to add or edit a picklist called "Account Foodservice".

    Kind regards,
    Duncan
    http://twitter.com/sageukcrm
  •  11-08-2011, 10:30 AM 2802 in reply to 2801

    Re: SLX Web Admin - Editing Picklists

    Thank you Dale and Duncan.

    The problem I'm having is that I can't figure out how to edit the existing Account Foodservice picklist.  I have tried to double click on it, right click on it, but nothing happens.  The only option under 'Common Tasks' is to Add Pick List, which I don't want to do.

     

    Dale - David will be talking to you about doing a web admin course for us as well.

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