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How to customize your drop down lists

Configure dictionaries such as Industries, Seniorities, Fee types, Expense types, etc

Written by George Barcun

Drop down fields are useful when a single value needs to be selected from a list.

In KeyVision drop down fields are provided for Industries, Seniorities, Fee types, Expense Types, etc.

Here’s how you do it:

STEP 1

Go to Hello > Settings.  Choose one of the categories for which you’d like to customize the drop down field i.e Industries, Practices, Seniorities, Fee types, etc. 

STEP 2

  • You can add new choices by clicking the Add button, enter the value and click on Save.

  • If you’d like to edit the option, click the Edit button near the field you'd like to modify, or click on Delete if you wish to delete it.

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