Create Finance Service Types Picklist
Fortix systems provide Picklists which are selection lists used to populate the Service Types data input field in Contacts with one of a number of predefined values. This article explains how to create an Service Types Picklist.
Click Service Types tab under FINANCE section in the Picklist page.
The Picklists - Service Types page opens with a list of Service Types. Click Add New to Add another Service Types.
The address bar link is : /?codelists&cl=service_types
Add the new Service Types, Order of display in the list and if it should be a Default status. Click the down arrow in the Profile field and select which company Profile this Service Types will be visible to. Refer article How to create a Profile. Only records belonging to the assigned Profile will see the Service Types.
Click SAVE to commit the changes to the system.
Service Types can be Edited by clicking on the underlined Service Types. Click Delete at the end of the row to Remove the Service Types.