Create Resource Types Picklist

Fortix systems provide Picklists which are selection lists used to populate the Resource Types data input field in Contacts with one of a number of predefined values. This article explains how to create a Resource Types Picklist.

Click Resource Types tab under STOCK section in the Picklist page.

The address bar link is : /?codelists&cl=stock_resource_types

The Picklists - Resource Types page opens with a list of Resource Types. Click Add New to Add another Resource Types.

Add the new Resource Types, Order of display in the list and if it should be a Default status.

  1. Click the down arrow in the Profile field and select which company Profile this Resource Types will be visible to. Only records belonging to the assigned Profile will see the Resource Types.
  2. Include in Proposal Total should be Yes if the Resource type is used for User Rates on Projects or in Work Requests.

Click SAVE to commit the changes to the system.

Fortix Base - Google Chrome

Resource Types can be Edited by clicking on the underlined Resource Types. Click Delete at the end of the row in the Action drop-down list to Remove the Resource Types.

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