How to create Contact Rating

Rating Picklists are selection lists used to populate the Rating data input field in Contacts with one of a number of predefined values. Picklists provided in the standard system can be altered to use customer-specific values.

Click on the Rating  Icon in the CONTACTS Section of the Picklists page.

The address bar link is  /?codelists&cl=rating

The Picklists - Rating page opens with a current list of Rating. To add another Rating, Click Add New in the header bar.

The Picklists - Rating page opens with the ADD NEW Rating form enabled. Enter the New Rating name and the Order in which it appears. Choose if this is a Default for each Contact that is added.

Click the down arrow in the Profile field to select the Profile this Rating belongs to. Only users belonging to the selected Profile will be able to see the Rating. To Create Profiles Refer article How to create a Profile.

Click SAVE to commit the New Rating to the system.

To Delete a Rating, Click Delete at the end of the row of the Rating that has to be deleted.


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