How do admins customise picklist values such as inquiry types in Thynk?
By Thynk· Published · Updated
Admins update picklist values in Setup, either on the field or in its global value set, and assign them to record types.
Full answer
Administrators can adapt picklist values, such as inquiry types or booking sources, to their own processes.
- Identify the object and field, for example the inquiry type on inquiries.
- Check whether the field uses a global value set or its own values.
- Add, rename, reorder or deactivate values in Setup.
- Assign values to record types if needed.
Consistent picklists make data entry quicker and reports more accurate across all properties.