Question

How do I add a value (drop down item) in the TYPE field of accounts?

Saki
15:27 Mar 25, 2016

How do I add a value (drop down item) in the TYPE field of accounts?

For example, the options are competitor, contractor, custumer, etc, but none of these suits us. How do I add another option?

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3 comments
El Green
14:02 Mar 28, 2016

Hi Saki,

Thank you for the question! In order to do this, please go to the Lookups available in the system designer, look for Account type lookup and edit / add new lookups. 

To learn more about the lookups, please feel free to refer to bpm'online Academy: http://academy.bpmonline.com/documents/docs/product/bpm'online%20sales/…

RUTH
15:33 Sep 18, 2019

El Green,

Hi El,

The link has expired.  Would you know where I can find this information now ? I would be keen to read the academy instructions

 

 

 

Olga Avis
16:26 Sep 18, 2019

RUTH,

 

Please, check the following link: https://academy.bpmonline.com/documents/administration/7-14/lookups-section

Best regards, 

Olga

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