HomeCore SystemSystem ListsEdit list options

5.3. Edit list options

Select the required list from the Main Menu > System > List dropdown.

To edit an existing option click the "Amend" button. Your field will change into a text area where you can make any required amendments.

Please note that changing the text of a list option will change the value of all existing items.

Please use this option with care or check with support@rubicrm.com for any particular requirements.

Any default list options will be non-editable as they will be important for the backend operations of your system.

To deactivate an option, click the green "tick" icon. This will change to an "X" to indicate that the item is inactive.

To reactivate, click the "X" icon which will turn back into a green "tick".

Deactivated options are retained as existing data may use the values. Deactivating a list option will prevent further updates using the deactivated option but historic data will be retained.

 

Some system lists such as the Sale Service and Export Doc Type lists have additional options available. These additional values can be accessed by clicking the same "Amend" button.

 

Knowledge Tags
System  /  Setup  /  Lists  / 

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