global-picklist

Save time and prevent data-mapping errors with Vtiger’s multi-module picklists

Imagine a scenario where a set of values need to be common to a couple of picklists across different objects or modules. For instance, the values for contact status need to be “Active”, “Inactive”, “Positive”, “Negative” or “Neutral” across two different modules namely – the Contact Module and the Opportunity Module. To make this happen, you would have to manually create two separate picklists that are local to each module. The time spent on this process of creating local picklists is directly dependent on the number of values you need to have in a given picklist. This leads to a few major problems:

  • Consumes a lot of time
  • Creates ambiguity or redundancy in the data being entered manually
  • Making additions/deletions to the values of picklists across different modules becomes a hassle because they all are independent picklists

Vtiger’s Multi-module Picklists help to simplify these problems. They are global picklists that you define once and they can be used across several modules through linkage. So, for cases that need common picklist values, all you need to do now is define the values once in the beginning as a global picklist and link this to the picklists of other modules as and when needed. This avoids the difficulty of repeatedly having to add the same picklist values to more than one module.

Now that you understand Global Picklists, here is an illustration of how you can implement them in Vtiger:

  • Step 1: Create a Global Picklist
  • create-global-picklist

  • Step 2: Link the Global Picklist to one/more modules
  • link-picklist

    Global Picklists should be considered when:
    • You have a common set of picklist values for different modules/objects
    • You have to control or monitor the values that can be added to a given picklist

    Vtiger’s Global Picklists feature improves the way we store customer/lead information to a large extent. To make the best use of this new feature, it is important to also know its limitations:

    • You can create a maximum of 100 global picklists.
    • You can link 1000 picklist values to a global picklist.
    • You cannot add values to a global picklist from the layout editor.

    Ready to get started? Know more about Vtiger’s Global Picklists here and step-up your CRM game. Sign-up for our free trial to experience the power of Vtiger!

    wpDiscuz
    Holiday season, Christmas, Thanksgiving, Out-of-office, email templates

    10 Outstanding Out of Office Email Templates You Can Use in 2019

    It’s that time of the year again and you are all set to kick back and enjoy the holiday season. The season to be jolly ...
    Vtiger_customer_loyalty

    Promoting real loyalty goes through customer engagement

    About the author Denis Pombriant is CRM marketplace analyst and consultant. Founder and managing principal, Beagle Research Group, LLC. He is the ...
    Sales Meeting, Sales Managers, Sales Representative

    How to Run an Effective Sales Meeting

    The sales team is the quarterback of your company. Your entire organization is structured such that the sales team gets an advantage on the field ...
    Valuable sales intro

    3 customer preferences that businesses need to know to grow

    Are you looking for an advantage? A way to differentiate your business from your competitors? A sure-fire way to be memorable with customers and to ...
    Top Features, CRM, Vtiger, Sales managers

    Top CRM Features Sales Managers Need in 2019

    Gone are the days when sales managers had to plough through a barrage of spreadsheets to keep track of customers and their purchases. With a ...
    Vtiger_social_selling

    7 proven tips (and one nifty tool) to improve your LinkedIn social selling effort

    If you’re selling in the digital age, then you’ve likely come across the term social selling. Sales professionals are increasingly turning towards social channels such ...
    P Ramesh Chander, Rixyncs, Three pillars, customer relationships

    Insights from ‘Three Pillars of Customer Relationship’

    There is no doubt in anyone’s mind that the customer is the most important aspect of any business. In layman’s terms, without a customer, you ...
    GMQ

    Vtiger recognized as a Niche player in Gartner 2019 Magic Quadrant for Sales Force Automation

    Gartner has released its June 2019 report, “Magic Quadrant for Sales Force Automation” and we are happy to announce that Vtiger has been recognized amongst ...
    Getting_ready_for_AI

    How can you be prepared to ride the AI wave

    Artificial intelligence(AI) is here to stay and it will transform the way you sell. From managing online conversations on websites to analysing massive amount of ...
    AI_replace_salesrep

    Will Artificial Intelligence replace sales reps

    Artificial intelligence(AI) is here to stay and it will transform the way you sell. From managing online conversations on websites to analysing massive amount of ...
    loading
    Copyright 2018 Vtiger | Privacy Policy