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!

    Tiger tales Banner Image

    Tiger Tales – Meet Mithun, Our Sr. Enterprise Solutions Consultant

    Welcome to the second chapter of Tiger Tales, our new blog series that highlights how our employees and clients have transitioned to working from home ...
    Five growing trends in the CRM Technology

    Five growing trends in the CRM Technology Space

    I can remember my first time reviewing CRM software. It was a little over a year ago and I was thrown into the deep-end with ...
    CRM and Retail Industries

    Why Do Retail Industries Need CRM?

    Thanks to technology, our lives have evolved in more ways than one. It has changed the way we eat, shop, communicate, and learn. From buying ...
    Tiger tales Banner Image

    Tiger Tales – Meet Krishna, Our PLM Head Who Wears Many Hats

    When the pandemic hit, many companies including Vtiger had to make the transition to having all of their employees work remotely, virtually overnight. Working from ...
    Promote 2020 SFA MQ recognition 3 1

    Gartner recognizes Vtiger in it’s Magic Quadrant for Sales Force Automation (SFA) for the second time!

    Yes, we did it again! In its July 2020 report, ‘Magic Quadrant for Sales Force Automation’, Gartner Magic Quadrant has positioned Vtiger CRM as a Niche ...
    How to increase traffic through proper SEO practices

    Four SEO Best Practices to Increase Your Organic Traffic

    Search engine optimization (SEO) is a powerful marketing tool that many companies overlook when first creating their website and content. An ideal scenario for many ...
    Copy of Jan 10th Conceptual Images for Blog

    The tale of a developer, a periscope, and Vtiger’s One View

    It is not every day that a light bulb goes on, and we experience a eureka moment, but then not everyone is as brilliant as ...
    Whatsup integration

    WhatsApp + Vtiger Integration Makes it Easy for Prospects and Customers to Connect with your Business

    The professional methods for communication continue to evolve alongside technology. Over the last few years, companies and individuals have been finding more streamlined methods of ...
    CRM helps maintain and boost productivity while WFH

    Delight Customers While Juggling Work and Kids at Home

    Parents around the globe have found themselves working from a brand new office (their home) and sometimes they have some unexpected but incredibly cute new ...
    Pay it forward - help those in trouble

    A chance to pay it forward

    Have you noticed those, bravely fighting the chaos that COVID created? Healthcare workers, security forces, businesses that provide essential services, and a few others have ...
    loading
    Copyright 2020 Vtiger | Privacy