Role based Picklists in 5.0.4

One of the feature enhancements introduced in 5.0.4 is role based pick lists. Pick list fields are used in various forms in vtiger CRM. For example, the Sales Stage field in Potential form is a pick list allowing user to select one of the pre-configured stages (such as Prospecting, Qualification, Proposal, ..) based on the status of the potential. Until 5.0.3 release, the pick list values were the same for all roles (and hence all users). In 5.0.4, Picklist values can be configured for a Role. For a given Role, the values associated with Sub-Role (i.,e roles that are below in the Org tree) are also accessible.

For example, consider the following Role hierarchy, which shows Inside Sales and Field Sales roles under the Sales Manager role.

Role Hierarchy

The pick list for the Lead Status can be configured so that the Inside Sales role can only view a set of choices, and Field Sales Person a different set of choices while the Sales Manager sees the combination of these choices.

As shown below, this can be configured from the Picklist Editor (in Settings page). First the role should be selected, and then the CRM Module.

The next step is to edit the pick list values for the selected field as shown below.

To replace all the values for all roles in one shot, you can use the option Global Delete.

We welcome your feedback on this feature.


Sort by:   newest | oldest | most voted
11 years 7 days ago

As always, you really do a fine job!!!

11 years 6 days ago

Same here!
vtiger is great!


11 years 3 days ago

Hi Sreenivas,

Thank you for covering this topic in simple terms.

vtiger Team

11 years 1 day ago


I just upgraded from 5.03 to 5.04 and all my picklist are not showing any values, i think this is because of this role based feature.

Any solution for this or do I have to create the picklist values again??


11 years 12 hours ago

vtiger is great!


10 years 11 months ago

Hi Deep,

Can you please send me your 5.0.3(before migration) and 5.0.4 (after migration) database dump, so that I can analyze and update you on the issue?

vtiger Team

10 years 11 months ago

This is a great feature and thank you for adding it. But what about a Global Add functionality? Some times I may add an individual value that needs to be put across all roles, it gets very tedious.

10 years 11 months ago


Here is a small write up on vtiger Role Based Picklist.

vtiger Team

7 years 11 months ago

HI VTiger

I try to replace all the picklist in one shot, by using option Global Delete but the picklist is still there. I;m using VTiger CRM ver 5.0.4.

Please help me how i’m clear off the pickup list.

Best Regards

AI in sales FI1

AI in Sales: What you need to know to ride the coming 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 ...

How to build a successful business case for CRM

Let’s face it—sometimes you have the solution to a business problem, but your management just won’t listen. Perhaps, you’re using spreadsheets to keep track of ...

How to choose the best CRM for your business

There are hundreds of CRMs in the market today. While a few CRMs are designed to work in any industry, the others are designed for ...

Announcement: Vtiger CRM is ISO 27001 compliant

We are proud to announce that Vtiger has been awarded the ISO 27001 certification, an internationally recognized information security standard ensuring services meet the data ...

How to select a CRM implementation partner

While most of the CRMs, such as Vtiger CRM, are quite easy to implement for unique business needs, when you have a few complex customizations ...
Vtiger CRM Implementation

Avoid these 9 CRM implementation mistakes to ensure CRM success

A well implemented CRM helps to align your business process with customer strategies to improve customer experience, build loyal customer base, and eventually increase sales ...

How do you know it’s time to buy a CRM

In today's hyper-competitive world, every touchpoint with a prospect and customer is important. As buyers, we are all impatient, and expect quick responses and well ...

How to champion Social Selling in 30 Minutes a Day

Social channels have weaved their way into becoming a ubiquitous part of the sales process and a key driver of success.Studies have shown that more ...

5 tips for writing emails that get opened (and read)

Social networks like Twitter and Facebook may have jumped to the forefront of online discourse, but email remains the most consistent way to communicate with ...

How to proactively engage with prospects on social channels

With social media channels now influencing 92% of B2B buying decisions, social selling has become an indispensable part of a sales process. However, without actively ...
Copyright 2018 Vtiger | Privacy Policy