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ZOHO CRM – Make the Task Record Subject field a pick list!

By June 24, 2018No Comments

If you find that most of your CRM Task records fall into the same small set of “Subjects” you might want to set the Subject field up as a Pick List.  You may be surprised to find out that it already is!  To activate the Subject field to become a pick list, all you have to do is select a default value.  You can also edit the choices to be whatever you want them to be.  Here’s how:

  • Setup (tool icon upper right) -> Customizations-> Modules and Fields
  • Click on Tasks Module name
  • Click Standard in the list of layouts to open the form
  • Hover over the Subject field and click the “…” menu on the right
  • Click Edit Properties
  • Select a Default and edit the selections to whatever you want
  • Save

All done!

Suzanne Kirkland

Author Suzanne Kirkland

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