Using the Pick List Items Tab

Use the Items tab to manage the items in a pick list. This tab displays the items users see when they open a pick list.

Note: If you use other software applications that share database information with Infor CloudSuite CRM, you must use the same pick list codes and items in both applications.

To manage items:

  1. In the Pick List Detail view, click the Items tab.
  2. Execute one of these steps:
    • To add an item, click (Add Item). Complete the Add New Item window, and click Save and New to continue adding items, or click OK when you finish adding items.
    • To edit an existing item, click Edit for the item you want to change. Complete the Edit Item window, and click OK.
    • To delete an item, click Delete for the item you want to remove.
  3. Click OK.
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