How to add a new Item to a Drop Down List in SalesNexus

Applies to: R4 Version

To do this you will need to have admin rights and complete the following steps:

1. Go to "X > System Settings > Create and Change Fields"
2. Choose "Sales" from the "Contact" drop down
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3. Find the "Products" drop down field from the Left hand list of Fields, and select it
4. On the right side there will be a list of "Products" in the drop down list
5. At the bottom of the list there is an "New" button, click it
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6. Type the name of the new product, and click "Add Item"
7. Go to the Sales Opportunity and try adding your new Product to the Sales Opportunity

Allowing users to add items

1. Go to "X > System Settings > Create and Change Fields"
2. Select the drop down field you want to enable list editing for
3. From the options in the center of the screen select "Enable Edit List", or "Enter Custom Value"
4. Click "Save Field"