1.14. How to Create, Edit or Delete Event Type in Picklist?

TDS CRM allows the users to create, edit or delete event type in the Picklist. The following steps will describe you how to add the new event types.

Go to Settings > Settings.
Click Picklist Editor given in the section of Studio. It will open the window of Picklist Editor.
Select Event module from the drop-down list.
In the option of Select Picklist, select Activity Type from the drop-down list.
You will notice the controls of Add, Edit and Delete given in front of Select Picklist.
Add: Use this control to add the activity type. Following are the steps that should be followed to add the activity type.
Press the button of Add.
You will see the existing entries in the box of Existing Pick List Values. Specify the new activity type in the box of Add New Entries Here.
Select the role for the activity type from the box of Select Roles. Selecting roles is not mandatory. You can also proceed without selecting roles.
Click Save to save the changes. You will notice the new activity type appear in the window of Picklist Editor.
Use the button of assign for assigning roles to the event type.
Edit: Use this control to edit the activity type. Proceed with the following steps to edit the activity type.
Press the button of Edit.
Select the value to edit.
Provide the new value in the box of Replace with.
Click Apply
Click ok to confirmation box.
Delete: Use this control to delete the Picklist value-activity type from the TDS CRM by following the given steps.
Press the Delete button.
Select the value to delete.
Select the replacement value.
Click Delete.
Click OK on confirmation dialog box.