Zoho CRM : personnalisez de votre menu déroulant !
Bonjour à tous,
Nous avons une mise à jour à vous partager sur la façon dont les menus déroulants sont présentés dans Zoho CRM.
L'ajout d'un champ, vous aide à choisir et à associer une ou plusieurs valeurs de manière pratique à partir d'un menu déroulant. Ces valeurs peuvent être indépendantes ou séquentielles. Pour répondre à des besoins différents, vous pouvez choisir d'afficher ces valeurs par ordre alphabétique ou non. Par exemple, pour le champ "produit", les valeurs peuvent être classées par ordre alphabétique et pour le champ "statut du prospect", les valeurs peuvent être classées dans l'ordre saisi.
Jusqu'à présent, malgré la préférence choisie dans les propriétés de la liste de sélection, lorsque vous triez la vue en liste, les rapports ou les tableaux de bord des modules sur la base des valeurs de la liste de sélection en ordre croissant ou décroissant, les enregistrements seront invariablement affichés uniquement par ordre alphabétique.
Maintenant, pour trier et afficher les enregistrements dans le même ordre que celui saisi dans la propriété du champ de la liste de sélection, nous avons mis à jour l'option de tri comme Ordre saisi ou Ordre alphabétique. Si la liste de sélection est présente dans plusieurs mises en page avec des valeurs différentes ou dans un ordre différent, vous pouvez choisir de trier les valeurs pour toutes les mises en page. Cet ordre sera appliqué globalement dans des endroits comme la vue en liste, les rapports et les tableaux de bord.En revanche, si vous choisissez de trier les enregistrements par ordre alphabétique, vous ne pouvez pas trier l'ordre manuellement.
Et voila pour celle nouveauté !
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