How to customize your drop down lists

Configure dictionaries such as Industries, Seniorities, Fee typs, Expense types, etc

George Barcun avatar
Written by George Barcun
Updated over a week ago

Drop down fields are useful when a single value needs to be selected from a list.

In KeyVision, drop down fields are provided for Industries, Seniorities, Fee types, Expense Types, etc.

Here’s how you do it:


Go to Configurations > Settings.  Choose any one of the categories whose drop down fields you’d like to customize i.e Indistries, Practice, Seniorities, Fee types, etc. 


  • You can add new choices by clicking the Add button, enter the value and click Save.

  • If you’d like to edit the choice, click the Edit button beside the field you'd like to modify, or click Delete if you wish to delete it.

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