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.