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Dropdown Values

How to customize the values in various dropdowns

Written by Mykyta Medvediev

Overview

Dropdown values are used to define the values for a dropdown category. This allows you to customize the values for categories such as:

  • Office Groups

  • Restoration Types

  • Remake Reasons

  • Doctor Hold Reasons

  • Case Hold Reasons

  • Sales People

  • Case Types

  • Scan File Types

  • Case Message Snippets

Create

Navigate to Settings > Dropdown Values and click + Add Value

Usage

Each dropdown is located in its own area of the website and has its own functionality related to it (if any). For example, here's where you can find case hold reasons:

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