Manage your dropdown lists
Add, rename and delete the designers, installers, suppliers, materials and cabinet types your team picks from on orders.
The dropdowns on an order (Designer, Installer, Material, Cabinet Type and the supplier on each supplier row) all come from five lists in Settings. A new account starts with these lists empty, so filling them in is one of the first things to do.
The five lists
| List | Where it is used |
|---|---|
| Designers | The Designer field on orders and meetings, the designer filter on the Orders list (it lists designers who have at least one order), and Revenue by designer on the Finance page |
| Installers | The Installer field on orders |
| Suppliers | The Supplier dropdown on each supplier row of an order |
| Materials | The Material field on orders |
| Cabinet Types | The Cabinet Type field on orders |
Designers, Installers and Suppliers can also store a phone number and email. Materials and Cabinet Types are just names.
Add an entry
Open Settings
Click Settings in the left-hand menu. The lists are at the top of the page.
Pick a list
Click the tab you need: Designers, Installers, Suppliers, Materials or Cabinet Types.
Add the name
Type the name in Name *. For designers, installers and suppliers you can also fill in Phone and Email. Click Add.
Each name must be unique within its list. If it already exists you'll see a message saying so.
Rename, update contact details or delete
Each row has buttons on the right:
- Rename: change the name. Orders that use this entry show the new name.
- Contact: update the phone and email (designers, installers and suppliers only). You'll be asked for the phone first, then the email.
- Delete: remove the entry from the list.
Good to know
- Only admins can add, rename or delete entries. Everyone can pick from the lists.
- Order statuses are not a list here. The 8 statuses are the same for every account and can't be edited. See Order statuses and the board.
- To add a new field (not a new option in an existing dropdown), see Add and manage custom fields.