There are many fields within the software that allow you to choose from multiple options, these are called picklists or dropdown lists. Most lists are a single-select list meaning you can only choose one option to complete the field. A few others are multi-select lists which allow you to choose multiple options to fill the field. The Constituent Category and Email Lists fields on the profile page are examples of a multi-select fields.
Before changing any picklists, we recommend that you check with your organization's database administrator. Since picklists are useful for reporting, you'll want to be consistent with the way these lists are organized and edited.
You can manage most picklists at the field by clicking in the down arrow in the field and clicking on <New/Edit>.
In the new window you can alphabetize your list using the AZ arrows in the top left corner of the window. You can also use your mouse hovering over the three lines next to any value to drag and drop it into a new position on the list.
The search bar lets you search for values that are already included in the list.
By default, the list will only show the first 50 values. You can click Load All in the bottom right corner to show longer lists.
Click +Add New to add a new value to the list.
Click Update after you have added to value to add it to your list. If you list is alphabetized, it will be inserted into the correct alphabetical order on the list.
You can also edit an existing choice by clicking on the Pencil & Paper (edit) icon on the right of the row. Make your edits then click on Update to save your changes.
You can also delete a choice using the Trash Can (delete) icon, however that choice cannot be in use. You could run a report to identify all the records using this choice and edit each one, then you would be able to delete that choice.
Once you are finished making changes, click the Close button to return to the field. Your edits will then be visible from the picklist.
Account Settings
There is also a single location available to edit all the picklists from the Account Settings. Hover over your organization's name and select Account, then Settings. Under the Options section you will find the Manage Picklists menu. Use the arrow key to select the picklist, then when you click on the list, a new window will open to make edits as described above.
