CRM System Tables

The System Tables section of the CRM Setup tab allows you to control and modify all of the different tables that appear within the CRM system, and the fields and options that they contain.

By clicking on the desired system table name within the list located on the left-hand side of the System Tables window, you will be able to view and/or modify the specific options that are available to users when accessing that particular table in the CRM system. Simply use the provided icons to add, remove, or edit the options currently listed under each field within the table. Click on the green "Add" icon in order to add new options to a particular field, the red "Delete" icon in order to remove the particular option it is located next to, and the "Edit" icon in order to modify a particular option (perhaps the circumstances, and name, under which it will appear).

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