How can I add pick list values?

By default, some of the industry standard pick list values are available in each module. You can modify the pick list values as per your organization's business process and replace the existing value with new values so that the records are associated correctly.

To add or modify pick list values:

  1. Log in to Zoho Recruit with Administrator privileges.
  2. Click Setup > Customization > Field.
    Module refers to the Candidates, Clients, Contacts, etc. tabs.
  3. Select the module from the drop-down list and click the Edit link for the corresponding pick list field.
  4. In the Edit Pick List page, you can do the following:
    • Click Add New Values.
    • Select the check box to use first value as default value.
    • Click Sort values alphabetically, not in the order entered.
    • Click the delete icon to delete the value.
    • Click Save.

To replace pick list values:

  1. Log in to Zoho Recruit with Administrator privileges.
  2. Click Setup > Customization > Field.
    Module refers to the Candidates, Clients, Contacts, etc. tabs.
  3. Select the module from the drop-down list and click the Replace link for the corresponding pick list field.
  4. In the Find and Replace pick list page, do the following:
    • Select an existing value that needs to be replaced.
    • Enter a value that is to be replaced with another value.
    • Click Save.
Note:
  1. When you edit the value(s), it will not be automatically updated in the records where it is used. You need to individually select the records and update the pick list field.
  2. When you delete a pick list value, records that have the field value associated to it will not be deleted.
  3. When you replace the value(s), it will be automatically updated in the records where it is used. You need not individually select the records and update the pick list field.