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Topics#Data ManagementCalvin Johnson's Question
Calvin Johnson asked in #Data Management
Dec 13, 2011, 9:57 PM

Can I add a component to a drop down list, such as Related To in New Tasks?

When our users go to the Related To field on a new Contact or Activity, there is drop-down list that appears. Apprarently this is a Lookup field, with types for the field pre-determined. We are using the Non-Profit Edition of Salesforce, which we acquired through a grant. The point is that we want to add an entry to the drop-down list, e.g., U/W (Underwriting), but I can't see how to do that. Is adding another element to the Lookup type possible by us mere mortals?

 

If this is a programmatic change that must be made, what is the process for requesting the change to our installation of Salesforce? How much would it cost? Assuming it can be done, how long would it take?

 

Thanks for your time. Please reach me at calvin_johnson@krcb.org.
1 answer
  1. Mark Passovoy (WatchGuard)
    Dec 13, 2011, 10:26 PM
    In an Activity, the Related To drop-down holds lists of all of the objects (Accounts, Opportunities, Cases, Campaigns) that do not relate to people. The Name drop-down has both Contacts and Leads which are essentially people. Now that I am saying this, in the Non-Profit Starter Pack has different names for these standard objects.

     

    To answer your question, you would need to create a custom object or rename a standard object to Underwriting to make this happen. What might be better would be to assign it to an Account (Household I believe) and create a new status or other picklist for Underwriting so that it is still assigned to the appropriate records but can be filtered on this field for correct placement and completion.
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