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Topics#Sales And MarketingKarla Goodman's Question
Karla Goodman (Kimball International) asked in #Sales And Marketing
Oct 8, 2019, 5:37 PM

Maintained the account partner "Role" pick list in Classic to add a new value, but it doesn't appear in Lightning to use

We use the Partners related list on our accounts.  I needed to change some of the values in the "Role" pick list on the Account Partner.  I switched to Classic (Customize -> Accounts -> Partner Roles) to do this maintenance since it didn't appear to be available in Lightning.  I added my new value to the pick list and all was well in Classic.  I could pull up my account and add a partner and see the new value.  Once I switched back over to Lightning, the new value I just added to the pick list isn't visible when I try to add partners to my account. 

 

Any ideas why they aren't visible?

 

How are you supposed to maintain that pick list?
5 answers
  1. Kristyna Snajdrova (Comforth Easyfront)
    Dec 13, 2023, 2:47 PM

    An old post, but I can confirm that it is enough to update the values in Classic (Customize -> Accounts -> Partner Roles). It just takes an eternity to get updated in Lightning (1h in my case).

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