System Admin: Adding New Dropdown Options

Within Tractivity, you can add your own data as to what contact or engagement you may wish to track or identify.

Watch this short video or scroll down for a step-by-step guide. 

1. Head to ‘System Admin’ in the top navigation bar in Tractivity.
2. On the left hand side menu, under ‘configuration’ click on ‘Global System Data’ OR ‘Project System Data’ - depending on which field configuration you wish to amend.
3. Select the project you wish to update the field configuration for; then click the ‘+’ icon on the module you wish to update.
4. On the bottom row within this drop-down, you should see ‘+ Add (your chosen field)’ in red – Select this and begin to include any drop-down options to wish to include. You can add multiple options at the same time by writing them each on a separate line in the text box.
5. Click save and this will update in the effected module automatically.