Standard directories
Each module comes with built-in standard directories, such as Types, Statuses of clients, tasks, and so on.
You can use the provided values, delete them, and extend the current lists with your own data. You can also create your own directories
Let's look at editing the standard directories.
Note
To access the directory settings, you need the appropriate rights. Do not have the rights? Contact the user 👑 who has these rights.
Go to Settings, the Directories section.
Select a module
Select the module whose directories you want to change.
Select a directory
At this step, select the directory itself. Let's look at editing using the Statuses directory of the Clients module as an example.
Note
When you edit an existing value, all records in the database that have this value selected will be updated 💫.
Editing an existing record
To edit a value, place the cursor on the value you want to correct and make the changes. Saving happens automatically.
Adding a new record
To add a new value, click Add. A New record row appears at the bottom of the list. Place the cursor in this row after the text and enter the value you need.
Deleting an existing record
To delete a previously created value, click the Trash icon and confirm the deletion.