Updating Dropdown Options in the Data Groups Component

Custom dropdown lists are controlled in the Data Groups component. Follow the steps below to update dropdown lists:

1. Find the corresponding field in CRM, and note the name of the Alias in the type column.

CRM Find the data group

2. Find the same alias in the left panel of the Data Groups component, and click on the data group.

Find it in the Data Groups component

3. In the right panel, right-click on the existing value to edit it, or click Add to add an additional value.

Update the datagroup

Modified on Fri, 29 Sep, 2023 at 3:46 PM