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Picklists

Why this matters

A picklist is a set of predefined values for a field: customer type, lead source, priority, sales stage. Instead of free text (where one rep types "VIP" and another "VIP Customer"), you pick from a list. Guarantees consistency and enables reliable reports.

ZaazCRM organizes picklists in groups, where each group has its options.

Create a picklist group

  1. Sidebar → Settings → Picklists → Create group.
  2. Fill in:
  3. Name ("Customer type", "Sales stage").
  4. Technical key (customer_type, sales_stage).
  5. Type: global or module-specific.
  6. Save.

Add options to the group

  1. Open the group → Options tab → Create option.
  2. Fill in: label, technical value, color (useful in kanban), icon, order, active.
  3. Save.

Screenshot: picklist group editor

Assign group to a field

When creating a Picklist field, in the field form you pick which group it uses. The same group can be used by several modules.

Modify existing options

  • Rename label — instant, no data changes.
  • Change technical value — careful, old records get orphaned.
  • Disable option — existing records keep it, but new forms don't offer it.

Multi-selectable picklists

If a field allows multiple options (for example, "Interests"), mark it as Multi-picklist.

Watch out for

  • Don't overuse groups. Share when it applies.
  • Colors matter for kanban.
  • Verify before deleting.

Where to next

  • Visibilities — where picklist fields appear.
  • Fields — create fields that use picklists.