How to make changes to the drop down lists:
- Go to settings
- Select�Dropdown lists
- Find the list you wish to change and select�view
- You can either add a�New�option,�Remove�an option or�Edit�an option
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- Warning - Editing�an option will change all historical use of that option.� E.g. Client A has the gender Female.� If Female is edited to Boy, then Client A's gender would change to Boy.� Therefore before using�Edit, stop and ask, will it completely change the meaning of any historical use.� If you wish historical use to remain the same,�Remove�the option instead and add a�New�option e.g. if Female is removed and Boy is added as a new option, then Client A will still have Female recorded as their Gender.� And Female will no longer appear on the dropdown list when adding gender to new clients.��
- Note - If you do change options that have been used historically, you will not be able to see what they once where on a client record.��
- To create a New option on the list, select�New.� And fill out the form:��
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Multi level options - An option (parent) can have sub options (children).�?
- First create the options at the parent level
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- 2nd create the options at the child level
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- If you wish to remove the parent level, you can do this by:��Editing�the child, and change�Parent item�to�choose.� Warning - this will change all historical use.�
What if I accidentally�remove an option?
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