The Daai Business Suite allows you to customize dropdown values across modules. This ensures consistency in data entry and accurate reporting.
➕ Adding New Dropdown Values
- Go to Settings → Dropdown Options.
- Select the Module Section (e.g., Projects, Clients, Assets, Hiring).
- Locate the Dropdown Field you want to update.
- Click the ➕ Add button.
- A text box will appear → Enter the new value.
- Click Save → to add the value.
- Click Cancel → to discard.
📌 The new value will be instantly available system-wide.
⚙️ Editing or Deleting Dropdown Values
- Go to Settings → Dropdown Options.
- Select the Module Section.
- Choose the Dropdown Field.
- Select the value you want to modify.
- Use options:
- 🟩 Edit → Rename the value (applies across all records, even old ones).
- 🟥 Delete → Remove the value (only if not linked to any record).
🧩 List of Modules & Editable Dropdowns
| Module | Dropdowns You Can Modify |
|---|---|
| Assets | Assets Status, Assets Type |
| Clients | Client Source Name |
| Hiring | Decision, Languages Known, Primary Skills, Secondary Skills |
| Users | Department, Designation |
| Expenses | Expense Type, Payment Mode |
| Leads | Lead Source |
| Opportunities | Opportunity Source Name |
| Payments | Payment Mode |
| Projects | Project Status, Project/Job Category, Project/Job Type |
| Prospects | Prospect Source Name |
| Reimbursements | Reimbursement Payment Mode |
| Salary | Salary Payment Mode |
⚠️ Important Notes
- Shared Dropdowns accross different modules:
- Lead Sources: (Shared across all CRM modules)
- Payment Modes: (Shared across Finance & Biling)
- Skills: (Primary & Secondary Skills in the recruitment and user or employee module)
- ❌ Cannot Delete Linked Values → If a value is already linked to a record, deletion is blocked.
- ✏️ Editing Values Updates Everywhere → The new label replaces old ones across dashboards, reports, and past records. 🔍 Example: If you rename Project Status → “Started” → “Initiated”, all past & current records will now show Initiated.
- ✅ This keeps dropdowns clean, consistent, and aligned with your business processes.