How do I Edit Dropdown Fields?

To edit the options you see in Lead Sources, Referral Sources, Event Types, Lost Reasons, and other built-in Dropdown Fields, you will first need to be a user that has access to the Preferences Settings for your Tripleseat account. You will then use the following steps:

  1. Go to Settings > Preferences > Dropdowns
  2. Add or remove Options
  3. Click "Update"
  4. You can re-arrange your dropdowns by dragging and dropping the + on the left-hand side of the field:
    Screen_Shot_2021-05-10_at_3.48.49_PM.png

Pro Tip: Please note that any options you remove, will automatically be removed from all events past and future from all Locations attached to your account. You will, however, have the option to re-assign the deleted field into an existing field.

 

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