Picklist fields allow users to choose values from a predefined list. You can customise these lists to fit your organisation’s product structure. This guide explains how to add new items to a picklist field in the Products module.

1. Access the Field Settings

1. Sign in to Zoho CRM.

2. Click the Setup icon in the main menu (near your profile icon).
   

1. Under Customization, click Modules and Fields.
   

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3. Select Products from the list of modules.

4. In the layout list, click Standard (or choose the layout you want to modify).
   

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6. The layout editor for the Products module will open.
   

2. Locate the Picklist Field

1. Inside the layout editor, scroll until you find the picklist field you want to update.

2. Hover over the field to display the edit/pencil icon.
   

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4. Click the icon to open the Field Properties panel and select "Edit Properties"

3. Add New Picklist Values

1. In the Field Properties panel, find the List of Values or Options section.

2. Hover on an item and Click + Add Value.
   

3. ​
   

4. Enter the new picklist item.

5. Click Add/Done or press Enter to confirm.

6. Repeat the process if you need to add more items.

4. Reorder Picklist Values (Optional)

1. In the same list, hover over a value.

2. Click and drag it to change its position.
   

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4. Release it when it reaches the correct place in the order.

5. Save Your Changes

1. Once you’ve added and arranged the values, click Save at the top-right of the layout editor.
   

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3. The new picklist items will now be available for all users who have access to the field.

6. Notes and Recommendations

• Keep value names consistent to avoid confusion.

• Avoid duplicates or similar variations (e.g., “Premium” vs “Premium Option”).

• Users must have the correct permissions to access field customisation.

• Changes apply globally to all records that use the field.