Option lists your account owns: trades, units, reasons and the rest
Several pickers in Trussi are lists YOUR account owns rather than fixed choices baked into the product.
Each one works the same way, as a card on the Custom Fields screen under Settings: the card lists the rows, Add creates one and each row has an edit link. Trades and units of measure also have full-page lists of their own. Viewing a list and editing it are separate permissions, and they differ per list - trades take View on Trade, units take View on Unitofmeasure, dead-lead reasons take View on Deadleadreason, and request types take Modify on Requesttype to change. If a picker somewhere in the app is missing the option you want, this is where it is added, not a support request.
Who can do this
Access in Trussi is a capability granted to a role. If one of these is missing from your role, an account admin can grant it; see roles, permissions and why something is hidden.
- View on Trade
- View on Unitofmeasure
- View on Deadleadreason
- Modify on Requesttype
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