1. Navigate to your Dazos Instance https://________.dazoshealth.com/crm/index.php?module=LayoutEditor&parent=Settings&view=Index&sourceModule=Leads&mode=showFieldLayout
2. - Access Settings: Click on Settings in the Left Module Menu.
Open CRM Settings: Locate and click on CRM Settings within the Settings menu.
Navigate to Module Management: Click on Module Management from the CRM Settings options.
Access Module Layouts & Fields: Select Module Layouts & Fields from the Module Management menu.
Select Accounts: Click on Accounts to access its configuration.
Select Leads: Click on Leads to access its configuration.
3. - Search for Insurance Provider Field: Press Ctrl + F to open the search function and locate the Insurance Provider field.
Select the Field: Click on the Insurance Provider field link or option.
Access Payer Code: Click on Payer Code (Vobs) in the field settings.
Enable Global Picklist: Check the Use global picklist checkbox.
Confirm Checkbox Selection: Ensure the checkbox for Use global picklist is selected.
Save Changes: Click the Save button to apply the changes.