Purpose
This guide helps you resolve issues where dropdown fields appear unclickable or uneditable, with no pencil (edit) icon visible next to the field.
Symptom/Error
You may notice the following symptoms:
Dropdown fields (like Lead Source or Referral Source) are completely unclickable
No pencil (edit) icon appears next to the field
The issue affects all users across your organization
Fields appear "greyed out" or non-interactive
Cause
This issue is typically caused by incorrect field-level permissions that prevent users from editing specific dropdown fields, even if they have access to the record itself.
Solution
This issue requires administrator-level access to resolve. If you're not an admin, contact your system administrator or Dazos support.
For Administrators:
Navigate to your field-level permissions settings
Locate the affected dropdown fields (e.g., Lead Source, Referral Source)
Verify that the appropriate user roles have "Edit" permissions for these fields
Adjust permissions as needed to allow editing
Save your changes
After Permission Changes:
Instruct all affected users to log out of their Dazos accounts completely
Have users log back in to refresh their session permissions
Test the dropdown fields to confirm they're now editable with pencil icons visible
When to Contact Support
Contact Dazos support if:
You don't have administrator access to modify field permissions
Field permissions appear correct but the issue persists after logout/login
The problem affects multiple modules or field types
You need guidance on proper permission configuration