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How to View and Export Picklist Values (e.g., Insurance Provider) (CRM)

Overview

You can see every value of a picklist — such as your Insurance Provider list — on the Picklist Field Values screen, and download the list as a CSV file with the Export button.

Before You Begin

  • You need administrator access to Settings.

  • Know which module the picklist belongs to (for example, Accounts or Leads) and its name as it appears in your CRM. Field names can vary by instance.

Steps

  1. In the left menu, click Settings → CRM Settings.

  2. In the settings menu on the right, open Module Management → Picklist Field Values.

  3. In Select Module, choose the module (for example, Accounts or Leads).

  4. In Select Picklist, choose the picklist (for example, Insurance Provider). All its values appear in the table below.

  5. To download the list, click Export. A CSV file (picklistalue.csv) is downloaded, with the picklist name in the first row and one value per row.

Important Notes

  • Be careful with the other buttons. Import adds values to the picklist and Delete All removes them. To only view or export the list, use Export.

  • If you don't see Picklist Field Values in Settings, ask your CRM administrator.

  • If the picklist you're looking for isn't listed for a module, try the other module where it may be used, or contact Dazos Support.

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