Siebel CRM Desktop for IBM Notes Administration Guide > Customizing Picklists > Process of Creating Predefined Picklists >

Publishing and Testing Picklists


This task is a step in Process of Creating Predefined Picklists.

In this topic, you publish and test your customization.

To publish and test a picklist

  1. Publish your changes.

    For more information, see Using the Windows Registry to Control Siebel CRM Desktop.

  2. Test your changes:
    1. Open the client and then navigate to the Contact form.
    2. Verify that the form includes a label and picklist for the Contact Method field, as illustrated in the following diagram:
    3. Click the down arrow next to the Contact Method field, and then verify that Siebel CRM Desktop displays a picklist that contains the following values:
      • None
      • Chat
      • Email
      • Fax
      • Pager
      • Phone
      • Wireless Message.
    4. Choose a value in the picklist and then verify that CRM Desktop changes the value in the Contact Method field to the value you choose.
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