interaction drop down
Add Blend to the interaction drop down. We're using this every day to request documents
Thank you for reaching out! A Super Admin or an App Admin in the account should have the ability to add options to a drop down, by editing this field on the table level if it is a Drop Down List field, or by adding this option to the parent table if it is a relationship field. That said, as we are not authorized to make these changes and are not affiliated with the daily operations of your Organization, we would recommend reaching out to a TrackVia Administrator at your Organization, or the person who initially invited you to TrackVia, they should be able to make this change.
If you have any additional questions, please do not hesitate to reach out to firstname.lastname@example.org or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.