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Avalara Help Center

Customize drop-down values

This article applies to:

As a manager or administrator, you can add, edit, or delete custom values in a drop-down list. 

Here’s a list of the different components available on the Customize page that support custom values in the drop-down list. 

  • Entity types 
  • Location categories 
  • Filing types 
  • Document types 
  • License names 
  • License types 
  • Payment methods 
  • Regions 
  • Shipping methods 
  • Data groups 
  • Occupations 
  • Task types 
  • Individual roles 
  • Entity roles 
  • Vehicle types 
  • Contract types 
  • Violation infractions 
  • Lease types 
  • Lease details 
  • Message types

Before you begin

You can’t edit or delete a default value.

Steps

  1. From the Avalara License Management home page, select the drop-down arrow on the navigation bar, and then select Setup.
  2. Go to the Customize section and select an option.  
  3. Make necessary changes in a custom value.  
    • To add a new drop-down value, select New
    • To edit a custom value, select Edit
    • To see the details of a drop-down value, select View
    • To delete a custom value, select Delete
  4. Select Save
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