Drop Down Custom Field
Pick boxes when there can only be a certain number of choices, force user to pick one instead of putting something in that doesn't make sense.
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This is not a drill: You can now add Drop Down style custom fields for Contacts, Jobs, and Work Orders! Just head to Settings > Contact/Job/Work Order Fields tab(s) and choose “Options List” to get started.
More details coming to our blog and newsletter soon!
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Anonymous commented
When could we have a drop box for us to customize?
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Anonymous commented
It would be extremely beneficial for productivity and accuracy to be able to create custom fields with customizable drop down lists. Good example: Insurance companies. Or shingle colors. One huge benefit of a CRM is consistent data entry. Have 5 people spell Travelers, Traveler, Traveler's ... you get the idea. So if I want to search for Customers who had Travelers, I'll only get a subset because of all the mis-spellings.
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Anonymous commented
why is this feature not available??? you have such a great crem with no lists available in drop downs
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gordon j slomba 2 commented
Drop down menus needed for commonly selected list items
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Jason Sloan commented
This would be great for dealing with insurance companies.
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Charles DeBuck commented
I know you have been talking about adding this for a while. When will this feature be added?
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Charles DeBuck commented
A multi-select category when adding fields to Contacts and Jobs...and eventually Tasks as well if and when task field editing becomes available.