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Help Topic: Creating a New Custom Field List


Creating a New Custom Field List

1. Click Into Tools & Settings

  • Located at the top right of your screen by clicking on your name

 

  • Click on the Customization tab on your left, and select Custom Fields

2. Create a New Custom Field List

  • Select the green + Custom Field List button to get started

  • Fill in the new custom field list details, and click Ok when you are finished

  • Add the new custom field list to a custom field by clicking into the custom field you wish to add it to (or creating a new one)
  • I selected an existing custom field to add this list to

 

  • Under Field Type you can choose the Single Select List or Multi Select List

  • Then select the Field List we just created, and hit Ok

  • You can then view the new list in the client record

 

Keywords: Custom Field List; Custom Field; List