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