How do multi-select custom fields work?

Note: Only system admins can turn on multi-select custom fields

Our latest release includes multi-select custom fields, and we’re super excited about it. This update means fewer tags, fewer custom fields and a more simplified workflow!

This will be helpful for things like: selling multiple products, types of industries a company is in, languages spoken by a contact, countries a company operates in and so much more.

Setting up Multi-Select Custom Fields

  1. Select ‘System Settings’ in your menu.



  2. Under ‘Custom ProsperWorks’, select ‘Custom Fields’



  3. Click ‘Add Custom Field’



  4. Choose a label for the field



  5. Choose ‘Multi-Select Dropdown’ as the field type



  6. Input the dropdown menu options



  7. Choose what the field will show up on (tasks, leads, companies, opportunities, people, or projects). You can select more than one option.


 

Using Multi-Select Custom Fields

  • As shown below, once your custom field is set-up, you will see a drop down menu appear within that option. You can now select multiple options within the same field.  



As an admin:

  • You can create and delete a custom field where users can select multiple options, in order to track different variables within the same category that apply to a record.
  • You can select multiple options from a multi-select custom field on Lead, People, Companies, Opportunities, Task and Projects in the web app, in order to accurately keep track of records.

As a user:

  • You can include multi-select fields during a data import, in order to import relevant details about records. When importing XYZ, multi-select options need to be in the same cell separated by a ";".
  • You can bulk update multi-select custom fields. When bulk updating, the existing options are replaced by the ones being added in bulk.
  • You will see multi-select fields data included in your data exports.
  • You can see multi-select fields data included in my Google Sheets Add-On exports.
  • You will have access to the multi-select fields in the API, in order to have access to that information as part of third party integrations.

 

Related Articles

Creating a Custom Field

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