A Multi-Select Custom Field allows you to create a custom field with a multi-select picklist of check box selections. This field type supports the selection of multiple field values at a time. When importing lists, multiple selected values should be separated by commas ( , ).
To create a Multi-Select Custom Field:
- Go to Settings > Prospect Settings > Prospect Fields.
- Click Add New Custom Field.
- In the Add Custom Field dialog box, provide the following information:
- Name: Enter the name for the Custom Field that you're creating.
- Type: Use the drop-down menu to set the field type to Multi-Select.
- Click Save.
- Under Add/Edit Custom Fields, use the drop-down menu to select the Custom Field you just created.
- In the Edit Custom Field dialog box, follow the steps below to add as many picklist field selections as you would like:
- Click on the Add Selection button to add a Selection to your Multi-Select Custom Field.
- In the Add Selection dialog box, enter the exact text value for your Selection. Selection values should not contain commas.
- Click Save.
- Repeat steps a - c to configure additional Selections, as needed.
- To change the order of your Selections, use the Arrow icons to the right of the Selection's name to move them.
- To edit a Selection, click the Edit icon to the right of the Selection's name.
- To delete a Selection, click the Delete icon to the right of the Selection's name.
Note - Deleting a selection may negatively affect the performance of forms and other assets that utilize this field. Please delete with caution.
- Click on the Add Selection button to add a Selection to your Multi-Select Custom Field.
- When finished, click Save to retain your settings.