Intelligent field: Multi-Select Picklist
February 07, 2017 06:56
PLAN AVAILABILITY | × Personal × Personal Plus ✓ Starter ✓ Business ✓ Enterprise
With Pipeliner CRM you can customize your CRM to exactly fit your business needs. By introducing Pipeliner CRM Arithmetica, you can add the "Hints" description to your fields, create validation rules and now also the multi-select picklist. Learn how you can create and add multi-select picklist custom fields into your CRM forms:
What is the multi-select picklist?
A multi-select picklist enables you to create a custom field in the application in order to give users the chance to pick up multiple options within one field. Here is the list of all the possibilities for creating this custom field.
- Add a multi-select picklist into an account, contact, lead or opportunity form.
- Make a multi-select picklist required.
- Make a "specific number of options" required.
- Add a multi-select picklist on the mobile.
How can you create a multi-select picklist?
In order to create a multi-select picklist of checkboxes, please follow these steps:
How can I use a multi-select picklist?
If you would like to use a recently created multi-select picklist, you need to open a contact.
Tip: You can add any custom field into a report in order to report on it. The same also applies also for a multi-select picklist: just add this field into the contact report and find out more about its values.