Multi-Select Custom Field

Assign more than one custom fields to one object using multi-select fields.

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Multi-select custom fields, used as dropdowns, enable you to add multiple pieces of information to various objects like Budgets, Companies, Deals, Expenses, Invoices, and more.
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1) To add a multi-select custom field, navigate to Settings > Custom fields, choose the desired object, and click on "Add new custom field".


2) From the custom field menu, select the Multi-select field.

3) Give the custom field a name and description and click "Create field" (if editing an existing field, select "Update field").

Here is an example of how the "Skill" custom field from the example above looks like when created and added to the People view in CRM > Contacts, for instance.

Pro tip: Use filters to easily sort and find specific information based on the values assigned to multi-select custom fields.

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