Articles on: CRM

Create a Custom Picklist Field

This feature access is restricted to the Administrator.


1. Go to my Account Company
2. Go to Custom Fields
3. Click on Actions, then New Value Set
4. Put each value on a separate line.

Once value sets are created you can assign them to a custom field.
Please note that you can have up to 500 picklist value sets in an organization - company account. Each value set, or restricted picklist, can contain a mix of 1,000 active values. Values can be up to 255 characters long.

1. Go to my Account Company
2. Go to Custom Fields
3. Go to an Object ( Contact, Relations). Create a new field then select a value set.
4. Select the value set format between drop-down list, check box, or radio button.
5. Click Save.

Updated on: 23/08/2024