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- Click Settings > App Setup > Manage Fields
- Click the Add Field button
Restrict Picklists
For the Multiple Options and Dropdown field field type you'll see a Restrict picklist values option. Enable this switch to enforce data integrity with restricted picklists. This setting limits the field to accept only values from your picklist. For example, when enabled, the user will not see the text nor have the option to press enter to add a new value (see first screenshot below). Note, API updates or imports will create new values.
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You can also choose to sort values alphabetically or by the order they are added.
Multi-Option Fields
Autocomplete, Multiple Options, and Dropdown fields offer the ability to add the same or different Labels or Values.
- A Label is what the end user will see in the dropdown or multi-select.
- A Value is what is saved into the database.
- When searching the Prospect database or using merge fields the Value is always used.
- Unique Label/Value pairs can be automatically imported into a Lead Liaison form.
- In the example below, we create a Smart Phone field with the Label first, a colon as the separator, and the Value second. In the 2nd screenshot, you'll see how the dropdown is displayed to the user.
Grouped Fields
The Address field type allows you to create a group of fields. Give the field a name, and it will apply that name to the following sub-fields:
- Street Address 1
- Street Address 2
- City
- State
- Zip
- Country
In the example below, we are create a Shipping Address field. Note that each sub-field is labeled as Shipping Street Address 1 etc.
Checking Field Usage
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