Add a user-defined list

Settings - Contacts

A user-defined list allows you to specify the options that are available in a list for the dynamic field. For example, if you want the available options to be the months of the year, you create a list that contains the values January to December. After you create it, you can edit the dynamic field details for a contact in Contacts.

Add the list

In Settings > Contacts > Dynamic Fields > Add Dynamic Field:

1. Select user-defined list as the Field Type.
2. Type a label and abbreviation.
3. Assign the list to a dynamic field group, if required.
4. Click Create.

Add a list option

1. Click Add List Option.
2. Type the List Option Name.
3. Click Save.
4. Repeat the above steps until all the list items are created.

Order the list and set the default value

1. Click Order List Options. 
2. Click Order Alphabetically to order the list alphabetically OR click the option you want to move up or down the order, then click Up or Down, as required.
3. Click Save.

When you create a contact record, the value of the dynamic field will be set to the default value in the dynamic fields setting. It can be blank, or a specific value if you set it to be the default. To change the default, select the option next to the list item.