Dropdowns in custom text fields (in Tags and Activities)
As a user I need to control what goes into the text fields in tags and activities.
Comments: 7
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29 Apr, '19
<Hidden>Having dropdown lists would be very useful a) for consistency, b) to guide the user to select appropriate responses, c) where there is a procedure to clearly show "step 1, step 2, step 3 etc" or "stage 1, stage 2, stage 3"
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12 May, '21
<Hidden>This would be exceptionally useful. Free-text is dire for reporting and data integrity reasons while drop-down/select lists will only allow the desired information to be selected.
Plus CRM rivals BeaconCRM have got this feature! :o -
21 Mar, '23
<Hidden>I would love this!
Would be massively helpful to maintain consistent data, rather than giving users a free for all with free text when we know we would want a pre determined list of options for them to select from. Would make reporting so much better and accurate. -
05 Oct, '23
<Hidden>Drop down choice fields should be a standard feature of any good CRM system to ensure consistent data entry.
This would make a massive difference to us - there are areas where we are needing to copy and paste from a MASTER spreadsheet to ensure data is entered the same way. This is crazy in this day and age. -
07 Nov, '23
<Hidden>Please plan this feature! It would massively help us when it comes to running lists on custom fields. We recently had a 25th anniversary and filtering on RSVPs and dietary requirements was hit and miss due to user variance.
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02 Dec, '25
<Hidden>Yes! this would be wonderful - and we need to be able to run lists on all tags and optional fields etc.