Add Options To Contact Fields Menus and Buttons

About this task

To add options for pull-down menu and radio button field types:

Procedure

  1. Go to Contacts > Fields
  2. Locate the field you wish to add options to and click View/Edit Options.
    View/Edit Field Options
  3. Click New Options at the bottom of the expanded Options section.
  4. Click New Option.
    The Create A New Field Option window is displayed.
  5. In the Option text box, add the name or number that will be displayed for the option.
  6. Advanced: If you want to add a custom value for the field option, check the Add custom value to option box.

    Custom values are used when you want the value (what is passed back to the server) for the option to be something other than what you added in the Option text box. For example, let's say you have "Arizona" added in the Option text box. Rather than have "Arizona" passed back to the server, you simply want "AZ" passed back to the server. In this case, you could add "AZ" as the custom value for the "Arizona" field option.

  7. Additionally, you can choose to make this option the default option that is selected by checking the Make this the default option box.
  8. Click Save.
    Field Options