Creating Multi-Select Custom Fields

AllPlans.png

Multi-select fields are a type of custom field you can create in Copper. A multi-select field is a drop-down menu that lets you make more than one selection at a time.

This is helpful for things like selling multiple products, types of industries a company is in, languages spoken by a contact, countries a company operates in and so much more.

Understand Multi-Select Fields

As shown below, once your custom field is set-up, you will see a drop down menu appear within that option. You can now select multiple options within the same field.  

As an admin:

  • You can create and delete a custom field where users can select multiple options, in order to track different variables within the same category that apply to a record.
  • You can select multiple options from a multi-select custom field on Lead, People, Companies, Opportunities, Task and Projects in the web app, in order to accurately keep track of records.
  • After you have created the field, you can go back and re-arrange the options in any order you choose, or order them alphabetically!

As a user:

  • You can include multi-select fields during a data import, in order to import relevant details about records. When importing XYZ, multi-select options need to be in the same cell separated by a ";".
  • You can bulk update multi-select custom fields. When bulk updating, the existing options are replaced by the ones being added in bulk.
  • You will see multi-select fields data included in your data exports.
  • You can see multi-select fields data included in my Google Sheets Add-On exports.
  • You will have access to the multi-select fields in the API, in order to have access to that information as part of third party integrations.

Create a Multi-Select Field

  1. Sign into Copper, and select 'Settings' from the left-hand menu.
  2. Choose 'Field Settings' from the 'Customize Copper section.
  3. Across the top of the page, click the record type (leads, people, companies, opportunities, projects and tasks) you'd like to create a field for. Fields1.png
  4. Click the blue 'Add Field' button.
  5. In the pop-up window that appears, make sure the 'Create new field' checkbox is checked, and choose 'Multi-Select Field' from the 'Type' drop-down menu. cf10.png
  6. Give your field a name, and click 'Create Field.'

Still have questions?

Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.

Was this article helpful? 3 out of 4 found this helpful