Re: Creating Dropdown Lists - Need Basic Overview

SarahBolton — Fri, 06 Nov 2015 21:17:28 GMT

Hello,

Thank you for this information.

I’m still a bit confused.

We already have a Customer field, and we have lots of customers already. So, what we want to be able to do is have a drop down where someone could choose an existing customers OR create a new customer if the customer doesn’t already exist in our system.

I can see “Customer” under the Fields/Tables tab, but when I click on Edit Table or Edit Fields, I’m a bit lost.

Thank you,

Sarah

Creating Dropdown Lists - Need Basic Overview

SarahBolton — Tue, 03 Nov 2015 16:29:47 GMT

Hello!

I need to be able to create a dropdown list for our customer names. It looks like it's possible, but I'm not 100% on how to properly set it up.

Ultimately, we want to be able to have our customer list as a dropdown within Method AND on our web-to-lead forms.

Thank you!

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Re: Creating Dropdown Lists - Need Basic Overview

Creating Dropdown Lists - Need Basic Overview