The single select dropdown custom field enables you to structure your data inside of Wealthbox; when entering data you can choose from a list of options that you customize in Settings > Customizations > Custom Fields.
To create a single-select dropdown custom field:
- Go to three dots in the upper right corner of Wealthbox
- Choose "Settings"
- Choose "Customizations"
- Select "Custom Fields"
- Choose "Create Custom Field"
- Choose the field you are creating the custom field for (Contacts, Opportunities, Projects, Tasks, Events, Investment Accounts)
- Select "Single Select Dropdown" for field type
- Enter the "Field label"
- Choose the "Field options"
- Click "Save Custom Field"
An example of this field is as follows: