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:
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Go to three dots in the upper right corner of Wealthbox
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Choose "Settings"
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Choose "Customizations"
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Select "Custom Fields"
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Choose "Create Custom Field"
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Choose the field you are creating the custom field for (Contacts, Opportunities, Projects, Tasks, Events, Investment Accounts)
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Select "Single Select Dropdown" for field type
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Enter the "Field label"
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Choose the "Field options"
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Click "Save Custom Field"
An example of this field is as follows:
