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new fields created in design layout not translating to dashboard view

New Member
Posts: 7
Country: USA

new fields created in design layout not translating to dashboard view

We have created several new fields with drop-down menus in the design layout mode. However, when we actually pull up a contact/company in the regular view, the fields are there, but they are not drop-downs. Any idea why not? Thanks!

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: new fields created in design layout not translating to dashboard view

You will want to check in the Tools > Define Fields option and verify that the field is set to use a Drop-Down list.  In the Define Fields screen > double click on the field in question and the option for using a drop-down list will be at the bottom of the list and give a field for selecting the appropriate drop-down list.

 

 

Greg Martin
Sage