Configuring your Collabox: Custom fields and drop-down menus

By 4 June, 2021 November 15th, 2022 Configuration, Configure your Collabox, New arrivals

Already well known to Collabox users, custom fields are now even more specific thanks to the addition of drop-down menus.

Adding custom fields and drop-down menus

First go to the main menu “Configuration”.

In the left menu, choose the “Custom fields” function.

Add a new field or modify an existing custom field.

Fill in the boxes and select the field you want. There are several options available to you, so simple boxes. The choice we are interested in here is the “Multiple choice (drop down) field”. Choose where you want it to be presented in the form, then select the type of drop-down menu you want. The options are a list: of products, employees, resources or contacts. Combine your drop-down menu with a simple field or image to help you find your way around!

Indicate the values that will be part of your drop-down menu.

Don’t forget to choose the form where your custom fields will appear!

Here is the result of a custom field containing a drop-down menu.

Watch several video tutorials on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you. (418) 907-9274