CRM

jfd118
投稿者

Change type of custom contact property

解決

Hello,

I created a custom contact property as a "dropdown select".  The "dropdown select" allows one field to be selected.  Having populated virtually all contacts with the field I now realize I should have used a "multiple checkbox" because I need some contacts to have two of the possible selections. 

 

I find that I am unable to change the select type from "dropdown select" to "mutiple checkbox".   

Is there a workaround that would allow me to do this? 


Thanks

1件の承認済みベストアンサー
Josh
解決策
名誉エキスパート | Platinum Partner
名誉エキスパート | Platinum Partner

Change type of custom contact property

解決

Hi @jfd118,

 

My recommendation would be to export your contact list including the data populated in that property. Create a new property using multi-checkbox and re-upload, populating that field.  After which you can delete your old field.

 

If you want to import multiple values into a multi-checkbox field using an import, start your data in the field with a semi-colon and separate the values with semi-colons as well. Here's an article on that.

 

Please let me know if you have any questions about this. Happy to walk you through it.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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2件の返信
gelflex-cc
キーアドバイザー

Change type of custom contact property

解決

@jfd118 I feel your pain.  What @Josh recommended is the best.

Josh
解決策
名誉エキスパート | Platinum Partner
名誉エキスパート | Platinum Partner

Change type of custom contact property

解決

Hi @jfd118,

 

My recommendation would be to export your contact list including the data populated in that property. Create a new property using multi-checkbox and re-upload, populating that field.  After which you can delete your old field.

 

If you want to import multiple values into a multi-checkbox field using an import, start your data in the field with a semi-colon and separate the values with semi-colons as well. Here's an article on that.

 

Please let me know if you have any questions about this. Happy to walk you through it.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer