Is it possible to add a default value on a contact or deal property ?

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Occasional Contributor

Hi everyone,

 

I would like to know if it is feasable to add a default value on a property.

Let's say that I would like to see if a contact has opt-in / opt-out something.


I would like to have "False" or "No" as a default value.

 

Thanks in advance,

David

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Highlighted
Regular Contributor

Hi vandhemer,

 

Doing exactly what you want isn’t really possible, but here’s a potential workaround. The only issue is that this will only work if you have a property that is binary (i.e., it has only two options -- “yes” and “no”):

  • Click on your contacts
  • At the top of the screen, click on “Actions” -> “Edit Properties”
  • On the next page click “Create a Property”
  • Name it however you wish (maybe “Opt-in?”)
  • In the “Field type” section, select “Multiple Checkboxes.” Click “Add an option” and in that option create the option “Yes.”
  • Finalize the creation of the property
  • Then go into your contact and click on “View All Properties” in the “about” section.
  • Search for your new value, and click “Add to About.” Arrange it as you want it to appear in the “About” section.
  • Then, back in the contact, you can either opt a contact in or leave the box unchecked, which would in essence be equivalent to a “no”
  • If you want to be able to see/sort this info quickly, just go back to the Contact view, click “Actions” -> “Edit Columns” and search for the property you just created.
  • Select it, and arrange it as you wish. You can now quickly see anyone who is marked “Yes,” knowing that anyone without a Yes is automatically a “no”

 

The other thing you could do, if your options are not binary, would be to create the property as a dropdown. Then, you could create a workflow so that, whenever this field is left blank, it auto-fills with a certain option. (You would only want to do this if, say, that option is what would be selected like 90% of the time.) Then, the contact or deal owner would need to manually override this if it is ever incorrect.

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Highlighted
Regular Contributor

Hi vandhemer,

 

Doing exactly what you want isn’t really possible, but here’s a potential workaround. The only issue is that this will only work if you have a property that is binary (i.e., it has only two options -- “yes” and “no”):

  • Click on your contacts
  • At the top of the screen, click on “Actions” -> “Edit Properties”
  • On the next page click “Create a Property”
  • Name it however you wish (maybe “Opt-in?”)
  • In the “Field type” section, select “Multiple Checkboxes.” Click “Add an option” and in that option create the option “Yes.”
  • Finalize the creation of the property
  • Then go into your contact and click on “View All Properties” in the “about” section.
  • Search for your new value, and click “Add to About.” Arrange it as you want it to appear in the “About” section.
  • Then, back in the contact, you can either opt a contact in or leave the box unchecked, which would in essence be equivalent to a “no”
  • If you want to be able to see/sort this info quickly, just go back to the Contact view, click “Actions” -> “Edit Columns” and search for the property you just created.
  • Select it, and arrange it as you wish. You can now quickly see anyone who is marked “Yes,” knowing that anyone without a Yes is automatically a “no”

 

The other thing you could do, if your options are not binary, would be to create the property as a dropdown. Then, you could create a workflow so that, whenever this field is left blank, it auto-fills with a certain option. (You would only want to do this if, say, that option is what would be selected like 90% of the time.) Then, the contact or deal owner would need to manually override this if it is ever incorrect.

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Occasional Contributor

If you added more Event types to the Workflow triggers (such as creation of a new contact), people could auto-configure any new entry.

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