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