To select multiple values for a user-defined field
- From Customers, select Manage customers to open the Customer Portfolio.
- Select the user-defined tab that contains the multi-select field.
- Click the Select Values button located to the right of the field to open the Select Values window.
- Move items from the Available Values column to the Selected Values column:
- Click an item in the Available Values column to highlight it then click the Left arrow button to move the item to the Selected Values column - or - double click the item to move it from one column to the other.
- Repeat to move additional items.
- Move items from the Selected Values column to the Available Values column:
- Click an item in the Selected Values column to highlight it then click the Right arrow button to move the item to the Available Values column - or - double click the item to move it from one column to the other.
- Repeat to move additional items.
- Click OK. The values you selected in the Select Values window are displayed in the field.