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To select multiple values for a user-defined field

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Select the user-defined tab that contains the multi-select field.
  3. Click the Select Values button located to the right of the field to open the Select Values window.
  4. 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.
  5. 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.
  6. Click OK. The values you selected in the Select Values window are displayed in the field.

See Also

Selecting multiple values for user-defined fields

To enter single-instance user-defined information

To enter multi-instance user-defined information

To delete data from a multi-instance, user-defined record

To view multiple-select fields

To view read-only text fields

To view data on multiple-instance, user-defined tabs in a non-grid format

To view or edit data on multiple-instance, user-defined tabs


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