1 Reply Latest reply on Dec 28, 2015 5:20 PM by kellytice

    Setting Custom Fields


      I have setup a custom field called Name that is a drop down list.  I would like the user to be able to select a name from a drop down list that displays clients already setup in the client list (instead of manually loading the options and/or uploading a client list.  I may want to do something similar for other custom fields, as well as load additional info about the client from the selected client's profile.  Is this possible?  If so, how?