Add a user-defined list

In Settings > Contacts > Dynamic Fields > Add Dynamic Field, then:

1. Select user-defined list as the Field Type.
2. Type a label and abbreviation.
3. Assign the list to a dynamic field group, if necessary.
4. Click Create.

1. Click Add List Option.
2. Type the List Option Name.
3. Click Save.
4. Continue until all the list items are created.

1. Click Order List Options.
2. Click Order Alphabetically to order the list alphabetically OR click the option you want to move up or down the order, then click Up or Down, as necessary.
3. Click Save.
4. Click the radio button next to the option that you want to be the default value that will be assigned to new client records.

When you create a new contact record, the value of the dynamic field will be set to the default value in the dynamic fields setting. It can be blank, or a specific value if you set it to be the default.