Settings: Custom Lists

Learn how the Custom Lists section lets your business create reusable lists of values that can be used throughout the CRM.

Overview

Thought Process

The Custom Lists section works closely with Custom Fields. It exists so the business can create its own reusable lists of options instead of relying only on free-text entry throughout the CRM.

This makes the system more flexible while also helping keep data cleaner and more consistent. Once a custom list has been created, it can be used wherever the CRM supports list-based selection, especially when linked to a custom field.

Why it matters

Reusing the same approved list of values helps keep information more structured and easier to manage.

Why it works with Custom Fields

A custom field can be tied to one of these lists so that users select from predefined options instead of entering inconsistent free text.

Results

What This Section Does

Create custom lists

Build your own lists of values that reflect the way your organisation wants to work.

Reuse values throughout the CRM

Once created, custom lists can be used again in different parts of the CRM rather than retyping the same options repeatedly.

Support custom fields

These lists are especially useful when linked to custom fields so users can select from controlled options.

Keep data more consistent

Using a set list of values helps reduce spelling differences, duplication, and inconsistent entries.

Edit and maintain lists

Lists can be updated over time as the business changes or new options need to be added.

Use across the organisation

Because the lists are stored centrally, they can support consistent use across different users and departments.

How it works

How Custom Lists and Custom Fields Work Together

Custom Lists and Custom Fields are designed to work hand in hand.

Custom List

This is where the reusable set of values is created and maintained. Think of it as the source list of approved options.

Custom Field

This is where the list can be attached to a field so that, wherever that field appears, users can choose from the values in the linked list.

In simple terms, the custom list holds the choices, and the custom field gives those choices a place to be used in the CRM.
How to use it

Simple Walkthrough

  • Go to Settings.
  • Open the Custom Lists section.
  • Create a new list with a clear name.
  • Add the values you want the list to contain.
  • Save the list so it becomes available in the CRM.
  • Link that list to a custom field where needed.
  • Use the linked field throughout the CRM to select from the saved list options.
Tips & Tricks

Getting the Most From Custom Lists

Name lists clearly

Use simple, descriptive names so it is obvious what each list is for when it is later linked to a field.

Keep list values tidy

A shorter, cleaner list is usually more useful than a long list with repeated or overlapping options.

Use lists for repeatable answers

If users are likely to enter the same kind of value again and again, a custom list is usually a better choice than free typing.

Check the linked field

After creating a custom list, test it through the custom field that uses it so you can see how it behaves in the CRM.

Review lists over time

As the business changes, some list values may need updating, removing, or expanding to stay useful.

Think about organisation-wide use

Because lists can be used throughout the CRM, build them in a way that makes sense to more than one user where possible.

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