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At DoubleTick, we're always striving to make your customer interactions more personalized, efficient, and insightful. And today, we're excited to bring you a
powerful upgrade
to your
Custom Contact Fields โ€” the Multi-Select List!
Until now, you could store customer information using
four types of fields: text, number, date, and single-select lists
. But what if one field just isnโ€™t enough? What if you need multiple options to be captured in a single go?
Say hello to Multi-Select Lists! ๐ŸŽ‰
Now, you can
select two or more options from a predefined list
โ€” making your data more accurate, flexible, and reflective of real-world customer choices.
๐Ÿ’ก Why Multi-Select Lists Matter
Real-life scenarios arenโ€™t always black and white โ€” and customer preferences rarely fit into a single checkbox. Whether you're in real estate, wellness, education, or retail, your customers often want multiple things at once.
With multi-select, you can now capture all those preferences in one neat field!
Letโ€™s see how it works in real-life use cases:
โœ‚๏ธ Example 1: Salon & Spa Services
Imagine a customer wants to book an appointment for:
Haircut, Manicure & Pedicure
Earlier, you could only tag one of these services in their contact profile. Now? You can
tick all that apply with our multi-select list
โ€” no workarounds, no compromises. Your staff knows exactly what services were requested, leading to smoother operations and enhanced customer delight.
๐Ÿก
Example 2: Real Estate Leads
You run a real estate agency, and a prospective buyer is looking for:
Property Types: 1BHK, 2BHK, 3BHK
Preferred Locations: Andheri, Ghatkopar, Powai
Instead of manually entering this information or creating multiple custom fields,
you can now tag all relevant preferences in one go
โ€” keeping your lead profiles rich, searchable, and easy to filter.
๐Ÿš€
Key Benefits
image
โœ…
Richer Profiles
โ€“ Store more context without clutter.
โœ…
Smarter Segmentation
โ€“ Easily filter contacts by multiple interests.
โœ…
Better Personalization
โ€“ Tailor your messages based on full customer preferences.
โœ…
Time-Saving for Teams
โ€“ No more repetitive data entry or missing out on key info.
๐Ÿ›  How to Create a Multi-Select List Custom Field
  • Go to
    Settings
  • Click on
    Custom Contact Fields
  • Click on
    Add Field
  • Enter a
    Field Name
    (e.g., "Services Booked" or "Interested Locations")
  • Click the
    Field Type dropdown and select Multi-Select List
  • Add your
    field values
    (e.g., Haircut, Manicure, Pedicure)
  • Click
    Save
Thatโ€™s it โ€” your Multi-Select custom field is now ready to use!
โœ… How to Use It in Chats
image
  • Open any
    customer chat
    and click on
    open panel icon
  • Look for the
    Custom Field
  • Select the
    relevant Multi-Select List field
  • Choose
    multiple options
    from the dropdown
  • Your selections are automatically saved under the customerโ€™s profile
๐Ÿ’ฌ Ready to Try It?
This is more than just a new field โ€” itโ€™s a smarter way to understand your customers. So go ahead, start using Multi-Select Lists and take your contact management to the next level. Your CRM game just got a serious upgrade!๐Ÿš€