Is there a way to customize picklists in the lead info section? For example, information on gender, or on relationships. We have many students who are partnered as well as students who identify as gender non-conforming.
Thanks!
Is there a way to customize picklists in the lead info section? For example, information on gender, or on relationships. We have many students who are partnered as well as students who identify as gender non-conforming.
Thanks!
@Jason - We can add custom relationship types for you, and you can set up any custom field you need for you application. The built-in gender field isn't customizable due to the government reporting requirements, but you could certainly make a custom gender identity field with whatever options you wanted.
Forgot to mention, if you need any custom relationship types added just let us know in a support request.