Custom Option Sets in Additional Fields

General Description

Expand the functionality of the Additional Fields feature in the setup of Accounts & Contacts to allow customers to add custom option set fields (Response Options).

Current Functionality

Customers can add additional fields to each of the individual record types found in the CRM. The main areas where this is utilized are in Lead, Accounts and Contacts. The Lead version of this feature includes the ability to add option sets with custom values. This is found when adding a Qualification of the type "Response Options". Setting a field to this type exposes the option to add individual responses:

This type of field is not available in all CRM entities. For more information about establishing additional fields in the Magaya CRM, please visit the below Magaya Knowledge Base articles:

• https://knowledge.magaya.com/#/article/CRM_Admin_Accounts/EN

• https://knowledge.magaya.com/#/article/CRM_Admin_Contacts/EN

• https://knowledge.magaya.com/#/article/CRM_Admin_Leads/EN

• https://knowledge.magaya.com/#/article/CRM_Opportunities_Features/EN

Future Functionality

Expand the functionality of the Additional Fields feature in the setup of Accounts & Contacts to allow customers to add Response Options fields as found in the Lead.

The existing Additional Fields screen should be updated to include the option for Response Options as a type and the Options + section to add individual options to the field.

Example screen layout: