How to Create and Use Multi-Select List in Custom Contact Fields

A Smarter, More Flexible Way to Capture Customer Preferences!

At DoubleTick, we continually upgrade your tools so you can understand your customers better and manage conversations effortlessly.

Until now, you could store customer information using:

• Text

• Number

• Date

• Single-Select List

But real customers often have multiple preferences — not just one. And that’s exactly why Multi-Select Lists are here.

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💡 What Is a Multi-Select List?

A Multi-Select List allows you to choose two or more options from a predefined list and save all of them inside a single contact field.

This means: ✔ One field → Multiple values ✔ More accurate customer profiles ✔ Less clutter and fewer fields to create ✔ Easier filtering and segmentation

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💬 Why This Matters

Customer needs in real life are rarely a single checkbox.

Whether you're managing leads, appointments, orders, or customer interests, people often need — or want — multiple things at once.

Multi-Select Lists help you record all relevant preferences cleanly and instantly.

✂️ Example 1: Salon & Spa Services

A customer wants:

Haircut + Manicure + Pedicure

Earlier: you could save only one of these in a single field. Now: select all three inside one Multi-Select List.

Your team instantly knows what services were requested — making appointments smoother and reducing mistakes.

🏡 Example 2: Real Estate Lead Preferences

A customer is interested in:

Property Types: 1BHK, 2BHK, 3BHK Locations: Andheri, Ghatkopar, Powai

Instead of creating several fields or typing manually, you can store everything neatly inside:

Property Type Preferences → (1BHK, 2BHK, 3BHK) Preferred Locations → (Andheri, Ghatkopar, Powai)

Fast. Clean. Extremely useful for filtering and follow-ups.

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🚀 Key Benefits

✅ Richer Profiles

Store multiple options in one place — no extra fields needed.

✅ Smarter Segmentation

Filter contacts based on multiple interests at once.

✅ Better Personalization

Send highly relevant messages based on a customer’s real preferences.

✅ Time-Saving

No more repetitive typing or managing several related fields.

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🛠 How to Create a Multi-Select List Custom Field

Follow these simple steps:

1. Open DoubleTick settings From the left menu, click Settings.

2. Navigate to Custom Contact Fields Click Custom Contact Fields.

3. Click “Add Field” This opens a new field creation window.

4. Enter the Field Name Example:

   • “Services Booked”

   • “Interested Locations”

   • “Preferred Product Categories”

5. Choose the Field Type Click the dropdown → Select Multi-Select List.

6. Add Field Values Enter the list of possible options (e.g., Haircut, Manicure, Pedicure).

7. Click Save Your multi-select field is ready to use!

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📌 How to Use Multi-Select Fields in Chats

Using the field during a chat is quick and seamless:

1. Open a customer chat.

2. Click the Open Panel icon on the right side.

3. Scroll to Custom Fields.

4. Select your Multi-Select List field.

5. Choose multiple options from the dropdown.

The selections automatically save to the customer’s profile — no need to click save.

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💬 Ready to Try It?

This is more than just a new type of field — it’s a smarter, richer, and faster way to manage customer data in DoubleTick.

Start using Multi-Select Lists today and take your contact management, segmentation, and personalization to the next level. 🚀