Changing multiple option selection to single
Alison Pallett Posts: 1
I have a drop down list with multiple options in. I want to amend this so that only 1 option can be chosen from the list
Hi @Alison Pallett this is absolutely achievable. It would require maybe some preparation work first before completing. It includes the below steps:
- Create the new custom field where the options are single option only (you may want to put a marker on it to distinguish between the two fields)
- Then create a filter where all contacts/orgs/people have this field completed, be sure to include the ID & the newly created custom field (single option only) when creating the filter
- Export this filter into an Excel spreadsheet and then migrate by simply copying and pasting across the data from the original (unwanted) field into the newly created (single option) field.
- Finally when you're happy that all data is accurate, re-import into Pipedrive. It's very important you include the Pipedrive System ID as this will map it back to the data in the CRM