Customers & CRM
Understanding Field Types: When to Use Dropdown vs Text vs Date
Choose the right field type for your custom fields in Local Business Pro based on the data you're capturing.
Quick Answer: Use Text for free-form input, Dropdown when there are limited predefined options, Number for quantities, Date for dates, and Yes/No for true/false choices. The right type ensures data consistency.
Field Type Guide
- Text - Free-form short answers (names, descriptions)
- Text Area - Longer text (notes, detailed descriptions)
- Number - Quantities, counts, measurements
- Currency - Monetary values with formatting
- Dropdown - Pick one from predefined list
- Multi-Select - Pick multiple from predefined list
- Date - Calendar date selection
- Yes/No - Boolean checkbox
- Email/Phone/URL - Validated format fields
When to Use Each
Dropdown vs Text: Use Dropdown when there are 3-15 standard options (Pool Type: In-ground, Above-ground). Use Text when answers vary widely (Customer Notes).
Number vs Text: Use Number when you might calculate or filter by the value (Square Footage). Use Text for formatted numbers (VIN, Serial Number).
Date vs Text: Always use Date for dates - enables calendar picker and date filtering.
Frequently Asked Questions
Q: Can I change a field's type after creating it?
A: This may affect existing data. Consider creating a new field if changing types.
Q: What's the difference between Dropdown and Multi-Select?
A: Dropdown picks one option; Multi-Select allows choosing multiple.