Use dropdowns, multi‑selects, and lookups

Dropdowns

• Click the field and choose one option from the list.
• Use the keyboard to type a few letters and jump to a match.

Multi‑selects

• Click to open the list.
• Choose one or more items (selected items will be highlighted or listed).
• Click again to remove an item.

Lookups (searchable lists)

• Start typing to search for a record (like a customer or project).
• Pick the correct item from the results.

Tips

• If you don’t see the right option, you may not have access or it may not exist—ask your admin.
• Clear a selection if you need to pick something else.

Troubleshooting

• The list is empty: Try typing a few letters or check your filters.
• Can’t select: Some fields are read‑only based on your permissions.