Show friendly labels for dropdown options while keeping the underlying value unchanged.
Picklist (dropdown) and multi-select fields can show a display label that is different from the value stored behind it. This lets a field read clearly in the UI — for example, showing Auto-Renew and No Auto-Renew — even when the saved value is something shorter like Yes or No.
The option value is what Statisfy stores and uses for filters, segments, and CRM sync. A display label only changes what you see — it never changes the saved data or how the field is synced.
CRM-synced fields (Salesforce, HubSpot): Statisfy automatically uses the display labels configured in your CRM — for both single-select and multi-select dropdowns. If a HubSpot dropdown stores Yes/No but displays Auto-Renew/No Auto-Renew, Statisfy shows the same labels. These fields are read-only in Statisfy, and labels pick up on the next scheduled CRM sync — so a label you change in your CRM today appears in Statisfy after the next sync run.
Fields you create in Statisfy: You can set an optional display label for each option yourself (see below).
Step 1: Go to Settings → Object Manager, or use Create Fields from an account or opportunity, and choose a Picklist (or Multi-select Picklist) field type.Step 2: Type each option’s value — this is what gets stored. Add as many options as you need.Step 3: Next to each option value, enter a Display label if you want users to see something different from the stored value. Leave it blank to show the value itself.Step 4: Save the field. It now shows your display labels wherever its values appear.
Step 1: Go to Settings → Object Manager, find the picklist field, and open its settings.Step 2: Edit the Display label next to any option. To stop overriding an option, clear its label and it will fall back to the value.Step 3: Save your changes. Existing records keep their stored values; only the displayed label changes.
Renaming or removing an option value also removes any label tied to that value. Filters and automations always operate on the stored value, so you can relabel options for clarity without rebuilding your saved views.
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