You can set up lists of predefined attributes and assign the appropriate attributes them to your items or cards. By assigning attributes from a custom list to your cards, you are able to group your contacts This means you can group your items or cards to a greater degree than is possible with identifiers. For example, you could assign all your wholesale customers the W identifier. If you also set up a custom list containing each of your sales territories, and allocate those customers to the appropriate territory, you . You can then filter reports to only show information about wholesale customers who are within a particular sales territory. Custom lists are made up of: - the name of the custom list, such as "Sales Territory", and
- the entries within a custom list, such as "City centre, North, South", etc.
Custom lists are displayed on the Card Details tab of your cards, or the Item Details tab of your items. Image Added Here's how to set up a custom list. UI Expand |
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title | To name or rename a custom list |
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| To name or rename a custom list- Go to the Lists menu, choose Custom Lists & Field Names, and then choose the card type for which you want to create a custom list, for example, Customers. The Custom List and Field Names window appears.
Image RemovedImage Added - Enter names for the lists you want to create for the card type you selected. For example, enter ‘Sales territory’Territory’.
- Click OK. The names you have entered will now appear in the Card Details tab of the Card Information window.
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title | To create a custom list entry |
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| To create a custom list entry- Go to the Lists menu, choose Custom Lists and then choose the card type for which you want to create a custom list entry, for example, Customers. The Custom Lists window appears.
Image RemovedImage Added - Select the custom list for which you want to create an entry. For example, Sales territoryCustom List #1.
- Click New. The Custom List Information window appears.
- Type the custom list entry name (for example, enter ‘City centre’, ‘Inner east’, ‘North’, "East", etc.) and then click OK.The entry appears
- Repeat steps 3-4 for each entry you want to add.
The entries appear in the Custom Lists window. Image Added
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title | To assign a custom list entry to a card |
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| To assign a custom list entry to a card- Go to the Card File command centre and click Cards List. The Cards List window appears.
- Click the zoom arrow next to the card you want to edit. The Card Information window appears.
- Click the Card Details tab.
- Enter the list entry you want to assign to the card next to each custom list field. For example, select Inner east from North from the Sales territory field.
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