Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

You can set up lists of predefined attributes and assign the appropriate attributes to your cards.

By assigning attributes from a custom list to your cards, you are able to group your contacts 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 can then filter reports to only show information about wholesale customers who are within a particular sales territory.

 

To name a custom list
  1. 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.
  2. Enter names for the lists you want to create for the card type you selected. For example, enter ‘Sales territory’.
  3. Click OK. The names you have entered will now appear in the Card Details tab of the Card Information window.
To create a custom list entry
  1. 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.
  2. Select the custom list for which you want to create an entry. For example, Sales territory.
  3. Click New. The Custom List Information window appears.
  4. Type the custom list entry name (for example, enter ‘City centre’, ‘Inner east’, etc.) and then click OK.
    The entry appears in the Custom Lists window.
To assign a custom list entry to a card
  1. Go to the Card File command centre and click Cards List. The Cards List window appears.
  2. Click the zoom arrow next to the card you want to edit. The Card Information window appears.
  3. Click the Card Details tab.
  4. Enter the list entry you want to assign to the card next to each custom list field. For example, select Inner east from the Sales territory field.