Custom lists

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

Go to the Lists menu, choose Custom List & 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.

Enter names for the lists you want to create for the card type you have selected in the Name of Custom List fields.

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

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.

Select the custom list for which you want to create an entry.

Click New. The Edit Custom List window appears.

Type the custom list entry’s name and then click OK.

The entry appears in the Custom Lists window.

To assign a custom list entry to a card

Go to the Card File command centre and click Cards List.

Click the zoom arrow next to the card you want to edit. The Card Information window appears.

Click the Card Details tab.

Click the search icon next to the custom list field you want to edit and then select the entry that you want to assign to the card.