The Contact record contains vital information on the contact like address and phone fields, but there are also fields which are populated by saved lists such as Types, Categories, Salesperson, etc. To add a new entry to the list for Categories for example users can type directly into the next available field in the category grid and the program will prompt: 'Do you want to save 'xxx' to the List?'. Answer Yes to add to the list. Note this prompt is optional and can be turned off in Settings. SEE General Settings.
Users can type a new entry directly into most of these fields but note there are two fields: Salesperson and Type which need to be populated in Edit List Fields.
How to Add New Types or Salespeople to the Contacts module:
- To add new Types or Salespeople to Contacts (or to edit any information in the Contact List fields (ie: Types, Categories, Countries, State/Prov., Contact Title, etc.), select from the the Main Menu Contacts > Edit List Fields
- Use the dropdown button next to Select List to select the list you wish to edit.
- Go to the next available line in the list and type in the new list entry.
- When finished click off the new entry and select the Close button.
To Edit an item in the Contact List Fields:
- To Edit the Contact List Fields select from the the Main Menu Contacts > Edit List Fields
- Use the dropdown button next to Select List to select the list you wish to edit.
- In this example we will select Contact Titles and Edit the Mr & Mrs entry to include periods:
- Click into the 'Mr & Mrs' entry and retype so it appears as 'Mr. & Mrs.'
- When complete, select the Apply to records buttons and all entries will update with the new information.
