====== Manage Customer Relation Lists ======

The CRM list is a powerful customizable list that can be printed or exported by a manager or sales representative. You can create your own lists with customized fields as per your requirements. These lists are user defined and provide reports for a group of sales representatives and users looking for common information. You can also add/delete lists using the List Manager in CCS. 

You can access the List section in CCS in two ways

CCS Office-Touch >> Office Menu >> CRM_Promotions >> Contacts
CCS Office-Touch >> Office Toolbar >> CRM >> CRM Center >> Contacts


The three columns will be explained in detail:

{{:office:customer_relations_management:listmanager.jpg|}}

^Customized Lists:||
|List Name:|This is the name of the list that will show on the toolbar.|
|Security:| This is the level of security required to view this list.|
|Type:|This is where the list will be used and what field list will be displayed based on this selection. Only one field list can be used per customized list.|
|List Filter:|A statement that will restrict what information is displayed  for non searched results. When a search statement is made on this list all results will show of the search statement.|
|Order By:|The column(s) that will sort the list by. The list can be later sorted by selected the column header of the on screen report.|
|Adding:| Lists can be added by typing a new list in the last row of the Customized List Column. 
|Editing:| Select the list to edit, and then change the ListName, or Security. Once you set the Type of Event, you should not change it, as it will cause and error.|
|Deleting:|Select the grey bar next to the List Name, press the delete button on the keyboard.|

Field Selection:
Double click a field to add it to the currently selected list.

^Customized List Fields:|The  list of fields are the columns that will display on the on screen report.|
|Name:|The field name selected, do not change this.|
|Width:|The width this field will display on the custom list.|
|Order:|The sort order of the field on the list.|
|Visible:|Display the field, or don't. This is usually only used for the index field. |
|Note Field:|Will display the data from this column as a note in text not in the column.|
|Field Format:|Will format the displayed information, Currency, Short Time, HH:MM, Phone|
|List Index:|For the current list types choose OrderID for Events, ClientID for Contacts. This is the data column that will activate a function on the on screen report|