Customizable 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.

Add Lists
Add List Field
Print/Export List
Customized Lists in CCS

Steps to create customized lists in CCS:

1. Go to CCS Office-Touch » Office Menu » CRM Promotions » Contacts
2. Click on Manage Lists (found at the bottom of the Contacts section on the left )
3. Click on Add List
4. Enter List Name and List Type. You can name your list as per your requirement. However,in most cases the List Type is set to “Contact List”

You have now added a blank list. You now need to add list fields to the list Steps to add list fields are as follows:

1. Highlight the List in the List Manager to which you want to add List Fields
2. Select and Add List Fields as per your requirements
3. To delete a List Field, select the field and click on “Delete Selected Field”
4. You can also numerically order the List Field in the “Order Column” that will determine its placement in the report
5. Close out of List Manager

Steps to print/export a customized list:

1. In the Contacts Section of CRM, highlight the list you need to print
2. Right-Click and choose Print List or choose Lists from Toolbar » Print List
3. To export a list to csv, right-click on list and choose CSV Export

The following section will provide you with samples of customizable lists that you can create using CCS. What makes the customizable lists so unique are the list fields that you can add to a list. Sample lists with list fields that you can add to make a specific customizable list are shown in this section. List Fields that are highlighted are key fields that need to be included to make the following customizable lists. You can add other list fields based on your needs.

List Fields

• FirstName
• LastName
• Email(List Field will show Email Address of Contacts)

List Fields

• FirstName
• LastName
• Company
• Phone
• Email
• DOB(List field will show Date of Birth of Contacts)

List Fields

• FirstName
• Last Name
• Company
• Phone
• Email
• Followup(List field that will show Credit Card Expiration Dates)