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guides:general:customizablelists [2010/09/01 18:51] maryrajah created |
guides:general:customizablelists [2018/12/23 12:11] (current) |
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| - | ====== Customizable Lists in CCS ====== | + | ====== Customizable Lists ====== |
| ===== Summary ===== | ===== Summary ===== | ||
| 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. | 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. | ||
| + | |||
| + | ===== Sections ===== | ||
| + | |||
| + | [[guides:general:customizablelists#Add Lists|Add Lists]]\\ | ||
| + | [[guides:general:customizablelists#Add List Filed|Add List Field]]\\ | ||
| + | [[guides:general:customizablelists#Print/Export List|Print/Export List]]\\ | ||
| + | [[guides:general:customizablelists#Customized Lists in CCS|Customized Lists in CCS]]\\ | ||
| ===== Add Lists ===== | ===== Add Lists ===== | ||
| Line 11: | Line 18: | ||
| - Click on Manage Lists (found at the bottom of the Contacts section on the left ) | - Click on Manage Lists (found at the bottom of the Contacts section on the left ) | ||
| - Click on Add List | - Click on Add List | ||
| - | - Enter List Name and List Type (Scroll to the bottom of the Lists section to enter the List Name and Type) | + | - 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" |
| ===== Add List Field ===== | ===== Add List Field ===== | ||
| Line 17: | Line 24: | ||
| You have now added a blank list. You now need to add list fields to the 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: | Steps to add list fields are as follows: | ||
| - | Highlight the List in the List Manager to which you want to add List Fields | + | - Highlight the List in the List Manager to which you want to add List Fields |
| - | Select and Add List Fields as per your requirements | + | - Select and Add List Fields as per your requirements |
| - | To delete a List Field, select the field and click on “Delete Selected Field” | + | - To delete a List Field, select the field and click on “Delete Selected Field” |
| - | Close out of List Manager | + | - You can also numerically order the List Field in the "Order Column" that will determine its placement in the report |
| + | - Close out of List Manager | ||
| ===== Print/Export List ===== | ===== Print/Export List ===== | ||
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| - In the Contacts Section of CRM, highlight the list you need to print | - In the Contacts Section of CRM, highlight the list you need to print | ||
| - Right-Click and choose Print List or choose Lists from Toolbar >> Print List | - Right-Click and choose Print List or choose Lists from Toolbar >> Print List | ||
| - | - To export a list to csv, right-click on report and choose CSV Export | + | - To export a list to csv, right-click on list and choose CSV Export |
| ===== Customized Lists in CCS ===== | ===== Customized Lists in CCS ===== | ||
| - | 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 need to add to make a specific customizable list will be shown in this section. | + | 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. |
| + | |||
| + | ==== Customer Email Address List ==== | ||
| + | |||
| + | List Fields | ||
| + | * FirstName | ||
| + | * LastName | ||
| + | * **Email**(List Field will show Email Address of Contacts) | ||
| ==== Customer Birthday List ==== | ==== Customer Birthday List ==== | ||
| Line 41: | Line 56: | ||
| * Phone | * Phone | ||
| - | * DOB(List field will show Date of Birth of Contacts) | + | * **DOB**(List field will show Date of Birth of Contacts) |
| ==== Customer List with Credit Card Expiration Dates ==== | ==== Customer List with Credit Card Expiration Dates ==== | ||
| Line 51: | Line 66: | ||
| * Phone | * Phone | ||
| - | * Followup( List field that will show Credit Card Expiration Dates) | + | * **Followup**(List field that will show Credit Card Expiration Dates) |
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