CCS Point of Sale
You are here: start » guides » general » customizablelists
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
guides:general:customizablelists [2010/09/01 19:04] maryrajah |
guides:general:customizablelists [2018/12/23 12:11] (current) |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | ====== 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 20: | Line 27: | ||
| - 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” | ||
| + | - 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 | - Close out of List Manager | ||
| Line 32: | Line 40: | ||
| 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. | 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 ==== | ||
Trace: • suspendorder • guides
