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Contact Management Lists Office - CRM - Contacts or Office - CRM - Dispatching This feature allows managers to customize on screen reports, that are used to view contacts or dispatchers. The three columns will be explained in detail: ^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|
Trace: • cashdropdeposits • adding_employees • crm_lists
