User-defined lists

Audience:

settings

•

Version: 10.5

Some tooltip text!

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To get started, click the Lists button in the Navigator ().

Add user-defined list

1. Click the Create list button in the upper right of the screen.

2. Enter the required name of the list in the Name field. (Mandatory)

3. Optionally, type in a description of the list in the Description field.

4. Click OK to save the list.

The list is added to the Lists list. If you check the list in the list, the description is displayed at the top of the Lists screen.

As well as specifying a name and description for the list, you must add items to it.

Edit a list's name and description

1. Select the required list from the list box at the top.

2. Click the Edit list button.

3. Type a new name for the list in the Name field.

4. Edit the description of the list, as required, in the Description field.

5. Click OK to save your changes.

Delete user-defined list

Note

You cannot delete lists that are predefined in SuperOffice CRM. If you select a predefined list, the Delete list button will not be displayed. Nor can you delete lists which are used in user-defined fields. In these cases, the Delete list button in the Lists tab is disabled.

1. Select the required list from the list box at the top.

2. Click the Delete list button.

3. Click Yes in the confirmation dialog.

   The list is deleted.