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Individual lists can track a variety of information about individuals. Once defined here, you can use the lists on the Additional Fields tab of the Customer window.

You can set up four different kinds of lists:

  • Dates lets you create fields for recording important dates: "Spring Registration Date," for example. Once created, only calendar dates are accepted as values.
  • You can use Fields to record any noteworthy alphanumeric data you choose: "Primary Physician," for example.
  • You can use Numbers lists for numerical data such as classrooms. Once created, these fields only accept numbers as values.
  • Definitions for Lists should be fields for which you to want offer a finite list of choices: "Immunizations Current?" "Yes, No, Unknown" for example.
 To define dates, fields, and numbers
  1. Under Advanced Tools, click the Define Lists tab.
  2. Select Accounts Receivable from the drop-down list and click Go .
  3. Expand Individual, then click Dates, Fields, or Numbers.
  4. Click Add.
  5. Enter a description. This is the word or phrase that displays on the Additional Fields tab. An empty field displays next to it for a user-entered value.
  6. To define additional dates, fields, or numbers, select Add Another.
  7. Click OK., then Close.
 To define lists
  1. Under Advanced Tools, click the Define Lists tab.
  2. Select Accounts Receivable from the drop-down list, then click Go .
  3. Expand Individual, then click Lists.
  4. Enter a description. This word or phrase displays on the Additional Fields tab, and the user cannot change it: "Meal choices," for example.
  5. Click Add.
  6. Enter a List Item Description. This is the first item that displays in the user's drop-down list of choices.
  7. Click OK.
  8. Repeat the previous three steps for each item you want in the list of choices: "Standard," "Vegetarian," "Kosher," for example.
  9. When finished, click OK, then Close.
 To delete dates, fields, lists, or numbers
  1. Under Advanced Tools, click the Define Lists tab.
  2. Select Accounts Receivable from the drop-down list and click Go .
  3. Expand Individual, then click Dates, Fields, Lists, or Numbers.
  4. In the grid, select the item you want to delete.
  5. Click Delete and confirm. If the item is currently assigned to customers, the program notifies you.
  6. Click Close.