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You can customize several types of lists that apply to all individual types. These lists include:

  • Address types (home, vacation, other)
  • Church affiliations (Baptist, Presbyterian, Catholic)
  • E-mail types (home, school, business)
  • Phone types (fax, pager, mobile)
  • Race (American Indian, Caucasian, Hispanic, African American)
  • Relation (grandparent, brother, sister, mother, father)
  • Suffix (Jr., Sr., III)
  • Title (Rev., Dr., Mrs., Mr., Miss)

For general information about how you can use Define Lists to customize data entry for your organization’s specific purposes, see Customize Program Options and Lists.

 To create individual lists
  1. On the Home screen, click Define List.
  2. Under Individual, select the list type (Address Types, Church Affiliation, etc.) that you want to create.
  3. Click Add.
  4. Enter a description.
  5. Click OK.
 To edit a list item
  1. On the Home screen, click Define List.
  2. Under Individual, select the list type (Address Types, Church Affiliation, etc.) that you want to edit.
  3. In the list of available types, double-click the description that you want to change.
  4. Enter a new description.
  5. Click OK.
 To remove a list item
  1. On the Home screen, click Define Lists.
  2. Under Individual, select the list type (Relation, Suffix, Title, etc.) that you want to edit.
  3. In the list of available types, click the description you want to remove.
  4. Click Delete, and Yes.
  5. Click OK.