List Manager generate/enh73.jpg


 

The List Manager is used to maintain common system and user defined lists of categories and types. To access the List Manager select Tables|List Management from the main menu.

A look-up button generate/look1.gif appears next to fields that have access to the List Manager. To choose an item select it with the keyboard or mouse and press the Insert button or double-click on your selection.

To manage a list begin by selecting the list you wish to work on and under the Items group, press the Add button to add a new entry to the currently selected list, or Edit to change an entry or Delete to remove an entry.

System Lists

Customer Banks

These are the bank account codes of transactions (particularly cheques) of your customers.

Reasons Quotations Won

A list of reasons for why a quotation was successful.

Reasons Quotations Lost

A list of reasons for why a quotation was not successful.

Shipping Methods

The method of shipping goods.

generate/hint1.gifIn the Enterprise Edition of CAPITAL the Carrier Table is used for recording carrier details and shipping information. Shipping methods should be used only with the Professional Edition of CAPITAL, as they are otherwise redundant.

Fax Company

The name of the company that faxed documents are to be addressed to.

generate/notepad2.gifElectronic Document Exchange Component Only

Fax Company Department

The name of the company department that faxed documents are to be addressed to.

generate/notepad2.gifElectronic Document Exchange Component Only

Fax Subject

The subject heading to appear on faxed documents.

generate/notepad2.gifElectronic Document Exchange Component Only

Fax To

The person that faxed documents are to be addressed to.

generate/notepad2.gifElectronic Document Exchange Component Only

Message Subjects

Common message subjects to assign to emailed documents.

generate/notepad2.gif Electronic Document Exchange Component Only

User Defined Lists

You may create your own lists, which can be linked to your master system data screens such as Customers, Suppliers, Stock Control, etc., using the Screen Builder.

To create a new list press the New... button, then specify a name for the list and the maximum size of the list,next to Item Size, and press OK. You may also edit the list's name or remove the list. However, you cannot remove or change the names of standard system lists.

For more information on adding lists consult the topic: Screen Builder Concepts and Screen Builder Field Entry.



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