Contact management > Grouping your contacts > Custom lists
To name a custom list
1
Go to the Lists menu, choose Custom List & Field Names, and then choose the card type for which you want to create a custom list, for example, Customers. The Custom List and Field Names window appears.
3
Click OK. The names you have entered will now appear in the Card Details tab of the Card Information window.
To create a custom list entry
1
Go to the Lists menu, choose Custom Lists and then choose the card type for which you want to create a custom list entry. The Custom Lists window appears.
3
Click New. The Edit Custom List window appears.
The entry appears in the Custom Lists window.
To assign a custom list entry to a card
1
Go to the Card File command centre and click Cards List.
3
Click the Card Details tab.

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