Overview
Custom Lists window

Employee view


The Custom Lists windows allow you to create, change or delete entries on any one of three custom lists for each view.

The window has five views.

Using the fields in the Customer view, you can create, change or delete entries in the lists that appear in the Card Details view of the Card Information window for an employee.

About Custom Lists:

If you need to record additional information about your cards and items that may be specific to your business, you can use the custom lists in the Card Details and Item Information windows to do so. AccountEdge contains three custom lists for each card type and for items.

Custom lists enable you to create lists of predefined attributes that remain standard over time and can be used to sort your cards and items - they can be used to sort items according to their location in your warehouse or sort customers according to your sales territories, for example. You then use AccountEdge's report customization feature to choose which warehouse location or sales territory list you wish to display in your report.

To find the Custom Lists window - Employee view
To create list entries on a custom list

To change a list entry on a custom list

To delete a list entry on a custom list


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