Custom Lists window

Customer 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 multiple 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 a customer.

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 the type of the warranty you offer or sort customers according to your sales territories, for example. You then use AccountEdge's report customization feature to choose which warranty or sales territory list you wish to display in your report.