Custom lists can be used to sort your cards and items when displaying and printing reports.
Custom lists - Item
You might use a custom list to sort your items according to the length of the warranty you offer for an item.
To do this, you would label one of the custom lists "Warranty" and create an entry in that list for each type of warranty. Then, every time you create an item record, you'd choose the length of the warranty for the item from your custom "Warranty" list. When you select a report that offers Custom Lists as filters in the Customization window, you can choose which warranty list to display. [To choose information you want to include on a report]
Custom lists - Card
You could also use custom lists to print a list of customers who are assigned to each of your sales territories, for example, or a list of each salesperson's customers.
To do this, using territories as an example, you would label one of the custom lists "Territories" and create an entry in that list for each of your sales territories. Then, every time you created a customer card record, you'd choose the territory for the customer from your custom "Territories" list. When you select a report that offers Custom Lists as filters in the Customization window, you can choose which territory list to display. [To choose information you want to include on a report]
Printing custom list entries on forms
You can print your card custom list entries on forms for which cards custom lists are available. In order for the fields to print, you must perform an additional step; you must first add the field to the form. (To add data fields to a form)
You can also print item custom list entries on item sales, item packing slips and item purchases. (To add data fields to a form)
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