Custom List and Field Names window

Personal view


The Custom List and Field Names window allows you to assign names to thecustom lists and custom fields that appear in the Card Details view of the Card Information window.

The window has multiple views.

Using the fields in the Personal view, you can enter names for the custom lists and fields that appear in the Card Details view of the Card Information window for a personal card.

About Custom Lists & Fields:
If you need to record additional information about your cards that may be specific to your business, you can use the custom lists and fields in the Card Details window to do so. FirstEdge contains three custom lists and three custom fields for each card type. You can label them according to your needs.

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 customers according to your sales territories, for example. You then use FirstEdge's report customization feature to choose which sales territory list you wish to display in your report.

Custom fields allow you to enter any information you like - they can be used to indicate an employee's last review date, for example. You then use the report design feature to display that information on your reports.