CUSTOM LISTS & FIELDS

Custom lists and fields permit you to record additional information about your cards that may have specific relevance to your business. The custom lists and fields are viewed in the Card Details window.

Custom Lists enable you to create lists of predefined attributes that remain standard over time and can be used to sort your card files and items e.g. they can be used to sort customers according to your sales territories. You then use the report filter to choose which sales territory list you wish to display in your report.

Custom lists can be a very useful marketing tool, enabling you to target market certain customer profiles.

Custom Fields allow you to enter any information you like e.g. you may want to use a custom field to show the date of an employee’s last performance review. You then use the report design feature to display that information on your reports.

To create, for example, your Customer custom lists and field names:

  1. Choose Lists from the menu bar
  2. Choose Custom Lists & Field Names
  3. Choose Customers
  4. Enter the desired Name of Custom List #1 to #3
  5. Enter the desired Name of Custom Field #1 to #3
  6. Click OK

To create list entries on a Custom List:

  1. Choose Lists from the menu bar
  2. Choose Custom Lists
  3. Choose Customers
  4. Click the New button
  5. Enter the name of the list entry you want to create
  6. Click OK or New to create additional entries

For further assistance: Contact Melanie Jenkins
Download this MYOB Help Sheet with accompanying images to assist you with each step below…

CUSTOM LISTS & FIELDS

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