Custom Lists

Adding a Custom List

1. To Add new Custom Lists click the plus icon () on the upper right of the Custom Lists box.

2. An edit box will show at the top of the screen

List Name: Enter the name of your custom list to be used
Value to Display: This entry is what will show during the use of the custom list
Value to Store:This entry will show on all reporting
Sort Order: enter a numeric value to place where in the list the entry will fall

3. Click the Save Icon () on the upper right in Custom List Detail.

Adding a Custom List Entry

1. To Add a new Custom Lists click the plus icon () on the upper right of the List Details for:[[custom list name]].

2. An edit box will show at the top of the screen

List Name: This will be pre-populated with the list name
Value to Display: This entry is what will show during the use of the custom list
Value to Store:This entry will show on all reporting
Sort Order: enter a numeric value to place where in the list the entry will fall

3. Click the Save Icon () on the upper right in Custom List Detail.