Modifying Lists

Many lists, whether they are part of a drop-down field or a group of check boxes, can be edited to suit your needs. For example, you would probably want to customize the contact groups you use, or perhaps the business types that are used to categorize and filter entries in your Business Directory.

When you customize a list, the changes are reflected anytime that list is used. For example, if you customize the Contact Groups list from with the Contact Profile screen, the new groups are shown wherever you see contact groups in IXACT Contact.

To customize a list:

1. Click the Modify List link beside the field.

2. To add an entry, type in the text field at the top and click Add.

3. To change an entry, click Edit beside the entry. The entry name appears in the text field at the top. Change it as required and click Update.

4. To remove an entry, click Delete beside the entry.

5. When you are finished, click Close.

Note: Some drop-down lists include a blank entry which allows you to clear a previous selection. You cannot delete this blank entry.

What if a list item I delete is still assigned to records?

If you delete a list item that is still assigned to one or more records (e.g. you delete a Business Type that is still assigned to one or more contacts), the list item remains assigned to the record(s), but now includes "(Not on Master List)" as part of its name.

If you click Modify List while looking at a record that uses that list item, you can click Add next to the entry to add it back into the list.

For example:

· You have modified your Business Type list to add "Landscaper".

· Your contact Joe Quercia is assigned that business type.

· Later you modify the Business Type list to delete Landscaper.

· When you view Joe's contact profile, the Business Type field now says "Landscaper (Not on Master List)".

· When you click Modify List beside Business Type, there is an entry for "Landscaper (Not on Master List)" with an Add link beside it.