Custom Lists and Fields

Background

Custom Lists and Fields are defined under your Lists menu > Custom Lists and Field Names. Custom lists and fields can be defined and named for your Items and all Card Types. Once you've created the names of your lists and fields, you can add entries for each list from the Lists menu > Custom Lists.

Custom Lists are used for filtering reports.
Custom Fields are used to provide more information about your items or cards.

If you labeled your custom field names for items to be color, size and style, you could customize your reports and invoices to include this information after you added it to the item record.

Creating Custom Lists and Fields

To create custom lists or fields:

  1. Go to Lists from the menu bar at the top of the screen
  2. Choose "Custom Lists" and then the top of Custom List you would like to
  3. Click on the tab for the type of list you would like to create
  4. Click the New button to add a new list

Using Custom Lists:

Selections appear in the Report Filters window for item sales and purchases, and most inventory reports. Choose the lists you wish to appear on your reports in the filters before you display or print the report.

For example: If you store items in several warehouses, you might want to use a custom list to show which items are located in each warehouse. You could label one of the custom lists "Warehouse" and create an entry in that list for each of your warehouses. Then, every time you create an item record, you'd choose the name of the warehouse where you store the item from your custom "Warehouse" list.

Using Custom Fields:

Are used to track additional information on reports and forms.

For example: If you track your items by color, you might want to label one of the custom fields "Color". Then, every time you create an item record, you can enter the color of the item in your "Color" field in the Item Information window.

You can then use the report design feature to include your custom fields on item sales/purchase reports and most inventory reports. Click the Customize button at the bottom of the Index to Reports window and then click the Design icon to display the Report Design window. Select the fields you wish display and print.