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      <div class="WebWorks_Breadcrumbs" style="text-align: left;">
        <a class="WebWorks_Breadcrumb_Link" href="contacts.19.1.htm#1061021">Contact management</a> &gt; <a class="WebWorks_Breadcrumb_Link" href="contacts.19.8.htm#1061021">Grouping your contacts </a> &gt; Custom lists</div>
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      <blockquote>
        <div class="hm_ModuleHeading"><a name="1061021">Custom lists</a></div>
        <div class="b_Body"><a name="1061022">You can set up lists of predefined attributes and assign the </a>appropriate attributes to your cards. </div>
        <div class="b_Body"><a name="1061023">By assigning attributes from a custom list to your cards, you are </a>able to group your contacts to a greater degree than is possible with identifiers.</div>
        <div class="b_Body"><a name="1061024">For example, you could assign all your wholesale customers the </a>W identifier. If you also set up a custom list containing each of your sales territories, and allocate those customers to the appropriate territory, you can then filter reports to only show information about wholesale customers who are within a particular sales territory.</div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1061025&quot;);">
          <span class="N_007eProcBullet"></span><a name="1061025">To name a custom list</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1061025", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1061025", false);</script>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">1	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1061027">Go to the </a><span class="w_Widgets">Lists</span> menu, choose <span class="w_Widgets">Custom List &amp; Field Names</span>, and then choose the card type for which you want to create a custom list, for example, <span class="w_Widgets">Customers</span>. The <span class="w_Widgets">Custom List and </span><span class="w_Widgets">Field Names</span> window appears.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">2	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1061032">Enter names for the lists you want to create for the card type </a>you have selected in the <span class="w_Widgets">Name of Custom List</span> fields.</div>
              </td>
            </tr>
          </table>
        </div>
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          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">3	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1061033">Click </a><span class="w_Widgets">OK</span>. The names you have entered will now appear in the <span class="w_Widgets">Card Details</span> tab of the <span class="w_Widgets">Card Information</span> window.</div>
              </td>
            </tr>
          </table>
        </div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1061034&quot;);">
          <span class="N_007eProcBullet"></span><a name="1061034">To create a custom list entry</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1061034", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1061034", false);</script>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">1	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1061036">Go to the </a><span class="w_Widgets">Lists</span> menu, choose <span class="w_Widgets">Custom Lists</span> and then choose the card type for which you want to create a custom list entry, for example, <span class="w_Widgets">Customers</span>. The <span class="w_Widgets">Custom Lists</span> window appears.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">2	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1061041">Select the custom list for which you want to create an entry.</a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">3	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1061042">Click </a><span class="w_Widgets">New</span>. The <span class="w_Widgets">Edit Custom List</span> window appears.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">4	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1061043">Type the custom list entry’s name and then click </a><span class="w_Widgets">OK</span>.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsc_BodyStepContinued"><a name="1061044">The entry appears in the </a><span class="w_Widgets">Custom Lists</span> window.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1061045&quot;);">
          <span class="N_007eProcBullet"></span><a name="1061045">To assign a custom list entry to a card</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1061045", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1061045", false);</script>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">1	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1061046">Go to the </a><span class="w_Widgets">Card File</span> command centre and click <span class="w_Widgets">Cards List</span>.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">2	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1061047">Click the zoom arrow next to the card you want to edit. The </a><span class="w_Widgets">Card Information</span> window appears.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">3	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1061048">Click the </a><span class="w_Widgets">Card Details</span> tab.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">4	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1061049">Click the search icon next to the custom list field you want to </a>edit and then select the entry that you want to assign.</div>
              </td>
            </tr>
          </table>
        </div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="href_ReferenceBlockHeading"><a name="1127068">Related Topics</a></div>
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                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="contacts.19.8.htm#1060996" name="1127072">Grouping your contacts</a></span></div>
              </td>
            </tr>
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        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732283464567pt;">
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                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="contacts.19.9.htm#1061004" name="1127076">Identifiers</a></span></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732283464567pt;">
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                <div class="bbi_BulletedIndented_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="contacts.19.14.htm#1061418" name="1127080">Custom fields</a></span></div>
              </td>
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      </blockquote>
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