Custom List Items Overview
Custom List Items are used for adding additional options to specific drop-down menus within the accessplanit platform.
To learn how to set up Custom List Items, click here.
Where to find Custom List Items
Click on the Profile Icon at the top right hand side of the platform and select Administration:
Within this page, click the menu option Custom List Items:
Setting up Custom List Items
Custom List Items can be added within the following modules:
Communications
Opportunities
Discounts
Fees
File Store
PDP
Tasks
Resources
Notes
When setting up Custom List Items, there are a few things you'll need to fill in first:
Item Type
This drop-down allows you to assign where in the platform the Custom List Item will appear. You can currently select a number of Item Types within your accessplanit platform:
Communications_Type
CRM_History Item Type
CRM_Sales Stage (Opportunity Sales Stage)
CRM_Source (Opportunity Source)
CRM_Source Type (Opportunity Source Type)
Discounts_Campaign Code
Fees_Payment Method
File Type
PDP_Future Planning Value
PDP_Past Performance Object Status
PDP_Personal Attributes Value
Product Type
Purchase Status
Resource Unavailability Reason
Tasks_Status
Tasks_Type
Note_Type
The prefix of the Item Type specifies where in the platform it will be applied.
Text
This is the text that your Custom List Item will display as within the list it is assigned to.
Is Default
Ticking this box will display the Custom List Item as the first item in the list.
Enabled
Ticking this box determines whether or not the Custom List Item displays in the list.
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