How to customize Lists on the Customer page

How to customize Lists on the Customer page


How to customize Lists on the Customer page

The Customer page has several drop down fields that can be setup with custom details including customizing Appointment Types, Delivery Ranges, Lead Sources, etc.

  1. Click the settings gear icon

  1. Click "Account Administration"

  1. Click "Lists"

  1. Under Account lists, select the list to customize, i.e. click "Appointment types"

  1. Click the "+ New appointmen type" button

  1. Click the "Appointment type" field to type in an option

  1. Click the "Save" button

  1. Click "Return to lists" to go back to the main Account lists page

  1. Click the next section to customize, i.e. "Lead Sources"

  1. Click the "+ New lead source" button

  1. Click the "Lead source" field to add an option

  1. Click the "Save" button

  1. Click "Return to lists" to continue customizing or finish


    • Related Articles

    • How to customize Lists on Quote page

      How to customize Lists on Quote page Click the settings gear icon Click "Account Administration" Click "Lists" Click "Comment Types" to adjust the names of the note fields in different parts of the system To add an option, click the "New comment ...

    • How to customize Lists under General tab in Account Administration Settings

      How to customize Lists under General tab in Account Administration Settings This guide provides a comprehensive walkthrough for customizing various lists within the Account Administration Settings, enhancing your ability to tailor the system to your ...

    • How to schedule an appointment on the Customer page

      How to schedule an appointment on the Customer page This guide provides a step-by-step process for scheduling an appointment on the Customer page. Navigate and login to Solatech Focus 2.0 to begin. Click "Customers" Click the Customer you want to ...

    • How to edit a Customer on the Customer page

      How to edit a Customer on the Customer page This guide provides a straightforward process for editing customer information, ensuring you can efficiently manage your customer database. Start by navigating and logging into Solatech Focus 2.0. 1. Click ...

    • How to customize reports

      Summary Solatech Focus and DOS users can create custom versions of reports available in the Report Center. This knowledge base explains the process of creating a custom version of a stock report. Instructions From the Report center, select a report ...