How to customize Lists under General tab in Account Administration Settings

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 specific needs. To begin, navigate and login to Solatech Focus 2.0.

  1. Click here


  1. Click "Account administration"

  1. Click "Lists" under the "General" tab


  1. Under Account lists, click the appropriate list you want to customize


  1. Click "+ New alternate installer" button


  1. Click the field to type in a name


  1. Click the "Save" button when done customizing


  1. If wanting to edit a record, hover over it then click the "pencil" icon to edit or the "trash" icon to delete from the admin list
  1. When editing a record, it will give you the option to toggle on/off the "Active" button.


Tip! Toggling it on will keep it active in the system Lists, toggling it off will keep it in Admin settings but will remove it from active dropdown Lists in the system.

  1. Click the title field to customize the name and click "Save" to close the window.


  1. When finished with customizing a List section, click "Return to lists" to get back to the main Lists page


  1. To continue to customize, click each "Account Lists" section to adjust.


Tip! Each Account Lists section procedure is similar to the steps above. Including click the "+ New" button to add, click the "pencil" icon to edit, click the "trash" icon to delete.

  1. If you want to import or export a custom list, click the "..." button to select Import or Export and follow the prompts


  1. For importing a custom list, choose "Select File" then lookup the file from your computer and choose the "Open" and "Upload" button to upload the file


  1. Under the "Installers" and "Sales representatives" lists, the procedure has a slight variance detailed below.


  1. "Installers" and "Sales representatives" lists are generated from users within the system. On the available section, the list will show all users within the system to select from to add to the "Selected" section via the > and < arrow.


Tip! Using the > arrow will add a user to the List, while using the < arrow will take the person off the list

  1. When done adding all appropriate people to the list, click "Save"


  1. To customize dropdown fields for quotes and measurements click the "Measurements" banner to expand more options, then click on the section you want to edit


  1. Under each Measurements section "Measurement items", "Measurement locations", "Measurement mounts", and "Measurement rooms" click "+New measurement..."


  1. Type in the field to add a record, then click "Save"


Tip! To edit a record, hover over the list item and click the "pencil" icon on the right

  1. Click " Return to lists" to adjust other "Measurements" lists


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