List Manager
Events are carried out via the Wizards and many of the options needed for these events are selected from dropdown menus or lists, for example, selecting an Appointment Type, such as Director or Secretary, or selecting a Share Class name, for example, Ordinary. These menus or lists can be configured so that you only see the options your organisation needs.
This configuration is carried out through the List Manager.
Many of the options in the List Manager are self-explanatory and are created by selecting New, then entering a Quick Reference (unique code to identify the field from all the other fields in that option) and a Description.
For example, to enter a new Company Status:
- Select New.
- Enter a Quick Reference and a Description.
- Select Finish.
As many of the options are configured in this manner, this section will only look at configuring the more complex options.
