Pick Lists
Use Pick Lists to create and edit list tables and list table values used throughout the system to assign attributes, classifications or categorization to transactions, relationships and other entities.
Use the filter bar to locates a specific list and click Edit to open the list and edit the list values.
Below is a listing of the standard system lists:
Address Type - Categories of address such as ship to, bill to, or remit to
Bank Fees - Categories of fees that appear on bank statements, such as interest earned, service charge or finance charge
Competitor Types - Categories of competitive products or companies in your industry
Contact Type - Categories of contacts such as billing, tech support, sales
Countries - List of countries for validation of address entry
Customer Messages - Informative text to be printed on customer invoices that may include reminders such as when payments are due or appreciation for the customer's business
Customer Types - Categories of customer such as industry or market
Email Message - Messages that will be included in email communications with the customer.
Employee Type - Categories of customers such as pay type or department
Invoice Delivery Method - Indicates how the customer will receive invoicing
Item Category - Categories for organizing or classifying inventory such as by market
Item Type - Types of items, such as service, stocked, or non-stocked that have different accounting and inventory processing requirements
Language - A list of languages supported by the system
Manufacturer Type - Categories of manufacturers such as auto or tech
Note Type - Categories of notes such as billing, sales, marketing
Other Name Type - Categories of entities that do not fit within the typical customer, vendor, partner classification
Partner Type - Categories of partners that you may do business with such as re-seller or distributor
Payment Method - Types of payments received from customers such as wire, checks or credit card
Postal Code - A listing of zip codes for validating address entry
Priority - Categories of importance to be assigned to Tasks
Product Line - Categories of groups of products sold together under a single brand by your company
Prospect Type - Categories of potential customers
Sale Source - A list of possible origins of a sale such as conference, referral, or advertisement
Sale Stage - Categories of the sales cycle such as discovery, negotiating or quoting
Sale Type - Categories of sale such as new, maintenance, up-sell or cross-sell
Salesperson Type - Categories of sales teams such as new customer acquisition or customer success
Script Category - Categories of scripts such as reporting, lists or printing
Shipping Method - A list of modes of transportation for shipping and receiving goods
State Province - A listing of states or provinces for validating address entry
Tax Form Line - A list of unique identifies of lines on IRS tax forms
Vendor Type - Categories of vendors such as office supplies, professional or technical
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