Account level lists are managed in the Account Settings / Lists area.
Account Level lists are data lists that share their values across all projects within the account. A common Account Level list is Weather Conditions. Account lists are managed in the Account Settings / Lists area.
Project Level lists are data lists that have values unique to each project. A common Project Level list is Personnel. Project lists are managed in the Project Settings / Lists area.
To add, edit, archive or delete values within a specific list, select the list from the Settings page.
Once the list has been selected, the current list values will display. The following options are available within each specific Account list:
- Add - Inserts a new value into the list.
- Edit - Updates an existing value within the list. Depending on the list's 'Force Update' settings, this update could impact previous uses of this value or only apply to new entries.
- Bulk Edit - Updates multiple existing values within the list. Depending on the list's 'Force Update' settings, this update could impact previous uses of this value or only apply to new entries.
- Duplicate - Inserts a copy of an existing value into the list.
- Archive - Hides an existing value from displaying in the list when accessed from within a Document Entry.
- Delete - Permanently removes an existing value from the list. This option is only allowed if the selected value has not been used by another list or entry.
Location
Account Settings > Lists
If you have any questions, or need additional assistance, please reach out to our support team at support@facsware.com and we will be happy to assist you.