Lists and finding your way around

Lists are everywhere in actisCRM and generally they follow the same format

There are two types of list:

• Search list
• Selection list

Search lists

Search lists are generated by quick search, advanced search or Data Explorer

The list header bar allows you to view more information and to filter the list to show fewer rows

The list footer allows you to move between pages, displays where you are in the list and how many rows there are in total

Selection lists

Selection lists are generated when you search for a customer or location from a meeting or call record

Selecting a customer or location for a call or appointment

1. Click the Record a Call button on the home page. The search list will open
2. Use the Search field to find a customer or location by name, filter the list or scroll through the pages to find the name you need.
3. Click on the row to select it, and click the Select Customer or Select Location button on the grey ribbon to add the customer or location to the contact record

Selecting a location for a meeting

1. Select Meetings, Add Meetings from the menu. The meeting record will open
2. Click the Add/Edit Location button next to the location field. The location selection list will open as above
3. Use the Search field to find the location by name, filter the list or scroll through the pages to find the name you need.
4. Click on the row to select it, and click the Select Location button on the grey ribbon to add the location to the contact record

Selecting meeting attendees

The meeting attendees selection lists allows you to select several customers and edit the final selection list before adding the attendees to the meeting record

1. Open the meeting record and navigate to the Attendees page
2. Click the Add Attendees button. The customer selection list will open
3. Use the Search field to find the customer by name, filter the list or scroll through the pages to find the names you need
4. Click on the row to select it, or Crtl+click to select multiple names on the page
5. Click the Select Customers button before paging forward to select further attendees
6. The number of names selected will be added to a button that appears on the grey ribbon
7. Click the Customers Selected button on the grey ribbon to display a list of selected customers and Click the X button next to the name to remove the customer from the selected list
8. Click the Select Customers button on the grey ribbon to add all the selected customers to the meeting record