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To select values for the Designation field

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Click the lookup icon on the Designation field to select a value.

    The Select Values window opens.

  3. Use one of the following methods to move items to the Selected Values list:
    • Double-click the item in the Available Values list to move it to the Selected Values list.
    • Select the item in the Available Values column and click << to move the item to the Selected Values list
  4. Use one of the following methods to remove items from Selected Values list:
    • Double-click the item in the Selected Values list to move it to the Available Values list.
    • Select the item in the Selected Values list and click >> to move the item to the Available Values list.
  5. Click OK to close the Select Values window.
  6. Click Save on the Manage customers window to save the value(s) in the Designation field to the database.

The Select Values window

See Also

Customer Portfolio Data Entry

To enter a new customer record

To enter a new company record

To enter an address


ASI logo 10.6 Production Release. Updated 2/23/2006 10:24:22 AM
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