To select values for the Designation field
- From Customers, select Manage customers to open the Customer Portfolio.
- Click the lookup icon on the Designation field to select a value.
The Select Values window opens.
- 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
- 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.
- Click OK to close the Select Values window.
- Click Save on the Manage customers window to save the value(s) in the Designation field to the database.

The Select Values window