System Customization

Many of the drop-down lists throughout the program contain default settings to choose from. This screen allows you to customize the available options for program drop-down menus.

Click on the main "Admin" tab, and then on the "System Customization" link located under the System Tools heading.

The screen contains three selection boxes.

System Lists

The settings in this box represent each drop-down menu in the program that you are allowed to customize.

Click on a list in this box to edit its available selections.

Current Values

With a field selected in System Lists, this box contains the entries that are currently available for selection.

Highlight an entry in this box to edit it in the Name section.

Name

This box allows you to edit the setting that is highlighted in the Current Values box, or to create new settings.

When a value is selected it appears in the field located in Name box. Multiple options are available.

  • Clear: Clicking on this icon clears the field without making changes to any list value.
  • Add: With no value selected in Names, type a new value into the field and click on this icon. The new value is added to the list.
  • Edit: With a value selected in the list, make any changes you may desire in the field and click on this icon to save the changes that you have made.
  • Delete: Click on this icon to remove the currently selected value from the list.

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