Adding an Item to a Data List

The following describes how to add a new entry to a data list on behalf of a Customer.

This process will depend on the fields assigned to the list, so it may be useful to check those are correct before you begin.

See also: Importing List Data.

Implementation

  1. Access the Lists of Customer Data page for the intended Customer.

    1. Access the resources page for the intended Customer.

      1. Access the details page for the intended Customer.

        1. Type the Customer’s name into the search field at the top of any page.
        2. Click the intended Customer in the search results. This opens the Customer Details page.
      1. Select the Customer Resources tab.
    1. Click the Lists of Customer Data hyperlink.
  1. Locate the intended list and click its View link.

  1. Click Add New Entry.
  2. Use the various fields provided to add information about the new listing. Different fields may require different types of information, and depending on how the fields were set up, some of them may have a character limit.

    Contact a system Administrator if you aren't sure what to put for a particular field. You can always come back and modify the entry later, if needed.

  3. When you have finished completing the various fields, scroll down to the bottom of the screen and click Save This Data.
  4. Select the View Data tab to confirm the new entry, letting you view it in the list.