Managing the Contents of a Data List

A data list may contain any number of entries, the contents of which are defined by the fields associated with that list.

  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.

Below, you will find links to a variety of topics on viewing and modifying the contents of a list: