Data Lists: Overview

While administering a customer's services, if you need to reference certain data—such as credentials for access control, contacts for outdialler calling, or targets for hot-desking—rather than manually entering the data each time it is needed, it is quicker and easier to compile all of the necessary data into one or more lists, which the system can refer to when needed.

The admin portal supports a variety of standard list templates like those mentioned above, but it also allows you to customise those templates or create completely bespoke lists to suit practically any purpose.

  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.