Add user-defined list
- Click the Create list button in the upper right of the screen.
- Enter the required name of the list in the Name field. (Mandatory)
- Optionally, type in a description of the list in the Description field.
- Click OK to save the list.
Edit a list’s name and description
- Select the required list from the list box at the top.
- Click the Edit list button.
- Type a new name for the list in the Name field.
- Edit the description of the list, as required, in the Description field.
- Click OK to save your changes.
Delete user-defined list
You cannot delete lists that are predefined in SuperOffice CRM. If you select a predefined list, the Delete list button will not be displayed. Nor can you delete lists which are used in user-defined fields. In these cases, the Delete list button in the Lists tab is disabled.
- Select the required list from the list box at the top.
- Click the Delete list button.
- Click Yes in the confirmation dialog. The list is deleted.