Using Add/Edit Lists

Add/Edit Lists offer you a way to add custom information to a user-defined list. You may also set a default for each add/edit list.

All fields highlighted with a blue border indicate the ability to double-click within the field to open an Add/Edit List. Some of the fields may require an entry (as indicated by the bold, maroon font).

There are two ways to add information to an Add/Edit List:

  1. Double-click in any field with a blue border.
  2. The Add/Edit dialog box displays.
  3. If you double-clicked in a field to open the Add/Edit List, the record selector will point to the first record in the list.
  4. Click the Add New button. The record selector will jump to the first blank line, you will see an * next to it.
  5. Type a new description.
  6. Press Enter (or Tab through to the next line or click the Save button) to save the record.
  7. Click the Close button to return to the entry screen.

OR

  1. Type a new description in the field.
  2. If you type a description that is not in the system you are prompted with a message and asked if you'd like to add it.
  3. Click Yes to continue. The Add/Edit dialog box displays.
  4. The new description displays as the last record in the list. You will see an * next to it.
  5. Press Enter (or Tab through to the next line or click the Save button) to save the record.
  6. Click the Close button to return to the entry screen.

To set a default entry for an Add/Edit list:

  1. Click in the record selector area next to the entry you wish to set as the default entry.
  2. Click the Set Default button.
  3. Click the Close button to return to the entry screen.