It is often useful to define Custom Person Lists where the Persons displayed can be filtered based on certain criteria, with control over what information (i.e. the fields of data) are displayed. Any number of these 'Custom' lists can be created that can be available for all organisation users, or for a single user.
The Customer Person List Management screen displays a list of the current Custom Person Lists.
By default, lists are displayed that can be accessed by all users (designated with an Owner of ALL), and by the current user (designated with an Owner of the user name).
To maintain lists owned by other users, check the Show lists from all owners checkbox. This function is only available to users with PERSON MANAGER rights. These lists can be deleted, but not modified.
Add a new Custom Person List
- On the Customer Person List Management screen, click the Add New Custom List Link to display the Custom Person List Maintenance screen.
- Add the new custom list according to the table below for Edit a Custom Person List.
- Click the Save List button to save changes.
Edit a Custom Person List
Click the Edit link of the list to be edited. The Custom Person List Maintenance screen opens.
- Edit the fields according to the table below.
Click the Save List button to save changes.
Lists owned by other users cannot be edited.
|Title||This will be the name used to identify the List from the administration menu.|
|Description||Enter a description for the list. This is only displayed on the Custom Person List Managementscreen to further describe the List|
Optionally, select a Person Filter which has previously be created. If a filter is applied, this will reduce (filter) the number of persons displayed in the list according to the criteria specified in the filter. If a filter is not applied, it is equivalent from selecting those with any role within your organisation.
Select one or more Output fields by clicking the field name in the Available Fields list, and clicking the Add -> button. Fields can be removed by clicking the field name in the Chosen Fields list, and clicking the Remove -> button.
There is a limit of 20 columns that can be added to a custom list.
Click one or more of options to display extra fields in the Available Fields list:
|Rows per page|
Enter the Rows per page from 10 to 100. If more records than this figure appear in your list, they will be split into pages of this size.
A small figure means more pages, but each page will load more quickly. Large page sizes may mean slow load/response times.
|Sorting||Select the Sorting type:|
|Available to||Select an Available to option: ALL means all users from your club can access the list, Logged in user means the current user only.|
Delete a Custom Person List
- On the Customer Person List Management screen, click the Delete Link of the filter to be deleted.
- Click OK to confirm.
View a Custom Person List
- On the Customer Person List Management screen, click the View Link of the filter to be viewed. The actual list will be displayed.