Using Custom Lists and Fields

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Using Custom Lists and Fields

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Custom lists and fields can be added to a customer card in Mobileezy from either the Desktop Administrator or Desktop Order Entry System and are visible from the Mobileezy Handheld App.  Custom lists and fields can also be imported into Mobileezy if your Accounting System is MYOB.

When to Use Custom Lists        When to Use Custom Lists

Custom lists are useful for when you want to keep track of certain pieces of information about a customer and have these visible on the Mobileezy Handheld App.  Examples of the type of information you may like to show are:

Customer Level, ie Gold, Silver, or Bronze
Map Reference, ie Melways Map Ref
Customer Type, ie Retail, Wholesale, Trade
Serial Number, ie Water Cooler Serial, Fridge/Freezer Serial

Accessing Custom Lists from the Mobileezy Desktop        Accessing Custom Lists from Desktop Administrator

To access the custom lists from the Desktop Administrator\:

1.Open the Pricing icon
2.Go to either the Customers or the Items tab and locate the customer
3.Click on the Right Arrow next to the customer name to open the card details form.
4.Select the Custom Lists/Fields tab
5.Custom List and Field values imported from the Accounting System are displayed.
6.Custom Lists defined in Mobileezy are displayed.
Screenshot of Custom Lists in Mobileezy Desktop Administrator
Custom Lists in the Mobileezy Desktop Administrator

Accessing Custom Lists from the DOES        Accessing Custom Lists from Desktop Order Entry System

To access the custom lists from the Desktop Order Entry System:

1.Go to either the Customer Pricing or the Item Pricing tab and locate the customer
2.Click on the Right Arrow next to the customer name to open the card details form.
3.Select the Custom Lists/Fields tab
4.Custom List and Field values imported from the Accounting System are displayed.
5.Custom Lists defined in Mobileezy are displayed.
Screenshot of Custom Lists in Mobileezy DOES
Custom Lists in the Mobileezy DEOS

Creating New Custom Lists        Creating New Custom Lists in the Desktop Administrator

To create a new custom list:

1.Open the card details window from either Desktop Order Entry System or Desktop Administrator.
2.Click on the Edit Custom Lists button
3.Click on the Add button to create a new list and enter the name of the List in the dialog and press save
4.To define the list items, click on the custom list name in the editor.  This will open the edit window.
5.Click on the Add button to and enter the list value in the dialog.  Repeat until all list values are entered.
6.Press the close button to save.

Assigning Cutom List Values to Customers        Assigning Custom List Values to Customers

To assign custom list values to customers:

1.Open the card details window and go to the Custom Lists/Fields tab.
2.Select the custom list for which you want to add a value by clicking on the Right Arrow.
3.Select the required value from the unassigned values window and use the Assign_Left_Arrow to assign it to the customer.
4.Press the close button when complete.

Defining Custom List Names in MYOB Datalink        Setting up Custom List Names in the MYOB AccountRight Classic datalink

Custom lists will be imported into Mobileezy if you Accounting System is MYOB AccountRight Classic.  Any values that have been setup for customers on the card in MYOB will be populated into Mobileezy. The names of the fields/lists will need to be defined in the MYOB AccountRight Classic datalink so that the correct names appear on the handheld.  To do this:

1.Open the datalink, by going to Setup > Datalink and pressing the Datalink Setup button
2.Select the Custom Lists/Fields tab
3.Enter the name of the custom list or field against the custom list number and then press the OK button.
Screenshot of Setting up Custom List Names in the Datalink
Setting up the Custom List Names in the Datalink
4.Synchronise the handheld devices to update the reference on the Mobileezy Handheld App

Custom Lists on the Handheld        Custom Lists on the Handheld

Custom list values will be populated on the handheld and are viewed from the customer card.

1.Open the card list, select a customer and click on the customer name to open the card
2.Select the Info tab
3.Custom list information is visible here
Screenshot of Custom Lists on the Handheld
Custom Lists on the Handheld

See Also

Desktop Order Entry System

MYOB Classic Datalink Setup

Handheld