Overview

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Overview

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Almost every dropdown list in MemberTies can be customized to meet the needs of your organization. The most common list that needs changes is the Statuses, which almost always needs additional entries to match the terms used by your organization.

While you can add a new entry to some lists by selecting the "<New>" option in the list, the main System Lists tool is the primary location for working with data for any list.

The System Lists window is accessible via the Lists button in the Settings section on the Home ribbon.

The System Lists window enables you to work with the data for any list in the system. Just choose the desired list on the left side, and the list contents and editing fields will display on the right side. A standard dual view of data is used, showing the list of existing records on the top, and the details below. See Editing Records for more information.

Since there are a large number of lists, some are grouped together to make the window more usable.  For example, Statuses have three lists: one for the status itself, one for interest charges, and one for scheduled postings. This is also a list that has a kind of hierarchy, i.e., you have to create a status in the Statuses list before you can add Interest Charges to it.