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Lists – Settings

All dropdown lists in Brandengine are user definable to reflect the unique requirements of your business and it’s processes.

To add/edit your options in the various Lists – navigate to Company-wide Settings then All Lists
(Mainmenu>YourCompany>Company-wideSettings>OptionTypes>AllLists)

The above will display all List-sets that are available by location.

NB Enquiries and Projects use the same list-set as they are essentially the same thing – one is pre-sale, the other post-sale.

You can also locate the specific list-set (and other settings) by the Entity Types menu in Company-wide Settings.
(Mainmenu>YourCompany>Company-wideSettings>EntityTypes – then select the entity)

eg – The below image shows all of the customisable settings in the Companies entity type

Editing Lists

Click to open the list-set (right of screen)

A pop-up window will appear where you can
(Bottom Left of the pop-up)

You can also:

  • Re-order tags by dragging with the grab handle
  • Name/edit the List item
  • Remove the list item
    NB – Only Unused options can be deleted.

Be sure to when you are done.

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