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Custom Dropdown Lists for Order Source, Property Type and Report Purpose
Custom Dropdown Lists for Order Source, Property Type and Report Purpose

Learn how to set up and use custom lists for Order Source, Property Type and Report Purposes

Riley DiMarco avatar
Written by Riley DiMarco
Updated over a week ago

Find your initials in top right hand corner, and click β€œAccountβ€œ. Then navigate to the second tab, which is β€œCompany Settingsβ€œ. From here you can add custom lists, as shown in the screenshot below.

To delete an item in the list, simply hover over until a trash can appears, then confirm the delete function.

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