Custom Lists

<h2>Table of Contents</h2> <ul> <li><a href="#create object">Create Custom List for Object</a></li> <li><a href="#create menu">Create Custom List for Menu</a></li> </ul> <p><br/></p> <h2><span id="create object">To Create a Custom List for Object:</span></h2> <p><br/> 1. Navigate to <strong>Admin > Organizational Settings > Custom Lists</strong> <br/> <br/> 2. Click the <strong>New List</strong> button on the top of the top grid</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Custom%20Lists/NewList.png" alt="" title="" /> <br/> <br/> <br/> 3. Enter a name for the list, select whether it displays against a person or a company, and click <strong>Save List</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Custom%20Lists/SaveList.png" alt="" title="" /> <br/> <br/> <br/> 4. Click <strong>New Question</strong> at the top left of the grid.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Custom%20Lists/NewQuestion.png" alt="" title="" /> <br/> <br/> <br/> 5. Choose the <strong>Question Type</strong> (the type of answer) you would like and type the question in the <strong>Question Text</strong> field. <br /> <br/> <br/> 6. If the <strong>Question Type</strong> is <strong>Multiple Choice, Drop Down,</strong> or <strong>Multiple Select,</strong> you will need to choose your answer fields. </p> <ul> <li>Type the answer choices in the <strong>Option Text</strong> fields. <br /> <br/></li> <li>Click <strong>Add an option</strong> if you need more choices. <br/> <br/></li> <li>Type in the appropriate scores in the <strong>Score</strong> field. <br/> <br/></li> <li>If you require they comment for their answer, check the box in the <strong>Req.Comment</strong> field. <br/> <br/></li> <li>Click the <strong>Remove</strong> button next to each option field you would like to remove.</li> </ul> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Custom%20Lists/SaveList2.png" alt="" title="" /> <br/> <br/> <br/> 7. When completed, Click <strong>Save</strong>. <br/> <br/> <br/> <br/></p> <h2><span id="create menu">To Create a Custom list for Menu:</span></h2> <p><br/> 1. Navigate to <strong>Admin > Organizational Settings > Custom Lists</strong> <br/> <br/> 2. Click the <strong>New List</strong> button on the top of the bottom grid</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Custom%20Lists/NewListMenu.png" alt="" title="" /> <br/> <br/> <br/> 3. Enter a name for the list, select which menu it displays against, and click <strong>Save List</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Custom%20Lists/SaveListMenu.png" alt="" title="" /> <br/> <br/> <br/> 4. Click <strong>New Question</strong> at the top left of the grid.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Custom%20Lists/NewQuestionMenu.png" alt="" title="" /> <br/> <br/> <br/> 5. Choose the <strong>Question Type</strong> (the type of answer) you would like and type the question in the <strong>Question Text</strong> field. <br /> <br/> <br/> 6. If the <strong>Question Type</strong> is <strong>Multiple Choice, Drop Down, or Multiple Select,</strong> you will need to choose your answer fields. </p> <ul> <li>Type the answer choices in the <strong>Option Text</strong> fields. <br /> <br/></li> <li>Click <strong>Add an option</strong> if you need more choices. <br/> <br/></li> <li>Type in the appropriate scores in the <strong>Score</strong> field <br/> <br/></li> <li>If you require they comment for their answer, check the box in the <strong>Req.Comment</strong> field. <br/> <br/></li> <li>Click the <strong>Remove</strong> button next to each option field you would like to remove.</li> </ul> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Admin/Custom%20Lists/TestCustomListMenu.png" alt="" title="" /> <br/> <br/> <br/> 7. When completed, click <strong>Save</strong>. </p>