Managing drop-down lists

ACT! Premium Web 2005 Server

To add a drop-down list item

  1. Click Add.

  2. In the Value column, type the name of the drop-down list item.

  3. (Optional) In the Description column, type a description for the drop-down list item.

To delete a drop-down list item

The following procedure removes the drop-down list item entirely. You should delete the item only if you are sure that you no longer need that data.

  1. Select the value, and then click Delete.

  2. Click Yes to confirm the deletion.

You can import delimited text or CSV (comma-separated value) files. For more information about importing and exporting a list, see About importing and exporting list values.

To import a drop-down list

  1. From the List Tasks box, click Import drop-down list items.

The Import List Items dialog box appears. For field definitions, press F1.

  1. Click Browse to locate the file you want to import, select the file, and then click Open.

  2. (Optional) If you want to include the descriptions of the values, select Include item descriptions, and then click Import.

List values are appended to any list you may have already created.

You can export to a delimited text or a CSV (comma separated value) file. For more information about importing and exporting a list, see About importing and exporting list values.

To export a drop-down list

  1. From the List Tasks box, click Export drop-down list items.

The Export List Items dialog box appears. For field definitions, press F1.

  1. Click Browse to locate the file you want to export to, select the file, and then click Open.

  2. To include a description of the items, select Include item descriptions.

  3. Click Export.

Managing drop-down lists

Drop-down lists ensure consistency when entering data into fields. For example, if you keep information about your contacts' automobile types, you may have created a field named "Auto Type." If you decide you want to create a list of options from which to select, you can create a drop-down list describing automobile types, and then connect or add the list to your field.

To create or edit a drop-down list

  1. From the Tools menu, click Define Fields.

The Define Fields window appears. For field definitions, press F1

  1. From the List Tasks box, select Manage drop-down lists.

The Create, edit, or delete drop-down lists screen appears.

  1. To create a drop-down list, click Create drop-down list from the Drop-down list tasks box.

or

To edit a drop-down list, first select the drop-down list, and then click Edit drop-down list from the Drop-down list tasks box.

  1. Type or edit the name of the drop-down list, select the list type, and type or edit a description of the list.

  2. To allow users to edit items in the drop-down list, select Allow users to edit items in this list, and then click Next.

  3. From the Enter drop-down list values screen, you can do the following:

  4. Add or delete drop-down list items

  5. Import drop-down list items

  6. Export drop-down list items

  1. Click Finish.

To delete a drop-down list

The following procedure removes the drop-down list entirely. You should delete the list only if you are sure that you no longer need the data.

  1. From the Tools menu, click Define Fields.

The Define Fields window appears. For field definitions, press F1.

  1. From the List Tasks box, select Manage drop-down lists.

The Create, edit, or delete drop-down lists screen appears.

  1. Select the drop-down list you want to delete, and then click Delete drop-down list from the Drop-down list tasks box.

  2. Click Yes to confirm the deletion.