Getting Started > Accessing Pick Lists
Before you add an entry to a pick list, be sure you are not duplicating an existing record. Check Show inactive on the bottom right portion of the screen. Use the Find function to search for the record by using a different spelling or wording. For example, if you want to enter Travelers Insurance Company, search for The Travelers Insurance Company and Travelers Insurance Company to make sure you are not duplicating information.
It is a good idea to decide on standard naming conventions before entering information into your system.
To add an entry to a pick list:
From the Lists menu, select the list to which you are adding information. The pick list window is displayed.
If the list is already populated, use the Find function to look for the record you want to enter, to avoid duplication.
If the record is not in the system, click Add. The appropriate window is displayed.
Enter the information you have for that record. Click OK.
Click Add to continue adding records OR click Close or Cancel to close the list.
Clicking OK from a pick list opens other functions regarding the highlighted record; it does not close the list.