Standard

This is a standard list type which loads information about customers dependent of the presentation type. The list can present: Terms/Prices, Export/Printouts, XML/Documents, Delivery/Shipping, Exception, CRM, and Miscellaneous.

Addresses

This list type loads address information about customers. The list can present: mailing address, delivery address, invoice address, and visiting address.

Alternative delivery addresses

This list type handles the alternative delivery addresses registered on customers. It only displays the customers that have more than one delivery address.

Alternative customer number

This list type shows the alternative customer numbers registered on customers. The list only displays the customers which have one or multiple alternative customer numbers.

References

This list handles references that have been entered for the customer.

Communication

This list type handles communication information such as different phone numbers etc. that have been registered for the customer.

Exception accounts

This list type shows exceptions for the customer from standard accounts in the chart of accounts.

Check credit limit

This list type displays your customers’ credit limits and you can compare the credit limits to the order backlog, order backlog + accounts receivable, accounts receivable, or overdue accounts receivable. You can update the credit limit in the list.

Connect to e-invoice

This list type is used when you quickly want to get started with sending of e-invoices by mass-activating many customers at once. The list type does a search in Crediflow's registers to see if the customers can/prefer to receive e-invoices. Customers that prefer to receive e-invoices can be connected directly via the list.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.