Procomms: To add a new Dynamic List

Title
Procomms: To add a new Dynamic List


Environment

RA: https://eu-app.rantandrave.com

Resolution Summary

Added new Dynamic lists

Details

A Dynamic list is one which runs from a persons contact record and those lists are helped at the bottom of such a record in various preset areas and lists which fall under them which are static names ie you can only choose from those which are showing/find from the dropdown arrow

To add a brand new list this has to be done in RA by an administrator - If the account has sub accounts then ensure that administrator is in the correct sub account before proceeding

• Log on to the RA and find an administrator (ensure in correct account/sub account)
• Go to Administration
• Customise Fields
• Add Contact Fields
• Scroll down to find the area which you need to add the list under 

• Click on the pencil against the area which you need the list under
• Click on the dropdown against Keyword and change this from Keyword Field to normal Field
  
  
• Click on save
  
  *DO NOT LEAVE IT IN THIS STATUS FOR VERY LONG - ONLY WHILST YOU MAKE THE CHANGES AND THEN CHANGE THIS BACK IMMEDIATELY
  
  To make the changes and add a new list
• Go to contacts
• type in the first & surname of someone which is on the directory and needs to be in the new dynamic List and click find (if the person is not in the contact directory they you will need to add them as a contact first)
• Click on the pencil against their name to get into their record
• scroll to the bottom of the contact record
• find the area which you need to add the list into as in the bottom example and you will see that it does no longer have a drop down arrow showing
  
• Type in the EXACT name of the list you wish to add
• Click on Save
  That list has now been created
• Go back to Administration on the left
• Click on Custom Fields
• Click on Add Contact Fields
• Find the Area which the list is held under as above
• Click on the Pencil
• Click on the dropdown arrow against Keyword and change the field from Normal Field to Keyword Field
• Click on Save
  
   
  

Internal Information


Resolution Category

Task::Other

Keywords
dynamic list procomms directory contact record raexternalrequest