Pop Up Lists are used throughout the iPoint software to customize functionality. Many of these options help you align the iPoint software with your company’s business practices.
To modify a Pop-Up List, choose the list from the top of the screen. Once a list is selected, it will be displayed in the bottom portion of the screen where you can edit list assets as well as set preferences.
Specific details about each individual pop-up list option are available by topic in the Table of Contents to the left.
Many of the Pop Up Lists have a sort order available. Statuses on the list will be displayed based on their sort order number.
- To re-arrange a sort order, simply change the number and tab out of the field. iPoint will re-sort the list based on the numbers given.
- If two or more statuses have the same sort order number, they will be sorted in alphabetical order.
- Sort Order numbers can include one decimal point. This helps move a status between two existing numbers. For example, moving status #7 to the number 2 position between statuses #1 and #2 is accomplished by changing the 7 to a 1.5.
These aren’t Pop Up Lists you are looking for
As you navigate through the iPoint software, you’ll recognize nearly every popup list from the list of options here. However, there are a few options that are NOT edited in Pop Up Lists.
- Proposal Type – On a Proposal: This is a self-populating list. When a user manually types in the Proposal Type field, iPoint automatically adds that to a list for use on future proposals. The only way to delete a proposal type is to find the proposals that use that type and change it. Once the type is not used on any proposal the type will be removed from the list.
- Class: Classes are primarily used to report segments of the business to QuickBooks. Most of the time, classes are imported from QuickBooks. In some situations classes are created in iPoint and pushed to QB. In either case, classes are set up using Settings > QuickBooks > Lists.
- Customer Type: Customer types are set up in Settings > QuickBooks > Customers and are either pulled from QuickBooks (where they are typically created) or pushed to QB.
- Sales Tax: Typically pulled from QuickBooks so that we match how QB calculates sales tax liability. For companies who don’t use QuickBooks, you can create those in Settings > QuickBooks > Lists.
- Terms: Both payment terms for vendors and payment due terms for customers come from QuickBooks and are pulled into a single Payment Terms category in Settings > QuickBooks > Lists.
- Payment Type: This is where you define methods of payment you receive from customers, like cash, credit cards, checks, and poultry. Again, these come directly from QuickBooks using Settings > QuickBooks > Lists.
- Job Type: Customer jobs in CRM have a job type field where you can designate what kind of a job this is. Those come from QuickBooks and are synced in Settings > QuickBooks > Customers.