The Custom List portion of the proposal allows you to track information that doesn’t have an existing field available in iPoint.
The image to the right displays the settings portion, on the top in black, and how the Custom List looks on a proposal, on the bottom in blue.
Custom Data List
You can have multiple Custom Lists. This is helpful if you have a different set of questions for your primary location and a separate set for your secondary location. Or maybe you have a New Sales list and a Retro Sales list.
In Settings, create a new Custom Data List by typing the title in the Data List section.
Then, click the blue arrow to display the associated fields on the right. To edit a different list, click the arrow next to the Custom Data List you want to view.
Obviously, the trash can icon will delete the specific list.
On the Proposal, you can click the Reload Custom Data Lists button to open a pop-over where you can select the appropriate Custom Data List for this particular proposal.
When a Data List is loaded, it comes with the default lines defined by your system administrator. If you want to add a list item, click the New Custom Data List Item button to add another line to this particular list on this particular proposal. This does not update the master list.
Custom Data List Elements
Each data list element can be customized using a number of options.
First, define the Field Type by using the dropdown to define the type of data being captured. Each field type will activate a series of fields where you further define the data being captured. The following list defines the field type as well as the available options for each.
Header – creates a black divider bar or header for the information being captured.
- In the 2nd field enter the text you want to be displayed in the Header
Text – creates a freeform text box where users can enter any characters they want.
- Enter the field title in the 2nd field.
- The Response Field is activated where you can type in the default text
Drop Down – allows you to create a list of options that the user can select
- Enter the title of the custom dropdown list you are creating
- Add a list of options in the Data List field by typing a list of words separated by a carriage return. See the example below.
New Residential New Commercial Retrofit Residential Retrofit Commerical
Pop Up – creates a pop-up list where the user can select from multiple choices
- Enter the pop-up field title in the second field
- Type in the pop-up options in the third field by entering a list of words separated by a carriage return. See the example below.
- Response Field demonstrates how the options you defined in step 2 will appear
Date – creates a date field where users can choose a date from a pop-up calendar
- Describe the date that you want to be captured
- The Response Field shows how the date field will be captured
URL – creates a field that is clickable and will open a web browser with the address entered
- Enter the name of the field to be displayed
- The Data List will be where your user enters the website address
Each field type can be set as a required element. By choosing one of the dropdown options, you are telling iPoint that this field is required before moving to a particular part of the proposal process.
- Not Required – this field is not required. There are no restrictions moving forward if this field is empty.
- Entering Designer – this field must contain information in order to open the Designer
- Creating Client Proposal Report – data must be entered in this field before the proposal can be printed or emailed
- Converting to Sales Order – unless this field has data, the proposal will not be able to be converted to a sales order
- Archiving Proposal – this field must contain information before iPoint will allow the Proposal to be archived
- Creating a Change Order – without information in this field, no change orders can be added
- Entering Product Manager – the Sales Order Product Manager is inaccessible unless this field is completed
- Creating an Invoice – no information in this field? That means no invoices can be created!
- Creating a Project – without details in this field, you can’t create projects and therefore work orders.
- Archiving Sales Order – this field must contain information before iPoint will allow the SO to be archived
Sort – changing the number in this field will reposition the field type on the list. Change the number to either a whole number or a single decimal number. iPoint will reorder the list based on the numeric value of each row.
– Click the button to delete the field from the list.