Item fields can be customised to suit your needs

There are a wide range of built-in fields available for use with Catalogue Items.  Many of these fields can be customised:

• Fields can be hidden if desired
• The captions (labels) used for fields can be changed to suit your requirements
• There is a Quantity field that is treated as a numeric value - including the ability to see totals when grouping by other fields
• There is also an Amount field that is treated as a currency value - this also included the ability to see totals when grouping by other fields

Watch Video # 4 for a demonstration (see list of videos)

 

Catalogue Item lists and Lists of people may be imported from an external file (a CSV file)

• CSV files (i.e. files containing Comma Separated Values) can be created using tools such as Microsoft^® Excel
• If you wish, this allows you to type up your initial catalogue list or list of people as a spreadsheet, and then import the data when you are finished
• Alternatively, you may be able to export your existing data from some other system, and reformat it into a CSV file.  If you are having difficulty doing this, contact us via email and enquire about our "Data Transformation Services".

Watch Video # 6 for a demonstration of importing catalogue items (see list of videos)

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