How to Create and Manage Data-lists & Data-points in QuoteAnywhere

Learn how to efficiently manage and update your data list settings within the WeSuite QuoteAnywhere platform. This guide provides step-by-step instructions for adding and editing custom data points to streamline your lead tracking process.

1. Click "Admin"

2. Click "System Configuration"

3. Click "Settings"

4. Select "System Data Lists Management."

5. Select the data list to edit. These are the defaulted category to customize data-list. Each of them can be enabled to be a mandatory field.

6. Click "Add Value" or select the item to edit.

7. Edit, disable or delete the item.

8. Click "Add Value"

9. Fill in the required field and click "Create."

10. Click "Data Point Management"

11. Click "New Data Point". This is where you can create new data fields for your end-users in QuoteAnywhere. The Type can be a text box, date box, dropdown, text area, etc.

12. Fill in the required fields and items to set up the new data point.  
 
Note: Be mindful of the category of the "New Data Point" as it impacts a Sales Project, Account, Location, or Contact.

13. Click on the data point to edit and select "Edit."

14. Complete the required edits and click save.