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Populating Selection List - Add / Edit

You can populate selection lists in IndySoft in two ways:

  1. Add/Edit (on the left-hand menu).
  2. By typing the information into the selection lists on the fly.

Using the Add/Edit feature​

Add/Edit menu

Add/Edit menu

  1. Open Add/Edit on the main-screen menu.
  2. Select the selection list to populate (this example uses Conditions).
  3. Click the Add New icon Add New icon.
  4. Add as many items as you wish. To fix a mistake, delete the item and re-enter it correctly.

Add/Edit toolbar

The Add/Edit Toolbar contains, from left to right: Add New, View Item, Delete Item, Find Item, and Print Grid, plus Company selection and merge-list options.

Selection list — Conditions

Selection list — Conditions

Merging or replacing a list across companies​

You can merge a list to another company or replace a list altogether. From the toolbar, select the Company to Merge / Replace icon.

Merge / Replace icon

Select target companies

Select target companies

Select the company (or companies) to merge or replace the list into and click OK. The list is now visible in the company you chose.