Populating Selection List - Add / Edit

You can populate selection lists in IndySoft in two ways:

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

Using the Add/Edit feature

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 .
4. Add as many items as you wish. To fix a mistake, delete the item and re-enter it correctly.

The Add/Edit Toolbar contains, from left to right: Add New, View Item, Delete Item, Find Item, and Print Grid.

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 dialog

Selecting target companies

Merge/Replace results

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.