Add or change items in a list

Change a list when your team needs a new choice in a menu, for example a new lead source or a new room type, or when a name, colour or order no longer fits.

Before you start

• You need the permission Change settings.
• Decide the code first. The code is saved on every record that uses the item and cannot change later.

Steps to add an item

1. Open Settings → Lists and click the list on the left, for example Room types.
2. Press Add. The window Add to room types opens with a reminder of what the list is for.
3. Type the Name in English (required) and the Name in Arabic.
4. Check the Code. It is filled in from the English name as you type: lower case with _ between words, or the first three letters in capitals for Cities and Airlines. Change it if you need, for example to the airport code. Only letters, numbers, - and _ are kept.
5. Fill in the extra details the list asks for, for example Short code and Sleeps for a room type, From age and Share of adult price for a traveller type, or Country for a city.
6. Pick a Colour, or leave No colour. To add an icon, press Choose an icon, click one, then Close icons; No icon removes it.
7. Press Add. Added. It shows in menus straight away. appears and the item is at the end of the list.

Steps to change an item

1. To rename, click the name, type the new name and press Enter (Esc cancels). This changes the name in your screen's language; Renamed appears. For both names and the other details, open the row menu and choose Edit, change the fields and press Save.
2. To change the colour, click the round badge and pick a colour. Colour changed appears.
3. To change the order, drag the row by its grip, or choose Move up or Move down in the row menu. New order saved appears.
4. To stop offering an item, turn its switch to Hidden. Hidden from new records appears. Turn it back to Shown any time.
5. To remove an item, choose Delete in the row menu and confirm with Delete. For an item that came with the system the menu shows Archive instead, and confirming hides it.

After you change a list

• New and changed items show in every menu, filter and board at once, for everyone, in the order of the list.
• Hidden and archived items stay on the records that already use them but are not offered for new records.
• The number next to the list's name on the left counts the items that are shown.

If something goes wrong

• This code is already in the list: another item has the same code; capital and small letters count as the same. Add stays off until you change the code.
• Use letters, numbers, - or _: the code has another character. Remove it.
• Add or Save stays off: the Name in English or the Code is empty.