This feature gives you the flexibility to add/edit commonly used items to the drop-down lists for memos, matters, titles, tasks, expenses, categories, and relations as well as remove items you do not need.  
 
  • Sart at the Setup tab at the top of the screen
  • Click "List Items"
  • Click the requested tab on the left side (Expense, Matter, Rate Level, Contact Type, Task)
  • Click "Add" to add an item

 


  • type in the description
  • click "Save"

 

  • to edit or delete an item, select the item, then click the proper action

 

  • after clicking "Edit", type in the correction
  • click "Save"

 

  • after adding or editing descriptions, they will be available in their respective areas