Many fields in Enterprise 6 have attached choices lists from which the correct selection can be made. In many cases, these choices lists are set up using individual menu items in the data manager. Examples are groups, Brands, accounts and Transaction Types. In some cases, usually those where alterations will be rare and where a name is the only information to be stored, the choices lists are set up using this menu item. Those cases are Ad Colours (ie Advertisement Colours), Ad formats (ie Advertisement formats), Del Methods (ie Delivery Methods), Del Terms (ie Delivery Terms), formats, Info From, lists, Mailsort (ie Mailsort Types), Qual groups (ie Quality groups), Qual Sub groups (ie Quality Sub groups), Skill Levels, Terms (ie Payment Terms), titles (Mr, Mrs and so on), Usage Countries, Usage groups and VAT Prefixes.

Information Manager

Of particular note are the Quality Groups and Subgroups. These are used by the Information Manager and form a sort of sophisticated keyword system, which can form the basis of a highly effective CRM system built to your own unique requirements.

You might, for instance have a Quality Group called Mailing Lists and various Subgroups, which relate to the various lists themselves - General, Training, Educational Products, Conferences. This system would allow a contact to go on one or many of these lists.

Another example would be to have a Quality Group called Products Purchased and Subgroups representing the general classes of products purchased - tapes, videos, DVDs, conferences, and so on.