8. Master List

MASTER LIST

The Master List allows you to define different categories and their associated values for classifying contacts. In your case, "Weaving" would be one of the values in a specific category (e.g., Business Type, Service Type, etc.) to classify contacts such as suppliers or vendors.

Example: Adding "Weaving" to the Master List

  1. Navigate to the Master List Section

    • Go to Settings from the sidebar menu.
    • Under Accounts Ledger, select Master List.
  2. Add New Master Category

    • Master: Choose the classification category for your contact.
    • Value: Enter the value (e.g., Weaving).
  3. Save the Master List

Benefits:

  • Easy Classification: Classify contacts based on business categories like Weaving to track different types of work or services.
  • Consistency: Helps maintain consistent categorization of contacts for easier management and reporting.