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Add a Product List to an Organization

3/26/2020 12:14 AM

STATUS: DRAFT - This is only a preview.

NOTE: This article will be updated at a later time with screenshots.


This article details how to create a Product List by adding products to your organization's Product List.


Why should I add Products to my Organization's Product List?

Shortlisting products from our universal Product Index will allow you to streamline processes by having quick access to the products most commonly associated with your organization. This list will be available on the all the Product fields throughout the system for your convenience.


How do I add a Product to my Organization's Product List?

  1. From the main navigation menu on the left, go to Product > List 
  2. Click the Add button 
  3. Under Select a Product, choose a product
  4. Click Save or Save & Exit


Where else on the platform may I access my Product List?

  1. Issue > Add
  2. Issue > Edit
  3. Locations > Technology >  Add
  4. Knowledge base > Product picklist
  5. Product field type on Forms

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