List Type and Options

The list types and options page is for modifying the various options that come with default in Onexfort. You can add new options, and modify or delete the existing options. Some options are used as part of the business logic in the system and modifying these options may result in unintended results for the system. These options are mentioned in the list below.

To add or modify the options, scroll down to the List Options section, choose the List Type from the select field and click on the 'Load List Options' button. All the available list options will be shown in the table below. To modify or delete an existing option, click on the three dots from the last column and choose the desired action. To add a new option, click on the + icon, enter the option name and click on the Save button or the Cancel button to cancel.

 
 

Backloading StatusThe backloading status is used in the Backloading trip status. There are no restrictions in changing any options.
Contact Type

The contact types are used on the opportunity page and the job page. 
Do not modify the following options: 

  • Email
  • Mobile
Job Status

The job status is used on the job page. 
Do not modify the following options:

  • New
  • Completed
Job TypeThis list type is not currently in use in Onexfort
Lead InfoThe lead info is available on the new opportunity popup page and the opportunity page. There are no restrictions in changing any options.
Leg Status

The leg status is available on the job page - operations tab. 
Do not modify the following options:

  • New
  • Confirmed
  • Picked
  • Delivered
  • Completed
Op FrequencyThis list type is not currently in use in Onexfort
Payment Status

Adding new options to the payment status will not have any effect on the System. 
Do not add or modify the following options: 

  • Deposit
  • Fully Paid
  • Not Paid
Price StructureThis list type is not currently in use in Onexfort


 

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