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This collection of Settings follow the same process for setup, editing and deletion as well as functionality with the common purpose of classifying Customers to allow filtering and sorting of reports.

To manage settings, go to Settings > Customers, a list of Settings is available under Customers.

When defined, options are available to users from the Details tab of a Customer account.

Add a Setting

To add an option select +Add from the toolbar. The New Setting window opens. Create a short Code and Name and Save.

The Code field is alpha-numeric. Lists are sorted with numeric codes positioned before codes that start with letters.

Numeric codes are treated as a word and as such, 10 goes before 2, 20 before 3 in a list and so on. To ensure numeric order, define the number range, for example 1-20 or 1-100 and use leading zeros, e.g. 01-20 or 001-100.

Default options always appear before Additional options in lists.

Edit or Delete a Setting

To Edit an option select the pencil at the end of the row to open the Setting window. Update the details and Save.

To Deactivate an option, click anywhere on the row and open the Setting window. Select the spill menu to expand menu options and select Deactivate.

An option cannot be deactivated if it is assigned to an active account. Deactivation hides the option from selection elsewhere in Infusion.

To Delete an option, click anywhere on the row and open the Setting window. Select the spill menu to expand menu options and select Delete.

A notification window confirms the deletion.

Referenced options can also not be be deleted. Deletion removes the option from Infusion completely.

Infusion Knowledge Base

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