What are custom lists?
You can use custom lists to record information about your cards and stock items that is specific to your business. The Custom List and Field Names window allows you to create up to three custom lists for each card type and for your stock items. Use this window to label each list according to your needs. Then enter information categories for each list in the Custom Lists window. Finally, use the Card Details and Item Information windows to assign card and stock item information to specific entries in your custom lists.
Custom lists can be used to sort your cards and items. For example, you could use custom lists to print a list of customers who are assigned to each of your sales territories, or to produce a list of each salesperson's customers. (Adding custom lists and fields) You could also use the Report Customisation feature to determine the amount of information you want to include on a report. (Using report filters)