Configure Lists for Accounts and Assets

You can configure the lists of values that appear for accounts, contacts, households, and assets. Extensible lists of values let salespeople search and associate records using data that's relevant to their business needs.

Salespeople can search using standard fields, view the fields in the search results, and then select relevant records.

Here's a list of the configuration options:

• Create dynamic, role-based lists of value layouts

• Enable hidden standard fields for searching within a list of values

• Re-arrange fields in the search and result sections

• Define default values for search fields

• Mark certain fields as read-only or required

For more information on extending lists of values, see the Configuring Applications Using Application Composer guide and the topics in this guide on extending accounts and contacts.