The Dealer List page shows the subset or list of dealers you selected in the Dealer Homepage. From the Dealer List page, you can review multiple dealers at a glance.
Using the drop-down menu, you can also switch to another dealer list. The picklist contains both standard lists distributed with the application and custom lists for your company. For a description of the standard lists, see the table in Dealer Homepage.
The following table describes what you can do from the Dealer List page.
To do this
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Follow these steps
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Add dealers to books or remove dealers from books
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On the Dealer List title bar, click Menu, and select Batch Assign Book. Complete the steps described in Assigning Records to Books.
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Create a filtered list
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On the Dealer List title bar, click the Manage Lists link and select New List. Follow the steps in the New Dealers List wizard and click Finish when you are done.
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Create a dealer record
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On the Dealer List title bar, click New Dealer. On the Dealer Edit page, enter the required information and save the record.
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Create a new Dealer list
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On the Dealer List title bar, click Menu, and select Create New List. Complete the steps described in Creating and Refining Lists.
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Export the list
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On the Dealer List title bar, click Menu, and select Export List. Complete the steps described in Exporting Records in Lists.
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Find a dealer
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Click the Name column header to sort the data. Then click a letter in the alphabet bar. For dealers beginning with numbers, click 0-9.
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Manage all the Dealer lists
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On the Dealer List title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in Manage Lists Page.
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Page through the list
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Click the Previous or Next links.
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Refine the search criteria for the list
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On the Dealer List title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.
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Show more or fewer records
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In the Number of records displayed list at the bottom of the page, specify how many records you want to see at one time.
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Show the key information and filter information for the list
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On the Dealer List title bar, click Menu, and select Show List Filter. Complete the steps described in View List Page.
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Update a dealer
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Select the record. On the Edit page, update the dealer and save the record.
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View a subset of dealers
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On the Dealer List title bar, click the picklist and change the selection.
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View all dealers
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On the Dealer List title bar, click the picklist and change the selection.
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