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Dealer List Page

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

Follow these steps

Add dealers to books or remove dealers from books

On the Dealer List title bar, click Menu, and select Batch Assign Book. Complete the steps described in Assigning Records to Books.

Create a filtered list

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.

Create a dealer record

On the Dealer List title bar, click New Dealer. On the Dealer Edit page, enter the required information and save the record.

Create a new Dealer list

On the Dealer List title bar, click Menu, and select Create New List. Complete the steps described in Creating and Refining Lists.

Export the list

On the Dealer List title bar, click Menu, and select Export List. Complete the steps described in Exporting Records in Lists.

Find a dealer

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.

Manage all the Dealer lists

On the Dealer List title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in Manage Lists Page.

Page through the list

Click the Previous or Next links.

Refine the search criteria for the list

On the Dealer List title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.

Show more or fewer records

In the Number of records displayed list at the bottom of the page, specify how many records you want to see at one time.

Show the key information and filter information for the list

On the Dealer List title bar, click Menu, and select Show List Filter. Complete the steps described in View List Page.

Update a dealer

Select the record. On the Edit page, update the dealer and save the record.

View a subset of dealers

On the Dealer List title bar, click the picklist and change the selection.

View all dealers

On the Dealer List title bar, click the picklist and change the selection.

Related Information

See the following topics for related Dealer information:


Published 05/11/2007