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When you update an Account (Account: A business or organization with which you do business. If a service is being provided, such as dental or medical, an Account can also be a customer.), Business Contact (Business Contact: A person with whom you do business at a company or organization.), Opportunity (Opportunity: The chance to sell your products or services to an Account or Business Contact.), or Business Project (Business Project: A project that is created in Business Contact Manager for Outlook. A Business Project is made up of one or several project tasks.) record in Business Contact Manager for Outlook, you enter data into a field (such as Source, or Account name) on a form (form: A way to collect and distribute information for items in Business Contact Manager for Outlook.). You can save time and ensure that you and your team always use the same terms (also known as "values") by selecting information from a predefined list.

You can either create your own list of values, or edit the values that are currently in a list. For example, if you sell cosmetics, you can add a list of the foundation shades that a customer uses to a Business Contact form (form: A way to collect and distribute information for items in Business Contact Manager for Outlook.), or, on an Account form, you can change the order of the values in the Source list to place the most frequently used value at the top of this list.

 Note   Business Contact Manager forms are customized by adding fields, known as user-defined fields, or by changing the list of items that are available in a field (drop-down list). You cannot change the layout of forms or remove default fields.

1. On the Business Contact Manager menu, point to Customize Business Contact Manager Forms, and then click Edit Lists.
2. In the Edit Lists dialog box, select the list that you want to modify.
3. To edit the list, click one of the following commands:

   To	Select	Click
   Add a value		The Add button
   Rename a value	A value	The Rename button
   Remove a value from the list or merge the records with an existing value.	A value	The Delete button
   Move a value up in the list.	A value	The Move Up button
   Move a value down in the list.	A value	The Move Down button
   Make a value the default value.	A value	The Make Default button

 Note   The type of data you include in the list is determined by the data type (data type: A property of a field that defines the kinds of data the field can store.) of the field. Consider the following examples:

• The Source field in the Account form requires a Text data type, so include text in your list.
• For a field named Number of bedrooms on a form, use the Numbers data type; your list can include the numbers 1, 2, 3, 4, and 5.