The List Manager allows you to create and manage custom lists that define the selectable reasons used throughout your system - for example, reasons for Order and Estimate cancellations, or status changes. By customizing these lists, you can standardize how your team records actions, improve reporting accuracy, and maintain consistent communication across departments.

Navigate to the Management Module / Global Settings / Ordering / List Manager.

List Manager

Each heading in the List Manager will allow an option to require a reason to be selected from a list of dropdown options, provide a textbox for a custom reason to be entered, and will allow for specific reasons to be created to explain why this option was selected. This process is the same for each heading. This article will use Cancel Estimate as an example.

Note:  Custom options are not available for Order Origination, as this list is standardized to ensure consistent reporting.

1. Select the appropriate heading.

2. Check this box if you would like the reason list to be displayed.

3. Check this box if you would like users to have a custom option.

4. Click Save Settings.

Managing Custom Reasons

Creating, Editing, and Deleting Reasons in your system follows the same process regardless of which heading you are in. This example uses Cancel Estimate.

1. Enter the Name for the Reason.

2. Click Add New Reason.

Note: This reason will then be available to select from a dropdown menu when performing that function in CoreBridge.

3. Click here to Edit existing reasons if desired.

4. Click here to Delete existing reasons if desired.

Note: This is a one-click function.