On the Custom Lists page, you can edit selection lists for different Breeze features; for example, a list of MR Categories.
The MR Category list is used for Maintenance Requests; the list can be edited, along with many other lists in Breeze.
To set up custom lists
Go to Admin > Toolbox.
Under Configuration, select the Custom Lists tile.
The Custom Lists screen opens.
From the tabs on the left, select the list you are going to edit, for example, Maintenance Request Categories.
For each list item, you can:
Edit the text.
Move the item up or down in the list by clicking the arrow icons. (The order you see on the screen is the order the list will appear in the dropdown menu.)
Delete them by clicking the trash can.
You can also add an item by clicking the Add Row button at the bottom of the screen.
Click the Save button after making any changes, including a deletion.
Note: After a list item has been used, you should not change its name or delete it.
How each list is used
For information about a specific list, see the table below.
Attachment Types | You can set up different attachment types to put attachments into categories. For example, for maintenance requests (work orders), you could set up two attachment types: Estimate and Invoice.
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Board Members | When adding a board member, you can choose their position title. For example, member, treasurer, president, and secretary. |
Contact Types | Contact Types are different categories for contact records, for example, Billing contacts or Emergency contacts.
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Deposit Labels | If you edit the default setup for tenant deposits, you might need to change the labels for different types of deposits.
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GL Book Names | In addition to Cash and Accrual, you might need other GL books, for example, a Tax book, or a book for Depreciation.
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MR Category MR Priorities | When you add a maintenance request, you select a category, for example, Heating or Plumbing, and a Priority, for example, High, Medium, or Low.
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Owner Fields | You can add additional owner information such as their license plate number, make of car, pets, etc. |
Phone Number Fields | By default, there are two fields for phone numbers on screens for people. But you can add additional phone number fields, and you can edit the field labels.
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Property Fields | On the Property screen, there is a tab for Other Info where you can set up custom fields.
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Rentable Item Types | Rentable items are items that are rented to residents but not connected to units; for example, parking spaces, carports, and storage lockers.
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Violation Categories | When adding a New Violation, you can choose from different violation categories. For example, animal-related, trash-related, landscaping, home maintenance, etc. |
Violation Statuses | When working with a violation, you can choose from different violation statuses. For example, scheduled, in process, canceled, rescheduled, completed, etc. |
Note: At this time, there is not an option to add additional types for Property setup in Custom Lists. The current options are Condo, Co-op, HOA, and Strata.