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User Documentation Home
CataList Help Manual
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Old Version
103
changes.mady.by.user
Vivian Luu
Saved on
Mar 12, 2021
compared with
New Version
104
changes.mady.by.user
Vivian Luu
Saved on
Apr 12, 2021
Previous Change: Difference between versions 102 and 103
Next Change: Difference between versions 104 and 105
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Comment:
Included links to Customizing the grid view at the user level.
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Section
Help Topics
Column
width
33%
The basics
Logging into CataList
Access levels
Home page
My page
Drop-in, Note and Change History reports
Find catalogues
View catalogues
Title detail page
Publisher page
Using the search features
Customize the grid view at the user level
Column
width
33%
Setting up your account
Personal account settings
Company settings for administrators
Add or edit user access
Add or edit stores or branches
Purchase listing spaces
Set up your publisher page
Reading copy requests
Reports
Customize your grid view and export columns
Column
width
33%
Creating and editing catalogues
Create or edit a seasonal catalogue
Managing drop-in titles
Removing titles from CataList
Create and Edit Custom Catalogue
Suggesting Order Quantities
Add or edit title data
Adding comparable titles
Notes
Upload a notes file into CataList
Contacts and Distribution Lists
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Section
Column
width
33%
Integrated SalesData reporting
In-line SalesData
View the SalesData Report
Column
width
33%
Ordering functions
Order Management
Start a new order
Add order quantities
Switching between orders
View previous orders for an item
View all your orders
View order details
Quick-add an ISBN
Edit an order
Close an order
Export an order
Column
width
33%
Export features
Customize your grid export columns
Customize the grid view at the user level
Export to PDF
Export to MARC
...
Manage space
Manage content
Integrations
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