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Documentation almost worst than useless!

edited Nov 22, 2019 10:31AM in CRM 9 comments

I'm trying to add a customer category.  Should be simple.

If I click on the help field it reads:

To add choices to this list, click the Lists tab. Under the Accounting heading, click New next to Other Lists, and then click Customer Category.

WRONG! - there is no "other lists"

So I try the help (scary)
Marketing, Sales Force Automation, and Partners : Sales Force AutomationRecord Management :     Other Lists :
NOTHING!

Accounting : Setting Accounting Preferences :     Accounting Lists
NOTHING!

Marketing, Sales Force Automation, and Partners : Sales Force Automation : Record Management :     Customers
                 1.                  
                                         Select the category for this customer.
                                               To add a new category, go to Lists > Other Lists > New, and click Customer Category.

Steve Klett | Senior Developer
NetValue Technology

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