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Exact Synergy Enterprise   
 

Setting up free fields for opportunities

Menu path

Customers à Setup à Opportunity management à Free fields

Introduction

This page allows you to set up free fields used in opportunity cards. The types of free fields available for customization are:

  • Text
  • Date
  • Amount
  • Yes/No
  • Number

You can define up to 10 fields for Text and up to five fields for the other fields.

Roles and rights

To set up, modify, and remove the free fields, function right 604 – Maintain opportunity master data is required. Users with the General manager, Customer manager, or Marketing manager role have this function right.

  • For more details on function rights, go to System à Setup à Security à Function rights.
  • For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 251.

How do I set up or modify the labels defined for the free fields?

  1. On the Opportunities: Free fields page, click the hyperlink of the corresponding free field under the Name column.
  2. Define the required information, and then click Save.

Buttons

Fields

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 16.060.405
 Assortment:  Date: 03-05-2013
 Release:  Attachment:
 Disclaimer

Attachments
OH251-Settingupfreefieldsforopportunities-final.docx 30.3 KB View Download