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Exact Synergy Enterprise   
 

Overview of free fields for opportunities

Menu path

Customers à Setup à Opportunity management à Free fields

Introduction

The requirements for the information needed in the opportunity cards are different for every company. In cases where the standard fields are not sufficient or not flexible enough to register all the relevant opportunity information, this page displays the free fields that are available for you to set up for the opportunity cards.

To customize information in the opportunity cards, you can set up the free fields, and the user-specified free fields will be available in the opportunity cards. The types of free fields available for customization are Date, Amount, Text, Yes/No and Number. You can define up to 10 fields for Text and up to 5 fields for the other fields. To set up the free fields, see Setting up free fields for opportunities.

After setting up the free fields, the free fields will be displayed in the Free fields section in the opportunity card. For more information on free fields in the opportunity card, see Viewing opportunity cards.

Roles and rights

All users can access this page. 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.

Notes:

  • 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.

How do I clear the labels defined for the free fields?

  1. On the Opportunities: Free fields page, select the check boxes next to the corresponding free fields.
  2. Click Save. A message "Confirm: Clear" will be displayed.
  3. Click OK.

How do I define different languages for the terms for the free fields?

  1. On the Opportunities: Free fields page, click the hyperlink of the corresponding free field under the Term column.
  2. Under the Customize column, define the term in the respective languages.
  3. Click Save.

Buttons

Columns

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: 15.972.030
 Assortment:  Date: 03-05-2013
 Release:  Attachment:
 Disclaimer

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