Difference between revisions of "Module Settings/Accounts"
From Commence CRM-Help
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# Select '''Accounts'''. ''The Contacts Module Settings screen displays.'' | # Select '''Accounts'''. ''The Contacts Module Settings screen displays.'' | ||
# Select '''Sources''' from the module settings listing. | # Select '''Sources''' from the module settings listing. | ||
| − | + | * To add a source field value, enter the name in the '''New Value''' field and click the '''Add Value''' button. Click '''Save'''. | |
| − | + | * To edit a source field value, select the field name in the listing and enter new name in the '''New Value''' field. Select the '''Edit Value''' button. Click '''Save'''. | |
| − | + | * To remove a source field, select the field name in the listing and click the '''Remove''' button. Click '''Save'''. | |
| − | + | * To change the order that the values appear in the drop down list, select the source field name and select '''Up''' or '''Down''' to move the value in the list. Click '''Save'''. | |
| − | + | # Click '''Save & Close''' if you are done editing. | |
| − | |||
Repeat the process to define values for '''Industry''', '''Address Type''', and '''Products'''. | Repeat the process to define values for '''Industry''', '''Address Type''', and '''Products'''. | ||
Revision as of 15:14, 18 October 2012
Commence On Demand allows you to define the values for the various fields, giving you a personalized list that suits the specific needs of your company.
Use the following procedures to establish field value options for Sources.
- Select Administration from the Quick Links section.
- Select Module Settings from the Administrator section.
- Select Accounts. The Contacts Module Settings screen displays.
- Select Sources from the module settings listing.
- To add a source field value, enter the name in the New Value field and click the Add Value button. Click Save.
- To edit a source field value, select the field name in the listing and enter new name in the New Value field. Select the Edit Value button. Click Save.
- To remove a source field, select the field name in the listing and click the Remove button. Click Save.
- To change the order that the values appear in the drop down list, select the source field name and select Up or Down to move the value in the list. Click Save.
- Click Save & Close if you are done editing.
Repeat the process to define values for Industry, Address Type, and Products.