Difference between revisions of "Module Settings/Accounts"
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6. To remove a source field, select the field from the listing and select the Remove button. Select the Save button to save the source fields. | 6. To remove a source field, select the field from the listing and select the Remove button. Select the Save button to save the source fields. | ||
| − | 7. To change the order that the Sources appear in the drop down, select the source field and select up or down to move the Source in the list. Click Save when complete. | + | 7. To change the order that the Sources appear in the drop down, select the source field and select up or down to move the Source in the list. Click Save when complete. |
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NOTE: Choose ACCOUNTS under Module Settings to manage custom fields for Accounts, Leads and Contacts. Use record type = Account if the field belongs in the company page; Use record type = Contact to add the field to the Contact module. Custom fields in Leads will be the same as your custom fields in Accounts since “Leads” can be converted to “Accounts”. | NOTE: Choose ACCOUNTS under Module Settings to manage custom fields for Accounts, Leads and Contacts. Use record type = Account if the field belongs in the company page; Use record type = Contact to add the field to the Contact module. Custom fields in Leads will be the same as your custom fields in Accounts since “Leads” can be converted to “Accounts”. | ||
Revision as of 07:21, 18 September 2012
Commence On-Demand allows you to pre-define the values for the various fields highlighted on the prior page, giving you a personalized list that suits the specific needs of your company.
Use the following steps to set up sources: (repeat same for Industry, Address Type, and Products
1. From the Tab, select Administration.
2. Then select Module Settings from the administration listing.
3. will display. Select Sources from the module settings listing.
4. To Add a source field, enter the New Value and select the Add Value button.
5. To Edit a source field, highlight the field from the listing by clicking on it. Enter the new value in the new value field, then select the Edit Value button. Click Save or Save & Close if you are done editing.
6. To remove a source field, select the field from the listing and select the Remove button. Select the Save button to save the source fields.
7. To change the order that the Sources appear in the drop down, select the source field and select up or down to move the Source in the list. Click Save when complete.
NOTE: Choose ACCOUNTS under Module Settings to manage custom fields for Accounts, Leads and Contacts. Use record type = Account if the field belongs in the company page; Use record type = Contact to add the field to the Contact module. Custom fields in Leads will be the same as your custom fields in Accounts since “Leads” can be converted to “Accounts”.