Customizing the Opportunity and Project Managers Properties

Opportunity Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. and Project Involves a group working as a team to complete a long-term project that involves multiple component tasks. share the same table, fields, and user-defined fields. Modify the field labels or reorder and hide tabs of an opportunity listed in the Manager.

Use the following procedure to customize the opportunity and project properties or contact your administrator.

1.

Select Go To > Opportunities, or click Opportunities on the Navigation Pane.

The Opportunities window opens.

○ To customize Project Manager, select Go To > Projects, or click Projectson the Navigation Pane.

The Projects Manager window opens.

2.

Select a listed opportunity or project. and click Customize.

3.

At the Opportunity Manager Customization Properties dialog box, click the Fields tab and select from these options:

○ New. Creates a new user-defined field on the Opportunity/Project Properties dialog box.

WARNING: User-defined field names must not use an underscore (_) immediately following the U (example: U_fieldname). Fields named this way will not synchronize and will result in data loss. Do not use any of the following SQL reserved words as field names: UNION, UNIQUE, UNPIVOT, UPDATE, UPDATETEXT, USE, USER.

Click New. At the User Defined Field Profile dialog box enter the Field Name, Description and select a field type.

- Character. A character field.Select the length of the field in the Len. drop-down list.

- Numeric. A numeric field. Select the number of decimals in the Dec. drop-down list

- Date. A date field.

○ Edit. Edits a user-defined field.

Click Edit. At the User Defined Field Profile dialog box enter the Field Name, Description and select a field type.

- Character. A character field.Select the length of the field in the Len. drop-down list.

- Numeric. A numeric field. Select the number of decimals in the Dec. drop-down list

- Date. A date field.

○ Delete. Deletes a user-defined field. Click Delete and click Yes at the message.

○ Move Up. Reposition the selected field above other fields. Select a field and click Move Up. The field moves up one position

○ Move Down. Reposition the selected field below other fields. Select a field and click Move Down. The field moves down one position.

4.

Click the Labels tab. Allows you to change the name of a label.

○ In the Default Label list, find the label name you want to change. Click once next to the field (under the New Label list). A text box opens.

○ Type in the new label name and click OK.

○ At the message click Yes.

NOTE: Field labels must not include an apostrophe/single quote (‘) or double quote (“) within the label.

5.

Click the Tabs tab. Select from the following options:

NOTE: For each tab title listed, clear the associated check box to hide tab from view.

○ Move Up. Repositions the tab. Select a tab and click Move Up. The tab moves up one position.

○ Move Down. Repositions the tab. Select a tab and click Move Down. The tab moves down one position.

○ Customize tab labels globally. Applies changes to all users. Select the check box if you want changes to apply to all users.

○ Rename. Renames the tab. Select a tab and click Rename. At the Edit Tab label dialog box, type in the new tab label and click OK. The new tab name appears.

○ Reset. Return the tabs to default order.

6.

Click the Options tab and select the When adding a New Opportunity/Project, prompt the user to use either the wizard or the manual method check box and then click OK.