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?
- On the Opportunities: Free fields page, click the hyperlink of the corresponding free field under the Name column.
- Define the required information, and then click Save.
How do I clear the labels defined for the free fields?
- On the Opportunities: Free fields page, select the check boxes next to the corresponding free fields.
- Click Save. A message "Confirm: Clear" will be displayed.
- Click OK.
How do I define different languages for the terms for the free fields?
- On the Opportunities: Free fields page, click the hyperlink of the corresponding free field under the Term column.
- Under the Customize column, define the term in the respective languages.
- Click Save.
Buttons
Refresh
Click this to update the changes to the list of free fields.
Clear
Click this to remove the current label from the selected free field. After clicking this, a message "Confirm: Clear" will be displayed. Click OK to remove the label for the free field, or click Cancel to cancel the removal.
Note: This action will also remove the free field and information in the respective free field from the opportunity card.
Close
Click this to exit.
Columns
Select the check boxes to determine the labels that you want to remove from the free fields. The check boxes are enabled only if labels have been defined for the free fields.
Name
This column displays the free fields that are available for you to set up. The names of the free fields describe the type of information that the free fields will contain. Click the name of the free field to set up the free field. For more information, see Setting up free fields for opportunities.
Term
This column displays the terms that are generated by the system once you label the free fields and update the changes. Click the relevant term to enter the labels for the free fields in other languages. You will see the free field labels in the respective language specified when you enable the language in the Exact Synergy Enterprise layout customization page. To apply a specific language in Exact Synergy Enterprise, click Preferences. Under the General tab, select the language you want to apply at Language in the Regional options section, and then click Save.
Label
This column displays the user-defined names that describe the free fields.
Indexes
This column displays whether the system has created an index for the particular field in the database. Creating an index for the free field makes it easier for the system to identify the opportunity when you are searching for the opportunity using the specified free field in the search criteria. If an index has been created for the free field, you will see "Yes: OPPORTUNITIES_DateField1" where "DateField1" is the name of the free field in the database. For more information, see Setting up free fields for opportunities.
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: |
Exact Synergy Enterprise
|
Date: |
03-05-2013 |
| Release: |
|
Attachment: |
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| Disclaimer |