How To Customize Lead Module?
(KB10000143)
To edit or update setting for the Lead module go to Settings>Preferences.
Select the Lead Module.
In this section, the industry & Source list can be edit to your convenience.
Click "UPDATE" after editing each list
...
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How To Customize Account Module?
(KB10000144)
To edit or update setting for the Account module go to Settings>Preferences.
Select the Account Module.
In this section, the industry, Source and Payment Terms list can be edit to your
convenience.
Click "UPDATE" a ...
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How To Customize Vendor Module?
(KB10000145)
To edit or update setting for the Vendor module go to Settings>Preferences.
Select the Vendor Module.
In this section, the industry & Source list can be edit to your convenience.
Click "UPDATE" after editing each li ...
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How To Customize Opportunity Module?
(KB10000146)
To edit or update setting for the Opportunity module go to Settings>Preferences.
Select the Opportunity Module.
In this section, the Opportunity stage list can be edit to your convenience.
Click "UPDATE" after editi ...
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How To Customize Support Case Module?
(KB10000147)
To edit or update setting for the Support Case module go to
Settings>Preferences.
Select the Support Case Module.
In this section, the Support Case Stage, Type and Source list can be edit to
your convenience.
Cl ...
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How To Create Custom Fields?
(KB10000148)
To add or update Custom Fields, go to Settings>Preferences.
Select "Custom Fields"
In this section, extra fields can be add to your convenience as well the field
type and Module/s.
Click "UPDATE" after editing li ...
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