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Most Recently Added
Category: Preference
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 ... |
|
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 ... |
|
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 ... |
|
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 ... |