The Overview tab in the Opportunities area provides a snapshot of the selected opportunity: description and location, stakeholders in your firm, and a variety of other characteristics of the opportunity.
Contents
| Field | Description |
|---|
| Description
|
This unlabeled field displays a description of the opportunity.
To edit or format the description, hover over the field, click
 , and make your entry in the Edit Opportunity Description dialog box.
|
| Location
|
This field displays the street address and other location information associated with the opportunity.
To edit or format the description, hover over the field, click
, and make your entry in the Edit Location dialog box.
|
| Organization
|
This field displays the
organization within your firm that is responsible for the opportunity.
To select a different
organization, hover over the field and click
next to the field. To remove the
organization without selecting a replacement, hover over the field, click
next to the field, and click
on the Edit
Organization dialog box.
|
| Project Manager
|
This field displays the employee who is the
project manager for the opportunity.
To select a different
project manager, hover over the field and click
next to the field. In
NAME on the Edit
Project Manager dialog box, type one or more characters from the employee name to select from a list of employees whose names contain those characters. Click
 to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) To remove the
project manager without selecting a replacement, click
on the Opportunities toolbar and clear the
field on the Edit Opportunity form.
|
| Principal
|
This field displays the employee who is the
principal for the opportunity.
To select a different
principal, hover over the field and click
next to the field. In
NAME on the Edit
Principal dialog box, type one or more characters from the employee name to select from a list of employees whose names contain those characters. Click
to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) To remove the
principal without selecting a replacement, click
on the Opportunities toolbar and clear the
field on the Edit Opportunity form.
|
| Supervisor
|
This field displays the employee who is the
supervisor for the opportunity.
To select a different
supervisor, hover over the field and click
next to the field. In
NAME on the Edit
Supervisor dialog box, type one or more characters from the employee name to select from a list of employees whose names contain those characters. Click
to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) To remove the
supervisor without selecting a replacement, click
on the Opportunities toolbar and clear the
field on the Edit Opportunity form.
|
____________________
| Field | Description |
|---|
| Additional fields
|
If your firm adds custom grids or fields (grids or fields that are not in the standard version of
iAccess) to this tab, those grids and fields display below the last standard field. You can make entries in those grids and fields on this tab or on the Edit Opportunity form.
|