CRM Info Tab of the Employees Form (Desktop)

Use the CRM Info tab in the desktop application to keep track of all opportunities that an employee is associated with.

Contents

If you use multiple companies, the following applies:

• The data that you enter on this tab applies to the company that the current record is associated with.
• The tabs and fields that display are based on the company that the current record is associated with. For example, if the employee is associated with four different companies but only one company has access to Payroll, the Payroll tab of the Employees form only displays when you are viewing that company's record.
• The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, only timesheet groups that are associated with the current company are available in the Group field on the Time tab of the Employees form.
• If the Automatically retrieve your record in Employee Hub/Employee Review check box is selected in My Preferences in the desktop application, the employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.

Opportunities Grid

Use the Opportunities grid to associate opportunities with an employee and to define the relationship between them. To associate an opportunity record with an employee record, add the opportunity to the Opportunities grid. Both records reflect the association. An opportunity record must exist in your database before you can associate it with an employee record. The fields on this grid display information from the opportunity record in the Opportunities hub.

Field	Description
Associate	Click this option to add an opportunity to the Opportunities grid.
Remove	Click this option to remove an opportunity from the Opportunities grid.
Opportunity Name	This field displays the name of the opportunity.
Opportunity No.	This field displays the opportunity number.
Stage	This field displays the current stage of the opportunity, such as proposal or awarded.
Role	Select the employee's role on the opportunity. You define employee role options on the Lists tab in Labels and Lists Settings.
Description	Enter additional information about the employee's role in pursuing this opportunity.