Fields and Options

Use the Labels and Lists Settings forms to replace the default system labels with those that are used in your firm and to specify the valid values that appear in drop-down selection lists for some DPS fields.

Related Topics:

  • Summary Form
    Use the Summary form in Labels and Lists Settings to review your current labels and the number of values specified for each of the drop-down lists for fields.
  • Labels Form of Labels & Lists Settings
    Use the Labels form in Labels & Lists Settings to replace the default system labels with those that your firm uses. For example, if you specify "Customer" as the label to replace the default "Client" system label, "Customer" automatically replaces "Client" everywhere that label appears in DPS.
  • Lists Form of Labels & Lists Settings
    Use the Lists form in Labels & Lists Settings to specify the valid values that appear in drop-down selection lists for some DPS fields (for example, a list of the valid opportunity stages for your firm).
  • Settings Dialog Box for Lists
    Use the Settings dialog box that you display from the Lists form (Settings > Labels and Lists > Lists) to add, delete, or reorder valid values that appear in drop-down selection lists for some DPS fields.
Parent Topic: Labels and Lists Settings