Opportunity User-Defined Elements
This section provides information on user-defined elements related to opportunities.
| Label | Internal Label | Type | Notes |
|---|---|---|---|
| Proposal Job | CustDivider1 | Divider Line | |
| Proposal Job Template | CustProposalJobTemplate | Proposal Template (UDH) | |
| Create Proposal Job | CustCreateProposalJob | Check box | |
| Proposal Job Number | CustProposalJobNumber | Character | Locked for all roles |
| Proposal Job Name | CustProposalJobName | Character | Locked for all roles |
| Proposal Job Status | CustProposalJobStatus | Dropdown | Change Codes to
0 (Open) 1 (Closed) Locked for all roles |
| Fee Job | CustDivider2 | Divider Line | |
| Fee Job Template | CustFeeJobTemplate | Fee Template (UDH) | |
| Create Fee Job | CustCreateFeeJob | Check box | |
| Fee Job Number | CustFeeJobNumber | Character | Locked for all roles |
| Fee Job Name | CustFeeJobName | Character | Locked for all roles |
| Fee Job Phase | CustFeeJobPhase | Dropdown | Change Codes to
0 (Quote) 1 (Order) Locked for all roles |
| Fee Job Status | CustFeeJobStatus | Dropdown | Change Codes to
0 (Open) 1 (Closed) Locked for all roles |
| Fee Job State | CustFeeJobState | Character | Locked for all roles |
| State Changed Date | CustStateChangedDate | Date | Locked for all roles |
| Maconomy Dimensions | CustDivider3 | Divider Line | |
| Location Dimension | CustLocation | Location (UDH) | |
| Entity Dimension | CustEntity | Entity (UDH) | |
| Project Dimension | CustProject | Project (UDH) | |
| Purpose Dimension | CustPurpose | Purpose (UDH) | |
| Specification 1 Dimension | CustSpecification1 | Specification 1 (UDH) | |
| Specification 2 Dimension | CustSpecification2 | Specification 2 (UDH) | |
| Specification 3 Dimension | CustSpecification3 | Specification 3 (UDH) | |
| Specification 4 Dimension | CustSpecification4 | Specification 4 (UDH) | |
| Specification 5 Dimension | CustSpecification5 | Specification 5 (UDH) | |
| Specification 6 Dimension | CustSpecification6 | Specification 6 (UDH) | |
| Specification 7 Dimension | CustSpecification7 | Specification 7 (UDH) | |
| Specification 8 Dimension | CustSpecification8 | Specification 8 (UDH) | |
| Specification 9 Dimension | CustSpecification9 | Specification 9 (UDH) | |
| Specification 10 Dimension | CustSpecification10 | Specification 10 (UDH) | |
| Fields to Support Workflow | CustDivider4 | Divider Line | Hide this divider for all security roles—fields under it are used for workflow only. |
| Workflow Blocked Location | CustWorkflowBlockedLocation | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Entity | CustWorkflowBlockedEntity | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Project | CustWorkflowBlockedProject | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Purpose | CustWorkflowBlockedPurpose | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 1 | CustWorkflowBlockedSpecification1 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 2 | CustWorkflowBlockedSpecification2 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 3 | CustWorkflowBlockedSpecification3 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 4 | CustWorkflowBlockedSpecification4 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 5 | CustWorkflowBlockedSpecification5 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 6 | CustWorkflowBlockedSpecification6 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 7 | CustWorkflowBlockedSpecification7 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 8 | CustWorkflowBlockedSpecification8 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 9 | CustWorkflowBlockedSpecification9 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
| Workflow Blocked Specification 10 | CustWorkflowBlockedSpecification10 | Check box | Hide this field for all security roles. This field is used for a workflow process. |
The following Firm user-defined elements are found in Maconomy (CustTab_web1):
- Maconomy Customer Information
- Relationship Job
- Maconomy Dimensions
