Settings Dialog Box

When you add a custom field on the Fields & Tabs tab in the Customization area of the Configuration workspace and the type of field has settings that you can specify, a Settings dialog box displays so you can select the settings you want for the field.

The Fields & Tabs tab is only available if you activated the CRM module and can only be used to add custom fields and tabs to the Business Development workspace.

Contents

Field	Description
Settings for Checkbox Fields	Checkbox fields display on the tabs as drop-down fields with Yes (checked) or No (unchecked) as the options. Setting Description DEFAULT Select the default state of the check box: Checked or Unchecked. (These states are displayed as Yes or No on the data entry tabs and screens.)
Settings for Date Fields	Setting Description DEFAULT If you want the field to be blank by default, select None. If you want the default date to be the date on which the record is being added, select Current Date.
Settings for Drop-down Fields	Setting Description + Add Value Click + Add Value to create a blank row in the grid so you can specify one of the values that a user can select in the drop-down field. You can enter the values in any order when you set up a drop-down field, but they are sorted alphabetically when a user displays the list to make a selection. VALUE Enter the value that displays in the drop-down list. DEFAULT Select this check box if you want the value to be selected by default for new records. Users can still select a different value.
Settings for Number Fields	Setting Description DECIMAL PLACES Click in this field and select the number of decimal digits that values in the field have. Number fields can have up to 5 decimal digits. MIN VALUE To require that values entered in the field are equal to or more than a minimum value, enter that minimum value in this field. MAX VALUE To require that values entered in the field are less than or equal to a maximum value, enter that maximum value in this field.