How to...

In the Customization area of the Configuration workspace, you can replace the default Deltek CRM labels with those that are used in your firm (for example, replace the default "Subconsultant" with "Subcontractor") and specify valid values for system fields that are used in drop-down selection lists (for example, a list of the valid opportunity stages for your firm).

On the Fields and Tabs tab, you can also add custom fields and tabs to the Business Development workspace.

Related topics:

  • Change System Labels
    To replace the default Deltek CRM labels (for example, "opportunity" or "subconsultant") with those that are used in your firm, go to the Labels tab in the Customization area of the Configuration workspace.
  • Add Values for Field Lists
    To add values to the lists of valid values for fields, go to the Lists tab in the Customization area of the Configuration workspace.
  • Add Custom Fields
    To define custom fields and add them to one of the standard tabs, go to the Fields & Tabs tab in the Customization area of the Configuration workspace.
  • Change a Custom Field
    To change the configuration of a previously saved custom field, go to the Fields & Tabs tab in the Customization area of the Configuration workspace.
  • Add a Tab
    To add a new tab to a Deltek CRM area, go to the Fields & Tabs tab in the Customization area of the Configuration workspace.
  • Rename, Reorder, or Delete Tabs
    To change the name of a tab, move it to a different position in the tab order, or delete a tab, go to the Fields & Tabs tab in the Customization area of the Configuration workspace.
Parent Topic: Configuration: Customization