Configuration: Customization

Use the Customization area in the Configuration workspace to replace the default Deltek CRM labels with those that are used in your firm (for example, replace the default "Subconsultant" with "Subcontractor") and to 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).

You can also add custom fields and tabs to the Business Development workspace.

Be aware that changes to configuration settings do not immediately affect users who are logged on at the time the change is made, including the person who makes the changes. The changes only take effect for those users after they log out of Deltek CRM and then log back in.

Related topics:

  • 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).
  • Fields and Options
    Use the tabs, forms, and dialog boxes in the Customization area of the Configuration workspace to replace the default Deltek CRM labels with those that are used in your firm (for example, replace the default "Client" with "Customer") 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).
  • Learn More About...
    Deltek CRM provides default labels for data items on forms, tabs, and dialog boxes, but you can substitute your own terms for many of those labels. In addition, you can add options to or remove options from many of the drop-down selection lists.
Parent Topic: Configuration Workspace