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).
On the Fields and Tabs tab, you can also add custom fields and tabs to the Business Development workspace.
Related topics:
- Configuration: Customization: Labels Tab
Use the Labels tab 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, if you specify "Customer" as the label to replace the default label, "Client," "Customer" automatically replaces "Client" everywhere that label appears in Deltek CRM. - Configuration: Customization: Lists Tab
Use the Lists tab in the Customization area of the Configuration workspace to specify valid values for fields that use drop-down selection lists (for example, a list of the valid opportunity stages for your firm). - Configuration: Customization: Fields & Tabs Tab
If your firm needs to track data other than those included as standard fields in Deltek CRM, use the Fields & Tabs tab in the Customization area of the Configuration workspace to define those fields and add them to one of the standard tabs or to a custom tab that your firm has added. The fields display on the tabs in the order that they are added on this tab. Use the Fields & Tabs tab also if you want to add your own tabs. - Manage Tabs Dialog Box
Use the Manage Tabs dialog box to add new tabs to the Business Development workspace and to rename, reorder, or delete existing tabs. - Settings Dialog Box
Use the Settings dialog box that displays when you click
for a system field on the Lists tab in the Customization area of the Configuration workspace to add, delete, or reorder the valid values for that system field.
- 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.
Parent Topic: Configuration: Customization