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).
Contents
| Field | Description |
|---|
| Lists grid
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A number of fields in
Deltek CRM provide drop-down lists for selecting valid values. Use this grid to specify the valid values for those fields.
Deltek CRM provides default lists for most of these fields, but you can add other values, delete default values that you do not want to use, and edit existing default values.
The field lists that are available on the Lists tab vary depending on the
Deltek CRM modules you have activated. In addition, some system fields are only available if
Enable Government Contracting is selected in the General area of the Configuration workspace.
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| Find list
|
To locate the list for a particular system field, type one or more characters from the field list name in the field next to the grid title. That filters the grid so that it only displays field lists that contain those characters. To restore the full list, click
X at the end of the field.
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| Area filter field
|
To limit the field names in the grid to those that relate to a particular
Deltek CRM area, click
 in the second field to the right of the grid name and select
Opportunities,
Companies,
Contacts, or
Resource Planning.
If CRM is the only module you activated, the
Resource Planning option does not display on the drop-down list.
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| FIELD LIST
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This column displays the field lists for which you can specify a list of values.
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| VALUES
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This column displays the number of values that are currently specified for the list, followed by as many of those values as fit in the available space.
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To add, delete, or edit values for a field list, hover over the grid row for the list and click this icon to display the Settings dialog box for the list.
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| Settings Dialog Box Fields
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| Field | Description |
|---|
| + Add Entry
|
To add a new value to the list, click
+ Add Entry below the grid to create a blank grid row.
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| VALUE
|
This column displays the list of valid values for the field. You can edit an existing value, and you can click
+ Add Entry to enter a new value.
The Settings dialog boxes for most lists only contain a single grid column for the valid values. These are the exceptions:
- Opportunity Probability: Enter a probability percentage in
VALUE (for example,
60) and a description or explanation in
DESCRIPTION (for example,
Proposal Stage).
- Opportunity Stage: Enter the possible stages in
VALUE, and select the
CLOSED STAGE check box for any stages to which you assign opportunities that are no longer actively pursued (a Lost stage or Awarded stage, for example). When an opportunity is closed, only stages for which
CLOSED STAGE is selected can be assigned to that opportunity.
- State/Province: First select the country in
COUNTRY, and then enter an abbreviation for the state or province in
ABBREVIATION and the full name in
VALUE.
- NAICS: If you need to add an NAICS code, enter the numeric code in
CODE and the code description in
DESCRIPTION.
Note: The default list of NAICS values is very long. Often the quickest way to find a specific code is to use the search field above the grid. You can search for either a partial code or partial description.
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| X
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To remove one of the values from the list, hover over the row for that value, and click
X at the end of the row.
Some lists have one or more special values that you cannot remove because
Deltek CRM requires them for internal processing. You can, however, change the text that displays in drop-down lists for those values.
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