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.
Contents
| Field | Description |
|---|
| + Add Entry
|
To add a new value for the system field, click
+ Add Entry below the grid to create a blank grid row.
|
| VALUE
|
This column displays the list of valid values for the system field. You can edit an existing value, and you can click
+ Add Entry to enter a new value.
The Settings dialog boxes for most system fields 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.
- States: 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. (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.)
|
| X
|
To remove one of the values for the system field, hover over the row for that value, and click
X at the end of the row.
Some system fields 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.
|
