Manage Leads and Contacts User-Defined Labels
Use this screen to customize labels for the user-defined fields for leads and contacts.
User-defined labels help you enter and track more information about your leads and contacts. These labels are optional, but if there is additional information that you want to capture about a lead/contact, you can set up labels on this screen. Use this screen when you initialize the Costpoint Capture & Contracts domain to set up validated text and labels so that you can control what is entered on the User-Defined Info subtask of the Manage Leads and Contacts screen. After initialization, you can use it whenever lead/contact user-defined labels need to be added or changed.
Validated text labels enable you to use Lookup. You can create validated text labels in either of the following ways:
- Select the Validated Text check box and use the Validated Text subtask to customize the information that displays when you click
on the User-Defined Info subtask of the Manage Leads and Contacts screen. - Clear the Validated Text check box and click in the Costpoint Validation Field column to select the Costpoint data table column used for Lookup on the User-Defined Info subtask of the Manage Leads and Contacts screen.
Related Topics:
Display the Manage Leads and Contacts User-Defined Labels Screen
You access the Manage Leads and Contacts User-Defined Labels screen from the Capture & Contracts domain.
Contents of the Manage Leads and Contacts User-Defined Labels Screen
Use the fields and options to configure the Manage Leads and Contacts User-Defined Labels screen.
Table Information for the Manage Leads and Contacts User-Defined Labels Screen
Changes to the Manage Leads and Contacts User-Defined Labels screen update the UDEF_LBL and UDEF_VALID_VALUES tables.
Subtask of the Manage Leads and Contacts User-Defined Labels Screen
The Manage Leads and Contacts User-Defined Labels screen has the Validated Text subtask.