Manage Opportunity User-Defined Labels
Use this screen to customize labels for the user-defined fields for opportunities.
User-defined labels help you enter and track more information about your opportunities. These labels are optional, but if there is additional information that you want to capture about an opportunity, 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 Opportunities screen. After initialization, you can use it whenever opportunity 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 Opportunities 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 Opportunities screen.