Opportunity Summary: Difference between revisions

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(Created page with " To add/remove fields from your CRM system you need to edit the screen in CRM called "OpportunityOfficeInt"")
 
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'''Summary/New and Edit screens'''


To add/remove fields from your CRM system you need to edit the screens in CRM called


To add/remove fields from your CRM system you need to edit the screen in CRM called "OpportunityOfficeInt"
"OpportunityOfficeInt"
 
and
 
"OpportunityOfficeIntNew"
 
 
*New opportunities are not entered into any workflow
 
 
You can customized the list with this setting (comma delimit the fields)
  <add key="opportunity_descfield" value="oppo_description"/>

Latest revision as of 15:54, 20 March 2018

Summary/New and Edit screens

To add/remove fields from your CRM system you need to edit the screens in CRM called

"OpportunityOfficeInt"

and

"OpportunityOfficeIntNew"


  • New opportunities are not entered into any workflow


You can customized the list with this setting (comma delimit the fields)

 <add key="opportunity_descfield" value="oppo_description"/>