Opportunity Summary: Difference between revisions
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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 screens in CRM called | ||
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"OpportunityOfficeIntNew" | "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"/>
