You can assign user defined fields (UDFs) to event opportunities to capture additional information about the event opportunity. To learn how to set up a user defined field set, see Configure Custom Fields/User Defined Fields (UDFs).
To assign a user defined field set to be used for event opportunities:
- Click the Event Sales Configuration link from the Main Menu. The Event Sales Configuration window opens.
- Select the Event Opportunities tab.
- Select the UDF set to use from the Event Opportunity User Defined Fields Issue Type drop-down in the Add Event Opportunity section. Only UDF sets created in the Opportunity Types screen are available for selection.
- Click OK.
- Click the Event Opportunities link from the Main Menu. The Event Opportunities screen opens.
- Click the Add button. The Add Event Opportunity window opens.
- Click the Edit Layout link in the lower right corner of the screen. The Edit Layout window opens.
- Select the UDF you want available for the event opportunity from the Available Fields section.
- Drag the UDF to the Layout Sections section of the window and drop it in the desired location.
- Repeat steps 8 and 9 for each UDF you want available. Tip: Select the UDF set from the Group drop-down in the Available Fields section to view only the UDFs for that UDF set.
- Click OK. The selected UDFs are available on the Add/Edit Event Opportunity window.
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