10.4.2. Fixed Fields

The Fixed Fields configuration screen enables administrators to change the names and other attributes of fixed competitor fields.

  1. Click CRM > Competitors > Admin > Fixed field.

  1. To edit a fixed field, click the icon in theActionscolumn on the right side. From this screen, the administrator can configure the field.

  1. To alter the display name, simply type the desired name into the text field.

  2. The field type cannot be changed in fixed fields, only in custom fields.

  3. If you want fields to show in the main contact list screen check the box beside the Show in list screen? field.

  4. If you wish to make certain fields mandatory when information is entered, either for a new competitor or an existing competitor, check the field in the Required?column corresponding to the field you wish to make mandatory. The fields will appear with an asterisk (*) next to them in the competitor entry/edit screen.

  5. The Permission by Role section allows administrators to select who can see, add new values or edit this field. In each case an OfficeClip Role is assigned permission.

    1. Add New: Users in this role will be able add values to this field in the Add New screen. If you want all users to be able to add values to this field from this screen (default) you can keep this role to All Users.

    2. Read: Users in this role will be able to see the value of this field in the Add New, Detail and Modify screen. If you want to hide this field from a particular group of users, create a new role with those users and assign it here. By default, everyone will be able to see all fields.

    3. Edit: Users in this role will be able to change the value of this field. This could either happen in the inline mode from the detail screen or from the modify screen. By default, everyone will be able to edit this field.

  6. You can name the Section as Competitor Information or Additional Information in edit fields.

[Note] Note

If many fields are selected to show in the main competitor list, a horizontal scrollbar will appear on the competitor list screen to accommodate the field.

Field

Description

Name

The name of the competitor

Products

List of all the competitor products

Services

List of all the competitor services

Revenue

Total known revenue

Description

Description of the competitor, add all information here that is not captured in any fields

Strength

Strength of the competitor for SWOT analysis

Weakness

The weakness of the competitor for SWOT analysis

Opportunity

Opportunities for the competitor for SWOT analysis

Threat

Threats of the competitor

Address 1

The first line of the address

Address 2

The second line of the address

City

Address city

State

Address state

Zip/Postal Code

A user who has changed any of the opportunity's information

Country

The country of the competitor

Created User

The user name of the user who created the competitor record

Created Date

The date of the competitor record creation

Modified User

The user name of the user who last modified the competitor record

Modified Date

The date of the last modification

Owner

The owner of the competitor record. Usually the owner will have full access to the competitor record

10.4.2.1. Configuring List Fields

  1. A List field is a drop-down box with a list of available choices relevant to the field. To edit drop-down list items, click the

    icon in the Actions column on the right side.

  1. A window pops up that allows you to add and remove list items; select the default list item to be initially displayed, and change the order in which they appear in the list.

  2. To add an item, type the name in the Item Name field and click Save.

  3. To delete an item, click the icon next to the field you wish to remove.

  4. To change the position of an item as it appears in the list, click the icons.

  5. To select a default value, select a value from the Default Value drop-down list.

  6. Click the Save button to save settings or Cancel to exit without saving.