Difference between revisions of "How do I make prospect interests mandatory?"

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{{Review}}
 
 
==Summary==
 
==Summary==
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This article explains how to make Sales Prospecting Interests mandatory by assigning them to categories so that one of the attributes in the category has to be chosen.  
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This article explains how to make {{SP}} Interests mandatory by assigning them to categories so that one of the attributes in the category has to be chosen.  
  
 
==More Information==
 
==More Information==
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* Go to {{Menu|Sales Prospecting|Maintenance Options|Add or Edit Interest Categories}}.
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* Go to {{Menu|{{SP}}|Maintenance Options|Add or Edit Interest Categories}}.
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* In the {{DataPrompt|Filter on}} box type in the name or the code of the interest you wish to make mandatory.
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* In the {{DataPrompt|Filter on}} box, type the name or the code of the interest you wish to make mandatory.
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* Click on the {{DataPrompt|Parameters}} tab and then click into the {{DataPrompt|Category}} field.  
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* Click on the {{Tab|Parameters}} tab, and then click on the {{DataPrompt|Category}} field.  
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* If the field already has a category already entered press {{KeyPress|S-F10}} to bring up the category properties, or press {{KeyPress|C-F1}} to bring up the category search window where you can search for an existing category or [[How do I Create Prospect Interest Categories?| create]] a new one.
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* If there is a Category shown, press {{KeyPress|S-F10}} to bring up the Category properties, or press {{KeyPress|C-F1}} to bring up the Category search window, or [[How do I Create Prospect Interest Categories?| create]] a new one.
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* Click onto the {{DataPrompt|Parameters}} tab and set the {{DataPrompt|Mandatory}} flag to {{DataValue|Yes}}.
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* Click on the {{Tab|Parameters}} tab and set the {{DataPrompt|Mandatory}} flag to {{DataValue|Yes}}.
 
* Click {{Button|Done}} and {{Button|Accept}}.
 
* Click {{Button|Done}} and {{Button|Accept}}.
  

Revision as of 11:41, 29 September 2011

Summary

This article explains how to make Sales Prospecting Interests mandatory by assigning them to categories so that one of the attributes in the category has to be chosen.

More Information

  • Go to " Sales Prospecting Maintenance Options Add or Edit Interest Categories".
  • In the "Filter on" box, type the name or the code of the interest you wish to make mandatory.
  • Click on the [Parameters] tab, and then click on the "Category" field.
  • If there is a Category shown, press <Shift+F10> to bring up the Category properties, or press <Ctrl+F1> to bring up the Category search window, or create a new one.
  • Click on the [Parameters] tab and set the "Mandatory" flag to 'Yes'.
  • Click [Done] and [Accept].

See also


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Keywords AND Misspellings
prospecting, prospect, interests, categories, mandatory
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