Difference between revisions of "How do I make prospect interests mandatory?"
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==More Information== | ==More Information== | ||
| − | * Go to {{ | + | * Go to {{PlatinumSettings|Module Settings|{{SP}}|Maintenance Options|Interest Categories}}. |
* In the {{DataPrompt|Filter on}} box, type the name or the code of any of the Interests you wish to make mandatory. | * In the {{DataPrompt|Filter on}} box, type the name or the code of any of the Interests you wish to make mandatory. | ||
| − | * Click on the {{Tab| | + | * Click on the {{Tab|Settings}} tab, and then click on the {{DataPrompt|Category}} field. |
* 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. | * 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. | ||
| − | * Click on the {{Tab| | + | * Click on the {{Tab|Settings}} 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 12:53, 19 September 2016
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 " Reports & Settings Maintenance Options System Administrator Platinum Settings Module Settings Sales Prospecting Maintenance Options Interest Categories".
- In the "Filter on" box, type the name or the code of any of the Interests you wish to make mandatory.
- Click on the [Settings] 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 [Settings] tab and set the "Mandatory" flag to 'Yes'.
- Click [Done] and [Accept].
See also
