Difference between revisions of "How do I make prospect interests mandatory?"
From Catalyst
(New page: {{Review}} ==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 chose...) |
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==More Information== | ==More Information== | ||
| − | * Go to {{Menu|Sales Prospecting|Maintenance Options|Add or Edit Interest | + | * Go to {{Menu|Sales Prospecting|Maintenance Options|Add or Edit Interest Categories}}. |
* In the {{DataPrompt|Filter on}} box type in the name or the code of the interest you wish to make mandatory. | * In the {{DataPrompt|Filter on}} box type in the name or the code of the interest you wish to make mandatory. | ||
* Click on the {{DataPrompt|Parameters}} tab and then click into the {{DataPrompt|Category}} field. | * Click on the {{DataPrompt|Parameters}} tab and then click into the {{DataPrompt|Category}} field. | ||
Revision as of 21:05, 1 August 2011
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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 in the name or the code of the interest you wish to make mandatory.
- Click on the "Parameters" tab and then click into the "Category" field.
- If the field already has a category already entered press <Shift+F10> to bring up the category properties, or press <Ctrl+F1> to bring up the category search window where you can search for an existing category or create a new one.
- Click onto the "Parameters" tab and set the "Mandatory" flag to 'Yes'.
- Click [Done] and [Accept].
See also
