Difference between revisions of "How do I make prospect interests mandatory?"
From Catalyst
m |
(Bulk update) |
||
| Line 1: | Line 1: | ||
| − | ==Summary== | + | == Summary == |
| − | 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. | + | 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 == |
* Go to {{Menu|{{SP}}|Maintenance Options|Add or Edit Interest Categories}}. | * Go to {{Menu|{{SP}}|Maintenance Options|Add or Edit 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|Settings}} tab, and then click on the {{DataPrompt|Category}} field. | + | * 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|Settings}} tab and set the {{DataPrompt|Mandatory}} flag to {{DataValue|Yes}}. | * 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}}. | ||
| − | ==See also== | + | == See also == |
*[[How do I Create Prospect Interests?]] | *[[How do I Create Prospect Interests?]] | ||
*[[How do I Create Prospect Interest Categories?]] | *[[How do I Create Prospect Interest Categories?]] | ||
| − | {{KB_Tags|prospecting, prospect, interests, categories, mandatory}}{{KB_SP}} | + | {{KB_Tags|prospecting, prospect, interests, categories, mandatory}} |
| + | {{KB_SP}} | ||
Revision as of 06:31, 22 December 2018
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 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
