Page 21 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Activity 4.1 – Modify the Company Type value list

Activity Steps

1. Click the Administration button
a. Hover over General Administration
b. Select Value Lists from the secondary dropdown menu
2. Scroll down to the COMPANIES section
3. Open the Company Types link
4. Add a new value to the list by clicking the +Add button
5. Enter the following information into the Add Company Type pop-up window
a. Type Other Financial into the Company Type Name text field
b. Select a Label: Yellow
c. Select a Company Type Group: Client
6. Click Save

Activity 4.2 – Modify Company fields to be required

Activity Steps
1. Click the Administration button
a. Hover over General Administration
b. Select Field Customization
2. Open Company Fields Display in the second section for CONTACT MANAGER
3. Click to expand the Address section
4. In the Required column, turn on the following fields (click to expand section)
a. Address 1 e. Phone
b. City f. Postal Code
c. Country g. Website
d. State

Check your understanding

Which record requires a Company record for association?

a) Contact record
b) Opportunity record
c) Both Contact and Opportunity record

Refer to Appendix A for answers to the Check Your Understanding questions.

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