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Administrate Opportunity Fields
This section covers the Opportunity Configuration Grid and how to make Opportunity fields
required when creating and editing Opportunities.

The following navigation paths all lead to Opportunity Configuration:

• Administration > Contact Manager Administration > Administrate Opportunity Fields
• Administration > General Administration > Field Customization > Opportunity Fields Display

• Administration > General Administration > Custom Fields > Opportunities

Opportunity Configuration Area
The Opportunity configuration provides the following information for all standard and custom
opportunity fields:

• Field Name – The standard default field display name
• Custom Field Name – Manually entered text to relabel a standard field name
• Field Type – Checkbox, Currency, Date, Hyperlink, Number, Percentage, Rich Text,
Short Text, Value List
o Custom field label – For New Custom Fields, an informative label displays to
represent the custom field.
o Legacy field label - An informative label will be displayed to represent the custom
field for legacy Custom Fields.
• Enabled –Toggle on/off to make field visible or hidden on data entry forms
• Required - A value in this field is required to save a new Opportunity. (The system
requires a Company/Client, Opportunity Name, Status, and Stage for all records).
• Read Only by Stage – Lists all Opportunity Stages to conditional set the field as read-
only when the Opportunity reaches the desired Stage.
• Custom Data Entry Forms – Lists custom Opportunity forms on which an Admin can
set the field as conditionally required.
• Enable on grid - Makes the field available on the Opportunity Grid.
• Edit on grid – Allows you to edit the field on the Opportunity Grid.
• Tooltip – Once you have added a tooltip, it is visible here, and when a user hovers over
the field

The ellipse to the left of the field name allows you to manage individual fields:
• Standard Fields
o Clicking the ellipses on a Standard field allows an administrator to edit the field
• New Custom Fields
o An administrator can perform the following actions when they click the ellipses
on a New Custom field type:
 Edit Field - Copy Backend ID - Hide Tool Tip - Delete - Manage Value
List

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