Custom Fields in Opportunities

InterAction Business Edge system administrators can create custom fields to be displayed on Opportunity Overview screens. If the administrator creates custom fields, they appear in a Custom Fields panel on the Opportunity Overview screen. The administrator also sets the kinds of fields [text, number, date, currency], the number of them to add, their labels, which fields are active and displayed, and their order on the page.

Any user with the rights to edit the opportunity is able to edit the values in the custom fields.

 

Related topics

• Opportunity Overview
• Opportunity List
• Administration