Fixed Fields for Competitors

The Fixed Fields configuration screen enables administrators to change the names and other attributes of fixed competitor fields.

Click CRM > Competitors > Admin > Fixed field.
To edit a fixed field, click the icon in the actions column on the right side. From this screen, the administrator can configure the field.
To alter the display name, just type the desired name into the text field.
The user cannot change the field type in fixed fields, it can only be changed in the custom fields.
If you want fields to show in the main contact list screen check the box beside the Show in list screen? field.
If you wish to make certain fields mandatory when information is entered, either for a new competitor or an existing competitor, check the field in the Required? column corresponding to the field you wish to make mandatory. The fields will appear with an asterisk (*) next to them in the competitor entry/edit screen.
The Permission by Role section allows administrators to select who can see, add new values or edit this field. In each case, an OfficeClip Role is assigned permission.
1. Add New: Users in this role will be able to add values to this field in the Add New screen. If you want all users to be able to add values to this field from this screen (default), you can keep this role to All Users.
2. Read: Users in this role will be able to see the value of this field in the Add New, Detail and Modify screen. If you want to hide this field from a particular group of users, create a new role with those users and assign it here. By default, everyone will be able to see all fields.
3. Edit: Users in this role will be able to change the value of this field. This could either happen in the inline mode from the detail screen or the modify screen. By default, everyone will be able to edit this field.
You can name the Section as Competitor Information or Additional Information in edit fields.

Note:

If many fields are selected to show in the main competitor list, a horizontal scrollbar will appear on the competitor list screen to accommodate the field.


Field	Description
Name	The name of the competitor
Products	List of all the competitor products
Services	List of all the competitor services
Revenue	Total known revenue
Description	Description of the competitor, add all information here that is not captured in any fields
Strength	Strength of the competitor for SWOT analysis
Weakness	The weakness of the competitor for SWOT analysis
Opportunity	Opportunities for the competitor for SWOT analysis
Threat	Threats of the competitor
Address 1	The first line of the address
Address 2	The second line of the address
City	Address city
State	Address state
Zip/Postal Code	A user who has changed any of the opportunity's information
Country	The country of the competitor
Created User	The username of the user who created the competitor record
Created Date	The date of the competitor record creation
Modified User	The username of the user who last modified the competitor record
Modified Date	The date of the last modification
Owner	The owner of the competitor record. Usually, the owner will have full access to the competitor record

Configuring List Fields

A List field is a drop-down box with a list of available choices relevant to the field. To edit drop-down list items, click the icon in the Actions column on the right side.
A window pops up that allows you to add and remove list items; select the default list item to be initially displayed, and change the order in which they appear on the list.
To add an item, type the name in the Item Name field and click Add & Save.
To delete an item, click the icon next to the field you wish to remove.
To change the position of an item as it appears in the list, click the icons.
To select a default value, choose a value from the Default Value drop-down list.
Click the Save button to save the settings.

Click on the Next button to go to the next Admin screen.

To go back to the Competitors list screen, click on the icon.