Each Competitor can have various related information associated with it. The administrator can control which of these items can be viewed and utilized by users. The related information allows the user to more effectively manage a Competitor by writing notes for the Opportunity, uploading relevant documents, etc. The Competitors application has the following related information associated with it:
Events
Documents
History
Notes
Tasks
Click on on the main toolbar, and then select from the left toolbar. Then, click on the button bar.
Click on the button bar of the Admin menu.
On the screen that appears, the child objects that are currently associated with Competitors are displayed in the Displayed Entities column on the right. All available entities are displayed in the Available Entities to Display column on the left.
By including all available associated entities, users can conveniently have access to the full array of associated objects.
Select the entities to be displayed or removed by clicking the
entity. Holding down the Ctrl key
allows you to select more than one entity. Click the button to move the selection to the right
column or the button to move
the selection to the left column. You can also use the and
button to move the related information in the order they will
appear in the Competitor.
Choose to save the changes, to save and go to the next Admin section or to exit without saving.