9.4.2. Fixed Fields

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

After clicking on Contacts from the main toolbar, click on Competitors from the toolbar on the left. Then, click Admin on the button bar. Click Edit Fixed Fields on the button bar of the Admin menu.
To edit a fixed field, click the icon in the Functions column on the right side. From this screen, the administrator can configure the field.
To alter the display name, simply type the desired name into the text field.
The field type cannot be changed in fixed fields, only in user-defined fields.
If you want fields to show in the main Competitor 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, checkmark the field in the Mandatory. The fields will appear with an asterisk * next to them in the Competitors entry/edit screen.
You may wish to make certain fields editable only by certain roles in your organization. To grant edit privileges to a role, select the role in the dropdown. By default, the All Users role has edit privileges for each field. For more information on roles and privileges, please see Setup by clicking Setup on the toolbar.

	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 user name of the user who created the competitor record
Created Date	The date of the competitor record creation
Modified User	The user name 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

A List field is a dropdown box with a list of available choices relevant to the field. To edit dropdown list items, click on the icon in the Functions column on the right side. A window pops up which allows you to add or remove list items, select the default list item to be initially displayed and change the order in which they appear in the list.
To add an item, type the name in the Add New field and click Add.
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, select a value from the Default Value drop down list.
Click the Save button to save settings or Cancel to exit without saving.