21.4.2. Fixed Fields

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

After clicking on Contacts from the main toolbar, click on Opportunities from the toolbar on the left. Then, click Admin on the button bar and 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 can not be changed in fixed fields, only in user-defined fields.
If you want fields to show in the main Opportunity 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 Opportunity or an existing Opportunity, check the field in the Mandatory column corresponding to the field you wish to make mandatory. The fields will appear with an asterisk * next to them in the Opportunities entry/edit screen.
You may wish to make certain fields editable by only certain roles in your organization. To select the role you wish to grant edit privileges, 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 Opportunity list, a horizontal scrollbar will appear on the Opportunity list screen to accommodate the field.

Field	Description
Title	The main title of the opportunity
Stage	The stage the opportunity is in
Account Name	The account that the opportunity is tied into
Type	The type of account: New or Existing
Next Step	The next step to be taken
Account number	The account number that the opportunity is tied into
Est. Close Date	The date the opportunity is closed
Currency Type	The currency of the opportunity
Amount	Amount of money associated with the opportunity
Probability	The probability that the opportunity will occur
Est. Revenue	The estimated revenue to made from the opportunity
Created User	The user who created the opportunity
Created Date	The date the opportunity was created
Modified User	A user who has changed any of the opportunity's information
Modified Date	The date that an opportunity was modified
Owner	The owner of the opportunity
Description	Any other information regarding the opportunity

A List field is a dropdown box with a list of available choices relevant to the field. To edit dropdown list items, click 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 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.