Fixed Fields for Opportunities

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

  1. Click CRM > Opportunities > Admin > Fixed field.

  2. To edit a fixed field, click the icon in the actions column on the right side. From this screen, the administrator can also configure the field.

  3. To alter the display name, just type the desired name into the text field.
  4. The user cannot change the field type in fixed fields.
  5. If you want fields to show in the main contact list screen check the box beside the Show in List Screen? field.
  6. 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 Required? column corresponding to the field you wish to make mandatory. The fields will appear with an asterisk (*) next to them in the opportunity entry/edit screen.
  7. 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.
  8. You can name the Section as Opportunity Information or Additional Information in edit fields.

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.




The main title of the opportunity


The stage the opportunity is in

Account Name

The account that the opportunity is tied into


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 of money associated with the opportunity


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


The owner of the opportunity


Any other information regarding the opportunity

Configuring List Fields

  1. 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.

  2. A window pops up allowing 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.
  3. To add an item, type the name in the Item Name field and click Add & Save.
  4. To delete an item, click the icon next to the field you wish to remove.
  5. To change the position of an item as it appears in the list, click the icons.
  6. To select a default value, choose a value from the Default Value drop-down list.
  7. Click the Save button to save settings.

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

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