Access an entity’s fields
Open Sage Sales Management Admin.
Select Fields from the side menu.
Select the entity from the tabs at the top.
You can view Accounts, Contacts, Opportunities, Activities, Events and tasks, Orders, Products, and Users.
The View other tables option lets you view other tables available in your account.
Find a field
First, select the entity the field belongs to. For example, to view the Surname field, go to Contacts.
You can then find it in three ways:
Browse the table rows and scroll down to view more fields.
Use the Search field name bar.
Select Filters to narrow down the list.
Read the table
Each row represents a field in the selected entity.
Information | What it shows |
Field name | The field’s descriptive name. |
DB name | The field’s identifier in the database. |
Field type | Whether the field is standard or custom. |
Data type | The data it accepts, such as text, single selection, multiple selection, numbers, or dates. |
Validation rule | The rule associated with the field, if any. |
Dynamic visibility settings | The field that controls visibility and the values that make it appear. |
Field dependency | The field that controls the available options, when a dependency exists. |
The final columns use icons to show whether the field is read-only, visible, mandatory, or used for duplicate checking.
To view columns outside the screen, use the horizontal scroll bar at the bottom.
Filter the list
Select Filters to open the side panel. The available filters are:
DB name
Field type
Tab
Read-only
Visible
Mandatory
Field that controls visibility
Environment
Show fields used for duplicate checking
Expand the filter you need and select its options. In the Tab filter, you can select one tab at a time.
Filters remain applied when you switch entities. To remove them, use the reset filters option at the top of the panel.
Open the editing form
Find the field in the table.
Hover over its row to display the actions.
Select the pencil icon to open Edit field.
The form displays the field’s properties and settings. The available options depend on whether it is a standard or custom field.
Standard fields
Editing is limited to specific settings. Locked structural properties display a padlock and cannot be changed.
Review the available controls for each field to see what you can adjust.
Custom fields
Hover over the row to access three actions:
Edit: opens the form to view and change the available settings.
Duplicate: lets you create another field using its basic details.
Delete: lets you delete the custom field.
Custom fields offer more configuration options, although some properties may also be locked.
View help for a property
Select the information icon next to a property to learn about its purpose or associated requirements.
If the field uses a value list, Modify values may appear so you can access its options.
After making changes in the form, select Save to apply them or Cancel to exit without saving.