Managing Standard Fields in ForceManager
Standard fields in ForceManager refer to predefined data fields available in the platform that help you organise, store, and manage critical information across various modules such as Accounts, Contacts, Opportunities, and Activities.
Accessing Standard Fields
When you access the Fields Menu, you'll notice a bar at the top of the window with tabs representing different modules (Accounts, Contacts, Opportunities, and Activities). Each tab contains various field columns, sorted alphabetically by their names in the database.
Here’s a breakdown of some common standard fields for each module:
Accounts: Fields include account name, branch, account type, status, segment, BIT number, owners, and contact details (phone, email, web address).
Contacts: Fields include contact name, gender, role, account affiliation, and contact details (phone, Skype, LinkedIn).
Opportunities: Fields include opportunity name, type, status, probability, currency, close date, and assigned owner.
Activities: Fields include activity owner, type, date, associated account, opportunity, contact, and comments.
Customising Standard Fields
To customise a standard field, follow these steps:
Click the pencil icon or double-click the field to enter edit mode.
Available customisation options include:
Visibility: Make the field visible or hidden.
Requirement: Mark the field as required or optional.
Modifiable/Read-only: Specify whether the field can be modified.
Literal: Customise the field title (literal) that appears in the application.
You can change a field's literal by copying the literal key, navigating to the Literals Menu, and replacing the current value with your desired label.
Case Studies
Case Study 1: Modifying Field Visibility and Requirements
Make the "Segment" field in the Accounts tab read-only.
Use the filter icon to quickly find the field.
Set the "First Name" and "Last Name" fields in the Contacts tab as required.
Hide the "Intermediary Two" field in the Opportunities tab.
Case Study 2: Changing Field Titles
Change the label for "Segment" to "Sector" in the Accounts tab.
Copy the literal key, navigate to the Label Menu, and replace "Segment" with "Sector".
Preview the changes to see how the new label appears across the application.