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Creating Custom Fields
... Creating Custom Fields You should be aware that many records in Workbooks include fields which are initially hidden from view. It's bad practice (and will pro ...
Creating & Modifying Picklists
... Creating & Modifying Picklists Creating a new Picklist You can create as many new Picklists as you require but remember that the same Picklist can ...
Records
... Records Records in Workbooks are displayed as forms, which are a collection of fields of information. Most fields will be self-explanatory and can be ...
Customisation
... Customisation To help you configure Workbooks to meet your business needs and record the data that will help to drive your business processes, you can: ...
Introduction to System Administration
... Introduction to System Administration Workbooks has been designed to be easy to run, with minimal need for changes to the Configuration ...
How can I record commission as a percentage on an opportunity, but then use that to calculate the commission's value?
We record the commision rate (10% 20% etc) on the opportunity, but I'd like to see the value of this e.g. An opportunity has a value of £2,500 and a commision rate of 10%. We want to see £250 displayed somewhere. Add a custom pickli ...
How do I amend the list of values in the Campaign picklist?
How do I amend the list of values in the Campaign picklist? The Campaign field is not a The Campaign field is not a standard picklist. It displays a list of Campaigns. You can access Campaigns via Start > Marketing. More ...
Picklist layouts
When creating a picklist, is there any way to ensure the picklist items remain in the same order they are entered? I assumed saving the view would work, however the options were re-sorted in alphabetical order anyway. Aside from using 1,2,3,4 etc. ...
Importing multi-select values - a tip
If you are importing into a multi-select picklist field - something which contains comma-separated items within a single field - you need to consider how to build the values for that field. For an example consider a multi-select pi ...
Options in picklists
Can I add Dr as an option in the person title field? Personal Titles and picklists Personal Titles and picklists in general are administered in Start > Configuration > Custom Fields & Picklists > Picklists . ...
How do I add to Products / list of Line items?
How do I add to Products / list of Line items? Products are administered in Products are administered in the Product Book, not Picklists. Marketing > Products Here's a link to the Products documentation . (General Que ...