You can set up values for system fields in the following sections in preferences:
- System Fields – The Category fields in notes and documents, the Do not solicit by field in Address Book entries, and the Products/Services and Categories fields in opportunities, campaigns, customer service cases, and appointments.
- Locations/Resources – The Location and Resources fields in appointments.
- Customer Service – The Billing Type, Case or Article Subject, Origin, Queue, Reason, Status, and Type fields in customer service cases.
- Opportunity – The Stage, Confidence Rating, and Completion Reason fields in opportunities.
- Campaigns – The Completion Reason field in automated campaigns.
- Address Book – The Category field in Address Book entries.
Modifying table fields in Maximizer
End users can modify values of some table fields directly in Maximizer. Users must have the Modify system table fields privilege to change the values. The following fields can by changed:
- Address Book entry fields – Mr/Mrs, Position, Salutation, Company, Department, Division, City, St/Prov, Country, Email Description, Phone Description, Do Not Solicit By, Category, Lead Source, and Related Address Book Entry Relationship Type
- Phone fields – Subject and Phone Call Result
- Task and appointment fields – Activity and priority
- Campaign fields – Products/Services and Categories
- Customer service fields – Products/Services, Categories, and Subject
- Opportunity fields – Products/Services, Categories, Objective, and Next Action
To add custom values to table fields
- In the left pane, under Preferences, select the section that contains the system field.
- If you are working in the System Fields preferences, expand the root folder to display the list of fields to edit.
- Expand the plus sign next to the field. The current list of values are displayed under the field name.
- Click Add New Value.
- Enter the name of the item.
- If necessary, enter other properties of the item.
- For most fields, specify the user who requested the item.
- For the Status field in customer service cases, select the actions (assign, escalate, or resolve) for which you want to apply the item.
- For the Stage field in opportunities, specify the range of the probability of close to apply to the stage.
- For the Completion reason field in opportunities and campaigns, specify the completion status the item applies to.
- Click Save to finish adding the item.