***** Software On Sailboats Template Manager
***** Keywords: CRM software, contact management software
When you click on the 'Type ' button for a particular field, the following is part of the screen that is displayed.
Selecting the Control Type for a field determines what type of 'control' will be used on the Opportunity form to collect information. There are five types of control that behave as follows:
· List Control - Entry Allowed The user will be presented with a pre-built list of options from which they may choose one or they may enter any other required selection. A default from the list may be provided.
· List Control - Entry NOT Allowed The user will be presented with a pre-built list of options from which they may choose one. Only selections from the list may be made, and the user is NOT allowed to make a manual entry. A default from the list may be provided.
· Check Box Control The user will be presented with a check box which can be 'ticked' or left blank.
· Date Pick Control The user can use a calendar display to select a date entry.
· Text Control A simple text entry will be required. A default may be provided. This is the predefined selection for the Opportunity Name field (1), and may not be changed for this field.
***** Software On Sailboats Template Manager
***** Keywords: CRM software, contact management software
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