Customize OpportunityJob Display Properties
Follow the steps in this procedure to create the custom displays and lookups for each property within the business object.
- Select Create Property for Selected Columns.
- Select Properties from the task list.
- Modify the field displays as needed, and add any lookup values:
- Description tab: Value in Name field defaults to table created in SQL Server. You may enter a description for the column.
- Type tab: List the field characteristics. You may edit these as necessary.
- Display tab: You may change the field names to more user-friendly labels.
- Value tab: Build lookup tables manually or from queries.
- Save your settings.
- Close the page.