Sales Case Fields

Sales Case Fields

Name

Name is automatically combined from the Subject field and the Company field. You cannot edit it directly.

Link Fields

Company, Contact, and Sales Person are link fields.

Unless the administrator set it otherwise, you can:

• Link a company to the sales case with a connection of the Customer-Sales Case type using the Company field.

• Link a person to the sales case with a connection of the Contact-Sales Case Contact type using the Contact field.

• Link a person to the sales case with a connection of the Sales Person-Sales Responsibility type using the Sales Person field.

Phase

Choose the phase of the sales case from the Phase pop-up menu.

The functionality of the wizard pages and fields depend on sales case phase. For example, if the Phase is Customer Needs then only one page is available.

Access Rights

For information about object access rights please see the Protecting Objects chapter.

Image Field

For information about image fields please see the Image Fields chapter.