Add Values for System Fields

To add values to the lists of valid values for system fields, go to the Lists tab in the Customization area of the Configuration workspace.

As you make entries and selections, your work is automatically saved. However, you must log out and log back in to see the configuration settings reflected elsewhere in Deltek CRM.

Note: If you import an opportunity from GovWin IQ that has new values for one or more of the following system fields, the import process automatically adds those new values to the drop-down lists for those fields:

• Award Type
• Competition Type
• Contract Type
• NAICS

To enter one or more values for a system field, complete the following steps:

1. In the Configuration workspace, click on the left edge of the Deltek CRM page to go to the Customization area, and click the Lists tab.
2. To locate the system field for which you want to enter values, do any or all of the following:
   • Scroll down until the field is visible.
   • Type one or more characters from the field name in the first field to the right of the grid name to limit the list of field names to those that contain those characters.
   • Click in the second field to the right of the grid name and select Opportunities, Organizations, or Contacts to limit the list of field names to those that relate to a particular Deltek CRM area.
3. Hover over the row for a system field you want to add values for, and click at the end of the row to display the Settings dialog box for that field.
4. Click + Add Entry below the grid to create a blank row in the grid.
5. Enter the new value for the system field in VALUE.
   The following system fields require more than a single value:

   • Opportunity Probability: Enter a probability percentage in VALUE (for example, 60) and a description or explanation in DESCRIPTION (for example, Proposal Stage).
   • Opportunity Stage: Enter the possible stages in VALUE, and select the CLOSED STAGE check box for any stage to which opportunities that are no longer actively pursued are assigned (a Lost stage, for example).
   • States: First select the country in COUNTRY, and then enter an abbreviation for the state in ABBREVIATION and the full name in VALUE.
   • NAICS: If you need to add an NAICS code, enter the numeric code in CODE and the code description in DESCRIPTION.
6. Repeat steps 5 - 6 for each value you want to add for the field.
7. Click Save.