Fields and Options
These help topics provide descriptions of individual fields and options on the tabs, forms, and dialog boxes in the Customization area of the Configuration workspace.
Tabs, Forms, and Dialog Boxes
To display field and option descriptions, click the name of the tab, form, report, or dialog box in this list.
- Configuration: Customization: Labels Tab
Use the Labels tab in the Customization area of the Configuration workspace to replace the default Deltek CRM labels with those that are used in your firm (for example, replace the default "Partner" with "Subcontractor"). - Configuration: Customization: Lists Tab
Use the Lists tab in the Customization area of the Configuration workspace to specify valid values for system fields use drop-down selection lists (for example, a list of the valid opportunity stages for your firm). - Configuration: Customization: Fields & Tabs Tab
If your firm needs to track data other than those included as standard fields in Deltek CRM, use the Fields & Tabs tab in the Customization area of the Configuration workspace to define those fields and add them to one of the standard tabs or to a custom tab that your firm has added. The fields display on the tabs in the order that they are added on this tab. Use the Fields & Tabs tab also if you want to add your own tabs. - Manage Tabs Dialog Box
Use the Manage Tabs dialog box to add new tabs and to rename, reorder, or delete existing tabs.
Parent Topic: Configuration: Customization