Entering Data

The old saying "garbage in - garbage out"  never gets old.

As you use the CRM you will encounter several different type of "fields"  to enter data. 

Lookup/Look Ahead

This type of field is used for 2 different functions:

  • Assign a User to a record
  • Connect records from two modules together

And it has these features:

  • Type one or more characters and any data that matches starts to appear below the input
  • The more you type,  the fewer matches appear
  • If you backspace then more data appears
  • There is a button to clear the field
  • There is a button to popup a list where you can either search or select your choice

Assigned To

Every record in every module has an Assign To field.  This is the person who "owns"  the record.  Based on your rights,  you may (or may not) be able to see the records of other Users.

 

Related To

This input uses the Lookup/Look Ahead you just saw above,  and a Single Option select.

You will only see this type of input if you try to CREATE a record a

  • Call
  • Notes
  • Meeting
  • Task

AND you are not viewing a Lead,  Opportunity, Account.

Double Options

Checkbox and Single Option

Selection One Option

Required

Fields with a red asterisk are REQUIRED to have data.  That usually means it is important,  so use proper case and punctuation.

Select One or Multiple Options

Checkbox

Dates

Dates are so important to keeping track of your information.

Next to each date is a small calendar icon.   Click it to access a clickable calendar with multiple features. 

Time of Day

Select from three  dropdown list with options for:

  • Hours   01 - 12
  • Minutes    00, 15, 30 ,  45
  • AM or PM

Duration

Duration input is used for Calls and Meetings.   It is a "split" into

  • Hours    - you type the hours
  • Minutes - select from the options if needed