Editable Standard Option Sets

General Descipiton:

Allow the customer to add, remove and change options in the currently hard coded option sets found throughout the CRM. Add a control section to the Setup of the CRM to allow users to modify these values as they would Groups or Stages.

An incomplete list of these fields are:

• Account

  • Type

  • Industry

  • Annual Revenue

  • Fiscal Year Start

• Contact

  • Power Class

• Lead

  • Industry

• Opportunity

  • How Well Does This Account Fit With Your Offerings

  • Background Status

  • How does this company usually acquire products and services

  • New buying preference

  • Budget / Funding Fit

  • Purchasing Importance

  • Competitor Strength

Current Functionality

Lists are hard coded in the individual forms. Users can select any existing option but no values can be added or removed either from the visual list or fully from the customer CRM.

Future Functionality

A new tab will be added to the Setup area titled "Lists" for the below listed record types on the left hand side:

1. Accounts

2. Contacts

3. Opportunities

4. Leads

Within this tab will be the listed existing Option Sets for each entity as shown in the examples above. Each Option Set item should be listed along with it's tab location in a layout that is similar to the Additional Fields options, identifying which tab on the recod this option set field resides in.

Clicking on the name of the field should popup a dialogue labeled "Edit Option Set Field" from which the user can make the following adjustments:

1. Change field name

2. Change field location

3. Change field visiblity (visible or not visible)

4. Add a new option

5. Hide or show existing options

6. Change the order of options in the option set (using a menu similar to the "Edit Activity Order" menu found in Lead Activities)