Many customers are now using the sales opportunity function within Synergy. In many cases, they are importing these opportunities from sources such as Dodge, CMD or other sources. Quite often, they come back to us and ask: “How can you assist me, I have run out of free fields in a sales opportunity”.
Utilizing this application called “CRM Plus Opportunity Free Fields”, 130 additional fields have been added for insertion into opportunities. Use them as you would use any standard Synergy opportunity fields.
The field types and quantities added include:
- 15 Free Text
- 20 Free Date
- 20 Free Yes /No
- 20 Free Amount
- 20 Free Number
- 25 Free GUIDs
- 10 Long Text Comment
Quick Facts
- Labeling fields same as standard Synergy
- Displaying field options are similar
- Use of these fields in standard Synergy “Searches” and “Pivot Analysis” views
- GUIDs can access topics such as
- Accounts
- Contacts
- Documents
- Requests
- People
- Assortments
- Transactions
.