Opportunities Defaults Window

The Opportunities Defaults window is used to customize the display settings for the Opportunities panel. When the Home screen is accessed, the Opportunities panel displays based on the settings defined on this window.

To access the Opportunities Defaults window, click the (Configure) icon on the Opportunities panel.

Once settings on this window have been defined, click the APPLY button to save the settings. To clear all changes made since you last saved the information on this window, click the CLEAR button.

The following fields are available on the Opportunities Defaults window.

Tab: Select the tab that should display automatically in the Opportunities panel when the Home screen is accessed. Click the (Down Arrow) icon to display a list of valid entries.

View: Select the view used to display information in the Opportunities panel when the Home screen is accessed. Click the (Down Arrow) icon to display a list of valid entries.

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