Dictionary

Navigation: Settings → Dictionary

Dictionary provides user with rights of customizing general information found in the following categories:

1. Dictionary: used to customize values chosen from drop down lists, for example communication types, incident status, problem priority, etc.

2. Task status: used to edit or create new Task statuses.

3. Budget Lines: used to edit or create new budget lines.

4. Opportunity stages: used to edit or create new Opportunity stages and define the probability to sign a Contract.

5. Countries: used to edit or create countries.

6. Cities: used to edit or create cities.

7. Locations: used to edit or create locations used for trainings. Add location’s title, Account and address (address can be defined independently from Account location). This functionality is used by training companies.

Dictionary_general

Customize values chosen from drop down lists

To edit values or add new value in the particular drop down list follow these steps:

1. Go to Settings → Dictionary → Dictionary.
2. Select particular drop down list by clicking on the title of the drop down list or by clicking Edit_button button.
3. To add new value click Add_Create_newbutton.
4. Fill in value information:

  • Name: value that will be added.
  • Code suffix: code suffix of the value. e. g. you can repeat the name of the value.
  • Code: value filled automatically.
  • Active: turn ON to activate the value. In case it is turned OFF the value will not be provided in the drop down list showed in the form.
  • Marker type: it is possible to define how value should be marked in the list. Available options: no marker, colored circle in front of the value, colored background of the value label or colored dot in front of the value.
  • Color: color of the marker.
  • Is default: turn ON to set value as default.

5. Click Save.

New value

 

6. Define values sequence in the list by using arrows in column Sort.

Values

7. To  edit value (change name, activate / deactivate, set as default) click Edit_button button or click on the name of the value, make changes and click Save.

Customize Task statuses

There is a possibility to edit Task statuses or to create new Task status. Note: you can define only five Task statuses because there is a possibility to have only five Kanban columns.

Task status

To add new Task status follow these steps:

1. Go to Settings → Dictionary → Task Status.
2. Click button New.
3. Fill in status information:

  • Title: status title.
  • Sequence number: status sequence number in the drop down list and Kanban.
  • Type: corresponding Kanban column.

4. Click Save.

newTaskStatus

To  edit Task status click Edit_button button in the list of Task statuses.

Customize budget lines

This option is used to define which budget lines have to be added to the budget (Finances → Budget).

Dictionary_budget_lines

1. There is a possibility to create multiple parent budget lines by clicking add_new button.
2. Multiple subcategories can be created for single parent budget line by clicking subgroup_create button.
3. Click Edit_button to edit a budget line.

4. Click Delete_buton to delete a budget line. Note: it is possible to delete only budget lines that do not have any subcategories.

To create new budget line follow these steps:

1. Go to Settings → Dictionary → Budget Lines.
2. Click add_new button.
3. Fill in budget line information:

  • Title: title of the budget line.
  • Group: code of the budget line group entered manually (e. g. you can enter groups similar to WBS – defining parent groups as A, B, etc., subgroups as A1, A2, A3, B1, B2, B3, etc.)
  • Account code: account code used in the chart of accounts.
  • Type: type of the budget line (Income or Expense).
  • Expense type: type of the expense (Operating Expenses or Cost of  Sales). This field is active when type of budget line is Expenses.
  • Enabled: turn On to enable budget line. In case it is turned OFF the budget line will not be provided in the budget.
  • Use as Revenue Category: turn On to show value as a revenue category in the drop down list in Contract form. This option enables to assign Contract revenue to particular budget line.
  • Parent: parent budget line.
  • Color: color of the marker.

4. Click Save.

Budget line

To  edit budget line click Edit_button button in the list of Task statuses or click on the title of budget line.

Customize opportunity stages

There is a possibility to add new opportunity stage or edit existent stages.

Opport_stage_new

To add new opportunity stage follow these steps:

1. Go to Settings → Dictionary → Opportunity Stage.
2. Click New button.
3. Fill in opportunity stage information:

  • Name: name of the opportunity stage.
  • Sequence number: sequence number in the list and pipeline.
  • Description: description of the opportunity stage.
  • Probability: probability to sign a Contract (in percentage).
  • Duration: standard stage duration that will be used to set planned finish date for opportunity stage.
  • Active: turn On to enable opportunity stage. In case it is turned OFF the opportunity stage will not be provided in the opportunity stage tab.

4. Click Save.

Opport_stage

To  edit opportunity stage click Edit_button button in the list of opportunity stages.

Customize cities

There is a possibility to add new or edit cities.

Cities

To add new cities follow these steps:

1. Go to Settings → Dictionary → Cities.

2. Click New button.

3. Fill information:

  • Title: name of city.
  • Country: select country.

4. Click Save.

New city

To edit city click lines_edit button in the list of cities. To delete city click lines_delete  button in the list of cities.

Customize location

There is a possibility to add new or edit location.

Location

1. Go to Settings → Dictionary → Location.

2. Click New button.

3. Fill information:

  • Title: name of location.
  • Account: select an account.
  • Country: select a country.
  • City: select a city.
  • Street address: address of location.
  • Post code: post code of address.

4. Click Save.

New location

To edit location click lines_edit button in the list of location. To delete location click lines_delete button in the list of location.