Interface customization
The CRM module can be customized in several ways to match the specific needs of each company, but also the needs of each employee.
In the opportunity, contact, prospect and customer record sheets, it is possible to customize all the fields displayed and the ones that are required. Additionally, when an opportunity moves from one stage to another, the fields that must be filled in to move to the new stage can be customized.
Note
If a field is set up as required in the Application Desktop, it must be set up manually in the portal to also be required there.

By default, the fields displayed in the opportunity, contact, prospect and customer record sheets are the main fields used to create new items. However, all these fields can be customized: you can display or hide fields according to your needs, but you can also decide if a field is required or can be modified.
This customization can be shared with all users or can be specific to each user, depending on the assigned rights:
- DMF 1916** WEB PORTAL SETUP
- DMF 191601 WEB PORTAL SETUP MY CUSTOM FIELDS
- DMF 191602 WEB PORTAL SETUP GENERAL CUSTOM FIELDS
From a record sheet, click on on the top right of the frame displaying all the fields:
- Select My custom fields to display the fields customized by the user.
- Select General custom fields to display the custom fields shared with all users.

When an opportunity moves to a new stage, it means it is progressing in the sales process. Opportunities that have just been created are added to the first stage. To show opportunities are progressing, they must be moved from stages to stages. The sales person assigned to the opportunity has to fill in pieces of information about the opportunity at each step, but this information can vary. That is why the fields that are required to move to a new stage can be customized.
Example
An opportunity is in the "Product demo" stage. The next stage is the "Negotiation" one. To move the opportunity to the negotiation stage, I must fill in fields regarding the business proposal: the actual proposal, the SIREN and SIRET numbers, and so on.
From the opportunity pipeline, locate the column of the stage you want to set up. This way, when a user moves an opportunity to this stage, the fields set up will have to be filled in.

1 | To access the customization interface: |
- From an opportunity, contact, prospect or customer record sheet, click on
then select Setup.
- From the opportunity pipeline, click on
at the top of the column you want to set up.
The customization feature opens and displays two frames: the left frame includes the list of fields that are already displayed in the record sheet, and the right frame includes all the fields available and categorized.
2 | In the Field library, search for the field you want to add, then drag and drop this field in the Drag and drop fields here frame. This frame is located at the top of the list of added fields, as well as at the bottom. |
The field is added to the list of fields displayed in the record sheet.
Note
When a field is added, the list is not checked to make sure the field has not already been added. Therefore, there can be duplicates.
3 | To set up the layout, open the Layout category in the Field library. Add a Title, Subtitle or Separator to set up the layout of the fields list. Make sure you modify the names for the titles and subtitles. |
Note
The layout cannot be set up for stages.
4 | Click on |
- Check Required so the field must be filled in.
- Check Read-only so the field cannot be modified.
5 | To change the field's position, click on |
6 | Click Save. |
The customization is updated.
From the customization feature, click on to delete the field from the list or click on Delete all at the top to delete all custom fields at once.