Allocadia allows you to manage custom columns and fields to track and display valuable information specific to your marketing activities.
Be aware: You cannot subsequently change the placement of a field or column, for example in the Actuals panel. Please do not do the same for a field or a column created in the Acitivies Grid or in the Details Panel. Contact your consultant if necessary.
- On the Home tab, click on the Master or Custom Settings hyperlink in the Edit Settings column, depending on where the column or field was created.
- On the Settings page, navigate to the Columns tab under the Template Setup section.
- On the Column tab, locate and highlight your desired column or field.
Note: You can use the Manage for drop-down menu or type keywords in the search bar to help locate your desired column or field.
- On the Field Details panel, edit the properties.
You have edited the column or field. The specifics of creating and editing lists and calculations can be found in these articles:
Managing Formulas for Calculations
Other Important Topics for Editing Fields and Columns
Customizing the Workflow Form (Selecting Attributes for Quick Entry)
Managing Usage of Forecast Status Tags
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