Editing Columns and Fields

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.

  1. 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.
  2. On the Settings page, navigate to the Columns tab under the Template Setup section.
  3. 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.
  4. 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 Lists

Managing Formulas for Calculations

Other Important Topics for Editing Fields and Columns

Locking Plan Columns

Customizing the Workflow Form (Selecting Attributes for Quick Entry)

Taking a Snapshot

Managing Usage of Forecast Status Tags

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