Modify an existing field on the Deals page
Table of Contents
Deals Grid lets admins modify existing fields present on the Deals page.
Note
You can only delete fields marked as Formula fields however, you can only modify the fields not marked as Formula fields as these are considered as CRM fields.
On the Deals grid > Admin page, only Label, Format, User Role, Pivot, or other checkbox-related columns can be modified
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Log in to Aviso and from left hand side menu, select Admin.
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Under CONFIG TOOLS, click Deals Grid to open the Deals customization page.
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Click on the Edit icon against the field that you want to modify.
The Edit Fields dialog box appears and populates all the fields with present values. - Make the necessary changes to the fields as required.
- Click Ok.
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Enter a commit message in the Commit message field.
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Click Save Changes.
Wait for some time while the changes are saved and reload the Aviso URL. Go to the Deals page to see the modified field.