Overview
You can access the Prospect Diary Types add/edit list from the TB Prospect Diary screen by double-clicking in the Type field.
The Prospect Diary Types can be used to categorize prospect diary entries.
Security
The diary types add/edit list is part of the SYS Diaries ALL and SYS Add Edit Lists ALL Security Groups with the Deny Set Active/Inactive and Deny Set Default features available.
Security Features include the ability to:
- Deny Set Active\Inactive
- Deny Set Default
Tip: For more information see Security Groups Overview and Security Groups By Module.
Prospect Diary Types add/edit list
Related Information
- Learn about add/edit lists
- Learn about Diaries
- Go to Prospects Diary
- Go to Team Bid Menu
- Go to WinTeam Menu
Definitions and Descriptions
ID
WinTeam automatically assigns an ID to each new record, and uses the ID field to identify each record. You may change system-assigned ID Numbers.
Description
Use this field to enter a unique name for the record. After a new record is created, WinTeam displays this Description with the corresponding ID number in the Add/Edit list.
Active
Select this check box to make the selected record active. Clear the check box to make the record inactive.
Default
Select this check box to make the selected record the default value for this Add/Edit list. WinTeam uses this record to automatically fill in the corresponding field on a new record in the related screen.