Configure additional fields for agreements
Add more information to the agreement pages with a library of additional fields that fit your needs.
Overview
Plan availability: Advanced
Required user role: Manager with Business Admin rights
We offer a large number of fields which cover the following topics:
- Agreement details: tier, priority, complexity, clauses...
- Agreement financials: total cost, currency, royalties details...
All the additional fields are displayed in the Details and Financial sections of the Overview tab, on the agreement pages.
Depending on the type of information, the configurable fields can be a: short text, long text, list of values, number, date, and boolean. You can choose to display specific additional fields depending on the agreement type.
Please get in touch with your CSM at Inpart to get the complete list of the fields available, with their name and description.
You can filter agreements based on these additional fields, in the master lists of agreements.
Enable, disable, or request more additional fields
Please get in touch with your CSM at Inpart to:
- Enable the fields you'd like to add.
- Disable fields you'd like to remove.
- Request new fields that aren't part of the existing list of fields available.
If you ask to disable a field that has been used for some time, the field will be hidden on the agreement page but the information will remain saved in Inpart Deal. Thus, if you choose to enable again this field later on, all the information previously entered will be available again.
Manage additional fields
Open the Administration page and go to the Agreement tabs. The sections offering additional fields are marked by a tool icon. Open the section of your choice and click the field you want to configure.
Edit the field name and description
On the Administration page, you can change the default name of the field in Display name and the description that will appear as a tooltip next to the field in the agreement pages, in the Description window.
Add, edit, and delete field values
For fields offering a drop-down of list values, you can:
- Add your own values by clicking Add.
- Define if you want the users to select multiple values or a single value.
- Define who can add new values, simple Manager users and Manager users with Business Admin rights (Business admin and Managers), or Manager users with Business Admin rights only (Business admin only).