Learning Objectives

When managing Objects within Admin>Object Management, you will be able to:

  • Review and edit Object Settings that control an Object’s behavior throughout DealCloud
  • Make adjustments to your firm’s Entry Forms (add new fields, reorder, and organize navigation tabs.)
  • Choose which lookup fields work best for your firm’s Objects when appearing in search results and when searching reference fields on Entry Forms
  • Create a calculated field
  • Reorder choice field values
  • Enable Duplicate Management tools to help mitigate the creation of duplicate records 

Course curriculum