System Administrators can add and edit Designation Type and Object Basis options. This can be accomplished by editing the Designations worksheet. To begin, navigate to the Designations worksheet.

  1. Click the Edit dropdown and select Edit Worksheet.
  2. From the Edit Worksheet dialog box, navigate to the Fields tab.

Edit Designation Types:

  1. Select the Designation Type field.
  2. Under the Options section, click +Add to add a new Designation Type.
  3. Fill in the box that appears with the desired option.
  4. Assign a color.
  5. Click Save.


  6. Designation Types can be deleted by clicking the 'X' icon
  7. Designation Types can be edited by clicking into the text box.
  8. Select the color dropdown to change the color.
  9. Click Save following any changes.


Edit Objection Basis:

  1. Select the Objection Basis field.
  2. Under the Options section, click +Add to add a new Objection Basis.
  3. Fill in the box that appears with the desired option.
  4. Click Save.
  5. Objection Basis options can be deleted by clicking the 'X' icon.
  6. Objection Basis options can be edited by clicking into the text box
  7. Click Save following any changes.