Row Menu - Opportunity - Add Header Line
This page describes the 'Add Header Line' function on the
Row menu in the Opportunity record window. If you are using iOS or Android, the 'Add Header Line' function is on the Tools menu (with 'wrench' icon).
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You can use the 'Add Header Line' function in an Opportunity when you need to insert a row above the Opportunity Items where you can enter some descriptive text. You can use this function at any time while entering the Opportunity, as follows:
- Place the insertion point anywhere in the Opportunity row that is to be the first row after the header row. Open the Row menu by right-clicking (Windows) or ctrl-clicking (Mac OS X) the row number, and select the 'Add Header Line' function. If you are using iOS or Android, select 'Add Header Line' from the Tools menu (with 'wrench' icon). A special "Header" row will be inserted in the grid above the row containing the insertion point.
- Place the insertion point in any field outside the grid on the 'Items' card and select this function (if you are using Windows or Mac OS X, right-click or ctrl-click any row number). A special "Header" row will be inserted in the grid as the first row.
In this "Header" row, you can type the descriptive text in the field to the right of the "Header" text, as has been done in row 1 in the illustration below:
The special "Header" row will be transferred to all Quotations, Orders and Invoices created from the Opportunity.
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The Opportunity register in Standard ERP:
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