Admin Configuration Guide

Purpose

Create, view, search, edit, and manage administrative configuration records in Exceed. The Admin area contains setup values used across accounts, opportunities, job openings, referrals, and reporting.

This article covers the following admin configuration screens:

• Cloud Provider
• Departments
• Loss Reason

Before You Start

• You must have access to the Admin menu.
• Admin records are configuration values used by other parts of the system.
• Required fields marked with * must be completed before saving.
• Be careful when editing or deleting configuration records because they may already be used in accounts, opportunities, job openings, or reports.
• Create new values only when they are needed and aligned with business rules.

Steps

View Cloud Providers

1. Go to Admin > Cloud Provider.
2. Review the list of cloud providers.
3. The list displays information such as:
   • Cloud Provider
   • Actions
4. Use this page to manage cloud provider options available in opportunity and job opening forms.

Search for a Cloud Provider

1. Go to Admin > Cloud Provider.
2. Enter the provider name in the Search field.
3. Review the matching results.
4. If the provider does not appear, clear the search and try again.

Create a New Cloud Provider

1. Go to Admin > Cloud Provider.
2. Click New Cloud Provider.
3. Fill in the required field:
   • Cloud Provider
4. Click Save.

Edit a Cloud Provider

1. Go to Admin > Cloud Provider.
2. Find the cloud provider in the list.
3. Click the action menu.
4. Open the edit option.
5. Update the cloud provider name.
6. Click Save.

View Departments

1. Go to Admin > Departments.
2. Review the list of departments.
3. The list displays information such as:
   • Code
   • Name
   • Actions
4. Use this page to manage department values used in accounts, opportunities, and job openings.

Search for a Department

1. Go to Admin > Departments.
2. Enter the department code or name in the Search field.
3. Review the matching results.
4. If the department does not appear, clear the search and try again.

Create a New Department

1. Go to Admin > Departments.
2. Click New Department.
3. Fill in the required fields:
   • Code
   • Name
4. Click Save.

Edit a Department

1. Go to Admin > Departments.
2. Find the department in the list.
3. Click the action menu.
4. Open the edit option.
5. Update the department information.
6. Click Save.

View Loss Reasons

1. Go to Admin > Loss Reason.
2. Review the list of loss reasons.
3. The list displays information such as:
   • Loss Reason
   • Actions
4. Use this page to manage reasons used when an opportunity or process is lost.

Search for a Loss Reason

1. Go to Admin > Loss Reason.
2. Enter the loss reason in the Search field.
3. Review the matching results.
4. If the loss reason does not appear, clear the search and try again.

Create a New Loss Reason

1. Go to Admin > Loss Reason.
2. Click New Loss Reason.
3. Fill in the required field:
   • Loss Reason
4. Click Save.

Edit a Loss Reason

1. Go to Admin > Loss Reason.
2. Find the loss reason in the list.
3. Click the action menu.
4. Open the edit option.
5. Update the loss reason.
6. Click Save.

Important Rules

• Admin configuration should be maintained only by authorized users.
• Changes in Admin may impact dropdown values and reporting across Exceed.
• Do not create duplicate values with different spelling, abbreviations, or capitalization.
• Before editing a value, confirm whether it is already being used in active records.
• Before deleting a value, confirm there are no active dependencies.
• Cloud Provider values may be used in opportunity and job opening records.
• Departments may be used to classify accounts, opportunities, and job openings.
• Loss Reason values may be used to explain why an opportunity or related process was lost.
• Keep configuration values clear, standardized, and business-approved.

Common Issues

Issue: Save button does not create the admin record
Likely cause: One or more required fields are empty.
How to solve: Review all fields marked with * and complete the missing information.

Issue: The value does not appear in related forms
Likely cause: The record may not have been saved correctly, or the page/form may need to be refreshed.
How to solve: Confirm the record exists in the Admin list, refresh the related form, and try again.

Issue: Duplicate admin values exist
Likely cause: A similar value was created with different spelling, casing, or abbreviation.
How to solve: Search for existing values before creating a new one. If duplicates already exist, align with the system administrator before editing or removing records.

Issue: A value cannot be deleted
Likely cause: The value may already be used by existing records.
How to solve: Check whether the value is linked to accounts, opportunities, job openings, or reports before trying to delete it.

Issue: Users select the wrong value in forms
Likely cause: Admin values may be unclear, duplicated, or outdated.
How to solve: Review the Admin list and keep only standardized, approved values.

Issue: Reports show inconsistent grouping
Likely cause: Configuration values may have been created inconsistently.
How to solve: Standardize values in Cloud Provider, Departments, and Loss Reason, then review affected records.