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Settings

Overview
Personal Settings
General Settings
Account/Subscription
Users & Permissions
Mobile
Email
Customer Portal
Web Requests
Import/Export
Integration
Customer Settings

Built-In Fields

Field Name Type Enabled Required  
Account Manager User
   
Customer Type List
Edit List Values
Description Text
 
External Id Text
 
Industry Type List
Edit List Values
Notes Text
 
Service Manager User
 -  
Technician User
 -  
Website Text
 
Contact Fields
Contact : Email Text
 
Contact : First Name Text
 
Contact : Last Name Text
 
Contact : Job Title Text
 
Contact : Main Phone Text
 
Contact : Mobile Phone Text
 
Contact : Home Phone Text
 
Contact : Other Phone Text
 
Contact : Fax Text
 
Contact : Notes Text
 
Location Fields
Location : Country List
Location : State/Province List
Location : Notes Text
 
Location : Zone List
Edit List Values


Custom Fields

NOTE: Trial accounts are limited to 3 custom fields.

No custom fields defined.



Default Values for new Customer Records

Note: Default values are only applied when creating new customer records.

Use the Customer Bulk-Update Tool to quickly modify existing customer records.


Default Account Manager:
Default Customer Type:
Default Service Manager:
Default Technician:
Location Fields
Default Location Name:
Default City:
Default State:
Default Zip:
Default Country: