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Settings

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

Multiple Contacts

Built-In Fields

Field Name Type Enabled Required Cloning  
Account Manager User
 
Billing Status User — —
 
Detailed Description Text
 
Due Date Date
 
External Id Text
 
Location Notes Text
 
PO No. Text
 
Priority List
Edit List Values
Reference No. Text
 
Service Manager User
 
Status List
— Edit List Values
Type List
Edit List Values

Billing Fields

Custom Fields

NOTE: Trial accounts are limited to 3 custom fields.

No custom fields defined.