Custom Records and Data
Set up custom records and lists to support billing, notifications, programs, mobile content, and regional assignments. This topic covers the required records and their IDs, data migration, and adding nonworking days to work calendars.
Setup
Project, Case, and Task Types are used to look up rules for Billing, Notifications, Programs, and Mobile content. Regions are used to link Employees and Assets to a geographical area. Create the required records and find their internal IDs.
|
Record |
ID |
Example |
|---|---|---|
|
Project Type |
|
Warranty |
|
Case Type |
|
Service |
|
Task Type |
|
Visit |
|
Billing Type |
|
- |
|
Region |
|
Victoria |
Data Migration
|
Record |
ID |
CSV Template |
|---|---|---|
|
Asset |
|
- |
|
Work Calendar |
|
- |
|
Non Working Days |
|
- |