CRM Fields
You can source from a Company, Contact, Item, or Assigned field.
Source From Company or Contact
When you select Company in the Source From field, information is sourced from the record selected in the Company field of case records.
When you select Contact in the Source From field, information is sourced from the record selected in the Contact field of case records.
In the List/Record field, you must select the Employee list for sourcing to work properly.
Field |
Type |
---|---|
Name |
Free-Form Text |
Bill To |
Text Area |
Ship To |
Text Area |
Phone |
Phone Number |
Fax |
Phone Number |
|
Email Address |
City |
Free-Form Text |
State |
Free-Form Text |
Country |
Free-Form Text |
Sales Rep |
List/Record |
Expected Close Date |
Date |
Renewal Date |
Date |
Contact |
Free-Form Text |
Alt. Contact |
Free-Form Text |
Alt. Phone |
Phone Number |
Balance |
Currency |
Credit Limit |
Currency |
Account |
Free-Form Text |
Source From Item
When you select Item in the Source From field, information is sourced from the record selected in the Item field of case records.
In the List/Record field, you must select the Vendor list for sourcing to work properly.
Field |
Type |
---|---|
Name |
Free-Form Text |
Display Name |
Free-Form Text |
Vendor Name |
Free-Form Text |
Online Name |
Free-Form Text |
Available Online |
Check Box |
Base Price |
Currency |
Cost |
Currency |
Preferred Vendor |
List/Record |
On Hand |
Decimal Number |
Source From Assigned
When you select Assigned in the Source From field, information is sourced from the record selected in the Assigned To field of case records.
In the List/Record field, you must select the Employee list for sourcing to work properly.
Field |
Type |
---|---|
Name |
Free-Form Text |
Bill To |
Text Area |
Phone |
Phone Number |
|
Email Address |
City |
Free-Form Text |
Country |
Free-Form Text |
Supervisor |
List/Record |
Soc. Sec. # |
Free-Form Text |