CRM Fields
You can source from Company, Contact, Item, or Assigned field.s
Source From Company or Contact
When you select Company, information is sourced from the record selected in the Company field of case records.
When you select Contact, information is sourced from the record selected in the Contact field of case records.
To source correctly, select the Employee list in the List/Record field.
|
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, information is sourced from the record selected in the Item field of case records.
To source correctly, select the Vendor list in the List/Record field.
|
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, information is sourced from the record selected in the Assigned To field of case records.
To source correctly, select the Employee list in the List/Record field.
|
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 |