Account Setup

Prerequisites

To add accounts, you need the following permissions:

Minimum permissions for the FieldFX modules you are using
System permissions:
- Manage Sharing
- View Setup and Configuration

Basics

Accounts store information about customers or company offices.

There are two types of account used in FieldFX:

Customers
Offices

Customers

Basics

Customers are companies with whom you do business.

When you add a customer, you can:

Add price books for the customer
Link sync configurations to the customer
Add jobs for the customer

Adding a Customer

Access FieldFX Back Office
Open the Accounts tab
Complete the following:
1. Click New
2. In Record Type, select a customer record type
3. Click Continue
4. In Account Name, enter the customer’s name
5. In Type, select "Customer"
6. Enter details
7. Click Save
Configure sharing settings to grant access to the customer

Offices

Basics

Offices are company buildings from which personnel operate.

When you add an office, you can xref:

User contacts to the office
Equipment records to the office
Price books to the office
Sync configurations to the office
Jobs to the office

Adding an Office

Access FieldFX Back Office
Open the Accounts tab
Complete the following:
1. Click New
2. In Record Type, select an office record type
3. Click Continue
4. In Account Name, enter the name or location of the office
5. Enter details
6. Click Save
Configure sharing settings to grant access to the office