Contact Setup

Prerequisites

To add contacts, you need the following permissions:

  • Minimum permissions for the FieldFX modules you are using

  • System permissions:

    • Manage Sharing

    • View Setup and Configuration

Basics

Contacts store information about employees and customer representatives.

There are two types of contact used in FieldFX:

Recommended Actions

FieldFX requires some fields to have values for expected behavior and results.

The Contact object is not a custom object.Admins should update page layouts for the Contact object for FieldFX to function properly.

On the Contact object, set the following fields as required on any page layouts used by FieldFX mobile or back office users:

  • Account Name

  • Office

  • User

  • Job Title from Catalog

Read more about making fields required in the Salesforce documentation.

User Contacts

Basics

Adding a User Contact

Video

Step-by-Step Guide

  1. Access FieldFX Back Office

  2. Open the Contacts tab

  3. Complete the following:

    1. Click New

    2. In Record Type, select a record type used for employees

    3. Click Continue

    4. Enter the employee’s name

    5. In Account Name, select your company’s account

    6. In User, select the employee’s user record

    7. In Office, select the office where the employee works

    8. In Job Title from Catalog, select the labor catalog item for the employee’s job title

      • You must add labor catalog items before you can select a Job Title from Catalog.

        The price book item linked to a labor catalog item controls the price charged for labor performed by the employee.

      • When you specify a Job Title from Catalog, the employee displays on the People list in the Ticket Item Wizard.

    9. Select Available for Field Work

      When selected, FieldFX can automatically create two Sync Configuration records for the contact:

      • A Sync Configuration record for the contact with the Sync - Job Crew Only option selected.

        This allows jobs in a syncable status for which the user is assigned to the job crew to sync to the user’s device.

      • A Sync Configuration record for the contact for the user’s Office.

        This allows jobs in a syncable status from the user’s office to sync to the user’s mobile device whether the user is assigned to the job’s crew or not.

      Read more about enabling one or both of these options in the Sync Configuration Setup article.

    10. Click Save

  4. Configure sharing settings to grant access to the user contact

  1. All users must have access to the account selected in the Account Name field of their user contact.

  2. You must add labor catalog items before you can select a Job Title from Catalog.

  3. When you specify a Job Title from Catalog, the employee displays on the People list in the Ticket Item Wizard.

Job Contacts

Basics

Job contacts are customer representatives.

When you add a job contact, you can assign the contact to their jobs.

Adding a Job Contact

  1. Access FieldFX Back Office.

  2. Open the Contacts tab

  3. Complete the following:

    1. Click New

    2. In Record Type, select a record type used for customer representatives

    3. Click Continue

    4. Enter the representative’s name

    5. In Account Name, select the company for which the representative works

    6. Enter details

    7. Click Save

  4. Configure sharing settings to grant access to the job contact