Contact Setup
Introduction
Contacts store information about employees and customer representatives.
There are two types of contact used in FieldFX:
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
-
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. |
Contact Types
User Contacts
-
User contacts are employees who work in the field and/or need access to FieldFX Mobile.
-
When you add a user contact, you can:
-
Link sync configurations to the user contact.
-
Add labor price book items to tickets to bill work performed by the employee.
-
Dispatch the employee to jobs.
-
Job Contacts
Job contacts are customer representatives.
When you add a job contact, you can assign the contact to their jobs.
Step-by-Step Guides
Add a User Contact
-
Open the Contacts tab.
-
Click New and complete the following:
Field Action Record Type
-
Select a record type used for employees
-
Click Continue
-
Enter the employee’s name
Account Name
select your company’s account
User
Select the employee’s user record
Office
Select the office where the employee works
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.
-
-
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.
-
-
-
Click Save.
-
Configure sharing settings to grant access to the user contact.
|
Add a Job Contact
-
Open the Contacts tab.
-
Click New and complete the following:
Field Action Record Type
-
Select a record type used for customer representatives.
-
Click Continue.
-
Enter the representative’s name.
Account Name
-
Select the company for which the representative works.
-
Enter details.
-
Click Save.
-
-
Configure sharing settings to grant access to the job contact