Account Setup
Prerequisites
To add accounts, you need the following permissions:
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Minimum permissions for the FieldFX modules you are using
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System permissions:
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Manage Sharing
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View Setup and Configuration
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Customers
Customers are companies with whom you do business.
When you add a customer, you can:
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Add price books for the customer
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Link sync configurations to the customer
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Add jobs for the customer
Add a Customer
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Open the Accounts tab.
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Click New and complete the following:
Field Action Record Type
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Select a customer record type.
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Click Continue.
Account Name
Enter the customer’s name.
Type
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Select "Customer".
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Enter details
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Click Save.
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Configure sharing settings to grant access to the customer.
Offices
Offices are company buildings from which personnel operate.
When you add an office, you can cross reference:
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User contacts to the office
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Equipment records to the office
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Price books to the office
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Sync configurations to the office
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Jobs to the office
Adding an Office
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Open the Accounts tab.
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Click New and complete the following:
Field Action Record Type
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Select a office record type.
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Click Continue.
Account Name
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Enter the name or location of the office.
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Enter details.
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Click Save.
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Configure sharing settings to grant access to the office.