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 from the Accounts Tab
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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.
Add a New Customer when creating a New Job
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After clicking + New Account when creating a New Job, select Customer (which is the default) in the New Account modal and then Next.
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At the New Account: Customer modal, complete the following:
Field Description Account Information
Account
Owner
(Read Only)The user name of the account creator and is already completed with the user’s record.
Phone
The phone number of the customer.
Account
Name
(Required)The name of the customer.
Fax
The fax number of the customer.
Parent
AccountSelect the parent account if there is one. A dropdown appears where you can select accounts.
Website
The customer’s website.
Sync to Mobile
Check this box to sync this customer to FieldFX Mobile.
Billing
and Shipping
AddressField Description Search
AddressIf your customer has multiple addresses already saved, use to search for the correct address.
Billing/
Shipping
AddressThe billing or shipping address (if different) of the customer.
Billing/
Shipping
CityThe billing or shipping city (if different) of the customer.
Billing/
Shipping
State/
ProvinceThe billing or shipping state/province (if different) of the customer.
Billing/
Shipping
Zip/Postal CodeThe billing or shipping Zip/Postal Code (if different) of the customer.
Billing/
Shipping
CountryThe billing or shipping country (if different) of the customer.
Additional information
Type
Select either Prospect or Other from the dropdown.
Employees
The number of employees in the customer.
Industry
Select an industry for the customer.
Annual Revenue
The annual revenue of the customer.
Back Office Details
Active
Check to make the customer active.
Archived
checkboxCheck to archive the customer.
Description
Enter a description of the customer
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Click Save to save 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
Add a New Office
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After clicking + New Account in the Office field when creating a New Job, select Office in the New Account modal and then Next.
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At the New Account: Office modal, complete the following:
Field Description Account Information
Account
Owner
(Read Only)The user name of the account creator and is already completed with the user’s record.
Phone
The phone number of the customer.
Account
Name
(Required)The name of the customer.
Fax
The fax number of the customer.
Parent
AccountSelect the parent account if there is one. A dropdown appears where you can select accounts.
Website
The customer’s website.
Sync to Mobile
Check this box to sync this customer to FieldFX Mobile.
Billing
and Shipping
AddressField Description Search
AddressIf your customer has multiple addresses already saved, use to search for the correct address.
Billing/
Shipping
AddressThe billing or shipping address (if different) of the customer.
Billing/
Shipping
CityThe billing or shipping city (if different) of the customer.
Billing/
Shipping
State/
ProvinceThe billing or shipping state/province (if different) of the customer.
Billing/
Shipping
Zip/Postal CodeThe billing or shipping Zip/Postal Code (if different) of the customer.
Billing/
Shipping
CountryThe billing or shipping country (if different) of the customer.
Additional information
Type
Select either Prospect or Other from the dropdown.
Employees
The number of employees in the customer.
Industry
Select an industry for the customer.
Annual Revenue
The annual revenue of the customer.
Back Office Details
Active
Check to make the customer active.
Archived
checkboxCheck to archive the customer.
Description
Enter a description of the customer
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Click Save to save the office.