Account Setup

Introduction

Accounts store information about customers or company offices.

There are two types of accounts used in FieldFX:

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

Customers

Customers are companies with whom you do business.

When you add a customer, you can:

Add a Customer

  1. Access FieldFX Back Office.

  2. Open the Accounts tab.

  3. Click New and complete the following:

    Field Action

    Record Type

    1. Select a customer record type.

    2. Click Continue.

    Account Name

    Enter the customer’s name.

    Type

    1. Select "Customer".

    2. Enter details

    3. Click Save.

  4. 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:

Adding an Office

  1. Access FieldFX Back Office.

  2. Open the Accounts tab.

  3. Click New and complete the following:

    Field Action

    Record Type

    1. Select a office record type.

    2. Click Continue.

    Account Name

    1. Enter the name or location of the office.

    2. Enter details.

    3. Click Save.

  4. Configure sharing settings to grant access to the office.