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 from the Accounts Tab

  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.

Add a New Customer when creating a New Job

  1. After clicking + New Account when creating a New Job, select Customer (which is the default) in the New Account modal and then Next.

  2. 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
    Account

    Select 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
    Address
    Field Description

    Search
    Address

    If your customer has multiple addresses already saved, use Search icon to search for the correct address.

    Billing/
    Shipping
    Address

    The billing or shipping address (if different) of the customer.

    Billing/
    Shipping
    City

    The billing or shipping city (if different) of the customer.

    Billing/
    Shipping
    State/
    Province

    The billing or shipping state/province (if different) of the customer.

    Billing/
    Shipping
    Zip/Postal Code

    The billing or shipping Zip/Postal Code (if different) of the customer.

    Billing/
    Shipping
    Country

    The 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
    checkbox

    Check to archive the customer.

    Description

    Enter a description of the customer

  3. Click Save to save the customer.

Offices

Offices are company buildings from which personnel operate.

When you add an office, you can cross reference:

Add a New Office

  1. After clicking + New Account in the Office field when creating a New Job, select Office in the New Account modal and then Next.

  2. 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
    Account

    Select 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
    Address
    Field Description

    Search
    Address

    If your customer has multiple addresses already saved, use Search icon to search for the correct address.

    Billing/
    Shipping
    Address

    The billing or shipping address (if different) of the customer.

    Billing/
    Shipping
    City

    The billing or shipping city (if different) of the customer.

    Billing/
    Shipping
    State/
    Province

    The billing or shipping state/province (if different) of the customer.

    Billing/
    Shipping
    Zip/Postal Code

    The billing or shipping Zip/Postal Code (if different) of the customer.

    Billing/
    Shipping
    Country

    The 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
    checkbox

    Check to archive the customer.

    Description

    Enter a description of the customer

  3. Click Save to save the office.

Recommended Reading

For more information, see:

FieldFX Documentation Salesforce Documentation

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