6.4.2. Fixed Fields

The Fixed Fields configuration screen enables administrators to change the names and other attributes of fixed account fields.

  1. Click CRM > Accounts > Admin > Fixed field.

  1. To edit a fixed field, click the icon in theActionscolumn on the right side. From this screen, the administrator can configure the field.

  1. To alter the display name, simply type the desired name into the text field.

  2. The field type cannot be changed in fixed fields, only in custom fields.

  3. If you want fields to show in the main contact list screen check the box beside the Show in List Screen? field.

  4. If you wish to make certain fields mandatory when information is entered, either for a new account or an existing account, check the field in the Required?column corresponding to the field you wish to make mandatory. The fields will appear with an asterisk (*) next to them in the account entry/edit screen.

  5. The Permission by Role section allows administrators to select who can see, add new values or edit this field. In each case an OfficeClip Role is assigned permission.

    1. Add New: Users in this role will be able add values to this field in the Add New screen. If you want all users to be able to add values to this field from this screen (default) you can keep this role to All Users.

    2. Read: Users in this role will be able to see the value of this field in the Add New, Detail and Modify screen. If you want to hide this field from a particular group of users, create a new role with those users and assign it here. By default, everyone will be able to see all fields.

    3. Edit: Users in this role will be able to change the value of this field. This could either happen in the inline mode from the detail screen or from the modify screen. By default, everyone will be able to edit this field.

  6. You can name the Section as Account Information or Additional Information in edit fields.

[Note] Note

If many fields are selected to show in the main account list, a horizontal scrollbar will appear on the account list screen to accommodate the field.

Field

Description

Account Number

The number of the customer account

Account Name

The name of the account

Short Account Name

The short form of the account name

Parent Account

Name of the parent account

Primary Contact

The main contact you can approach

Relationship Type

Customer's relationship with your organization

Website

Customer's Web Site URL

Email Address

Customer Email ID

Main Phone

Customer's primary contact number

Other phone

Other contact numbers

Fax

Fax Number

Archived

Selecting the check box archives the account information

Currency Type

Currency type the customer uses

Account Source

Source of the account to be selected from the drop-down list

Address Line 1

First line of the customer's address

Address Line 2

Second line of the customer's address

City

Name of the city

State

Name of the state to be selected from the drop-down list

Zip/Postal Code

Zip or postal code

Country

Name of the country to be selected from the drop-down list

Industry

The industry of the customer's company

Annual Revenue

Annual revenue generated by the company

No. of Employees

Total number of employees of the company

SIC code

Standard Industry Classification code of the company

Ownership

Mode of company ownership

Description

Any other information that you can record for the account

6.4.2.1. Configuring List Fields

  1. A List field is a drop-down box with a list of available choices relevant to the field. To edit drop-down list items, click the

    icon in the Actions column on the right side.

  1. A window pops up which allows you to add and remove list items; select the default list item to be initially displayed and change the order in which they appear in the list.

  2. To add an item, type the name in the Item Name field and click Save.

  3. To delete an item, click the icon next to the field you wish to remove.

  4. To change the position of an item as it appears in the list, click the icons.

  5. To select a default value, select a value from the Default Value drop-down list.

  6. Click the Save button to save settings or Cancel to exit without saving.