System Defined Fields
You can manage the visibility, mandatory and uniqueness check for predefined customer fields. There are 25 predefined fields provided with the application:
| Field | Description |
|---|---|
|
Customer Name Customer ID Customer Phone Customer Location Customer Address Street Customer Address Area Customer Address City Customer Address Landmark Customer Address State Customer Address Country Customer Address Pincode Customer Primary Contact First Name Customer Primary Contact Last Name Customer Primary Contact Title Customer Primary Contact Email Customer Primary Contact Phone Customer Secondary Contact First Name Customer Secondary Contact Last Name Customer Secondary Contact Title Customer Secondary Contact Email Customer Secondary Contact Phone Customer Address District Customer Type Id Customer Territory Customer Parent |
For field description, click here You can select the Visible , Mandatory, Unique check boxes to apply the settings in web and mobile app.Note:
The Unique option is available on EFFORT Mobile App only and it checks for duplication of data while it is captured. For example, if you select Customer Phone as Unique it checks if there is another customer’s record with the same number and restricts the field employee from entering the number. Note: The System Defined Fields work when
you
Add Customer
Edit Customer and
Import Customerin
Web Panel and Mobile App.
|