Fixed Fields for Accounts

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

Click CRM > Accounts > Admin > Fixed fields.
To edit a fixed field, click the icon in the Actions column on the right side. From this screen, the administrator can also configure the field.
To alter the display name, just type the desired name into the text field.
The users cannot change the field type in fixed fields, it can only be changed in the custom fields.
If you want fields to show in the main contact list screen check the box beside the Show in List Screen? field.
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.
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 to 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 the modify screen. By default, everyone will be able to edit this field.
You can name the Section as Account Information or Additional Information in edit fields.

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 checkbox 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

Configuring List Fields

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.
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 on the list.
To add an item, type the name in the Item Name field and click Add & Save.
To delete an item, click the icon next to the field you wish to remove.
To change the position of an item as it appears in the list, click the icons.
To select a default value, choose a value from the Default Value drop-down list.
Click the Save button to save the settings.

Click on the Next button to go to the next Admin screen.

To go back to the Accounts list screen, click on the icon.