CRM Fields

You can source from a Company, Contact, Item, or Assigned field.

Source From Company or Contact

When you select Company in the Source From field, information is sourced from the record selected in the Company field of case records.

When you select Contact in the Source From field, information is sourced from the record selected in the Contact field of case records.

Note:

In the List/Record field, you must select the Employee list for sourcing to work properly.

Field	Type
Name	Free-Form Text
Bill To	Text Area
Ship To	Text Area
Phone	Phone Number
Fax	Phone Number
Email	Email Address
City	Free-Form Text
State	Free-Form Text
Country	Free-Form Text
Sales Rep	List/Record
Expected Close Date	Date
Renewal Date	Date
Contact	Free-Form Text
Alt. Contact	Free-Form Text
Alt. Phone	Phone Number
Balance	Currency
Credit Limit	Currency
Account	Free-Form Text

Source From Item

When you select Item in the Source From field, information is sourced from the record selected in the Item field of case records.

Note:

In the List/Record field, you must select the Vendor list for sourcing to work properly.

Field	Type
Name	Free-Form Text
Display Name	Free-Form Text
Vendor Name	Free-Form Text
Online Name	Free-Form Text
Available Online	Check Box
Base Price	Currency
Cost	Currency
Preferred Vendor	List/Record
On Hand	Decimal Number

Source From Assigned

When you select Assigned in the Source From field, information is sourced from the record selected in the Assigned To field of case records.

Note:

In the List/Record field, you must select the Employee list for sourcing to work properly.

Field	Type
Name	Free-Form Text
Bill To	Text Area
Phone	Phone Number
Email	Email Address
City	Free-Form Text
Country	Free-Form Text
Supervisor	List/Record
Soc. Sec. #	Free-Form Text

Related Topics

Available Standard Fields and Field Types

Transaction Body Fields

Transaction Line Fields

Transaction Item Options

Entity Fields

Item Fields

General Notices