Entity Fields
You can source from a Sales Rep or Supervisor field.
Source From Sales Rep or Supervisor
When you select Sales Rep in the Source From field, information is sourced from the record selected in the Sales Rep field of customer records.
When you select Supervisor in the Source From field, information is sourced from the records selected in the Supervisor field of employee 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 Address |
|
City |
Free-Form Text |
|
State |
Free-Form Text |
|
Zip |
Free-Form Text |
|
Country |
Free-Form Text |
|
Supervisor |
List/Record |
|
Soc. Sec. # |
Free-Form Text |