Available Standard Fields and Field Types for Custom Record Types and Source Lists

Custom record types and source lists can use sourcing with the standard fields and records listed in the following table. In addition to standard records, you can use custom fields and record types for sourcing. When using custom fields and record types for sourcing, the field type selected depends on the field type of the custom field being sourced from.

For example, you have created a custom entity check box field for Quarterly Mailing. If you want to source information from the Quarterly Mailing field to a custom CRM field for cases, you must select Check Box in the Type field when creating your CRM field.

Customer, Employee, Partner, and Vendor Fields

Field	Type	Customer	Employee	Partner	Vendor
Name/ID	Free-Form Text	×	×	×	×
Bill To	Text Area	×	×	—	×
Ship To	Text Area	×	—	—	×
Phone	Phone Number	×	×	×	×
Fax	Phone Number	×	—	×	×
E-mail	E-mail Address	×	×	×	×
City	Free-Form Text	×	×	—	×
State	Free-Form Text	×	×	—	×
Zip	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	×	—	—	×
1099 Eligible	Check Box	—	—	—	×
Tax ID	Free-Form Text	—	—	—	×
Company Name	Free-Form Text	—	—	×	×
Supervisor	List/Record*	—	×	—	—
Soc. Sec. #	Free-Form Text	—	×	—	—

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

Item

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

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

Related Topics

Sourcing with Custom Records

General Notices