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Customize Customer Records

Customer records can be customized to keep track of the information you need in your customer database.

Customizable Built-In Fields

The following fields can be enabled or disabled:

  • Account Manager - field where you can enter an account manager
  • Customer Type - field that is used to categorize customers by type.
  • Description - field used to enter description for a customer
  • External ID - field for use with an external system. Also used with the API. 
  • Industry Type - field that is used to indicate what industry a customer is in
  • Notes - field that allows you to enter notes for a customer
  • Service Manager - field where you can enter a service manager
  • Technician - field where you can enter a technician
  • Website - a field where you can enter customer's website
  • Contact Fields
    • Job Title - field for entering your contact's job title
    • Notes - field that allows you to enter notes for a contact
  • Location Fields
    • Location Country - this field specifies your customer's country.  You can use the default country list or create a custom list of countries 
    • Location State/Province - specifies your customer's state or province. Default list can be used or a custom list can be created.  
    • Notes - a field that allows you to enter notes for a customer location
    • Location Zone - a list field that is used to categorize and sort locations into zones

Custom Fields

BlueFolder allows you to add custom fields to Customer records, such as:

Custom Field Types

  • Text - a general purpose data field that accepts any type of data (letters, numbers, special characters, etc).
  • List - a value-list field that allows you to specify a list of values from which users
  • Date - a date field that generates a date picker control for users to pick from.
  • Number - a data field that only accepts valid numeric values.
  • Yes/No - a data field that generates a checkbox control on the screen. Used for true/false values.
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