Logo
Submit a request
Follow

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 - A field where you can enter an account manager
  • Customer Type - A field that is used to categorize customers by type.
  • Description - A field used to enter description for a customer
  • External ID - A field for use with an external system. Also used with the API. 
  • Industry Type - A field that is used to indicate what industry a customer is in
  • Notes - A field that allows you to enter notes for a customer
  • Service Manager - A field where you can enter a service manager
  • Technician - A field where you can enter a technician
  • Website - A field where you can enter customer's website
  • Contact Fields
    • Job Title - A field for entering your contact's job title
    • Notes - A 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 - This field 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.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request