Accounts

Field Name  API Format Description Data Type Maximum Limit
Record Type  type  The type of record.  Text box  -
Account Owner owner  The Snapforce CRM user for whom the account is assigned. Lookup -
Account Name*  account_name*  The name of the account.  Text box Alphanumeric(100)
Website website Specify the URL of the company's Web site.  URL  Alphanumeric(30)
Parent Account  parent_account  Select the parent company name from the Change pop-up dialog Lookup -
Employees employees  Specify the number of employees in account's company.  Numeric  Integers(10)
Industry industry  Select the type of industry from the drop-down list. Pick list  -
Account Type account_type  Select the type of account from the drop-down list. Pick list  -
Phone  phone  Specify phone number of the account. Text box Alphanumeric(30)
Fax fax Specify fax number of the account. Text box  Alphanumeric(30)
E-mail email  Specify the official E-mail address of the account. E-mail 

Alphanumeric and Special characters(100)

 

Billing Address

  • Street
  •  City
  • State
  • Code
  • Country

 

Billing Address

  • billing_street
  • billing_city
  • billing_state
  • billing_postal_code
  • billing_country

 

Specify the billing address of the account to send the quotes, invoices, and other agreements.
  • Street -Text box
  •  City - Text box
  • State - Text box
  • Code - Text box
  • Country-Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)

Shipping Address

  • Street
  • City
  • State
  • Code
  • Country

 

Shipping Address

  •  shipping_street
  • shipping_city
  • shipping_state
  • shipping_postal_code
  • shipping_country

 

Specify the shipping address of the account to deliver the shipment.
  • Street -Text box 
  •  City - Text box
  • State - Text box
  • Code - Text box 
  • Country-Text box
  • Alphanumeric(250)
  • Alphanumeric(30) 
  • Alphanumeric(30) 
  • Alphanumeric(30) 
  • Alphanumeric(30)
Description Description A quick description about the account. Text area (long text) 5000 characters
Notes  Notes  Internal notes about the account. Text area (long text) 5000 characters
Custom Field 1-100 customfield1 - customfield100 The custom field(s) your administrator arbitrarily created. Specified by your administrator. Specified by your administrator