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Customer Record: FieldPulse Character Limits and Validation Rules

Updated over 3 weeks ago

Use the table below to understand how to correctly fill out the fields on the customer record, ensuring compliance with FieldPulse's system requirements.

Please note: The information below applies to the fields within a Customer record.

Field

Limitations & Validations

Account Type

  • Valid Values: 'Individual' or 'Company'

  • Default Setting: If blank, set to 'Individual'

    • If 'Individual', First Name cannot be empty

    • If 'Company', Company Name cannot be empty.

Account Status

  • Valid Values: 'Lead', 'Opportunity', 'Current Customer', 'Lost', 'Other'

  • Default Setting: If blank, set to 'Current Customer'

First Name

  • Character Limit: 255

  • This field is required if the Account Type is 'Individual'.

Last Name

  • Character Limit: 255

Company Name

  • Character Limit: 255

  • This field is required if the Account Type is 'Company'.

Email

  • Character Limit: 255

  • Must be in valid email format.

Alternate Email

  • Character Limit: 255

  • Must be in valid email format.

Phone Number

  • Must follow phone number format for any country.

Alternate Phone Number

  • Must follow phone number format for any country.

Notes

  • Character Limit: 7500

Address Line 1

  • Character Limit: 255

Address Line 2

  • Character Limit: 255

City

  • Character Limit: 255

State

  • Character Limit: 255

Zip Code

  • Character Limit: 255

Use Separate Billing Address?

  • Valid Values: 'Yes' or 'No'

  • Default Setting: If blank, default to 'No'

Billing Address Line 1

  • Character Limit: 1000

Billing Address Line 2

  • Character Limit: 1000

Billing City

  • Character Limit: 255

Billing State

  • Character Limit: 255

Billing Zip Code

  • Character Limit: 255

Lead Source

  • Character Limit: 255

Assigned To [First Name]

  • Must match a Team Manager or Admin in the account.

  • First name of user only.

Assigned To [Last Name]

  • Must match a Team Manager or Admin in the account.

  • Last name of user only.

Price Tier

  • Must be the name of an existing Price Tier already set up in Company Settings.

Tags

  • Format: Comma-separated with no spaces.

Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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