1. About This Guide #
After the FieldAx package is installed in your Salesforce organisation, your dispatchers need the correct access before they can schedule and assign work. This guide lists every setting to apply to the FieldAx Dispatcher profile, in the order you should do it, so dispatchers can start working without “Insufficient privileges” errors.
How to use this guide
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Work through sections 3 to 12 in order. Each section tells you where to find the setting in Salesforce Setup and what to select.
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Tables show exactly what to enable. If an item is not listed, leave it as it is.
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Use section 13 to confirm everything works, and section 14 if something goes wrong.
What is covered
| Section | What you will set up | Number of items |
| 3 | Create the profile | 1 profile |
| 4 | Assigned apps | 2 apps |
| 5 | Apex class access | 172 classes |
| 6 | Visualforce page access | 59 pages |
| 7 | Custom metadata type access | 3 types |
| 8 | System permissions | 37 permissions |
| 9 | Object permissions | 67 objects |
| 10 | Tab settings | 25 tabs |
| 11 | Record types | 6 record types |
| 12 | Field-level security | 826 fields across 64 objects |
2. Before You Begin #
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The FieldAx package is installed in your organisation.
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You are signed in as a System Administrator.
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FieldAx package licenses are available for your dispatchers (Setup → Installed Packages → Manage Licenses).
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You have the list of dispatchers who will use the profile.
| Tip: Use the Find Settings box at the top of the profile page to jump straight to a section such as Apex Class Access or Visualforce Page Access. It is much faster than scrolling. |
3. Create the FieldAx Dispatcher Profile #
| Setting | Value |
| Profile name | FieldAx Dispatcher |
| User license | Salesforce Platform |
| Profile type | Custom profile |
Where to find it: Setup → Profiles
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Click Clone next to an existing Salesforce Platform profile (for example, Standard Platform User).
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Enter the profile name FieldAx Dispatcher and click Save.
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On the profile overview page, confirm that User License shows Salesforce Platform and that Custom Profile is ticked.
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Continue with sections 4 to 12 on this same profile.
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When finished, assign the profile to your dispatchers at Setup → Users → Users → Edit → Profile.
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Assign the FieldAx package license at Setup → Installed Packages → Manage Licenses → Add Users.
4. Assigned Apps #
Where to find it: Setup → Profiles → FieldAx Dispatcher → Assigned Apps → Edit
| App | API name | Visible | Default app |
| FieldAx (Lightning) | FieldAx_Lightning | Yes | Yes |
| FieldAx Mobile | FieldAx_Mobile | Yes | No |
Tick Visible for both apps and select FieldAx (Lightning) as the Default so dispatchers land in it after login. Click Save.
Where to find it: Setup → Profiles → FieldAx Dispatcher → Assigned Connected Apps → Edit
Enable FieldAx Mobile so dispatchers can sign in from the mobile app.
5. Apex Class Access #
Where to find it: Setup → Profiles → FieldAx Dispatcher → Enabled Apex Class Access → Edit
Move every class below from Available Apex Classes to Enabled Apex Classes, then click Save. Tip: type fax in the search box to show only FieldAx classes.
| fax.AddPartsController | fax.AddPartsControllerTest |
| fax.Assign_Engineer_Controller | fax.AssignedEngineerControllerTest |
| fax.AssignmentOptimizerController | fax.AssignmentTriggerHandler |
| fax.AssignmentTriggerHandlerTest | fax.AutoDispatchService |
| fax.AutoDispatchServiceTest | fax.AverageSkillRatingController |
| fax.AverageSkillRatingControllerTest | fax.CameraAccess |
| fax.CameraAccess1 | fax.CameraAccess1Test |
| fax.CameraAccessTest | fax.CaseVisitManager |
| fax.CaseVisitManagerTest | fax.ChangePasswordController |
| fax.ChangePasswordControllerTest | fax.ChargesController |
| fax.ChargesControllerTest | fax.ChecklistController |
| fax.ChecklistControllerTest | fax.ClockInOutController |
| fax.CommunitiesLandingController | fax.CommunitiesLandingControllerTest |
| fax.CommunitiesLoginController | fax.CommunitiesLoginControllerTest |
| fax.CommunitiesSelfRegController | fax.CommunitiesSelfRegControllerTest |
| fax.Config | fax.configTest |
| fax.DailyJobSchedulerBatch | fax.DailyJobSchedulerBatchTest |
| fax.DailyJobSchedulerSchedulable | fax.DailyJobSchedulerSchedulableTest |
| fax.Databaseopration | fax.DatabaseoprationTest |
| fax.DispatchBoardCls | fax.DispatchBoardClsTest |
| fax.EngieerCalendars | fax.EngieerCalendars_Test |
| fax.EngineerCalendarHandler | fax.EngineerCalendarHandler_Test |
| fax.EngineerTravelHistoryController | fax.EngineerTravelHistoryControllerTest |
| fax.EquipmentPhotoController | fax.EquipmentPhotoControllerTest |
| fax.FieldAxAccountTriggerHandler | fax.FieldAxAccountTriggerHandlerTest |
| fax.FieldAxDBManager | fax.FieldAxException |
| fax.ForgotPasswordController | fax.ForgotPasswordControllerTest |
| fax.FreightItemTriggerHandler | fax.FreightTriggerHandler |
| fax.FreightTriggerHandlerTest | fax.GoogleMapController |
| fax.GoogleMapControllerTest | fax.idleResources |
| fax.idleResources_Test | fax.InspectionUpadteCtrl |
| fax.InspectionUpadteCtrl_Test | fax.InventoryConsoleController |
| fax.InventoryConsoleControllerTest | fax.InventoryManagement |
| fax.InventoryManagementTest | fax.InventoryScannerController |
| fax.InventoryScannerControllerTest | fax.InventoryTransferController |
| fax.InventoryTransferControllerTest | fax.InventoryTriggerHandler |
| fax.InvoiceCompController | fax.InvoiceCompController_Test |
| fax.InvoiceLITriggerHandler | fax.InvoiceLITriggerHandlerTest |
| fax.InvoiceTriggerHandler | fax.InvoiceTriggerHandler_Test |
| fax.Job_DiaryController | fax.Job_DiaryController_Test |
| fax.JobActivityUpdateCtrl | fax.JobActivityUpdateCtrl_Test |
| fax.JobDispatchController | fax.JobDispatchControllerTest |
| fax.JobEmailController | fax.JobQuickActions |
| fax.JobQuickActionsTest | fax.jobSheetWarning |
| fax.jobSheetWarning_Test | fax.JobSignatureController |
| fax.JobSignatureControllerTest | fax.LightningForgotPasswordController |
| fax.LightningForgotPasswordControllerTest | fax.LightningLoginFormController |
| fax.LightningLoginFormControllerTest | fax.LightningSelfRegisterController |
| fax.LightningSelfRegisterControllerTest | fax.LineItemController |
| fax.LineItemControllerTest | fax.MemberTriggerHandler |
| fax.MemberTriggerTest | fax.MovieControllerExtension |
| fax.MovieControllerExtension_Test | fax.MyInventoryCompController |
| fax.MyProfilePageController | fax.MyProfilePageControllerTest |
| fax.PartsConsumedTriggerHandler | fax.PartUsedTriggerHandler |
| fax.PartUsedTriggerHandlerTest | fax.PDFPreviewController |
| fax.PickfromInstalledSystem | fax.PickfromInstalledSystemTest |
| fax.PickfromSite | fax.PickfromSite_Test |
| fax.PickfromSitecontract | fax.PickfromSitecontractTest |
| fax.PredictiveMaintenanceBatch | fax.PredictiveMaintenanceBatchTest |
| fax.PredictiveMaintenanceService | fax.PredictiveMaintenanceServiceTest |
| fax.PreviewHandler_std | fax.PreviewHandlerTest |
| fax.ProductConsumedTriggerHandler | fax.ProductRequestTriggerHandler |
| fax.ProductTriggerHandler | fax.ProposedFutureWorkClass |
| fax.ProposedFutureWorkClassTest | fax.ProposedScheduleJobClass |
| fax.ProposedScheduleJobClassTest | fax.ProposedWorkController |
| fax.ProposedWorkControllerTestclass | fax.requestConfirmation |
| fax.requestConfirmation_Test | fax.ReturnOrderTriggerHandler |
| fax.RoutePlannerController | fax.RoutePlannerControllerTest |
| fax.RunSchedule | fax.SchedulateHandler |
| fax.SchedulateHandler_Test | fax.SchedulerJobCompCtrl |
| fax.SchedulerJobHadlerTest | fax.SchedulerJobHandler |
| fax.SendJobSheet | fax.SendJobSheet_Test |
| fax.ServiceEngineerTriggerHandler | fax.ServiceEngineerTriggerHandlerTest |
| fax.ServiceEngineerWrapper | fax.ServiceEngineerWrapperTest |
| fax.ServicePlanTriggerHandler | fax.ServicePlanTriggerHandlerTest |
| fax.ServiceReportController | fax.ServiceReportControllerTest |
| fax.ServiceReportTriggerClass | fax.ServiceReportTriggerClassTest |
| fax.SignatureCaptureCMPController | fax.SignatureCaptureCMPControllerTest |
| fax.SignatureComponentController | fax.SignatureComponentController_Test |
| fax.StockUpdate | fax.StockUpdateTest |
| fax.SytemEditController | fax.SytemEditController_test |
| fax.TimeCardTriggerHandler | fax.TimeCardTriggerHandlerTest |
| fax.TimeCartSplitController | fax.TimeCartSplitControllerTest |
| fax.UpdatePartsController | fax.UpdatePartsControllerTest |
| fax.visitPageWarningMergeController | fax.visitPageWarningMergeControllerTest |
| fax.WeeklyRegionAssignmentController | fax.WeeklyRegionAssignmentControllerTest |
6. Visualforce Page Access #
Where to find it: Setup → Profiles → FieldAx Dispatcher → Enabled Visualforce Page Access → Edit
Enable every page below and click Save.
| fax.AddParts | fax.AnswersHome | fax.BandwidthExceeded |
| fax.CameraAccessDemo | fax.CaptureImage | fax.ChangePassword |
| fax.charges | fax.CommunitiesLanding | fax.CommunitiesLogin |
| fax.CommunitiesSelfRegConfirm | fax.CommunitiesTemplate | fax.DownloadPDF |
| fax.EngieerCalendars | fax.EngineerCalendar | fax.EstimatePreviewBrowser |
| fax.EstimatePreviewMobile | fax.Exception | fax.FileNotFound |
| fax.ForgotPassword | fax.ForgotPasswordConfirm | fax.getSignature |
| fax.GoogleMap | fax.IdeasHome | fax.idleResources |
| fax.InMaintenance | fax.InstalledSystemPickParts | fax.Invoice_Preview |
| fax.InvoicePreviewBrowser_std | fax.InvoicePreviewMobile_std | fax.Job_Diary |
| fax.Job_Schedular | fax.Job_Sheet_Preview | fax.JobSheetBrowser_Std |
| fax.JobSheetClassic_std | fax.JobSheetMobile_std | fax.JobSheetPreviewBrowser_Adv |
| fax.JobSheetSendEmail | fax.jobSheetWarning | fax.ManageParts |
| fax.MyProfilePage | fax.Photo_Slider | fax.PickfromSite |
| fax.PickfromSitecontract | fax.ProposedFutureWork | fax.ProposedScheduleJob |
| fax.QuickSchedule | fax.requestConfirmation | fax.SendJobSheet |
| fax.Settings | fax.SiteLogin | fax.SiteTemplate |
| fax.StdExceptionTemplate | fax.StockUpdate | fax.SystemEdit |
| fax.TimeCartSplit | fax.UnderConstruction | fax.UpdateInspectionItems |
| fax.UpdateJobActivity | fax.VisitPageWarningMerge |
7. Custom Metadata Type Access #
Where to find it: Setup → Profiles → FieldAx Dispatcher → Custom Metadata Types → Edit
Enable the following types and click Save. They hold the Google Maps, billing and Dispatch Board settings.
| fax.Billing_Setting |
| fax.GoogleApi |
| fax.Setting |
8. System Permissions #
Where to find it: Setup → Profiles → FieldAx Dispatcher → System Permissions → Edit
Tick every permission below and click Save. Leave all other system permissions unticked.
| Permission | API name | What it allows |
| Activities | ActivitiesAccess | Create and manage tasks, events and calendar items |
| Universal search | AllowUniversalSearch | Use the global search across objects |
| Apex REST services | ApexRestServices | Use Apex REST web services (needed by the FieldAx mobile app) |
| API enabled | ApiEnabled | Connect through the Salesforce API (needed by the FieldAx mobile app and integrations) |
| Assign topics | AssignTopics | Assign topics to records |
| Chatter file links | ChatterFileLink | View and create file links in Chatter |
| Chatter internal user | ChatterInternalUser | Use Chatter as an internal user |
| Invite external users to Chatter | ChatterInviteExternalUsers | Invite people outside the company to Chatter |
| Chatter groups | ChatterOwnGroups | Create and own Chatter groups |
| Close conversations | CloseConversations | Close messaging conversations |
| Configure custom recommendations | ConfigCustomRecs | Set up custom recommendations |
| Create and customize list views | CreateCustomizeFilters | Build and edit list view filters |
| Create topics | CreateTopics | Create new topics |
| Custom mobile apps | CustomMobileAppsAccess | Use custom mobile apps such as FieldAx Mobile |
| Distribute from personal workspace | DistributeFromPersWksp | Share files from a personal library |
| Edit events | EditEvent | Change calendar events |
| Edit tasks | EditTask | Change tasks |
| Edit topics | EditTopics | Rename and edit topics |
| Mass email | EmailMass | Send mass emails |
| Send email | EmailSingle | Send single emails from Salesforce |
| Notifications | EnableNotifications | Receive Salesforce notifications |
| Export reports | ExportReport | Export report data to a file |
| Import personal contacts | ImportPersonal | Import contacts into the user’s own list |
| Lightning Experience user | LightningExperienceUser | Use the Lightning Experience interface |
| Send list emails | ListEmailSend | Send emails to a list of records |
| Data classification | ModifyDataClassification | Change data classification on fields |
| New report builder | NewReportBuilder | Use the Lightning report builder |
| Run flows | RunFlow | Run Flows |
| Run reports | RunReports | Run reports |
| Select files from Salesforce | SelectFilesFromSalesforce | Attach files already stored in Salesforce |
| Share files with networks | ShareFilesWithNetworks | Share files outside the organisation |
| Company name badge | ShowCompanyNameAsUserBadge | Show the company name on the user badge |
| Subscribe to reports | SubscribeToLightningReports | Subscribe to scheduled report emails |
| Transactional email | TransactionalEmailSend | Send transactional emails (for example, Job Sheets) |
| Web links | UseWebLink | Use web links on records |
| Help link | ViewHelpLink | See the Help link |
| View roles | ViewRoles | See the role hierarchy |
9. Object Permissions #
Where to find it: Setup → Profiles → FieldAx Dispatcher → Object Settings → select the object → Edit
For each object, tick the boxes marked Yes in the table below. A dash (-) means leave the box unticked.
What the permissions mean
| Permission | What it allows the dispatcher to do |
| Read | Open and view records |
| Create | Add new records |
| Edit | Change existing records |
| Delete | Remove records |
| View All | View every record of this object, regardless of ownership or sharing |
| Modify All | Edit and delete every record of this object, regardless of ownership |
| Object | API name | Read | Create | Edit | Delete | View All | Modify All |
| Accounts | Account | Yes | Yes | Yes | Yes | Yes | Yes |
| Contacts | Contact | Yes | Yes | Yes | Yes | Yes | Yes |
| Activity | fax__Activity__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Assigned Equipments | fax__Assigned_Equipment__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Assigned Job Types | fax__Assigned_Job_Type__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Assignments | fax__Assigned_Engineer__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Budgets | fax__Budget__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Calendar Days | fax__Calendar_Day__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Charges | fax__Charge__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Charges | fax__Charges__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Charges -Deprecated | fax__Other_Charges__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Checklist Config | fax__Checklist_Item__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Checklist Items | fax__Checklist__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Config | fax__Config__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Equipments | fax__Equipment__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Estimate Engineer | fax__Estimate_Engineers__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Estimate Items | fax__Proposed_System__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Estimations | fax__Proposed_Work__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Expenses | fax__Expense__c | Yes | Yes | Yes | Yes | Yes | Yes |
| FieldAx Views | fax__FieldAx_View__c | Yes | – | – | – | Yes | – |
| Freight Items | fax__Part_Transfer__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Freights | fax__Freight__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Holidays and Timeoff | fax__Engineer_Unavailable_Period__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Inspection Items | fax__Inspection_Item__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Inspections | fax__Inspection__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Installed Systems | fax__Installed_System__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Inventories | fax__Inventory__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Inventory Logs | fax__Inventory_Transaction__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Invoices | fax__Invoice__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Job Activities | fax__Job_Activity__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Job Items | fax__Job_System__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Job Sheets | fax__Service_Report__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Job Types | fax__Job_Type__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Jobs | fax__Job__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Jobs Deprecated | fax__Visit__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Line Items | fax__Invoice_Line_Item__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Locations | fax__Location__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Members | fax__Member__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Parts Consumed | fax__Part_Consumed__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Parts Required | fax__Part__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Parts and Charges | fax__Parts__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Payments | fax__Payment__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Product Request Items | fax__Product_Request_Item__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Product Requests | fax__Product_Request__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Project Assignments | fax__Assignment__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Projects | fax__Project__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Regions | fax__Region__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Required Parts | fax__Required_Part__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Required Skills | fax__Required_Skill__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Return Order Items | fax__Return_Order_Item__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Return Orders | fax__Return_Order__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Service Engineers | fax__Service_Engineer__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Service Plans | fax__Service_Term__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Site Locations | fax__Site_Location__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Skill Set | fax__Skill_Set__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Skills | fax__Skill__c | Yes | Yes | Yes | Yes | Yes | Yes |
| System Reports | fax__System_Report__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Systems Included | fax__System_Covered__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Technician Locations | fax__Technician_Location__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Templates | fax__Template__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Time Cards | fax__Time_Card__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Time Off | fax__Time_Off_Request__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Training Histories | fax__Training_History__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Trainings | fax__Training__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Vehicles | fax__Vehicle__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Vehicles Mapped | fax__Vehicle_Mapped__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Work Calendars | fax__Work_Calendar__c | Yes | Yes | Yes | Yes | Yes | Yes |
| Note: Objects that are not in this table, such as Surveys, Routes and Document Templates, are intentionally not given to the dispatcher. Leave them with no access. |
10. Tab Settings #
Where to find it: Setup → Profiles → FieldAx Dispatcher → Object Settings or Custom Tab Settings → Edit
Default On shows the tab in the app navigation. Default Off keeps the tab available but hidden until the dispatcher adds it. Any tab not listed here can stay Tab Hidden.
| Tab | Setting |
| Accounts | Default On |
| Assignments | Default On |
| Dispatch Board | Default On |
| Dispatch Board (Lightning) | Default On |
| Document Template Columns | Default On |
| Document Template Fields | Default On |
| Document Template Sections | Default On |
| Document Templates | Default On |
| Freights | Default On |
| Jobs | Default On |
| Region Planner | Default On |
| Regions | Default On |
| Route Planner | Default On |
| Service Engineers | Default On |
| Skills | Default On |
| Equipments | Default Off |
| FieldAx Views | Default Off |
| Installed Systems | Default Off |
| Inventories | Default Off |
| Locations | Default Off |
| Product Requests | Default Off |
| Return Orders | Default Off |
| Service Plans | Default Off |
| Vehicles | Default Off |
| Work Calendars | Default Off |
11. Record Types #
Where to find it: Setup → Profiles → FieldAx Dispatcher → Object Settings → select the object → Edit → Record Types
Make the following record types visible and set the default where shown.
| Object | Record type | Visible | Default |
| Line Items | Charge | Yes | No |
| Line Items | Part | Yes | Yes |
| Parts and Charges | Charge | Yes | No |
| Parts and Charges | Part | Yes | Yes |
| Templates | Invoice | Yes | Yes |
| Templates | JobSheet | Yes | No |
12. Field-Level Security #
Where to find it: Setup → Profiles → FieldAx Dispatcher → Object Settings → select the object → Edit → Field Permissions
Object permissions let a dispatcher open an object, but each field also needs its own access. Without it, the dispatcher sees blank fields or errors. Set the access shown in the tables on the following pages.
How to set field access
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Open the object from the profile (Object Settings) and click Edit.
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Scroll to Field Permissions.
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For each field listed in this guide, tick Read Access for Read only, or tick both Read Access and Edit Access for Read & Edit.
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Leave fields that are not listed unticked.
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Click Save and repeat for the next object.
| Good to know: Ticking Edit Access automatically ticks Read Access. Formula and system fields are always read-only and cannot be edited. If your organisation adds its own custom fields to FieldAx objects, grant those separately. |
12.1 Accounts (Account) #
| Field | API name | Access |
| Account Number | AccountNumber | Read & Edit |
| Account Source | AccountSource | Read & Edit |
| Annual Revenue | AnnualRevenue | Read & Edit |
| Billing Address | BillingAddress | Read & Edit |
| Clean Status | CleanStatus | Read only |
| Dandb Company Id | DandbCompanyId | Read only |
| Description | Description | Read & Edit |
| Duns Number | DunsNumber | Read only |
| External App Request | External_App_Request__c | Read & Edit |
| External App Responde Code | External_App_Responde_Code__c | Read & Edit |
| External App Response | External_App_Response__c | Read & Edit |
| Fax | Fax | Read & Edit |
| Industry | Industry | Read & Edit |
| Integration Status | Integration_Status__c | Read & Edit |
| Jigsaw | Jigsaw | Read & Edit |
| Naics Code | NaicsCode | Read only |
| Naics Desc | NaicsDesc | Read only |
| No of Jobs | No_of_Jobs__c | Read only |
| Number Of Employees | NumberOfEmployees | Read & Edit |
| Ownership | Ownership | Read & Edit |
| Parent Id | ParentId | Read & Edit |
| Phone | Phone | Read & Edit |
| Rating | Rating | Read & Edit |
| Region | Region__c | Read & Edit |
| Route | Route__c | Read & Edit |
| Shipping Address | ShippingAddress | Read & Edit |
| Sic | Sic | Read & Edit |
| Sic Desc | SicDesc | Read & Edit |
| Site | Site | Read & Edit |
| Ticker Symbol | TickerSymbol | Read & Edit |
| Tradestyle | Tradestyle | Read only |
| Type | Type | Read & Edit |
| Website | Website | Read & Edit |
| Year Started | YearStarted | Read only |
12.2 Contacts (Contact) #
| Field | API name | Access |
| Account Id | AccountId | Read & Edit |
| Assistant Name | AssistantName | Read & Edit |
| Assistant Phone | AssistantPhone | Read & Edit |
| Birthdate | Birthdate | Read & Edit |
| Clean Status | CleanStatus | Read only |
| Department | Department | Read & Edit |
| Description | Description | Read & Edit |
| Read & Edit | ||
| Fax | Fax | Read & Edit |
| Home Phone | HomePhone | Read & Edit |
| Jigsaw | Jigsaw | Read & Edit |
| Lead Source | LeadSource | Read & Edit |
| Mailing Address | MailingAddress | Read & Edit |
| Mobile Phone | MobilePhone | Read & Edit |
| Other Address | OtherAddress | Read & Edit |
| Other Phone | OtherPhone | Read & Edit |
| Phone | Phone | Read & Edit |
| Reports To Id | ReportsToId | Read & Edit |
| Title | Title | Read & Edit |
12.3 Activity (fax__Activity__c) #
| Field | API name | Access |
| Description | fax__Description__c | Read & Edit |
| Priority | fax__Priority__c | Read & Edit |
12.4 Assigned Equipments (fax__Assigned_Equipment__c) #
| Field | API name | Access |
| Assigned Date | fax__Assigned_Date__c | Read & Edit |
| Comments | fax__Comments__c | Read & Edit |
| Equipment ID | fax__Equipment_ID__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
12.5 Assignments (fax__Assigned_Engineer__c) #
| Field | API name | Access |
| Accepted Date | fax__Accepted_Date__c | Read & Edit |
| Alert | fax__Alert__c | Read & Edit |
| All Day | fax__All_Day__c | Read & Edit |
| Contact Id | fax__Contact_Id__c | Read only |
| Date | fax__Date__c | Read only |
| DB Gantt Border Color | fax__DB_Gantt_Border_Color__c | Read & Edit |
| DB Help Text | fax__DB_Help_Text__c | Read & Edit |
| DB Label | fax__DB_Label__c | Read & Edit |
| DB Text Color | fax__DB_Text_Color__c | Read & Edit |
| Duration | fax__Duration__c | Read only |
| End | fax__End__c | Read & Edit |
| End Start time cus | fax__End_Start_time_cus__c | Read & Edit |
| Gantt Color | fax__Gantt_Color__c | Read & Edit |
| Hide on Gantt | fax__Hide_on_Gantt__c | Read & Edit |
| Is Emailed | fax__IsEmailed__c | Read & Edit |
| Is Job Closed | fax__Is_Job_Closed__c | Read only |
| Job | fax__Job__c | Read & Edit |
| Job Status | fax__Job_Status__c | Read only |
| Job Time | fax__Job_Time__c | Read only |
| Job Type | fax__Job_Type__c | Read only |
| Latitude | fax__Latitude__c | Read only |
| Longitude | fax__Longitude__c | Read only |
| Redirect Record | fax__Redirect_Record__c | Read & Edit |
| Region | fax__Region__c | Read & Edit |
| Region Id | fax__Region_Id__c | Read only |
| Rejection Reason | fax__Rejection_Reason__c | Read & Edit |
| Route | fax__Route__c | Read only |
| Site | fax__Site__c | Read only |
| Site City | fax__Site_City__c | Read only |
| Site Country | fax__Site_Country__c | Read only |
| Site Postal Code | fax__Site_Postal_Code__c | Read only |
| Site State | fax__Site_State__c | Read only |
| Site Street | fax__Site_Street__c | Read only |
| Start | fax__Start__c | Read & Edit |
| Start Date Time cu | fax__Start_Date_Time_cu__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
| Time Zone | fax__Time_Zone__c | Read only |
| Title Text | fax__Title_Text__c | Read only |
| Travel End | fax__Travel_End__c | Read & Edit |
| Travel Start | fax__Travel_Start__c | Read & Edit |
| Travel Time | fax__Travel_Time__c | Read only |
12.6 Budgets (fax__Budget__c) #
| Field | API name | Access |
| Actual Amount | fax__Actual_Amount__c | Read & Edit |
| End Date | fax__End_Date__c | Read & Edit |
| Estimated Amount | fax__Estimated_Amount__c | Read & Edit |
| Start Date | fax__Start_Date__c | Read & Edit |
12.7 Calendar Days (fax__Calendar_Day__c) #
| Field | API name | Access |
| Day | fax__Day__c | Read & Edit |
| Day Formula | fax__Day_Formula__c | Read only |
| End Time | fax__End_Time__c | Read & Edit |
| Start Time | fax__Start_Time__c | Read & Edit |
12.8 Charges (fax__Charge__c) #
| Field | API name | Access |
| Amount | fax__Amount__c | Read & Edit |
| Comments | fax__Comments__c | Read & Edit |
| Tax | fax__Tax__c | Read & Edit |
| Taxi | fax__Taxi__c | Read only |
12.9 Charges (fax__Charges__c) #
| Field | API name | Access |
| Description | fax__Description__c | Read & Edit |
| Tax | fax__Tax__c | Read & Edit |
| Unit Price | fax__Unit_Price__c | Read & Edit |
12.10 Charges -Deprecated (fax__Other_Charges__c) #
| Field | API name | Access |
| Amount | fax__Amount__c | Read & Edit |
| Description | fax__Description__c | Read & Edit |
| Tax Amount | fax__Tax_Amount__c | Read only |
| Tax del | fax__Tax_del__c | Read & Edit |
| Total Charge | fax__Total_Charge__c | Read only |
| Type of Charge | fax__Type_of_Charge__c | Read & Edit |
12.11 Checklist Config (fax__Checklist_Item__c) #
| Field | API name | Access |
| Compress File | fax__Compress_File__c | Read & Edit |
| Detail | fax__Detail__c | Read & Edit |
| Field Type | fax__Field_Type__c | Read & Edit |
| Field Values | fax__Field_Values__c | Read & Edit |
| Group | fax__Group__c | Read & Edit |
| Is Conditional | fax__Is_Conditional__c | Read & Edit |
| Item | fax__Item__c | Read & Edit |
| Required | fax__Required__c | Read & Edit |
| Sort Order | fax__Sort_Order__c | Read & Edit |
| Step | fax__Step__c | Read & Edit |
12.12 Checklist Items (fax__Checklist__c) #
| Field | API name | Access |
| Detail | fax__Detail__c | Read & Edit |
| Field Type | fax__Field_Type__c | Read only |
| Hide on Report | fax__Hide_on_Report__c | Read & Edit |
| Item | fax__Item__c | Read & Edit |
| Job | fax__Job__c | Read & Edit |
| Notes | fax__Notes__c | Read & Edit |
| Repair Notes | fax__Repair_Notes__c | Read & Edit |
| Source Item | fax__Source_Item__c | Read & Edit |
12.13 Config (fax__Config__c) #
| Field | API name | Access |
| Allow Time Card | fax__Allow_Time_Card__c | Read & Edit |
| Auto assignments | fax__Auto_assignments__c | Read & Edit |
| Consolidate Invoice | fax__Consolidate_Invoice__c | Read & Edit |
| Invoice | fax__Invoice__c | Read & Edit |
| Invoiced Parts Stock Status | fax__Invoiced_Parts_Stock_Status__c | Read & Edit |
| Job Automatic Actions | fax__Job_Automatic_Actions__c | Read & Edit |
| Job Sheet | fax__JobSheet__c | Read & Edit |
| Multiple Job Sheets per Job | fax__Multiple_Job_Sheets_per_Job__c | Read & Edit |
| Owner Assignement | fax__Owner_Assignement__c | Read & Edit |
| Parts add from Job Type | fax__Parts_add_from_Job_Type__c | Read & Edit |
| Proposed Work Default Owner | fax__Proposed_Work_Default_Owner__c | Read & Edit |
| Proposed Work Notification | fax__Proposed_Work_Notification__c | Read & Edit |
| Proposed work Template | fax__Proposed_work_Template__c | Read & Edit |
| Setup Default Contract | fax__Setup_Default_Contract__c | Read & Edit |
| Stock status for allocated parts | fax__Stock_status_for_allocated_parts__c | Read & Edit |
| Update Latest Job Sheet No | fax__Update_Latest_Job_Sheet_No__c | Read & Edit |
| Visit Status | fax__Visit_Status__c | Read & Edit |
| Visit Status Color | fax__Visit_Status_Color__c | Read & Edit |
12.14 Equipments (fax__Equipment__c) #
| Field | API name | Access |
| Description | fax__Description__c | Read & Edit |
| Total Assigned | fax__Total_Assigned__c | Read only |
| Total Damaged | fax__Total_Damaged__c | Read only |
| Total Equipments | fax__Total_Equipments__c | Read only |
| Total Lost | fax__Total_Lost__c | Read only |
| Total Unassigned | fax__Total_Unassigned__c | Read only |
| Type | fax__Type__c | Read & Edit |
12.15 Estimate Engineer (fax__Estimate_Engineers__c) #
| Field | API name | Access |
| Estimate | fax__Estimate__c | Read & Edit |
| Service Engineer | fax__Service_Engineer__c | Read & Edit |
12.16 Estimate Items (fax__Proposed_System__c) #
| Field | API name | Access |
| Comments | fax__Comments__c | Read & Edit |
| Discount | fax__Discount__c | Read & Edit |
| Discount Amount | fax__Discount_Amount__c | Read only |
| List Price | fax__List_Price__c | Read & Edit |
| Product | fax__Product__c | Read & Edit |
| Sub Total | fax__Sub_Total__c | Read only |
| System | fax__System__c | Read & Edit |
| System Name | fax__System_Name__c | Read only |
| Tax | fax__Tax__c | Read & Edit |
| Tax Value | fax__Tax_Value__c | Read only |
| Total Cost | fax__Total_Cost__c | Read only |
12.17 Estimations (fax__Proposed_Work__c) #
| Field | API name | Access |
| Closed | fax__Closed__c | Read & Edit |
| Contact | fax__Contact__c | Read & Edit |
| Create Job | fax__Create_Job__c | Read & Edit |
| Date | fax__Date__c | Read & Edit |
| Grand Total | fax__Grand_Total__c | Read only |
| Items Total | fax__Items_Total__c | Read only |
| Items Total Value | fax__Items_Total_Value__c | Read only |
| Job Type | fax__Job_Type__c | Read & Edit |
| Location | fax__Location__c | Read & Edit |
| Notes | fax__Notes__c | Read & Edit |
| Owners | fax__Owners__c | Read & Edit |
| Parts Total | fax__Parts_Total__c | Read only |
| Price Book | fax__Price_Book__c | Read & Edit |
| Proposed By | fax__Proposed_By__c | Read & Edit |
| Service Plan | fax__Service_Plan__c | Read & Edit |
| Service Plan Pricebook Id | fax__Service_Plan_Pricebook_Id__c | Read only |
| Shipping Handling | fax__Shipping_Handling__c | Read & Edit |
| Site | fax__Site__c | Read & Edit |
| Source Job | fax__Source_Job__c | Read & Edit |
| Tax | fax__Tax__c | Read only |
| Tentative Date and Time | fax__Tentative_Date_and_Time__c | Read & Edit |
| Total Amount | fax__Total_Amount__c | Read only |
| Trigger Estimate Email | fax__Trigger_Estimate_Email__c | Read & Edit |
| Work Description | fax__Work_Description__c | Read & Edit |
| Work Notification | fax__Work_Notification__c | Read & Edit |
12.18 Expenses (fax__Expense__c) #
| Field | API name | Access |
| Amount | fax__Amount__c | Read & Edit |
| Expense Date | fax__Expense_Date__c | Read & Edit |
12.19 FieldAx Views (fax__FieldAx_View__c) #
| Field | API name | Access |
| Active | fax__Active__c | Read only |
| Columns | fax__Columns__c | Read only |
| Query | fax__Query__c | Read only |
12.20 Freight Items (fax__Part_Transfer__c) #
| Field | API name | Access |
| Delivered | fax__Delivered__c | Read & Edit |
| Freight | fax__Freight__c | Read & Edit |
| From Inventory | fax__From_Inventory__c | Read & Edit |
| From Location | fax__From_Location__c | Read & Edit |
| Notes | fax__Notes__c | Read & Edit |
| Part | fax__Part__c | Read & Edit |
| Product Name | fax__Product_Name__c | Read only |
| Product Request | fax__Product_Request__c | Read & Edit |
| Product Request Item | fax__Product_Request_Item__c | Read & Edit |
| Quantity Received | fax__Quantity_Received__c | Read & Edit |
| Quantity Sent | fax__Quantity_Sent__c | Read & Edit |
| Return Order | fax__Return_Order__c | Read & Edit |
| Return Order Item | fax__Return_Order_Item__c | Read & Edit |
| Serial Number | fax__Serial_Number__c | Read only |
| Serialized | fax__Serialized__c | Read only |
| Shipped | fax__Shipped__c | Read & Edit |
| To Inventory | fax__To_Inventory__c | Read & Edit |
| To Location | fax__To_Location__c | Read & Edit |
12.21 Freights (fax__Freight__c) #
| Field | API name | Access |
| Contact Person | fax__Contact_Person__c | Read & Edit |
| Destination Location | fax__Destination_Location__c | Read & Edit |
| Expected Delivery Date | fax__Expected_Delivery_Date__c | Read & Edit |
| Is Delivered | fax__Is_Delivered__c | Read & Edit |
| Is Ready | fax__Is_Ready__c | Read & Edit |
| Is Shipped | fax__Is_Shipped__c | Read & Edit |
| Job | fax__Job__c | Read & Edit |
| Product Request | fax__Product_Request__c | Read & Edit |
| Return Order | fax__Return_Order__c | Read & Edit |
| Ship To Address | fax__Ship_To_Address__c | Read & Edit |
| Source Location | fax__Source_Location__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
| Tracking Number | fax__Tracking_Number__c | Read & Edit |
| Tracking URL | fax__Tracking_URL__c | Read & Edit |
12.22 Holidays and Timeoff (fax__Engineer_Unavailable_Period__c) #
| Field | API name | Access |
| Allow Assignments | fax__Allow_Assignments__c | Read & Edit |
| DB Label | fax__DB_Label__c | Read only |
| DB Text | fax__DB_Text__c | Read & Edit |
| End Date | fax__End_Date__c | Read & Edit |
| Is Engineer Active | fax__Is_Engineer_Active__c | Read only |
| Reason | fax__Reason__c | Read & Edit |
| Service Engineer | fax__Service_Engineer__c | Read & Edit |
| Show in Dispatch Board | fax__Show_in_Dispatch_Board__c | Read & Edit |
| Start Date | fax__Start_Date__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
12.23 Inspection Items (fax__Inspection_Item__c) #
| Field | API name | Access |
| Comments | fax__Comments__c | Read & Edit |
| Failed | fax__Failed__c | Read & Edit |
| Passed | fax__Passed__c | Read & Edit |
12.24 Installed Systems (fax__Installed_System__c) #
| Field | API name | Access |
| Comments | fax__Comments__c | Read & Edit |
| Installed By | fax__Installed_By__c | Read & Edit |
| Installed Date | fax__Installed_Date__c | Read & Edit |
| Installed Location | fax__Installed_Location__c | Read & Edit |
| Last Maintenance Date | fax__Last_Maintenance_Date__c | Read & Edit |
| Location | fax__Location__c | Read & Edit |
| Runtime Hours | fax__Runtime_Hours__c | Read & Edit |
| Serial Number | fax__Serial_Number__c | Read & Edit |
| Site | fax__Site__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
| System Name | fax__System_Name__c | Read & Edit |
12.25 Inventories (fax__Inventory__c) #
| Field | API name | Access |
| Location | fax__Location__c | Read & Edit |
| Maximum Stock Level | fax__Maximum_Stock_Level__c | Read & Edit |
| Minimum Stock Level | fax__Minimum_Stock_Level__c | Read & Edit |
| Product | fax__Product__c | Read & Edit |
| Product Description | fax__Product_Description__c | Read only |
| Product Id | fax__Product_Id__c | Read & Edit |
| Product Name | fax__Product_Name__c | Read only |
| Qty in Stock | fax__Qty_in_Stock__c | Read only |
| Qty Moved | fax__Qty_Moved__c | Read only |
| Qty Received | fax__Qty_Received__c | Read only |
| Quantity | fax__Quantity__c | Read & Edit |
| Quantity In Hand | fax__Quantity_In_Hand__c | Read & Edit |
| Replaced By | fax__Replaced_By__c | Read & Edit |
| Reserved | fax__Reserved__c | Read only |
| Reserved Rollup | fax__Reserved_Rollup__c | Read only |
| Return Required | fax__Return_Required__c | Read & Edit |
| Serial Number | fax__Serial_Number__c | Read & Edit |
| Serialized2 | fax__Serialized2__c | Read only |
| Storage bin | fax__Storage_bin__c | Read & Edit |
| Storage Section | fax__Storage_Section__c | Read & Edit |
| warehouse | fax__warehouse__c | Read & Edit |
| Zone | fax__Zone__c | Read & Edit |
12.26 Inventory Logs (fax__Inventory_Transaction__c) #
| Field | API name | Access |
| Comments | fax__Comments__c | Read & Edit |
| Inventory Flow | fax__Inventory_Flow__c | Read & Edit |
| Invoice | fax__Invoice__c | Read & Edit |
| Part Consumed | fax__Part_Consumed__c | Read & Edit |
| Part Transfer | fax__Part_Transfer__c | Read & Edit |
| Product | fax__Product__c | Read only |
| Product Id | fax__Product_Id__c | Read only |
| Quantity | fax__Quantity__c | Read & Edit |
| Selling Date | fax__Selling_Date__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
| Supplier | fax__Supplier__c | Read & Edit |
| Transfer Date | fax__TransferDate__c | Read & Edit |
12.27 Invoices (fax__Invoice__c) #
| Field | API name | Access |
| Amount Due | fax__Amount_Due__c | Read only |
| Amount Paid | fax__Amount_Paid__c | Read only |
| Charges Count | fax__Charges_Count__c | Read only |
| City | fax__City__c | Read & Edit |
| Contact | fax__Contact__c | Read & Edit |
| Copy Billing Address from Site | fax__Copy_Billing_Address_from_Site__c | Read & Edit |
| Countries | fax__Countries__c | Read & Edit |
| Country | fax__Country__c | Read & Edit |
| Date | fax__Date__c | Read & Edit |
| Discount Amount | fax__Discount_Amount__c | Read only |
| Due Date | fax__Due_Date__c | Read & Edit |
| Email ID | fax__Email_ID__c | Read & Edit |
| External App Request | fax__External_App_Request__c | Read & Edit |
| External App Response | fax__External_App_Response__c | Read & Edit |
| External App Response Code | fax__External_App_Response_Code__c | Read & Edit |
| Grand Total | fax__Grand_Total__c | Read only |
| Include Service Terms Conditions | fax__Include_Service_Terms_Conditions__c | Read & Edit |
| Integration Status | fax__Integration_Status__c | Read & Edit |
| Is Current Month | fax__Is_Current_Month__c | Read only |
| Job | fax__Job__c | Read & Edit |
| Job Sheet | fax__Job_Sheet__c | Read & Edit |
| Location | fax__Location__c | Read & Edit |
| Notes | fax__Notes__c | Read & Edit |
| PO Number | fax__PO_Number__c | Read & Edit |
| Postal Code | fax__Postal_Code__c | Read & Edit |
| Price Book Id | fax__PriceBookId__c | Read only |
| Project | fax__Project__c | Read & Edit |
| Proposal | fax__Proposal__c | Read only |
| Pull Charges | fax__Pull_Charges__c | Read only |
| Send Invoice | fax__Send_Invoice__c | Read & Edit |
| Shipping Handling | fax__Shipping_Handling__c | Read & Edit |
| Site | fax__Site__c | Read & Edit |
| State | fax__State__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
| Street | fax__Street__c | Read & Edit |
| Tax Charge Amt | fax__Tax_Charge_Amt__c | Read only |
| Tax on Parts | fax__Tax_on_Parts__c | Read only |
| Terms | fax__Terms__c | Read & Edit |
| Total Amount | fax__Total_Amount__c | Read only |
| Total Amount Excl Discount | fax__Total_Amount_Excl_Discount__c | Read only |
| Total Amount Excl Tax | fax__Total_Amount_Excl_Tax__c | Read only |
| Total Other Charges | fax__Total_Other_Charges__c | Read only |
| Total Other Taxes | fax__Total_Other_Taxes__c | Read only |
| Total Tax | fax__Total_Tax__c | Read only |
| Total Taxs | fax__Total_Taxs__c | Read only |
| visit | fax__visit__c | Read & Edit |
12.28 Job Activities (fax__Job_Activity__c) #
| Field | API name | Access |
| Comments | fax__Comments__c | Read & Edit |
| Description | fax__Description__c | Read & Edit |
| Priority | fax__Priority__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
12.29 Job Items (fax__Job_System__c) #
| Field | API name | Access |
| Billable | fax__Billable__c | Read & Edit |
| Discount | fax__Discount__c | Read & Edit |
| Discount Amount | fax__Discount_Amount__c | Read only |
| Engineer Comments | fax__Engineer_Comments__c | Read & Edit |
| Installed System | fax__Installed_System__c | Read & Edit |
| Job | fax__Job__c | Read & Edit |
| Job Category | fax__Job_Category__c | Read only |
| Job Date | fax__Job_Date__c | Read only |
| Job New | fax__Job_New__c | Read & Edit |
| List Pricce | fax__List_Pricce__c | Read & Edit |
| Location | fax__Location__c | Read only |
| Product | fax__Product__c | Read & Edit |
| Service Engineer | fax__Service_Engineer__c | Read only |
| Status | fax__Status__c | Read only |
| Sub Total | fax__Sub_Total__c | Read only |
| System Name | fax__System_Name__c | Read only |
| system names | fax__system_names__c | Read only |
| Tax | fax__Tax__c | Read & Edit |
| Tax Value | fax__Tax_Value__c | Read only |
| Time Card | fax__Time_Card__c | Read & Edit |
| Total Price | fax__Total_Price__c | Read only |
12.30 Job Sheets (fax__Service_Report__c) #
| Field | API name | Access |
| Congestion Charge | fax__Congestion_Charge__c | Read only |
| Customer | fax__Customer__c | Read only |
| Customer Name | fax__Customer_Name__c | Read & Edit |
| Customer Signature | fax__Customer_Signature__c | Read & Edit |
| Duration | fax__Duration__c | Read only |
| Engineer Completion Notes | fax__Engineer_Completion_Notes__c | Read & Edit |
| Engineer Id | fax__Engineer_Id__c | Read only |
| Engineer Name | fax__Engineer_Name__c | Read & Edit |
| Engineer Signature | fax__Engineer_Signature__c | Read & Edit |
| Group Systems | fax__Group_Systems__c | Read & Edit |
| Job Descriptions | fax__Job_Descriptions__c | Read only |
| Job End Time | fax__Job_End_Time__c | Read & Edit |
| Job Sheet preview Background color | fax__Job_Sheet_preview_Background_color__c | Read & Edit |
| Job Start Time | fax__Job_Start_Time__c | Read & Edit |
| Job Type | fax__Job_Type__c | Read & Edit |
| Mark Visit Closed | fax__Mark_Visit_Closed__c | Read & Edit |
| Parking Charge | fax__Parking_Charge__c | Read & Edit |
| Pincode | fax__Pincode__c | Read only |
| Proposal | fax__Proposal__c | Read only |
| Send Job Sheet | fax__Send_Job_Sheet__c | Read & Edit |
| Send Report Email | fax__Send_Report_Email__c | Read & Edit |
| Service Term Contact | fax__Service_Term_Contact__c | Read & Edit |
| Site | fax__Site__c | Read & Edit |
| Site Address | fax__Site_Address__c | Read only |
| State | fax__State__c | Read only |
| Street | fax__Street__c | Read only |
12.31 Job Types (fax__Job_Type__c) #
| Field | API name | Access |
| Active | fax__Active__c | Read & Edit |
| Additional Section Fields | fax__Additional_Section_Fields__c | Read & Edit |
| Certificate Background Color | fax__Certificate_Background_Color__c | Read & Edit |
| Certificate Footer | fax__Certificate_Footer__c | Read & Edit |
| Certificate Header Color | fax__Certificate_Header_Color__c | Read & Edit |
| Certificate Logo | fax__Certificate_Logo__c | Read & Edit |
| Certificate Logo Position | fax__Certificate_Logo_Position__c | Read & Edit |
| Certificate Postion | fax__Certificate_Postion__c | Read only |
| Certificate Title | fax__Certificate_Title__c | Read & Edit |
| Certificate Title Position | fax__Certificate_Title_Position__c | Read & Edit |
| Checklist Columns | fax__Checklist_Columns__c | Read & Edit |
| Checklist Section Label | fax__Checklist_Section_Label__c | Read & Edit |
| Default Assignment Duration | fax__Default_Assignment_Duration__c | Read & Edit |
| Details Section Label | fax__Details_Section_Label__c | Read & Edit |
| Email Template Developer Name | fax__Email_Template_Developer_Name__c | Read & Edit |
| Expected Skill Percent | fax__Expected_Skill_Percent__c | Read & Edit |
| Job Acceptance Text | fax__Job_Acceptance_Text__c | Read & Edit |
| Job Description Label | fax__Job_Description_Label__c | Read & Edit |
| Logo Height | fax__Logo_Height__c | Read & Edit |
| Logo Position | fax__Logo_Position__c | Read & Edit |
| Logo width | fax__Logo_width__c | Read & Edit |
| Parts Section Label | fax__Parts_Section_Label__c | Read & Edit |
| Photos Section Label | fax__Photos_Section_Label__c | Read & Edit |
| Quick Schedule View | fax__Quick_Schedule_View__c | Read & Edit |
| Save Signatures Only When Both Present | fax__Save_Signatures_Only_When_Both_Present__c | Read & Edit |
| SE Job Acceptance Text | fax__SE_Job_Acceptance_Text__c | Read & Edit |
| Service Report Document Template | fax__Service_Report_Document_Template__c | Read & Edit |
| Service Report Word Template Id | fax__Service_Report_Word_Template_Id__c | Read only |
| Summary Label | fax__Summary_Label__c | Read & Edit |
| System Name | fax__System_Name__c | Read & Edit |
| System Section Label | fax__System_Section_Label__c | Read & Edit |
| T C Section Label | fax__T_C_Section_Label__c | Read & Edit |
| Table Background Color | fax__Table_Background_Color__c | Read & Edit |
| Table Header Color | fax__Table_Header_Color__c | Read & Edit |
| Terms Conditions | fax__Terms_Conditions__c | Read & Edit |
| Use Word Service Report Template | fax__Use_Word_Service_Report_Template__c | Read & Edit |
12.32 Jobs (fax__Job__c) #
| Field | API name | Access |
| Actual Visit Date Time | fax__Actual_Visit_Date_Time__c | Read & Edit |
| Add Labor Travel | fax__Add_LaborTravel__c | Read & Edit |
| Alert Icon Link | fax__Alert_Icon_Link__c | Read & Edit |
| Cancelled | fax__Cancelled__c | Read & Edit |
| Cancelled Reason | fax__Cancelled_Reason__c | Read & Edit |
| Closed | fax__Closed__c | Read & Edit |
| Completion Date Time | fax__Completion_Date_Time__c | Read & Edit |
| Contact | fax__Contact__c | Read & Edit |
| Customer Name | fax__Customer_Name__c | Read & Edit |
| Customer Signature | fax__Customer_Signature__c | Read & Edit |
| Customer Signed Date and Time | fax__Customer_Signed_Date_and_Time__c | Read & Edit |
| DB Help Text | fax__DB_Help_Text__c | Read & Edit |
| DB Label | fax__DB_Label__c | Read & Edit |
| Dispatch Option | fax__Dispatch_Option__c | Read & Edit |
| Engineer Completion Notes | fax__Engineer_Completion_Notes__c | Read & Edit |
| Engineer Name | fax__Engineer_Name__c | Read & Edit |
| Engineer Signature | fax__Engineer_Signature__c | Read & Edit |
| Engineer Signed Date and Time | fax__Engineer_Signed_Date_and_Time__c | Read & Edit |
| Estimate | fax__Estimate__c | Read & Edit |
| Gantt Color | fax__Gantt_Color__c | Read & Edit |
| In Progress | fax__In_Progress__c | Read & Edit |
| Job Detail | fax__Job_Detail__c | Read & Edit |
| Job Type | fax__Job_Type__c | Read & Edit |
| Job Type 1 | fax__Job_Type_1__c | Read only |
| Latitude | fax__Latitude__c | Read & Edit |
| Location | fax__Location__c | Read & Edit |
| Longitude | fax__Longitude__c | Read & Edit |
| Message To Engineer | fax__Message_To_Engineer__c | Read & Edit |
| Next Job | fax__Next_Job__c | Read & Edit |
| Postal Code | fax__Postal_Code__c | Read & Edit |
| Predictive Job | fax__Predictive_Job__c | Read & Edit |
| Previous Job | fax__Previous_Job__c | Read & Edit |
| Price Book | fax__PriceBook__c | Read & Edit |
| Primary System | fax__Primary_System__c | Read & Edit |
| Region | fax__Region__c | Read & Edit |
| Return Job | fax__Return_Job__c | Read & Edit |
| Service Plan | fax__Service_Plan__c | Read & Edit |
| Service Plan Pricebook Id | fax__Service_Plan_Pricebook_Id__c | Read only |
| Skip Next Job | fax__Skip_Next_Job__c | Read & Edit |
| Source Case | fax__Source_Case__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
| Title Text | fax__Title_Text__c | Read only |
| Trigger Job Sheet Email | fax__Trigger_Job_Sheet_Email__c | Read & Edit |
| Urgency | fax__Urgency__c | Read & Edit |
| Visit Description | fax__Visit_Description__c | Read & Edit |
| Visit Type | fax__Visit_Type__c | Read & Edit |
12.33 Jobs Deprecated (fax__Visit__c) #
| Field | API name | Access |
| Accepted | fax__Accepted__c | Read & Edit |
| Accepted Date | fax__Accepted_Date__c | Read & Edit |
| Actual Visit Date Time | fax__Actual_Visit_Date_Time__c | Read & Edit |
| Additional Service Engineer | fax__Additional_Service_Engineer__c | Read & Edit |
| Banner | fax__Banner__c | Read & Edit |
| Booking Notes | fax__Booking_Notes__c | Read & Edit |
| Booking Status | fax__Booking_Status__c | Read & Edit |
| Cancelled Reason | fax__Cancelled_Reason__c | Read & Edit |
| Closed | fax__Closed__c | Read & Edit |
| Completion Date Time | fax__Completion_Date_Time__c | Read & Edit |
| Confirmation Requested | fax__Confirmation_Requested__c | Read & Edit |
| Confirmation Requested By | fax__Confirmation_Requested_By__c | Read & Edit |
| Contact | fax__Contact__c | Read & Edit |
| Contact Email | fax__Contact_Email__c | Read & Edit |
| Current Location | fax__Current_Location__c | Read & Edit |
| Customer | fax__Customer__c | Read only |
| Customer Name | fax__Customer_Name__c | Read & Edit |
| Customer Signature | fax__Customer_Signature__c | Read & Edit |
| Difference | fax__Difference__c | Read only |
| Engineer Completion Notes | fax__Engineer_Completion_Notes__c | Read & Edit |
| Engineer Name | fax__Engineer_Name__c | Read & Edit |
| Engineer Nmae | fax__Engineer_Nmae__c | Read only |
| Engineer Signature | fax__Engineer_Signature__c | Read & Edit |
| Is Current Month | fax__Is_Current_Month__c | Read only |
| Is Job Required | fax__Is_Job_Required__c | Read & Edit |
| Job Type | fax__Job_Type__c | Read & Edit |
| Latest Job Sheet | fax__Latest_Job_Sheet__c | Read & Edit |
| Latitude | fax__Latitude__c | Read & Edit |
| Latitude Loc | fax__Latitude_Loc__c | Read only |
| longitude | fax__longitude__c | Read & Edit |
| longitude Loc | fax__longitude_Loc__c | Read only |
| Message To Engineer | fax__Message_To_Engineer__c | Read & Edit |
| Next Visit | fax__Next_Visit__c | Read & Edit |
| Planned Visit Date Time | fax__Planned_Visit_Date_Time__c | Read & Edit |
| Previous Visit | fax__Previous_Visit__c | Read & Edit |
| Proposal | fax__Proposal__c | Read & Edit |
| Region | fax__Region__c | Read & Edit |
| Rejection Reason | fax__Rejection_Reason__c | Read & Edit |
| Request Confirmed by | fax__Request_Confirmed_by__c | Read & Edit |
| Route | fax__Route__c | Read only |
| Service Eng check | fax__Service_Eng_check__c | Read only |
| Service Engineer | fax__Service_Engineer__c | Read & Edit |
| Site | fax__Site__c | Read & Edit |
| Site Address | fax__Site_Address__c | Read only |
| Site Country | fax__Site_Country__c | Read only |
| Site Postal code | fax__Site_Postal_code__c | Read only |
| Site State | fax__Site_State__c | Read only |
| Site Street | fax__Site_Street__c | Read only |
| Skip Next Job | fax__Skip_Next_Job__c | Read & Edit |
| Source Case | fax__Source_Case__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
| Trigger Job Sheet Email | fax__Trigger_Job_Sheet_Email__c | Read & Edit |
| Urgency | fax__Urgency__c | Read & Edit |
| Visit Changes | fax__Visit_Changes__c | Read & Edit |
| Visit Complete | fax__Visit_Complete__c | Read only |
| Visit Description | fax__Visit_Description__c | Read & Edit |
| Visit Type | fax__Visit_Type__c | Read & Edit |
12.34 Line Items (fax__Invoice_Line_Item__c) #
| Field | API name | Access |
| Charge | fax__Charge__c | Read & Edit |
| Detail | fax__Detail__c | Read & Edit |
| Discount | fax__Discount__c | Read & Edit |
| Discount Amt | fax__Discount_Amt__c | Read only |
| Item Name | fax__Item_Name__c | Read only |
| Job Sheet Id | fax__Job_Sheet_Id__c | Read only |
| Product | fax__Product__c | Read & Edit |
| Qty | fax__Qty__c | Read & Edit |
| Tax | fax__Tax__c | Read & Edit |
| Tax Amount | fax__Tax_Amount__c | Read only |
| Taxi | fax__Taxi__c | Read only |
| Total Amount | fax__Total_Amount__c | Read only |
| Total Amount Excl Tax | fax__Total_Amount_Excl_Tax__c | Read only |
| Unit Price | fax__Unit_Price__c | Read & Edit |
12.35 Locations (fax__Location__c) #
| Field | API name | Access |
| Capacity | fax__Capacity__c | Read only |
| City | fax__City__c | Read & Edit |
| Country | fax__Country__c | Read & Edit |
| Description | fax__Description__c | Read & Edit |
| Is Active | fax__Is_Active__c | Read & Edit |
| Latitude | fax__Latitude__c | Read & Edit |
| Location Code | fax__Location_Code__c | Read & Edit |
| Location Type | fax__Location_Type__c | Read & Edit |
| Longitude | fax__Longitude__c | Read & Edit |
| Maximum Capacity | fax__Maximum_Capacity__c | Read & Edit |
| Occupied | fax__Occupied__c | Read & Edit |
| Postal Code | fax__Postal_Code__c | Read & Edit |
| State | fax__State__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
| Street | fax__Street__c | Read & Edit |
12.36 Members (fax__Member__c) #
| Field | API name | Access |
| Region Name | fax__Region_Name__c | Read only |
| Service Engineer | fax__Service_Engineer__c | Read & Edit |
| Time Zone | fax__Time_Zone__c | Read only |
12.37 Parts Consumed (fax__Part_Consumed__c) #
| Field | API name | Access |
| Billable | fax__Billable__c | Read & Edit |
| Discount | fax__Discount__c | Read & Edit |
| Job Item | fax__Job_Item__c | Read & Edit |
| Product Code | fax__Product_Code__c | Read only |
| Product Id | fax__Product_Id__c | Read only |
| Product Name | fax__Product_Name__c | Read only |
| Replaced Item | fax__Replaced_Item__c | Read & Edit |
| Return to Inventory | fax__Return_to_Inventory__c | Read only |
| Serial Number | fax__Serial_Number__c | Read only |
| Serialized | fax__Serialized__c | Read only |
| Total | fax__Total__c | Read only |
| Unit Price | fax__Unit_Price__c | Read & Edit |
12.38 Parts Required (fax__Part__c) #
| Field | API name | Access |
| Cost | fax__Cost__c | Read & Edit |
| costs | fax__costs__c | Read only |
| Estimated Price | fax__Estimated_Price__c | Read & Edit |
| Estimated Tax | fax__Estimated_Tax__c | Read & Edit |
| Include In Invoice | fax__Include_In_Invoice__c | Read & Edit |
| Invoice | fax__Invoice__c | Read & Edit |
| Job | fax__Job__c | Read & Edit |
| Job New | fax__Job_New__c | Read & Edit |
| Job Sheet | fax__Job_Sheet__c | Read & Edit |
| Part Code | fax__Part_Code__c | Read & Edit |
| Product | fax__Product__c | Read & Edit |
| Product Name | fax__Product_Name__c | Read & Edit |
| Quantity | fax__Quantity__c | Read & Edit |
| Serial Number | fax__Serial_Number__c | Read & Edit |
12.39 Parts and Charges (fax__Parts__c) #
| Field | API name | Access |
| Charge | fax__Charge__c | Read & Edit |
| Discount | fax__Discount__c | Read only |
| Discount Percent | fax__DiscountPercent__c | Read & Edit |
| Item | fax__Item__c | Read only |
| Product | fax__Product__c | Read & Edit |
| Quantity | fax__Quantity__c | Read & Edit |
| Tax | fax__Tax__c | Read & Edit |
| Tax Value | fax__Tax_Value__c | Read only |
| Total Price | fax__Total_Price__c | Read only |
| Total without Tax | fax__Total_without_Tax__c | Read only |
| Unit Price | fax__Unit_Price__c | Read & Edit |
12.40 Payments (fax__Payment__c) #
| Field | API name | Access |
| Comments | fax__Comments__c | Read & Edit |
| Paid By | fax__Paid_By__c | Read & Edit |
| Payment Date | fax__Payment_Date__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
| Type | fax__Type__c | Read & Edit |
12.41 Product Request Items (fax__Product_Request_Item__c) #
| Field | API name | Access |
| Destination Location | fax__Destination_Location__c | Read & Edit |
| Expected Date | fax__Expected_Date__c | Read & Edit |
| Job Item | fax__Job_Item__c | Read & Edit |
| Part | fax__Part__c | Read & Edit |
| Product Name | fax__Product_Name__c | Read only |
| Qty | fax__Qty__c | Read & Edit |
| Ship To Address | fax__Ship_To_Address__c | Read & Edit |
| Shipment Type | fax__Shipment_Type__c | Read & Edit |
| Source Location | fax__Source_Location__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
12.42 Product Requests (fax__Product_Request__c) #
| Field | API name | Access |
| Closed | fax__Closed__c | Read & Edit |
| Destination Location | fax__Destination_Location__c | Read & Edit |
| Job | fax__Job__c | Read & Edit |
| Peer to Peer Status | fax__Peer_to_Peer_Status__c | Read & Edit |
| Ship To Address | fax__Ship_To_Address__c | Read & Edit |
| Shipment Type | fax__Shipment_Type__c | Read & Edit |
| Source Location | fax__Source_Location__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
| Submitted | fax__Submitted__c | Read & Edit |
12.43 Project Assignments (fax__Assignment__c) #
| Field | API name | Access |
| Date of Completion | fax__Date_of_Completion__c | Read & Edit |
| Detail | fax__Detail__c | Read & Edit |
| Planned Hours | fax__Planned_Hours__c | Read & Edit |
| Project | fax__Project__c | Read & Edit |
| Resource | fax__Resource__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
12.44 Projects (fax__Project__c) #
| Field | API name | Access |
| Account | fax__Account__c | Read & Edit |
| Budget | fax__Budget__c | Read only |
| End Date | fax__End_Date__c | Read & Edit |
| Expense | fax__Expense__c | Read only |
| Start Date | fax__Start_Date__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
12.45 Regions (fax__Region__c) #
| Field | API name | Access |
| Active | fax__Active__c | Read & Edit |
| Apply ZIP Code Rule | fax__Apply_ZIP_Code_Rule__c | Read & Edit |
| Coordinates | fax__Coordinates__c | Read & Edit |
| Time Zone | fax__Time_Zone__c | Read only |
| Work Calendar | fax__Work_Calendar__c | Read & Edit |
12.46 Required Parts (fax__Required_Part__c) #
| Field | API name | Access |
| Default Qty | fax__Default_Qty__c | Read & Edit |
| Product | fax__Product__c | Read & Edit |
12.47 Return Order Items (fax__Return_Order_Item__c) #
| Field | API name | Access |
| Installed System | fax__Installed_System__c | Read & Edit |
| Inventory2 | fax__Inventory2__c | Read & Edit |
| Product | fax__Product__c | Read & Edit |
| Product Name | fax__Product_Name__c | Read only |
| Product Request Item | fax__Product_Request_Item__c | Read & Edit |
| Reason for Return | fax__Reason_for_Return__c | Read & Edit |
| Repayment Method | fax__Repayment_Method__c | Read & Edit |
| Serial Number | fax__Serial_Number__c | Read only |
| Serialized | fax__Serialized__c | Read only |
| Source Location | fax__Source_Location__c | Read & Edit |
12.48 Return Orders (fax__Return_Order__c) #
| Field | API name | Access |
| Closed | fax__Closed__c | Read & Edit |
| Customer | fax__Customer__c | Read & Edit |
| Expected Arrival Date | fax__Expected_Arrival_Date__c | Read & Edit |
| Job | fax__Job__c | Read & Edit |
| Product Request | fax__Product_Request__c | Read & Edit |
| Ship from Address | fax__Ship_from_Address__c | Read & Edit |
| Shipment Type | fax__Shipment_Type__c | Read & Edit |
| Source Location | fax__Source_Location__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
12.49 Service Engineers (fax__Service_Engineer__c) #
| Field | API name | Access |
| Active | fax__Active__c | Read & Edit |
| City | fax__City__c | Read & Edit |
| Country | fax__Country__c | Read & Edit |
| Days Idle | fax__Days_Idle__c | Read only |
| DB Label | fax__DB_Label__c | Read & Edit |
| fax__Email__c | Read & Edit | |
| Enable GPS Tracking | fax__Enable_GPS_Tracking__c | Read & Edit |
| Eng Rate | fax__Eng_Rate__c | Read only |
| Engineer ID | fax__Engineer_ID__c | Read & Edit |
| Full Name | fax__Full_Name__c | Read only |
| Home Location | fax__Home_Location__c | Read & Edit |
| Hourly Rate | fax__Hourly_Rate__c | Read & Edit |
| Is Contractor | fax__Is_Contractor__c | Read & Edit |
| Joined Date | fax__Joined_Date__c | Read & Edit |
| Last Name | fax__Last_Name__c | Read & Edit |
| Latitude | fax__Latitude__c | Read & Edit |
| Longitude | fax__Longitude__c | Read & Edit |
| Phone | fax__Phone__c | Read & Edit |
| Postal Code | fax__Postal_Code__c | Read & Edit |
| Recent Visit | fax__Recent_Visit__c | Read & Edit |
| Salesforce User | fax__Salesforce_User__c | Read & Edit |
| Service Radius | fax__Service_Radius__c | Read & Edit |
| Starting Location | fax__Starting_Location__c | Read & Edit |
| State | fax__State__c | Read & Edit |
| Street | fax__Street__c | Read & Edit |
| Tracking End | fax__Tracking_End__c | Read & Edit |
| Tracking Interval | fax__Tracking_Interval__c | Read & Edit |
| Tracking Start | fax__Tracking_Start__c | Read & Edit |
| Trunk Location | fax__Trunk_Location__c | Read & Edit |
| Work Calendar | fax__Work_Calendar__c | Read & Edit |
12.50 Service Plans (fax__Service_Term__c) #
| Field | API name | Access |
| Apply Engineer Rate | fax__Apply_Engineer_Rate__c | Read & Edit |
| Customer | fax__Customer__c | Read only |
| Customer Site | fax__Customer_Site__c | Read & Edit |
| Days | fax__Days__c | Read & Edit |
| Default | fax__Default__c | Read & Edit |
| End Date | fax__End_Date__c | Read & Edit |
| Last Completed Job | fax__Last_Completed_Job__c | Read only |
| Location | fax__Location__c | Read & Edit |
| Next Scheduled Job | fax__Next_Scheduled_Job__c | Read only |
| OOH Call Out Charge | fax__OOH_Call_Out_Charge__c | Read & Edit |
| Other Contact | fax__Other_Contact__c | Read & Edit |
| Other Contact Email | fax__Other_Contact_Email__c | Read & Edit |
| Other Contact Phone | fax__Other_Contact_Phone__c | Read & Edit |
| Parts Pricing Model | fax__Parts_Pricing_Model__c | Read & Edit |
| Region | fax__Region__c | Read only |
| Schedule Next Visit | fax__Schedule_Next_Visit__c | Read & Edit |
| Schedule On | fax__Schedule_On__c | Read & Edit |
| Schedule Until | fax__Schedule_Until__c | Read & Edit |
| Scheduling Method | fax__Scheduling_Method__c | Read & Edit |
| Secondary Contact | fax__Secondary_Contact__c | Read & Edit |
| Secondary Contact Email | fax__Secondary_Contact_Email__c | Read only |
| Secondary Contact Phone | fax__Secondary_Contact_Phone__c | Read only |
| Service Engineer | fax__Service_Engineer__c | Read & Edit |
| Site Contact | fax__Site_Contact__c | Read & Edit |
| Site Contact Email | fax__Site_Contact_Email__c | Read only |
| Site Contact Phone | fax__Site_Contact_Phone__c | Read only |
| Site Specific Instructions | fax__Site_Specific_Instructions__c | Read & Edit |
| Standard Call Out Charge | fax__Standard_Call_Out_Charge__c | Read & Edit |
| Start Date | fax__Start_Date__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
| Tax | fax__Tax__c | Read & Edit |
| Terms and Conditions | fax__Terms_and_Conditions__c | Read & Edit |
| Travel Charge | fax__Travel_Charge__c | Read & Edit |
| Type | fax__Type__c | Read & Edit |
| Upcoming Job Date | fax__Upcoming_Job_Date__c | Read & Edit |
12.51 Site Locations (fax__Site_Location__c) #
| Field | API name | Access |
| Description | fax__Description__c | Read & Edit |
| Location | fax__Location__c | Read & Edit |
12.52 Skill Set (fax__Skill_Set__c) #
| Field | API name | Access |
| Rating | fax__Rating__c | Read & Edit |
| Rating Formula | fax__Rating_Formula__c | Read only |
12.53 Skills (fax__Skill__c) #
| Field | API name | Access |
| Detail | fax__Detail__c | Read & Edit |
12.54 System Reports (fax__System_Report__c) #
| Field | API name | Access |
| Engineer Comments | fax__Engineer_Comments__c | Read & Edit |
| Installed System | fax__Installed_System__c | Read & Edit |
| Location | fax__Location__c | Read & Edit |
| Quantity | fax__Quantity__c | Read & Edit |
| System Name | fax__System_Name__c | Read & Edit |
| System Names | fax__System_Names__c | Read only |
12.55 Systems Included (fax__System_Covered__c) #
| Field | API name | Access |
| Comments | fax__Comments__c | Read & Edit |
| Installed Date | fax__Installed_Date__c | Read only |
| Installed System | fax__Installed_System__c | Read & Edit |
| Location | fax__Location__c | Read only |
| Name | fax__Name__c | Read only |
| Status | fax__Status__c | Read only |
| System | fax__System__c | Read only |
12.56 Technician Locations (fax__Technician_Location__c) #
| Field | API name | Access |
| GPS Time | fax__GPS_Time__c | Read & Edit |
| Job | fax__Job__c | Read & Edit |
| Location | fax__Location__c | Read & Edit |
| Service Engineer | fax__Service_Engineer__c | Read & Edit |
12.57 Templates (fax__Template__c) #
| Field | API name | Access |
| Active | fax__Active__c | Read & Edit |
| Background Color | fax__Background_Color__c | Read & Edit |
| Bank Details | fax__Bank_Details__c | Read & Edit |
| Default | fax__Default__c | Read & Edit |
| Default Notes | fax__Default_Notes__c | Read & Edit |
| Footer | fax__Footer__c | Read & Edit |
| Header Color | fax__Header_Color__c | Read & Edit |
| Invoice Template Folder | fax__Invoice_Template_Folder__c | Read & Edit |
| Job Sheet Template Folder | fax__JobSheet_Template_Folder__c | Read & Edit |
| Logo | fax__Logo__c | Read & Edit |
| Logo Height | fax__Logo_Height__c | Read & Edit |
| Logo Position | fax__Logo_Position__c | Read & Edit |
| Logo width | fax__Logo_width__c | Read & Edit |
| Record Type Name | fax__Record_Type_Name__c | Read only |
| Service Term s Terms Conditions | fax__Service_Term_s_Terms_Conditions__c | Read & Edit |
| Show Charges | fax__Show_Charges__c | Read & Edit |
| Show Discount Amount | fax__Show_Discount_Amount__c | Read & Edit |
| Show Shipping Handling | fax__Show_Shipping_Handling__c | Read & Edit |
| Show Site Address | fax__Show_Site_Address__c | Read & Edit |
| Show Total Net Amount | fax__Show_Total_Net_Amount__c | Read & Edit |
| Show Total TAX Amount | fax__Show_Total_TAX_Amount__c | Read & Edit |
| Table Background Color | fax__Table_Background_Color__c | Read & Edit |
| Table Header Color | fax__Table_Header_Color__c | Read & Edit |
| Tax Label | fax__Tax_Label__c | Read & Edit |
| Template Position | fax__Template_Position__c | Read only |
| Title | fax__Title__c | Read & Edit |
| Title Position | fax__Title_Position__c | Read & Edit |
12.58 Time Cards (fax__Time_Card__c) #
| Field | API name | Access |
| Apply Engineer Rate | fax__Apply_Engineer_Rate__c | Read & Edit |
| Date | fax__Date__c | Read & Edit |
| Detail | fax__Detail__c | Read & Edit |
| Engineer Rate | fax__Engineer_Rate__c | Read only |
| Hours | fax__Hours__c | Read & Edit |
| Hours to mins | fax__Hours_to_mins__c | Read only |
| Is OOH | fax__Is_OOH__c | Read & Edit |
| Job Sheet | fax__Job_Sheet__c | Read & Edit |
| Job2 | fax__Job2__c | Read & Edit |
| Service Engineer | fax__Service_Engineer__c | Read & Edit |
| Timer End | fax__Timer_End__c | Read & Edit |
| Timer Start | fax__Timer_Start__c | Read & Edit |
12.59 Time Off (fax__Time_Off_Request__c) #
| Field | API name | Access |
| Date | fax__Date__c | Read & Edit |
| Reason | fax__Reason__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
| Time End | fax__Time_End__c | Read & Edit |
| Time Start | fax__Time_Start__c | Read & Edit |
12.60 Training Histories (fax__Training_History__c) #
| Field | API name | Access |
| Feedback | fax__Feedback__c | Read & Edit |
| Score | fax__Score__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
| Training End Date | fax__Training_End_Date__c | Read & Edit |
| Training Start Date | fax__Training_Start_Date__c | Read & Edit |
12.61 Trainings (fax__Training__c) #
| Field | API name | Access |
| Active | fax__Active__c | Read & Edit |
| Other Detail | fax__Other_Detail__c | Read & Edit |
| Total Trained Professionals | fax__Total_Trained_Professionals__c | Read only |
| Training Code | fax__Training_Code__c | Read & Edit |
| Type | fax__Type__c | Read & Edit |
12.62 Vehicles (fax__Vehicle__c) #
| Field | API name | Access |
| A C fitted | fax__A_C_fitted__c | Read & Edit |
| Brief Details | fax__Brief_Details__c | Read & Edit |
| CC Rating | fax__CC_Rating__c | Read & Edit |
| Certified Date | fax__Certified_Date__c | Read & Edit |
| Color | fax__Color__c | Read & Edit |
| Engine number | fax__Engine_number__c | Read & Edit |
| First Registration Date | fax__First_Registration_Date__c | Read & Edit |
| Is Certified | fax__Is_Certified__c | Read & Edit |
| Last FC Date | fax__Last_FC_Date__c | Read & Edit |
| Manufacturer | fax__Manufacturer__c | Read & Edit |
| Model | fax__Model__c | Read & Edit |
| Number of seats | fax__Number_of_seats__c | Read & Edit |
| Special Permit Codes | fax__Special_Permit_Codes__c | Read & Edit |
| Tare Weight | fax__Tare_Weight__c | Read & Edit |
| Type | fax__Type__c | Read & Edit |
| Year | fax__Year__c | Read & Edit |
12.63 Vehicles Mapped (fax__Vehicle_Mapped__c) #
| Field | API name | Access |
| End | fax__End__c | Read & Edit |
| Service Engineer | fax__Service_Engineer__c | Read & Edit |
| Start | fax__Start__c | Read & Edit |
| Status | fax__Status__c | Read & Edit |
12.64 Work Calendars (fax__Work_Calendar__c) #
| Field | API name | Access |
| Detail | fax__Detail__c | Read & Edit |
13. Verification Checklist #
Sign in as a test user with the FieldAx Dispatcher profile and confirm each item.
| # | Check | Expected result | Done |
| 1 | Open the App Launcher | FieldAx app is listed and opens | |
| 2 | Open Dispatch Board | The board loads and shows jobs and engineers | |
| 3 | Create a job and assign an engineer | The assignment saves and appears on the board | |
| 4 | Open Region Planner | Regions load with no errors | |
| 5 | Open Route Planner | The page loads and the map displays | |
| 6 | Open Service Engineers and Skills | Records are visible and can be edited | |
| 7 | Open Freights and Product Requests | Records open and can be created | |
| 8 | Open Invoices and Job Sheets | Records open without errors | |
| 9 | Open a job | All job fields display with no blanks or errors | |
| 10 | Check for errors | No “Insufficient privileges” or “Access denied” messages |
14. Troubleshooting #
| Problem | Likely cause | What to do |
| FieldAx app is not in the App Launcher | App is not assigned to the profile | Section 4: make the app Visible |
| “Insufficient privileges” when opening a page or button | Apex class or Visualforce page is not enabled | Sections 5 and 6: enable the missing class or page |
| Dispatch Board does not load | Custom metadata type is not enabled | Section 7: enable fax.Setting |
| Map or route does not load | Google settings are not enabled | Section 7: enable fax.GoogleApi |
| Mobile app cannot connect | API Enabled or the mobile app is missing | Sections 4 and 8: enable FieldAx Mobile and API Enabled |
| A field is blank or missing on a record | No field-level security | Section 12: grant Read or Edit on that field |
| Cannot see or open an object | Missing object permission or tab | Sections 9 and 10: check the object and tab settings |
| User cannot log in to FieldAx | Package license is not assigned | Installed Packages → Manage Licenses → Add Users |
| Wrong layout or record type shows | Record type is not visible | Section 11: make the record type visible |
15. Support #
If you need help with this setup, contact FieldAx Support.
| Item | Details |
| support@merfantz.com | |
| Package version covered | V1.31 |
