Documentation Index
Fetch the complete documentation index at: https://fieldpulse.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Customer Record: FieldPulse Character Limits and Validation Rules
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’. |
| - 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.