Service Geeni

Greg Mandy

Fields found within the Customer Accounts Module

Glossary: Customer Account

Where it is, what it does and how it works

Customer Account: Account Number - Customer Number - Account Code

Customer Account Field: Account Number

Customer Account: Account Name - Customer Name - Company Name

Customer Account Field: Account Name

Customer Account: Branch - Branch Name

Customer Account Field: Branch

Customer Account: Parent Group -Parent Account

Customer Account Field: Parent Group

Customer Account: Division - Department - Business Unit

Customer Account Field: Division

Customer Account: Address Line 1

Customer Account Field: Address Line 1

Customer Account: Address Line 2

Customer Account Field: Address Line 2

Customer Account: County

Customer Account Field: County

Customer Account: City

Customer Account Field: City

Customer Account: Country - Nation

Customer Account Field: Country

Customer Account: Post Code - Zip Code

Customer Account Field: Post Code

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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