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Field Mapping in Salesnet
CRM
Bridge can work with different field types in contact records in Salesnet,
but there are some considerations when using something other than a character
field:
- Character
fields—Most
built-in fields in Salesnet are character fields, which work well with
the CRM Bridge, both in displaying the field value and searching
the field.
- Integer
and float fields—Custom
integer and float fields in Salesnet map correctly for both displaying
and searching. You
must be careful that the
field type matches the field type in Salesnet.
- Date fields—Salesnet—Date fields
in Salesnet should be created as INT fields in , due to the
method used in Salesnet to search on Date fields. If this is done, both
search and display of date fields work correctly.
- Dropdown
fields—Dropdown
fields in the Salesnet contact list are not supported at this time.
When a field is created in
for use by the CRM bridge, that field is available subsequently if the
Workspace is converted to using the
Address Book.