Accessing Accounts in FieldInsight
All Customer Accounts, Sites, and Contacts can be accessed through the left-side menu. Click on the "Accounts" tab to expand the menu and select the relevant section.
Once you select an option, the software will display the corresponding page view.
Overview of the Accounts Pages & Functionality
When using the Accounts section, various features are available to help manage your data efficiently. This section explains the functionalities available on these pages.
Pages Tabs
At the top of the page, you’ll see tabs representing the different sections, similar to the left-side menu. You can switch between them without navigating back to the menu.
Search Section
If your database contains a large amount of information, the system provides search functionality to help you quickly find what you need. There are two types of searches:
Search by term - Type a keyword and click "Search" to find matching results.
Advanced Search Button - Click the "Advanced Search" button for a more refined search using multiple filters.
Add new Data
Each page provides buttons to add new records to the database. These buttons are clearly labelled as "+ Add (Item)".
Configuring the Viewing Table
To customise how data is displayed, you can configure the table columns to show only relevant information.
Click the nine-dot icon in the top-right corner of the table.
Toggle the necessary columns on or off based on your business needs.
Export Data
FieldInsight provides multiple options for exporting customer data:
Found Results – Exports only the data currently displayed in the search results.
Selected – Requires selecting specific items using the checkbox before exporting.
All – Exports all records in the database.
Importing or Deleting Data
The Import button redirects to a dedicated page for importing data. To delete items, they must first be selected before the delete option becomes available.
View Deleted Information
Deleted data is stored in the Deleted section, allowing you to restore records if needed without affecting the current data.
Managing Data
Several options are available when interacting with existing data. Clicking the arrow next to an item reveals additional actions:
Edit – View and modify the selected item’s details.
Job History – View the complete job history related to this record.
Add Customer – Add a new customer (available in the Account Customers section only).
Add Job – Create a new job associated with this record.
Delete – Remove the item from the system.