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Customer Forum

What fields in Workbooks can I not rename?

Workbooks Support Posted: 2016-03-10 16:12

Within Workbooks it is possible to change the Field names that you see within your Records, however there are some fields that cannot be renamed. These are listed below;

Record Type/s: Accounting Documents

  • Customer VAT Number
  • Net (document currency)
  • Net(home currency)
  • Sales tax(document currency)
  • Gross (document currency)
  • Gross (home currency)
  • Balance (document currency)
  • Balance (home currency)
  • Net discount (home currency)
  • Cost (document currency)
  • Cost (home currency)
  • Tax adjustment (document currency)
  • Tax adjustment (home currency)
  • Gross margin (document currency)
  • Gross margin (home currency)
  • Document Synchronised 

Record Type: Customer Contract

  • Customer Contract Date
  • Contract Start Date
  • Contract End Date

Record Type: Campaign Membership

  • Descriptor
  • Member name
  • Party or Lead ID
  • Party or Lead type
  • Status
  • Marketing Campaign ID
  • Email Address
  • Subscribed to email
  • Email Sent
  • Email Opens
  • Email Clicks
  • Email Soft Bounced
  • Email Hard Bounced
  • Last Email Open
  • Last Email Click
  • Campaign Email Opt Out
  • Source
  • Source Reference
  • Campaign Name
  • Public name
  • Campaign
  • Person
  • Organization
  • Lead
  • Member Status
  • Last synchronised with MailChimp

Record Type: Party Relationship

  • Inverse id
  • Relationship type id
  • Tag
  • From Party type
  • From Party id
  • From Party
  • From Organisation
  • From Person
  • From Party Name
  • From Party role
  • Inverse relationship
  • To Party type
  • To Party id
  • To Party
  • To Organisation
  • To Person
  • To Party Name
  • To Party role
  • Relationship
  • Start date
  • End date
  • Status
  • Description
  • Comments
  • Credit limit enabled
  • Credit limit
  • Credit limit days
  • Warn at %
  • Default invoice address
  • Street Address
  • Town or City
  • County/State
  • Postcode/Zipcode
  • Country
  • Telephone
  • Fax
  • Payment terms (days)
  • Default purchase order address
  • Street Address
  • Town or City
  • County/State
  • Postcode/Zipcode
  • Country
  • Telephone
  • Fax
  • Payment terms (days)
  • Default purchase order address
  • Street Address
  • Town or City
  • County/State
  • Postcode/Zipcode
  • CountryTelephone
  • Fax
  • Partner type
  • Partner level