Vooraleer de synchronisatie kan ingeschakeld worden, dienen er enkele Custom fields aangemaakt te worden in Teamleader.
| Custom Field Name | Teamleader module | Mandatory in Teamleader | CRM Type | Description |
| Company Fields | ||||
| Category [B01] | Company | V | Single Selection | Copies the values from the drop down customer category |
| VAT rate [B02] | Company | V | Single Selection | Copies the values from the drop down VAT customer categories |
| Bookkeeping Account [B03] | Company | V | Single Selection | Define for which account this company is valid, set a default for easy entering |
| Chamber of commerce number [B04] | Company | Single line text | ||
| BFC Synchronization [B05] | Company | Single line text | Shows timestamp of synchronisation with Flex | |
| Contact Fields | ||||
| Category [B11] | Contact | V | Single Selection | copies the values from the drop down customer category |
| VAT rate [B12] | Contact | V | Single Selection | Copies the values from the drop down VAT customer categories |
| Bookkeeping Account [B13] | Contact | V | Single Selection | Define for which account this company is valid, set a default for easy entering |
| Chamber of commerce number [B14] | Contact | Single line text | ||
| BFC Synchronization [B15] | Contact | Single line text | Shows timestamp of synchronisation with Flex | |
| Deal | ||||
| Contract category [B21] | Deal | V | Single Selection | copies the values from the drop down ‘contract category’ |
| Invoice method [B22] | Deal | V | Single Selection |
Fill with these values:
|
| BFC synchronization [B23] | Deal | Single line text | Shows timestamp of synchronisation with Flex | |
| BFC Contract (offer) Reference [B24] | Deal | Single line text | Show flex offer reference once synced | |
Voorbeeld in Teamleader:
