Fields

The Nalpeiron Growth Platform database features several useful fields for mapping your data and systems, enabling connectivity and synchronization.

When adding a customer or contact, the system only requests the basic information. However, when you go back and edit a record, you can add an alot more details, not only in the standard fields, but also in any custom fields you may have added for your own internal use. These fields are designed for both manual editing and integration with other systems, particularly CRM systems.

Customer fields:

A "customer" for Nalpeiron is a company, account, or business name level.

This object has its fields:

• Customer name - name or nickname for the account (This is the only mandatory field). [shown when creating a record]

• Legal name - where the legal name is different from its common name. [shown when creating a record]

• Type - where in the lifecycle this customer is, i.e., prospect or customer, etc. [shown when creating a record]

• Status - “Active” and “Inactive” lets you track a customer's relationship (disabled status is where you have set this account as such, independent of their other status).

• "Description" field. This allows you to add more details about the customer.

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• Website

• Linkedin profile

• End User Portal link (not editable) - a link to the Nalpeiron EUP for this customer

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• Contract value - Field for manual or synced contract data, ideal for the CS team

• Contract start date - Field for manual or synced contract data

• Contract renewal date - Field for manual or synced contract data

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• Address [shown when creating a record]

  • Address

  • Address 2

  • City

  • Postal Code/ZIP

  • State/Province

  • Country

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• Account reference ID - external reference, commonly used for CRM connectivity. [shown when creating a record]

• Customer ID - Internal reference.

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• Created date - The timestamp (UTC) of when the customer was created.

• Updated date - The timestamp (UTC) of when the customer was updated.