Product: Omatic Cloud
Description: Fields that are available to display as Summary Fields for BBCRM
Environment: BBCRM
Version: All

Answer: 


For BBCRM, fields available for use as Summary Fields are as follows:

  1. Any Mapped fields in the formula
  2. Any Defined fields in the formula
  3. Any Concatenated fields in the formula
  4. Biographical data in BBCRM (includes fields that are not mapped / not in any category above):
  • First Name
  • Last Name
  • Nickname
  • Middle Name
  • Maiden Name
  • Title 1
  • Title 2
  • Suffix 1
  • Suffix 2
  • Gender
  • Birthdate (as a fuzzy date format)
  • Marital Status