Account Form - CRM System

How Data Works:
🟢 Green highlighted fields = User data (stored in accounts_user_data). These will NEVER be overwritten by imports and ALWAYS display in the view.
📦 Grey fields = Import data (stored in accounts). These may be updated when imports run, but user data takes priority.

Import Data (May be updated by imports)

Account Number

CR/DDST

Status

Account Name

Account Prime

Parent Account

Customer Alternate Name

Manually Updated (Prevent import from overwriting this record)

User Data (Overrides Import Data) ✓ These values ALWAYS display and NEVER get overwritten

Domain

Folder Path

Salesforce Account ID

Address Overrides

Suite/Unit

Street Number

Street Name

Street Suffix

Street Direction

City

Province/State

Country

AKA (Also Known As)

Alternate Name

Notes

Last edited by: merge_from_import on 2026-04-30 01:42

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Import Data (May be updated by imports)

User Data (Overrides Import Data) ✓ These values ALWAYS display and NEVER get overwritten

Address Overrides