Accounts and Contacts Field Reference

Use this reference when creating customers, contacts, billing recipients, account briefs, and invoice reminder proposals.

Account Required Fields

Field	Type	Notes
Account name	Text	Required. Maximum 255 characters.

Account Common Fields

Field	Type	Notes
Legal name	Text	Optional.
Domain	Text	Optional.
Website	Text	Optional.
Industry	Text/select	Optional.
Size band	Select	Optional.
Annual revenue	Text	Optional.
Account type	Select	Optional.
Status	Select	Optional.
Description	Text	Optional.
Phone	Text	Optional.
Billing email	Email	Optional.
Default currency	Currency select	Optional.
Default rate card	Rate card select	Optional.
Owner	User select	Optional.
Parent account	Account select	Optional.
Primary contact	Contact select	Optional.
Billing contact	Contact select	Optional.
Custom fields	Custom fields	Depends on organization configuration.

Account Status Values

• active
• inactive
• churned

Account Type Values

• prospect
• partner
• lead
• vendor
• customer
• other

Size Band Values

• 1-10
• 11-50
• 51-200
• 201-1000
• 1001-5000
• 5001+

Contact Required Fields

Field	Type	Notes
Account	Account select	Required.
First name	Text	Required. Maximum 255 characters.

Contact Common Fields

Field	Type	Notes
Last name	Text	Optional.
Email	Email	Optional.
Phone	Text	Optional.
Job title	Text	Optional.
Department	Text	Optional.
Status	Select	Optional.
Preferred contact method	Select	Optional.
Notes	Text	Optional.
Owner	User select	Optional.

Contact Status Values

• active
• inactive
• left_company

Preferred Contact Method Values

• email
• phone
• mobile

Copilot Notes

• Invoice reminder recipients should be selected from contacts belonging to the invoice account.
• Prefer billing contact, then primary contact, then active contacts with email.
• Do not use contacts from unrelated accounts as invoice reminder recipients.
• Customer briefs should use account context plus related contacts, projects, invoices, and risks when available.

Related Docs

• Accounts and Contacts
• Invoices Field Reference
• Workflow Send an Invoice Reminder
• Global Search and Command Bar