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Help Center › Admin screens, field by field › Search, find and name boxes: message details, intake examples, key name, Xero fields, appearance
Search, find and name boxes: message details, intake examples, key name, Xero fields, appearance
Small boxes in message editing, intake questions, API keys, Xero and Appearance that are easy to overlook.
On this page
Each of these boxes is described in its own settings article. This page names the exact on-screen text and the effect, and records that they were checked.
Fields
Messages and intake
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Find a detail (name, date, total…) | Filters the tap-to-insert detail chips (customer name, date, total and so on) in the message editor. Tapping a chip types {tag} where your cursor was. A fallback after a bar works: {customer_first_name|there}. | Type part of a detail name. | Matches the chip label or the tag text. |
Question (intake), e.g. Is there a dog in the yard during work hours? (intake[].q) |
The question homeowners answer before sending you a request for that service. | Your question. | Default: Empty |
Question type (intake[].type) |
Controls the answer style. Choice and multi-choice show a Choices box. | Pick one. Choices: Types come from the code list (not listed here). | Exact option names are in settings-intake-questions. |
Choices, separated by commas (intake[].options) |
The answer buttons. | Yes, No, Not sure. | Only for choice types. |
Why you ask (optional) (intake[].why) |
Shown to homeowners; they answer more when they know why. | e.g. Dogs need to be put away. | Default: Empty |
API keys, Xero and Appearance
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Key name (placeholder “For example: Zapier, or Reporting sheet”) (name) |
Label for a new access key so you can recognise it later. Then tick the permissions and press Make a key; the key is shown once. | Zapier. | Verified in article zapier-and-api-keys-access-keys-and-alerts. |
Client ID (xr-cid) (xr-cid) |
Xero app Client ID, up to 80 characters. | Paste from developer.xero.com. | Verified in settings-connected-apps-xero. |
Client secret (xr-sec) (xr-sec) |
Xero app secret; stored scrambled and never shown again. | Paste. | Default: Saved. Type a new one to replace it. |
Xero organisation (xr-ten) (xr-ten) |
Which Xero organisation receives your records. | Pick one. Choices: Your Xero organisations. | Default: Saved choice |
Xero account for sales (xr-sales) (xr-sales) |
Account code for sales lines, 20 characters. | 200. | Default: Xero’s usual one is 200 |
Xero bank account for payments (xr-pay) (xr-pay) |
Account code payments are put into. Required before payments are sent. | Your bank account code. | Default: Empty |
| Search appearance settings (placeholder: Search settings – “font size”, “dark mode”, “menu order”…) | Searches Appearance settings and jumps to the matching one. | font size. | Default: Empty |
| Theme name (placeholder: Name, e.g. “Fall look”) | Names a saved look so you can switch back. | Fall look. | Default: Empty |
| Describe a change (layout) | Plain-language change to the menu order. | put quotes first. | Covered in settings-appearance-layout-tab. |
Steps
- Open the screen, type in the box, and use the save button on that screen.
If something goes wrong
- Nothing found in a search box: use fewer or different words.