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Fintesk glossary

When using Fintesk or navigating the many help guides in the Knowledge Base, you may come across terms you are unfamiliar with or desire clarification on. In those cases, our glossary might prove very helpful!

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  • One-way sync – A sync connection that transfers data from one data source to another.
  • Two-way sync – A sync connection that transfers data between two data sources.
  • 2FA – An additional log-in requirement (aside from the username/password) designed to add an extra layer of account security.

A​

  • Account - Companies with at least one won deal.
  • Account settings – Refers to company billing, security, settings and user management. Access to these settings comes with an admin account, however, this access can also be removed via user management.
  • Activities – Represent any scheduled action on your part towards the closing (winning) of a deal. You can schedule them with your persons, organizations, or deals. (e.g., meeting, task, etc.)
    • Notable activity fields include:
      • Last activity date – This will show you the date of the last activity that was marked as done.
      • Next activity date – This will show you the date of the next activity you scheduled but that is not marked as done yet.
      • Update time – The date of the last update made on the item, it could be a new activity created, a field that was updated, basically any change.
  • Admin user – A user who has full access to all of the tools, data and features within a given Fintesk account.
  • API – Abbreviation for "application programming interface." API can connect other tools and services to your Fintesk account; however, it requires technical knowledge.
  • API token – Represents a unique identifier, permitting access to the API services.
  • Automation – uses a trigger and action to perform background tasks without the user having to implement them directly. (ex. Create a deal > add a label.)

B​

  • Beta – Refers to a testing phase prior to public release, where a feature is released to a limited number of users for the purpose of seeing how the feature operates and assessing whether further adjustments are needed.
  • Billing – The section of an account where you can view current subscription information like cost and billing frequency, as well as previous invoices. You can also find information about how to close your account or purchase add-ons there.
  • Browser console – Logs network requests, JavaScript, CSS, as well as security errors, warnings and messages explicitly logged by JavaScript code. May be requested by support agents when diagnosing slowness or error messages.
  • B2B – Stands for “Business-to-business” and refers to transactions or business conducted between companies, rather than between a company and an individual consumer.

C​

  • Call (activity) – An activity type used as a placeholder for a scheduled call.

  • Closed – An account’s status after the cancellation process has been completed and the remaining time on the most recently paid invoice passed.

  • Cloud storage – When data is stored digitally via a second-party online storage provider (e.g., Google Drive).

  • Company account — the company account is the collective of users, where billing is charged. (e.g., Fabrizzio is a user in the Fintesk company)

  • Contact – Refers to a person or organization in Fintesk.

  • CRM – stands for “Customer Relationship Management”.

  • Custom Field – A field created in Fintesk outside of preexisting default/system fields, which can be used for adding and tracking data. There are a variety of custom field types that can be used.

D​

  • Data field – Refers to both default/system fields and custom fields in Fintesk. In most cases, you can refer to data fields as just “fields”.
  • Data migration – the movement of data into a new database without a continual sync (i.e. spreadsheet imports.)
  • Deal - In Fintesk, the ongoing transaction you are pursuing with a person or organization is tracked as a deal, which is processed through the stages of your pipeline until it is either WON or LOST.
  • Default field – Default fields are built into your Fintesk account when you create it and they are typically used for basic customer information like Name, email, or Phone number.
  • Direct cost – Within the scope of the Products feature, direct cost refers to the price of developing or producing the registered product in question.
  • Done – Means that an activity has been completed. It's one of two possible statuses for an activity, the other being "to-do."

E​

  • Export – Copying data out of your Fintesk account (either into a spreadsheet or into another program like Mailchimp).

F​

  • Field – See "Data field"
  • File Format – Specific file format, based on file extension. For example, CSV, GIF, ZIP.
  • File type – Purpose of the file, which is usually a group of various file formats (i.e. images, audio, database.)
  • Future – Used to categorize activities that have their set dates at any time in the future.

I​

  • Invalid – Used to indicate a file or another item is somehow broken or incorrect. For example, a password may be invalid, an uploaded file may be unusable because it’s invalid (corrupted), etc.
  • Invite – In reference to users, an email sent to a prospective user's email address, offering them a seat to occupy in a Fintesk account.

K​

  • Knowledge Base – The place where we keep all our help articles, belongs under the Help Center umbrella.

L​

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  • Label – Predefined and customizable tags that can be attached to various Fintesk items either manually or automatically. Labels allow for quick visual and textual recognition of item status or type and also allow for better sorting.
  • Limit – There is a limited number of (countable) items you can have at once. But the limit just looks at the current count of something, so, deleting items will give you more room until the limit (i.e., usage limits)

M​

  • Meeting – An activity type that the user can schedule by using the activities feature. The meeting is intended to represent an actual, physical meeting between the user and their client.

N​

  • Notes – Text added to a detail view, which is presented toward the top for visibility purposes.

O​

  • Organization – A contact that represents a real-life organization, business or otherwise. Can be used to link multiple person together under one shared organization (see linking person and organizations).
  • Overdue – Used for activities that have their completion date set for any time in the past and which have not been marked as done yet.

P​

  • Person – within the Fintesk vocabulary references a contact person, which is a registered set of data that represents a human contact.

  • Plan – refers to your subscription level. Our available plans are: Essential, Advanced and Professional.

  • Price variation – When toggled to active, price variation allows the addition of multiple price points for a registered product in the database. This is useful when operating with multiple currencies for the same product or variable price points that fall outside of units.

  • Product code – Refers to the optional, user-specified code, given to any product registered using the Products feature. It is used for sorting and database purposes but is not assigned automatically when a new product is created (different to our system ID).

R​

S​

  • SaaS – abbreviation for "software as a service".
  • Scheduled – This word is used within the context of activities for any activity that has been assigned a completion date and time.

T​

  • To-do – One of two possible statuses for an activity (the other being "Done.") This status means the activity has not yet been completed.

U​

  • Unit – Within the scope of the Products feature, “unit“ refers to the default unit of a registered product. Unit can be anything from the amount of items, dimensions of items, etc. The defined unit and unit price in combination form the basis of the value calculation when adding products to deals (i.e., 1 unit at $5 each, which means adding one unit of the product to a deal gives the deal a value of $5).
  • Unit price – Within the scope of the Products feature, the unit price refers to the exact price of each sold unit.
  • Usage limits — limits on the number of open deals, custom fields a user may create. Limits are based on your existing plan, and you can find more information about that here.
  • User account — A user account is where an individual user logs in and performs tasks (e.g., Pedro is a user in the Pascal company)

Z​

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  • Zapier – One of the many services we offer integrations with, Zapier can be used to automate processes and actions between Fintesk and other services or tools.