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Business Fields
Business Fields store key information about your company. They work like “account-level” data you can reuse across templates, automations, and compliance-related processes.
Keeping Business Information Consistent Across Your System
Business information often gets repeated across emails, invoices, workflows, forms, and compliance settings, making it difficult to keep everything accurate as details change over time.
Business Fields centralize account-level company information inside BizStackPro so business details can be reused dynamically throughout automations, templates, and platform settings.
Outdated or inconsistent business data can create branding problems, automation errors, compliance mismatches, and confusion when customer-facing communications display incorrect information.
This guide explains what Business Fields are, where they are managed, how they differ from contact custom fields, and how they support automations, templates, and account-level configuration.
Before updating individual values, it helps to understand how Business Fields are organized inside the Business Profile settings.
What Are Business Fields?
Business Fields store information about your business (not your contacts). They centralize key account details so you can reuse them throughout BizStackPro in templates, workflows, emails/SMS, invoicing, and compliance-related steps.
Where to update them: Settings → Business Profile
Your Business Profile typically stores these values in a few main groups:
- General Information and Business Physical Address
- Business Information
- Authorized Representative
General Information & Business Physical Address
These sections hold your core business identity and contact details. Keeping them accurate helps your branding stay consistent and avoids problems in downstream features.
- Business name (friendly & legal)
- Business email & phone
- Business address
- Website & domain
- Logo / branding assets
Good to know: Accurate business info can reduce issues in messaging registration and other compliance-related steps.
Business Information
Business Information contains classification and registration details. These fields are commonly used for compliance, messaging verification, and certain integrations.
- Business type
- Industry
- Registration ID type
- Registration number
- Regions of operation
Authorized Representative
Authorized Representative fields identify the person authorized to represent your business for platform-level approval and verification processes.
- Full name
- Email address
- Job position
- Phone number
Why Business Fields Matter
When Business Fields are accurate, your system stays consistent and your automations pull the right data—especially anywhere you reuse your business identity or address.
- Supports messaging registration and reduces compliance mismatches
- Keeps branding consistent across communications
- Helps automations/templates pull correct business data
- Can affect dependent features like calendars and account-level defaults
Use Business Fields to power your automation
Insert business details dynamically in emails, SMS, and workflows using custom values built from your Business Profile.
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Frequently Asked Questions
What is the difference between business fields and custom fields?
Business fields store information about your business. Custom fields store information about your contacts.
Where can I update my business fields?
Update them in Settings → Business Profile, usually under General Information, address, Business Information, and Authorized Representative.
Can I use business fields in automations or workflows?
Yes. You can use them as custom values in emails, SMS, templates, workflows, and other automations.
Why is it important to keep my business profile up to date?
Accurate business info improves consistency, reduces compliance issues (including messaging registration), and helps dependent features and automations behave correctly.
What information is stored under the Authorized Representative section?
Typically: full name, email, job position, and phone number for the person authorized to represent your business.
Keep your Business Profile accurate & powerful
Well-maintained Business Fields help your templates stay consistent, your automations stay reliable, and your compliance-related workflows run smoother over time.
Consistency. Compliance. Cleaner automation.
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