Connection |
Establish a connection to your CoreBOS connection. |
Element Type |
Select the element whose record you want to create. |
Accounts |
Organization Name |
Enter the company name. |
Organization Number |
Enter the company registration number. |
Website |
Enter the company's website URL. |
Phone |
Enter the company's phone number. |
Ticker Symbol |
Enter the URL to the company logo as it appears in the stock exchange. |
Fax |
Enter the company's fax number. |
Member Of |
Select the groups the company is part of. |
Other Phone |
Enter the alternative phone number of the company. |
Employees |
Enter the number of employees in the company. |
Email |
Enter the email address of the company. |
Other Email |
Enter an alternative email address of the company. |
Ownership |
Enter the ownership of the company. For example, Public or Private. |
Industry |
Select the industry in which the company operates. |
Rating |
Select the rating of the company:
- Acquired
- Active
- Market Failed
- Project Cancelled
- Shutdown
|
Type |
Select the organization type. |
SIC Code |
Enter the SIC Code of the organization. |
Email Opt Out |
Enter the details if the organization has an email opt-out. |
Annual Revenue |
Enter the Annual Revenue of the company |
Assigned To |
Select the user who owns the company account. |
Notify Owner |
Enter the details of the owner to notify the updates to the organization account. |
Modified Time |
Enter the date when the organization account is modified. |
Created Time |
Enter the date when the organization account is created. |
Last Modified By |
Select the user who last modified the organization account. |
Is Converted From Lead |
Enter the details if this account is converted from a lead. |
Converted From Lead |
Enter the details of the lead. |
Created By |
Select the user who created the organization account. |
Currency |
Enter the currency in which the company trades. |
Date |
Enter the date of the establishment of the organization. |
URL |
Enter the company website URL. |
Billing Address |
Enter the billing address of the company. |
Shipping Address |
Enter the shipping address of the company. |
Billing PO Box |
Enter the billing PO Box number of the company. |
Shipping PO Box |
Enter the shipping PO Box of the company. |
Billing City |
Enter the billing address city name of the company. |
Shipping City |
Enter the shipping address city name of the company. |
Billing State |
Enter the billing address state name of the company. |
Shipping State |
Enter the shipping address state name of the company. |
Billing Postal Code |
Enter the billing address postal code name of the company. |
Shipping Postal Code |
Enter the shipping address postal code name of the company. |
Billing Country |
Enter the billing address country name of the company. |
Shipping Country |
Enter the shipping address country name of the company. |
Description |
Enter the details of the company. |
Total Amount |
Enter the total amount billable to the company. |
Total Pending |
Enter the amount pending from the company. |
Balance |
Enter the balance amount pending from the company. |
Account ID |
Enter the Account ID of the company. |
|
Assets |
Asset No |
Enter the Asset Number. |
Product Name |
Enter the product name of the asset. |
Serial Number |
Enter the serial number printed on the asset or product. |
Assigned To |
Select the user who owns the asset. |
Date Sold |
Enter the selling date of the asset. |
Date in Service |
Enter the date of the service for the asset. |
Status |
Select the status of the asset:
- In-Service
- Out-of-Service
|
Tag Number |
Enter the tag number of the asset or product. |
Invoice Name |
Enter the invoice receipt number of the product. |
Shipping Method |
Enter the shipping method of the Asset. |
Shipping Tracking Number |
Enter the shipping tracking number of the asset. |
Asset Name |
Enter the asset name. |
Customer Name |
Enter the customer name to whom the asset belongs to. |
Created Time |
Enter the date on which the asset record is created. |
Modified Time |
Enter the date when this asset record was last modified. |
Last Modified By |
Enter the user name who last modified this asset record. |
Created By |
Enter or select the user who created this asset record. |
Notes |
Enter any additional details of the asset. |
Asset ID |
Enter the Asset ID. |
|
Audit Trail |
Audit ID |
Enter the Audit ID. |
User ID |
Enter or select the user who owns this audit trail. |
Module |
Enter the module whose audit trail you are performing. |
Action |
Select the action item for the audit trail. |
Record |
Enter the record for the audit. |
Action Date |
Enter the date when the audit is performed. |
|
Business Actions |
Link Type |
Select the link type whose business action object you are creating. |
Link Label |
Enter the link label. |
Link Url |
Enter the URL for the link. |
Link Icon |
Enter the path to the link image. |
Sequence |
Enter the sequence in which the business activities must be performed. |
Handler Path |
Enter the path to the handler. |
Only On My Module |
Enter the details if the action must be performed on only your module. |
Handler Class |
Enter the details of the handler class. |
Module List |
Enter the module list details. |
Handler |
Enter the handler's name. |
Assigned To |
Select the user who owns this business action. |
Active |
Enter Yes if this business action is active. |
Acton Role |
Select the user for the action role. |
For all users |
Enter the details if the action applies to all users. |
Business Rule |
Select the business rule or mapping. |
Business Actions No |
Enter the business action number. |
Created By |
Select the user who created this business action. |
Created Time |
Enter the date when this action is created. |
Modified Time |
Enter the date when this action is last modified. |
Description |
Enter the details of the business action. |
Business Actions ID |
Enter the Business Action ID details. |
|
Campaign |
Campaign Name |
Enter the campaign name. |
Campaign Number |
Enter the campaign number. |
Assigned To |
Select the user who is assigned this campaign. |
Campaign Status |
Select the campaign status:
- Planning
- Active
- Inactive
- Completed
- Canceled
|
Campaign Type |
Select the campaign Type |
Product |
Select the product for which you are creating the campaign. |
Target Audience |
Enter the details of the target audience for the campaign. |
Expected Close Date |
Enter the date when the campaign is expected to close. |
Sponsor |
Enter the details of the sponsor for the campaign. |
Target Size |
Enter the details of the number of leads targeted for the campaign. |
Created Time |
Enter the date when the campaign is created. |
Num Sent |
Enter the number of campaigns sent. |
Modified Time |
Enter the date when the campaign is created. |
Last Modified By |
Enter the date when the campaign was last modified. |
Created By |
Select the user who created the campaign. |
Budget Cost |
Enter the details of the cost of the campaign. |
Actual Cost |
Enter the details of the actual cost for the campaign. |
Expected Response |
Enter the details of the response expected from this campaign. |
Expected Revenue |
Enter the details of the revenue expected from the campaign. |
Expected Sales Count |
Enter the details of the sales expected from the campaign. |
Actual Sales Count |
Enter the details of the actual sales happened from the campaign. |
Expected Response Count |
Enter the details of the responses expected from the campaign. |
Actual Response Count |
Enter the details of the actual responses from the campaign. |
Expected ROI |
Enter the details of the ROI expected from the campaign. |
Actual ROI |
Enter the details of the actual ROI from the campaign. |
Description |
Enter the details of the campaign. |
Campaign ID |
Enter the Campaign ID. |
|
cbCalendar |
Subject |
Enter the subject of the calendar. |
Send Reminder |
Enter the details on whether you want to send a reminder about the calendar event. |
Assigned To |
Select the user who is assigned this calendar. |
Start Date Time |
Enter the start time of the calendar event. |
Start Date & Time (System Date) |
Enter the system start date of the calendar event. |
Time Start (System Time) |
Enter the system start time of the calendar event. |
Due Date |
Enter the date when the event is due. |
End Date |
Enter the event end date. |
End Time (System Time) |
Enter the event end time in system time. |
Recurrence |
Select the option if this is a recurring event. |
Related To |
Select the option to which this event is related to. |
Contact Name |
Select the contact name to whom you are sending the event. |
Status |
Select the status of the event. |
Priority |
Select the priority of the event:
|
Send Notification |
Enter the details on whether you want to send a notification to the participants. |
Created Time |
Enter the date when this event record is created. |
Modified Time |
Enter the date when this event record was modified. |
Activity Type |
Select the event activity type:
|
Visibility |
Select the visibility of the event:
|
Duration |
Enter the duration of the event. |
Duration Minutes |
Select the event duration in minutes. |
Location |
Enter the location details of the event. |
All Day |
Select if this is an all-day event. |
Related To Do |
Select the item to which this calendar event related to. |
Created By |
Select the user who created the calendar. |
Last Modified By |
Select the user who last modified the calendar event. |
Description |
Enter the details of the calendar event. |
Follow up Date |
Enter the date to follow up on the calendar event. |
Follow up Type |
Select the follow-up type. |
Create Follow up |
Enter the details to create a follow up on the calendar event. |
Activity ID |
Enter the event Activity ID. |
|
cbCompany |
Company Name |
Enter the company name. |
Company Number |
Enter the company number. |
Commercial Name |
Enter the commercial business name of the company. |
Assigned To |
Select the user who is assigned the company record. |
SIC Code |
Enter the company SIC code details. |
Related Account |
Select the related account for the company. |
Phone |
Enter the company's phone number. |
Address |
Enter the company's address. |
Fax |
Enter the company's fax number. |
City |
Enter the city name where the company is located. |
Email |
Enter the company's email address. |
State |
Enter the state name where the company is located. |
Website |
Enter the company website URL. |
Postal Code |
Enter the postal code. |
Business Registration |
Enter the business registration number of the company. |
Country |
Enter the country name where the company is located. |
Data Protection |
Enter the data protection details of the company. |
Default Company |
Enter the default details of the company. |
Created By |
Select the user who created this company record. |
Created Time |
Enter the date when the company record is created. |
Modified Time |
Enter the date when the company record was modified. |
Company Logo |
Enter the path or data for the company logo. |
Application Logo |
Enter the path or data for the company's application logo. |
Favicon |
Enter the URL to the application's shortcut icon. |
Description |
Enter the details of the company. |
cbCompany ID |
Enter the company ID. |
|
cbCVManagement |
Name |
Enter the name for the CV. |
Create |
Enter the details to create a CV. |
User |
Select the user who owns this CV. |
Retrieve |
Enter the retrieving details of the CV. |
Role |
Select the role applicable to the CV. |
Update |
Enter the details to update the CV. |
Default View |
Enter the default view of the CV. |
Delete |
Enter the details on whether the CV is deleted. |
Mandatory |
Enter the mandatory details of the CV. |
Approve |
Enter the details on whether the CV is approved. |
Module List |
Enter the module list details for the CV. |
Blocked |
Enter the details on whether the CV is blocked. |
Default Setting |
Enter the default settings for the CV. |
Set Public |
Enter the details whether you want to set the access of the CV to the public. |
Description |
Enter the details of the CV. |
Permission No |
Enter the permission number to access the CV. |
Created Time |
Enter the date when this translation is created. |
Created By |
Select the user who created this CV record. |
Modified Time |
Enter the date when this CV was modified. |
cb CV Management ID
|
Enter the CV Management ID. |
|
cbMap |
Map Name |
Enter the map name. |
Map Number |
Enter the map number. |
Map Type |
Select the map type. |
Target Module |
Select the target module for the mapping. |
Content |
Enter the mapping content. |
Assigned To |
Select the user to whom the mapping is assigned. |
Created Time |
Enter the date when this mapping record is created. |
Modified Time |
Enter the date when this mapping record was modified. |
Created By |
Select the user who created this mapping record. |
ContentJson |
Enter the mapping content in JSON format. |
Description |
Enter the details of the map. |
cb Map ID |
Enter the cb Map ID. |
|
cbPulse |
Pulse Number |
Enter the pulse number. |
Question ID |
Enter the Question ID. |
Active |
Enter the details on whether the pulse is active. |
Send Method |
Select the method you want to send the pulse. |
Assigned To |
Select the user to whom the ticket is assigned to. |
Created By |
Select the user who created this ticket. |
Created Time |
Enter the date when the ticket was created. |
Modified Time |
Enter the date on which the ticket is modified. |
Type ID |
Select the pulse Type ID. |
Time |
Enter the time to send the pulse. |
Day of Month |
Enter the day in a month to send the pulse. |
Day of Week |
Enter the day of the week to send the pulse. |
Annual Dates |
Enter the yearly date to send the pulse. |
Minute Interval |
Enter the interval time in minutes. |
Trigger Time |
Enter the time the pulse triggers. |
Description |
Enter the details of the pulse. |
cb Pulse ID
|
Enter the Pulse ID. |
|
cbQuestion |
Name Text |
Enter the question name. |
Question No |
Enter the question number. |
Type |
Select the question type. |
Status |
Select the status of the question. |
SQL Query |
Enter the SQL query for the question. |
Collection |
Enter the collection details for the question. |
Module |
Enter the module to which the question belongs to. |
Page Size |
Enter the page size applicable to the question. |
Unique ID Field |
Enter the Unique ID of the records for the materialized view. |
Map ID |
Enter the Map ID. |
Materialized View Workflow |
Enter the details of the database tables populated from the SQL Query defined. |
Assigned To |
Select the user to whom the question is assigned to. |
Created By |
Select the user who created this question. |
Created Time |
Enter the date when this question is created. |
Modified Time |
Enter the date when this question was modified. |
Conditions in Filter Format |
Enter the condition for SQL query. |
Order by Column |
Enter the list of materialized views to order by column. |
Group by Column |
Enter the list of materialized view to group by column. |
Condition |
Enter the condition for SQL Query. |
Type properties |
Enter the question properties. |
Description |
Enter the details of the question. |
cb Question ID
|
Enter the Question ID. |
|
cbSurvey |
Survey Name |
Enter the survey name. |
Survey Number |
Enter the survey number. |
Survey Provider |
Enter the survey provider name. |
Survey Starts |
Enter the date when the survey begins. |
Survey URL |
Enter the survey website URL. |
Survey Ends |
Enter the date when the survey ends. |
Total Responses |
Enter the total responses received for the survey. |
Completed Responses |
Enter the number of survey responses that are completed. |
Last Synchronization |
Enter the date when the survey last synchronized, |
Assigned To |
Select the user who is assigned this survey. |
Created By |
Select the user who created this survey. |
Created Time |
Enter the date when this update record is created. |
Modified Time |
Enter the date when this update record was modified. |
Description |
Enter the details of the survey. |
cb Survey ID
|
Enter the Survey ID. |
|
cbSurveyAnswer |
Related with |
Select the organization that this survey answer related. |
Survey Answer Number |
Enter the Survey Answer Number. |
Survey |
Select the survey. |
Positive |
Enter the details for the positive answer. |
Survey done |
Select the survey done details. |
Evaluation |
Enter the evaluation details for the survey answer. |
Question |
Enter the survey question associated with the answer. |
Provider ID |
Enter the Survey Provider ID. |
Assigned To |
Select the user who is assigned this translation. |
Created By |
Select the user who created this translation record. |
Created Time |
Enter the date when this translation is created. |
Modified Time |
Enter the date when this translation was modified. |
Answer |
Enter the answer to the survey question. |
Description |
Enter the details of the survey answer. |
cb Survey Answer
|
Enter the Survey Answer ID. |
|
cbSurveyDone |
Related to |
Select the organization to which the survey belongs to. |
Survey Done Number |
Enter the Survey Done Number. |
Survey |
Select the survey. |
Done on |
Enter the date when the survey is done. |
Provider ID |
Enter the Survey Provider ID. |
Completed |
Enter the details on whether the survey is completed. |
Additional Information |
Enter any additional details about the survey done. |
Hidden Information |
Enter any hidden details about the survey done. |
Provider Token |
Enter the survey provider token. |
Assigned To |
Select the user who is assigned this translation. |
Created By |
Select the user who created the survey done. |
Created Time |
Enter the date when the survey done is created. |
Modified Time |
Enter the date when the survey done details were modified. |
Description |
Enter the details of the survey done. |
cb Survey Done ID
|
Enter the Survey Done ID. |
|
cbSurveyQuestion |
Survey Question Number |
Enter the Survey Question Number. |
Survey |
Select the survey to which this question belongs to. |
Question |
Enter the question. |
Answer |
Enter the answer. |
Provider ID |
Enter the Survey Provider ID. |
Assigned To |
Select the user who is assigned this survey question. |
Created By |
Select the user who created this survey question. |
Created Time |
Enter the date when this survey question is created. |
Modified Time |
Enter the date when this survey question is modified. |
Description |
Enter the details of the survey question. |
cb Survey Question ID
|
Enter the Survey Question ID. |
|
cbTermConditions |
Terms and Conditions No |
Enter the Terms and Conditions Number. |
Assigned To |
Select the user to whom the record is assigned to. |
Reference |
Enter the details of the references. |
Created Time |
Enter the date when these terms and conditions record is created. |
Is Default |
Enter the details whether this is the default terms and conditions. |
Modified Time |
Enter the date when this update record was modified. |
For Module |
Select the module for which you are creating terms and conditions. |
Terms and Conditions |
Enter the terms and conditions. |
Description |
Enter the details of the terms and conditions. |
cb T and C ID
|
Enter the cb Terms and Conditions ID. |
|
cbtransaltion |
Translation No |
Enter the translation number. |
Language Code |
Select the language code for the translation. |
Module |
Select the module to which you are creating the translation. |
Key |
Enter the key for the translation. |
Translation |
Enter the translation details. |
Translates |
Select the language to which you need to translate. |
Picklist |
Select the picklist for the translation. |
Field |
Enter the field details to translate. |
Proof Read |
Enter the proof read details of the translation. |
Assigned To |
Select the user who is assigned this translation. |
Created Time |
Enter the date when this translation is created. |
Modified Time |
Enter the date when this translation was modified. |
Created by |
Select the user who created this translation record. |
cbTranslation ID
|
Enter the cbTranslation ID. |
|
cbupdater |
coreBOS Update Number |
Enter the coreBOS update number. |
Author |
Enter the developer's name. |
File Name |
Enter the file name that is being updated. |
Execution Status |
Select the status of execution |
Class Name |
Enter the class name to update. |
Execution Date |
Enter the date when coreBOS update occurs. |
System Update |
Enter the details of the system update. |
Execution Order |
Enter the details of the execution order. |
Assigned To |
Select the user who is assigned this update. |
Blocked |
Enter the details on whether the update is blocked. |
Created Time |
Enter the date when this update record is created. |
Modified Time |
Enter the date when this update record was modified. |
Created By |
Select the user who created this update record. |
Application Change |
Enter the details whether the update includes or requires a change in the application. |
Description |
Enter the details of the update. |
cbUpdater ID |
Enter the cbUpdater ID. |
|
CobroPago |
Assigned To |
Select the user who is assigned this Cobropago record. |
Payment No |
Enter the payment number. |
Payment Ref |
Enter the payment reference number. |
Account/Contact |
Select the account or contact whose CobroPago payment information record you are creating. |
Related entity |
Select the account entity. |
Register Date |
Enter the account registered date. |
Due Date |
Enter the date when the payment is due. |
Payment Date |
Enter the date when the payment is made. |
Paid |
Enter the details on whether the payment is made. |
Credit |
Enter the credit information. |
Payment Mode |
Select the payment mode. |
Payment Category |
Select the category of payment. |
Amount |
Enter the amount paid. |
Cost |
Enter the cost associated with the account. |
Benefit |
Enter the benefits information of the account. |
Created Time |
Enter the date when the CobroPago record for the account or contact is created. |
Modified Time |
Enter the date when the CobroPago record for the account or contact is modified. |
Related User |
Selected the user associated with this account. |
Created By |
Select the user who created the CobroPago record. |
Description |
Enter the details of the CobroPago record. |
CobroPago ID
|
Enter the CobroPago ID. |
|
Company Details |
Organization ID |
Enter the organization ID. |
Organization Name |
Enter the organization name. |
Address |
Enter the organization address. |
City |
Enter the city name. |
State |
Enter the state name. |
Country |
Enter the country name. |
Code |
Enter the country code where the organization located. |
Phone |
Enter the phone number. |
Fax |
Enter the fax number. |
Website |
Enter the organization's website URL. |
Logo Name |
Enter the organization logo name. |
Logo |
Enter the path or URL to the logo. |
Front Logo |
Enter the URL for the organization's front logo. |
Favicon Logo |
Enter the URL for a shortcut icon. |
|
Contacts |
Salutation |
Enter the salutation for the contact. For example, Mr. |
First Name |
Enter the first name of the contact. |
Contact No. |
Enter the contact number. |
Last Name |
Enter the last name of the contact. |
Office Phone |
Enter the office phone number of the contact. |
Organization Name |
Enter the organization name to which the contact belongs to. |
Mobile |
Enter the mobile number of the contact. |
Lead Source |
Select the lead source for the contact. |
Home Phone |
Enter the contact's home phone number. |
Title |
Enter the position of the contact in the organization. |
Other Phone |
Enter any other phone numbers available for the contact. |
Department |
Enter the department to which the contact belongs to. |
Fax |
Enter the fax number of the contact. |
Email |
Enter the email address of the contact. |
Birthdate |
Enter the contact's date of birth details. |
Assistant |
Enter the details of the assistant of the contact. |
Reports to |
Enter or select the user to whom the contact reports. |
Assistant Phone |
Enter the assistant's phone number. |
Secondary Email |
Enter an alternative email address of the contact. |
Email Opt Out |
Enter the details on whether the contact has opted out of marketing emails. |
Assigned To |
Select the user to whom the contact is assigned to. |
Created Time |
Enter the date when the contact record is created. |
Notify Owner |
Enter the details to whom you want to notify about the contact record changes. |
Modified Time |
Enter the date when the contact record details are modified. |
Last Modified By |
Select the user who last modified the contact details. |
Is Converted From Lead |
Enter the details of the contact is converted from a lead. |
Converted From Lead |
Select the lead from which the contact is converted. |
Created By |
Select the user who created the purchase order. |
Template Language |
Select the language for the template. |
Portal User |
Enter the portal user details. |
Support Start Date |
Enter the date when the contact's support starts. |
Support End Date |
Enter the date when the contact's support ends. |
Mailing Street |
Enter the street name in the contact's mailing address. |
Other Street |
Enter the street name in the contact's mailing address. |
Mailing PO Box |
Enter the PO box number in the contact's mailing address. |
Mailing City |
Enter the city name in the contact's mailing address. |
Other City |
Enter the city name in the contact's mailing address. |
Mailing State |
Enter the state name in the contact's mailing address. |
Other State |
Enter the state name in the contact's mailing address. |
Mailing Postal Code |
Enter the postal code in the contact's mailing address. |
Other Postal Code |
Enter the postal code in the contact's mailing address. |
Mailing Country |
Enter the country name in the contact's mailing address. |
Other Country |
Enter the country name in the contact's mailing address. |
Description |
Enter the details of the contact. |
Contact Image |
Enter the link or URL to the contact image. |
Contact ID |
Enter the Contact ID. |
|
Currency |
ID |
Enter the currency ID. |
Currency Name |
Enter the currency name. |
Currency Code |
Enter the currency code. |
Currency Symbol |
Enter the currency symbol. |
Conversion Rate |
Enter the currency conversion rate. |
Currency status |
Enter the currency status. |
Default ID |
Enter the currency Default ID. |
Deleted |
Enter the details on whether the currency is deleted. |
Currency Position |
Enter the currency position details. |
|
Documents |
Title |
Enter the document name. |
Folder Name |
Enter the folder name in which the document is located. |
Document No |
Enter the document number. |
Assigned To |
Select the user to whom the document is assigned to. |
Created Time |
Enter the date when the document record is created. |
Modified Time |
Enter the date when the document was modified. |
Last Modified By |
Select the user who last modified the document. |
Created By |
Select the user who created the document record. |
Template |
Enter the document template details. |
Template For |
Select the document template. |
Merge Template |
Enter the template detail to merge with the existing template. |
Notes |
Enter the additional details about the document. |
Download Type |
Enter the download type details for the document. |
Active |
Enter the details on whether this document is active. |
File Name |
Enter the document file name. |
Size |
Enter the document size details. |
File Type |
Enter the details of the document file type. |
Version |
Enter the document version. |
Download Count |
Enter the number of document downloads. |
Document ID |
Enter the Document ID. |
|
DocumentFolders |
Folder ID |
Enter the Document Folder ID. |
Folder Name |
Enter the document folder name. |
Description |
Enter the details of the document folder. |
Created By |
Select the user who created the document folder record. |
sequence |
Enter the sequence of the document folder. |
|
Emails |
Date & Time Sent |
Enter the date and time the email is sent. |
From |
Enter the name that appears in the From field of the email. |
Sales Entity Module |
Enter the sale entity module for which the email is sent. |
To |
Enter the name that appears in the To field of the email. |
Activity Type |
Select the activity type of email. |
CC |
Enter the email address you want to copy in the CC field of the email. |
BCC |
Enter the email address in the BCC field to whom you want to send the email but not appear in the email. |
Assigned To |
Select the user to whom the email record was assigned. |
Parent ID |
Select the Parent ID of the email. |
Access Count |
Enter the number of times the email has been accessed. |
Email Flag |
Select the status of the email. |
Modified Time |
Enter the date when the email has last modified. |
Last Modified By |
Select the user who last modified the email record. |
Bounce |
Enter the details if the email has bounced back. |
Clicked |
Enter the details if this email is clicked by the person to whom it was sent. |
Spam |
Enter the details on whether the email belongs to spam. |
Delivered |
Enter the details if the email is sent and delivered. |
Dropped |
Enter the details if the email has been dropped. |
Open |
Enter the details if the email has been opened. |
Unsubscribe |
Enter the unsubscribe link if this email is a promotion or marketing related. |
Created Time |
Enter the time when the email was created. |
Subject |
Enter the subject line of the email. |
Attachment |
Enter the attachment file path to attach to the email. |
Time Start |
Enter the start time of the email activity. |
Description |
Enter the details of the email. |
Activity ID |
Enter the Activity ID. |
|
Faq |
Product Name |
Enter the product name for which you creating the FAQ. |
FAQ No |
Enter the FAQ number. |
Status |
Select the status of the FAQ. |
Category |
Select the category for the FAQ. |
Created Time |
Enter the date when the FAQ is created. |
Modified Time |
Enter the date when the FAQ has last modified. |
Question |
Enter the question to add to the FAQ. |
Last Modified By |
Select the user who last modified the FAQ. |
Answer |
Enter the answer to add in the FAQ. |
Created By |
Select the user who created the FAQ. |
ID |
Enter the FAQ ID. |
|
GlobalVariable |
Name |
Enter the name of the variable. |
Default |
Enter the default variable value details. |
Value |
Enter the value of the variable. |
Mandatory |
Enter whether this value is mandatory. |
User |
Select the user to whom the variable is assigned. |
Blocked |
Enter the details on whether the variable is blocked for editing. |
Module List |
Enter the module list to associate the variable. |
Category |
Select the category of the variable. |
In Module List |
Enter the In module list to associate the variable with multiple module lists. |
Global No |
Enter the global number |
Created Time |
Enter the date when the variable is created. |
Modified Time |
Enter the date when the variable is modified. |
Business Map |
Select the business map for the variable. |
Created By |
Select the user who created the variable. |
Role |
Select the role of the user. |
Description |
Enter the details of the variable. |
Global Variable ID |
Enter the Global Variable ID. |
|
Groups |
Group ID |
Enter the Group ID. |
Group Name |
Enter the group name. |
Description |
Enter the details of the group. |
|
HelpDesk |
Title |
Enter the helpdesk ticket name. |
From Mail Converter |
Enter the details of the email if the helpdesk ticket is received from the email. |
Related To |
Select the category for the ticket. |
Assigned To |
Select the user to whom the ticket is assigned to. |
Product Name |
Select the product about which the ticket is received. |
Priority |
Select the priority of the ticket:
|
Status |
Select the status of the ticket:
- Open
- In Progress
- Waiting for Response
- Closed
|
Severity |
Select the severity of the ticket. |
Hours |
Enter the hours spent on the ticket. |
Created Time |
Enter the date when the ticket was created. |
Category |
Enter the category for the ticket. |
Days |
Enter the number of days since the ticket is received. |
Update History |
Enter the history of the ticket. |
Modified Time |
Enter the date on which the ticket is modified. |
Ticket No |
Enter the ticket number. |
From Portal |
Enter the details of the portal from which the ticket is received. |
Last Modified By |
Select the user who last modified the details of the ticket. |
Email |
Enter the email address who has raised the ticket. |
Comment Added |
Enter the details of the comments added in the ticket. |
Created By |
Select the user who created this ticket. |
Description |
Enter the ticket details. |
Solution |
Enter the resolution for the ticket. |
Ticket ID |
Enter the Ticket ID. |
|
Inventory Details |
Inventory Details No |
Enter the inventory details number. |
Products |
Select the products to which the inventory is associated with. |
Related To |
Select the option to which the inventory is related to. |
Organizations |
Select the organizations to which the inventory is related to. |
Contacts |
Select the contacts for the inventory. |
Vendors |
Select the vendors associated with the inventory. |
Sequence No |
Enter the inventory sequence number. |
Line Item ID |
Enter the Inventory Line Item ID. |
Quantity |
Enter the number of items or products in the inventory. |
Unit Price |
Enter the inventory unit price details. |
Tax Percent |
Enter the tax percent applicable to the inventory. |
Gross Price |
Enter the gross price of the inventory. |
Discount Percent |
Enter the discount provided in the inventory in percentage. |
Discount Amount |
Enter the discount amount provided in the inventory. |
Net Price |
Enter the net price of the inventory. |
Line Tax |
Enter the line tax provided in the inventory. |
Line Total |
Enter the line total amount provided in the inventory. |
Units Delivered/Received |
Enter the details of the units delivered which are part of the inventory. |
Line Completed |
Enter the details of the line completed in the inventory. |
Assigned To |
Select the user to whom the inventory is assigned. |
Created Time |
Enter the date when this inventory is created. |
Modified Time |
Enter the date when this inventory was modified. |
Cost Price |
Enter the cost price for the inventory. |
Cost Total |
Enter the cost total amount of the inventory. |
Total Stock |
Enter the total stock details of the inventory. |
Created By |
Select the user who created the inventory. |
Remaining Units |
Enter the details of the remaining units in the inventory which need to be fulfilled. |
Related Line Item ID |
Select the related Line Item ID of the inventory. |
Description |
Enter the details of the inventory. |
VAT |
Enter the VAT applicable on the inventory. |
Sales |
Enter the sales tax applicable to the items in the inventory. |
Service |
Enter the service tax applicable to the inventory. |
Inventory Details ID |
Enter the Inventory Details ID. |
|
Invoice |
Subject |
Enter the subject line of the invoice. |
Sales Order |
Enter or select the sales order for the invoice. |
Customer No |
Enter the customer number of the invoice. |
Invoice No |
Enter the invoice number. |
Contact Name |
Enter the contact name on the invoice. |
Invoice Date |
Enter the date when the invoice is created. |
Due Date |
Enter the date when the invoice is due. |
Purchase Order |
Enter or select the purchase order for the invoice. |
Adjustment |
Enter the details of the adjustments in the invoice. |
Excise Duty |
Enter the details of the excise duty. |
Sub Total |
Enter the subtotal amount in the invoice./td> |
Sales Commission |
Enter the commission details. |
Total |
Enter the total amount of the invoice. |
Tax Type |
Select the tax type applicable to the purchase order:
|
Discount Percent |
Enter the discount provided on the invoice in percentage. |
Discount Amount |
Enter the discount amount on the invoice. |
S&H Amount |
Enter the S & H amount in the invoice. |
Organization Name |
Enter the organization name for whom you are creating the invoice. |
Status |
Select the status of the invoice. |
Assigned To |
Select the user to whom the invoice is assigned. |
Created Time |
Enter the date when the invoice is created. |
Modified Time |
Enter the date when the invoice is last modified. |
Currency |
Enter or select the currency applicable for the invoice. |
Conversion Rate |
Enter the details of the currency conversion rate applicable. |
Last Modified By |
Select the user who last modified the invoice. |
Created By |
Select the user who created the invoice. |
Billing Address |
Enter the billing address of the organization for whom you are creating the invoice. |
Shipping Address |
Enter the shipping address of the organization for whom you are creating the invoice. |
Billing PO Box |
Enter the billing PO box number of the organization for whom you are creating the invoice. |
Shipping PO Box |
Enter the shipping PO box number of the organization for whom you are creating the invoice. |
Billing City |
Enter the billing city name of the organization for whom you are creating the invoice. |
Shipping City |
Enter the shipping city name of the organization for whom you are creating the invoice. |
Billing State |
Enter the billing state name of the organization for whom you are creating the invoice. |
Shipping State |
Enter the shipping state name of the organization for whom you are creating the invoice. |
Billing Postal Code |
Enter the billing postal code of the organization for whom you are creating the invoice. |
Shipping Postal Code |
Enter the shipping postal code of the organization for whom you are creating the invoice. |
Billing Country |
Enter the billing country name of the organization for whom you are creating the invoice. |
Shipping Country |
Enter the shipping country name of the organization for whom you are creating the invoice. |
Terms & Conditions |
Enter the details of the terms and conditions applicable to the invoice. |
Description |
Enter the details of the invoice. |
Gross Total |
Enter the gross total of the invoice. |
Line Discount |
Enter the line discount applied to the invoice. |
Total Discount |
Enter the total discount applied to the invoice. |
Global Discount |
Enter the global discount applied to the invoice. |
Net Total (aGD) |
Enter the total net amount of the invoice. |
Net Total (bGD) |
Enter the total net amount of the invoice. |
Total Tax |
Enter the total tax amount of the invoice. |
VAT |
Enter the VAT amount of the invoice. |
Total Tax Retention |
Enter the total tax retention amount of the invoice. |
Sales |
Enter the sales amount of the invoice. |
SH Total |
Enter the SH total amount of the invoice. |
Service |
Enter the service details of the invoice. |
SH tax |
Enter the SH tax amount of the invoice. |
Grand Total |
Enter the grand total amount of the invoice. |
Final Adjustment |
Enter the final adjustments on the invoice. |
Invoice ID |
Enter the Invoice ID. |
|
Login History |
Login ID |
Enter the Login ID. |
Username |
Enter the username of the login user. |
User IP |
Enter the user's IP address. |
Logout Time |
Enter the user's logout time. |
Login Time |
Enter the user's login time. |
Status |
Enter the status of the user. |
|
Messages |
Messages Number |
Enter the message number. |
Message Name |
Enter the message name. |
Message Type |
Select the message type. |
Related To |
Select the option to which the messages are related to. |
Messages UniqueId |
Enter the Message Unique ID. |
Clicked |
Enter the details if the email has been clicked. |
Dropped |
Enter the details if the message has been dropped. |
Bounce |
Enter the details if the message has been bounced. |
Open |
Enter the details if the message has been opened. |
Delivered |
Enter the details on whether the message is delivered. |
Emails Empty |
Enter the details on whether the email is empty without a message. |
Unsubscribe |
Enter the details of the unsubscribe link. |
spam |
Enter the details on whether the message belongs to spam. |
Assigned To |
Select the user to whom the message was assigned. |
Status |
Select the status of the message. |
Last URL Clicked |
Enter the details of the last URL clicked by the user. |
Created Time |
Enter the time when the message was created. |
Modified Time |
Enter the date when the message is modified. |
Email Template |
Select the email template for the message. |
Campaign |
Select the campaign for which you are sending the message. |
Last Event Time |
Enter the time when was last event held. |
Account |
Select the associated account with the message. |
Created By |
Select the user who created the message. |
Contact |
Select the contact for the message. |
Lead |
Select the lead from which you received the contact for sending the message. |
Document |
Select the applicable document. |
Description |
Enter the details of the message. |
Message ID |
Enter the message ID. |
|
ModComments |
Comment |
Enter the comment. |
Assigned To |
Select the user to whom the comment is assigned. |
Related To |
Select the option to which the comment is related to. |
Creator |
Select the user who created this comment. |
Created Time |
Enter the date when the comment is created. |
Modified Time |
Enter the date when the comment is modified. |
Parent Comment |
Select the parent comment to which this comment is a reply or a thread. |
Related Assigned Email |
Enter the email address of the assignee. |
ModComment ID
|
Enter the ModComment ID. |
|
PBXManager |
Call From |
Enter the details from whom the call is sent. |
Call To |
Enter the details to whom the call is for. |
Time Of Call |
Ente the time of the call. |
Status |
Enter the status of the call:
|
PBX UUID |
Enter the PBX UUID of the call. |
PBX Manager ID |
Enter the PBX Manager ID. |
|
Potential |
Opportunity Name |
Enter the name of the opportunity. |
Opportunity No |
Enter the opportunity number. |
Related To |
Select the option to which the opportunity is related to. |
Amount |
Enter the amount that this opportunity generates. |
Type |
Select the opportunity type. |
Expected Close Date |
Enter the date when this opportunity is expected to close. |
Lead Source |
Select the source of the opportunity. |
Next Step |
Enter the steps that lead to closing the opportunity successfully. |
Assigned To |
Select the user to whom the opportunity is assigned. |
Sales Stage |
Select the stage of the sale for this opportunity. |
Campaign Source |
Select the campaign from which the opportunity was received. |
Probability |
Enter the probability of completing this opportunity. |
Modified Time |
Enter the date when the opportunity is last modified. |
Created Time |
Enter the date when the opportunity is created. |
Last Modified By |
Select the user who last modified the opportunity. |
Forecast Amount |
Enter the amount forecasted from this opportunity. |
Email |
Enter the email address of the contact for this opportunity. |
Is Converted From Lead |
Enter the details if this opportunity is converted from a lead. |
Converted From Lead |
Enter the details of the lead. |
Created By |
Select the user who created the opportunity record. |
Description |
Enter the details of the opportunity. |
Potential ID |
Enter the Potential ID. |
|
PriceBooks |
Price Book Name |
Enter the name of the price book. |
Active |
Enter the details on whether the price book is active. |
Price Book No |
Enter the price book number. |
Created Time |
Enter the date when the price book is created. |
Modified Time |
Enter the date when the price book is last modified. |
Currency |
Enter or select the currency applicable for the price book. |
Last Modified By |
Select the user who last modified the price book. |
Created By |
Select the user who created the price book. |
Description |
Enter the details of the price book. |
Pricebook ID |
Enter the Price Book ID. |
|
Products |
Product Name |
Enter the product name. |
Product No |
Enter the product number. |
Product Active |
Enter the details on whether the product is active. |
Part Number |
Enter the product part number. |
Sales Start Date |
Enter the start date when the product sale begins. |
Manufacturer |
Select the manufacturer of the product. |
Product Category |
Select the product category. |
Support Start Date |
Enter the start date when the product support begins. |
Sales End Date |
Enter the date the product sale ends. |
Support Expiry Date |
Enter the date when the product support ends. |
Vendor Name |
Enter the vendor for the product. |
Website |
Enter the product website URL. |
Vendor Part No |
Enter the vendor part number of the product. |
Mfr Part No |
Enter the manufacturer part number of the product. |
Product Sheet |
Enter the product sheet details. |
Serial No |
Enter the product serial number. |
Created Time |
Enter the date when the product record is created. |
GL Account |
Select the GL account for the product. |
Modified Time |
Enter the date when the product record is modified. |
Last Modified By |
Select the user who last modified the product record. |
Created By |
Select the user who created the product record. |
Unit Price |
Enter the unit price of the product. |
Commission Rate |
Enter the commission amount of the product. |
Tax Class |
Enter the tax details of the product. |
Cost Price |
Enter the cost price of the product. |
Usage Unit |
Enter the usage unit details of the product. |
Qty/Unit |
Enter the number of product units available. |
Qty. in Stock |
Enter the number of product units available in stock. |
Reorder Level |
Enter the reorder level for the product. |
Handler |
Select the handler who handles the product. |
Qty. in Demand |
Enter the number of product units in demand. |
Divisible |
Enter the divisibility of the product. |
Product Image |
Enter the link or URL to the product image. |
Description |
Enter the details of the product. |
Product ID |
Enter the Product ID. |
|
ProductComponent |
From Product |
Select the product from which you are taking the component. |
Valid from |
Enter the date the component is valid from. |
To Product |
Select the product to which you are adding the component. |
Valid to |
Enter the date the component is valid up to. |
Quantity |
Enter the number of components. |
Relation Number |
Enter the relation number of the component. |
Relation Mode |
Select the relation mode. |
Assigned To |
Select the user who is assigned this component. |
Created Time |
Enter the date when the product component is created. |
Modified Time |
Enter the date when the product component was modified. |
Description |
Enter the details of the product component. |
Instructions |
Enter the instructions for using the product component. |
Product Component ID |
Enter the Product Component ID. |
|
Project |
Project Name |
Enter the project name. |
Project Number |
Enter the project number. |
Start Date |
Enter the project start date. |
Assigned To |
Select the user to whom the project is assigned. |
Target End Date |
Enter the project's expected end date. |
Status |
Select the status of the project. |
Type |
Select the project type. |
Related To |
Select the option to which the project is related to. |
Email |
Enter the email address of the assignee. |
Created By |
Select the user who created the project. |
Target Budget |
Enter the target amount for this project. |
URL |
Enter the website URL associated with the project. |
Progress |
Select the project progress percent. |
Created Time |
Enter the date on which the project record is created. |
Modified Time |
Enter the date when the project record is modified. |
Last Modified By |
Select the user who last modified the project details. |
Description |
Enter the task details. |
Project ID |
Enter the Project ID. |
|
ProjectMilestone |
Milestone Name |
Enter the milestone name. |
Milestone No |
Enter the milestone number. |
Project |
Select the project to which this milestone associated with. |
Milestone Date |
Enter the milestone date. |
Assigned To |
Select the user to whom the milestone is assigned. |
Type |
Select the milestone type. |
Created By |
Select the user who created this milestone. |
Created Time |
Enter the date when the milestone is created. |
Modified Time |
Enter the date when the milestone details are modified. |
Last Modified By |
Select the user who last modified the milestone details. |
Description |
Enter the details of the milestone. |
Project Milestone ID |
Enter the Project Milestone ID. |
|
ProjectTask |
Task Name |
Enter the task name. |
Task Number |
Enter the task name. |
Priority |
Select the priority of the task. |
Type |
Select the task type. |
Task Code |
Enter the task code. |
Project |
Select the project associated with the task. |
Assigned To |
Select the user to whom the task is assigned. |
Email |
Enter the email address of the assignee. |
Status |
Select the task status. |
Created By |
Select the user who created the task. |
Progress |
Enter the details of the task progress. |
Worked Hours |
Enter the hours spent on the task. |
Start Date |
Enter the start date of the task. |
End Date |
Enter the date by when the task must be completed. |
Created Time |
Enter the date on which the task record is created. |
Modified Time |
Enter the date when the task record is modified. |
Last Modified By |
Select the user who last modified the task details. |
Description |
Enter the task details. |
Project Task ID |
Enter the Project Task ID. |
|
Purchase Order |
Subject |
Enter the subject line of the purchase order. |
Purchase Order No |
Enter the Purchase Order Number. |
Vendor Name |
Enter the vendor name to whom this purchase order belongs to. |
Requisition No |
Enter the requisition number of the purchase order. |
Tracking Number |
Enter the tracking number of the purchase order. |
Contact Name |
Enter the contact name for the purchase order. |
Due Date |
Enter the date by when the purchase order should be fulfilled. |
Carrier |
Select the carrier to deliver the items or products in the purchase order. |
Adjustment |
Enter the details of the adjustments in the purchase order. |
Sales Commission |
Enter the commission details in the purchase order. |
Excise Duty |
Enter the details of the excise duty. |
Total |
Enter the total amount in the purchase order. |
Sub Total |
Enter the sub total amount in the purchase order. |
Tax Type |
Select the tax type applicable to the purchase order:
|
Discount Percent |
Enter the discount applied to the purchase order in percentage. |
Discount Amount |
Enter the discount amount applied to the purchase order. |
S&H Amount |
Enter the S & H amount in the purchase order. |
Status |
Select the status of the purchase order. |
Assigned To |
Select the user who is assigned this purchase order. |
Created Time |
Enter the date when the purchase order is created. |
Modified Time |
Enter the date when the purchase order is last modified. |
Currency |
Enter or select the currency applicable for the purchase order |
Conversion Rate |
Enter the details of the currency conversion rate applicable. |
Last Modified By |
Select the user who last modified the purchase order. |
Created By |
Select the user who created the purchase order. |
Billing Address |
Enter the billing address of the organization for whom you are creating the purchase order. |
Shipping Address |
Enter the shipping address of the organization for whom you are creating the purchasing order. |
Billing PO Box |
Enter the billing PO box number of the organization for whom you are creating the purchase order. |
Shipping PO Box |
Enter the shipping PO box number of the organization for whom you are creating the purchase order. |
Billing City |
Enter the billing city name of the organization for whom you are creating the purchase order. |
Shipping City |
Enter the shipping city name of the organization for whom you are creating the purchase order. |
Billing State |
Enter the billing state name of the organization for whom you are creating the purchase order. |
Shipping State |
Enter the shipping state name of the organization for whom you are creating the purchase order. |
Billing Postal Code |
Enter the billing postal code of the organization for whom you are creating the purchase order. |
Shipping Postal Code |
Enter the shipping postal code of the organization for whom you are creating the purchase order. |
Billing Country |
Enter the billing country name of the organization for whom you are creating the purchase order. |
Shipping Country |
Enter the shipping country name of the organization for whom you are creating the purchase order. |
Terms & Conditions |
Enter the details of the terms and conditions applicable to the purchase order. |
Terms and Conditions |
Enter the details of the terms and conditions applicable to the purchase order |
Description |
Enter the details of the purchase order. |
Gross Total |
Enter the gross total of the purchase order. |
Line Discount |
Enter the line discount applied to the purchase order. |
Total Discount |
Enter the total discount applied to the purchase order. |
Global Discount |
Enter the global discount applied to the purchase order. |
Net Total (aGD) |
Enter the total net amount of the purchase order. |
Net Total (bGD) |
Enter the total net amount of the purchase order. |
Total Tax |
Enter the total tax amount of the purchase order. |
VAT |
Enter the VAT amount of the purchase order. |
Total Tax Retention |
Enter the total net amount of the purchase order.; |
Sales |
Enter the sales amount of the purchase order. |
SH Total |
Enter the SH total amount of the purchase order. |
Service |
Enter the total net amount of the purchase order. |
SH Tax |
Enter the SH tax amount of the purchase order. |
Grand Total |
Enter the grand total amount of the purchase order. |
Final Adjustment |
Enter the details of the final adjustments made to the purchase order. |
Purchase Order ID |
Enter the Purchase Order ID. |
|
Sales Orders |
Subject |
Enter the subject line of the sales order. |
Opportunity Name |
Enter or select the opportunity name of the sales order. |
Customer Number |
Enter the customer number of the sales order. |
Sales Order Number |
Enter the sales order number of the sales order. |
Quote Name |
Enter or select the quote name of the sales order. |
Purchase Order |
Enter the purchase order details of the sales order. |
Contact Name |
Enter the contact person's name for the sales order. |
Due Date |
Enter the date when the sales order is due. |
Carrier |
Select the carrier for the sales order. |
Pending |
Enter the details of the pending items in the sales order. |
Status |
Select the status of the sales order. |
Adjustment |
Enter the details of the adjustments in the sales order. |
Sales Commission |
Enter the details of the sales commission in the sales order. |
Excise Duty |
Enter the details of the excise duty amount in the sales order. |
Total |
Enter the total amount in the sales order. |
Sub Total |
Enter the sub total amount in the sales order. |
Tax Type |
Select the tax type applicable to the sales order:
|
Discount Percent |
Enter the discount provided in the sales order in percentage. |
Discount Amount |
Enter the discount amount on the sales order. |
S&H Amount |
Enter the S & H amount in the sales order. |
Organization Name |
Enter the organization name to which the sales order belongs to. |
Assigned To |
Select the user to whom the sales order is assigned. |
Created Time |
Enter the date when the sales order is created. |
Modified Time |
Enter the date when the sales order is last modified. |
Currency |
Enter or select the currency applicable for the sales order |
Conversion Rate |
Enter the details of the currency conversion rate applicable. |
Last Modified By |
Select the user who last modified the sales order. |
Created By |
Select the user who created the sales order. |
Invoiced |
Enter the details if the sales order is invoiced to the organization. |
Enable Recurring Billing |
Enter the details on whether this is a recurring order. |
Billing Frequency |
Select the frequency of the billing. |
Billing Period Starts On |
Enter the start date of the billing period. |
Billing Period Ends On |
Enter the end date of the billing period. |
Payment Period |
Select the payment period for the billing. |
Invoice Status |
Select the status of the invoice. |
Billing Address |
Enter the billing address of the organization for whom you are creating the sales order. |
Shipping Address |
Enter the shipping address of the organization for whom you are creating the sales order. |
Billing PO Box |
Enter the billing PO box number of the organization for whom you are creating the sales order. |
Shipping PO Box |
Enter the shipping PO box number of the organization for whom you are creating the sales order. |
Billing City |
Enter the billing city name of the organization for whom you are creating the sales order. |
Shipping City |
Enter the shipping city name of the organization for whom you are creating the sales order. |
Billing State |
Enter the billing state name of the organization for whom you are creating the sales order. |
Shipping State |
Enter the shipping state name of the organization for whom you are creating the sales order. |
Billing Postal Code |
Enter the billing postal code of the organization for whom you are creating the sales order. |
Shipping Postal Code |
Enter the shipping postal code of the organization for whom you are creating the sales order. |
Billing Country |
Enter the billing country name of the organization for whom you are creating the sales order. |
Shipping Country |
Enter the shipping country name of the organization for whom you are creating the sales order. |
Terms & Conditions |
Enter the details of the terms and conditions applicable to the sales order. |
Terms and Conditions |
Enter the details of the terms and conditions applicable to the sales order. |
Description |
Enter the details of the sales order. |
Gross Total |
Enter the gross total of the sales order. |
Line Discount |
Enter the line discount applied to the sales order. |
Total Discount |
Enter the total discount applied to the sales order. |
Global Discount |
Enter the global discount applied to the sales order. |
Net Total (aGD) |
Enter the total net amount of the sales order. |
Net Total (bGD) |
Enter the total net amount of the sales order. |
Total Tax |
Enter the total tax amount of the sales order. |
VAT |
Enter the VAT amount of the purchase order. |
Total Tax Retention |
Enter the total tax retention of the sales order. |
Sales |
Enter the sales amount of the sales order. |
SH Total |
Enter the SH total amount of the sales order. |
Service |
Enter the service details of the sales order. |
SH Tax |
Enter the SH tax amount of the sales order. |
Grand Total |
Enter the grand total amount of the sales order. |
Final Adjustment |
Enter the details of the final adjustments made to the sales order. |
Sales Order ID |
Enter the Sales Order ID. |
|
ServiceContracts |
Subject |
Enter the subject of the service contract. |
Contract Number |
Enter the contract number. |
Related To |
Select the option to which this contract belongs to. |
Assigned To |
Select the user to whom the service contract is assigned. |
Type |
Select the contract type. |
Tracking Unit |
Select the tracking unit for the contract. For example, days. |
Start Date |
Enter the start date of the contract. |
Total Units |
Enter the total units of the contract. |
Due Date |
Enter the date when the contract is due for renewal. |
Used Units |
Enter the units used from the contract total number of units. |
End Date |
Enter the date when the contract ends. |
Status |
Select the status of the contract. |
Planned duration (in Days) |
Enter the duration planned for the contract in days. |
Priority |
Select the priority of the contract. |
Actual Duration (in Days) |
Enter the actual duration of the contract in days. |
Progress |
Enter the information on how the contract is progressing. |
Created Time |
Enter the date when the contract record is created.; |
Last Modified By |
Select the user who last modified the contract details. |
Modified Time |
Enter the date when the contract was modified. |
Created By |
Select the user who created the contract record. |
Service Contracts ID |
Enter the Service Contract ID. |
|
Services |
Service Name |
Enter the service name. |
Service No |
Enter the service number. |
Usage Unit |
Enter the usage unit for the service. For example, days, hours, and so on. |
Active |
Enter the details on whether the service is active. |
No of Units |
Enter the units by which the service should be delivered. |
Website |
Enter the website URL for the service. |
Category |
Select the category associated with the service. |
Owner |
Select the user to whom the service is assigned. |
Sales Start Date |
Enter the date on which the service sale starts. |
Sales End Date |
Enter the date on which the service sale ends. |
Support Start Date |
Enter the date on which the service support starts. |
Support Expiry Date |
Enter the date on which the service support ends. |
Created Time |
Enter the date when the service record is created. |
Modified Time |
Enter the date when the document was modified. |
Last Modified By |
Select the user who last modified the service. |
Created By |
Select the user who created the service record. |
Price |
Enter the price for the service. |
Commission Rate |
Enter the commission rate for the service. |
Tax Class |
Enter the tax amount applicable to the service. |
Cost Price |
Enter the cost price for the service. |
Divisible |
Enter the divisible details of the service. |
Products |
Select the products for which this service is applicable. |
Description |
Enter the details of the service. |
Service ID
|
Enter the Service ID. |
|
Quotes |
Subject |
Enter the subject line of the quote. |
Opportunity Name |
Enter the name of the organization for whom you are creating the quote. |
Quote Number |
Enter the quote number. |
Quote Stage |
Select the status of the quote. |
Valid Till |
Enter the date of the validity of the quote. |
Contact Name |
Enter the contact name for the quote. |
Carrier |
Select the carrier to deliver the items or products. |
Sub Total |
Enter the sub total amount of the quote. |
Shipping |
Enter the shipping details. |
Inventory Manager |
Select the inventory manager for the quote. |
Total |
Enter the total amount of the quote. |
Tax Type |
Select the tax type applicable to the quote:
|
Discount Percent |
Enter the discount on the quote in percentage. |
Discount Amount |
Enter the discount on the quote. |
S&H Amount |
Enter the S & H amount for the quote. |
Organization Name |
Enter the name of the organization for which you are creating the quote. |
Assigned To |
Select the user who owns the quote. |
Created Time |
Enter the date when the quote is created. |
Modified Time |
Enter the date when the quote is last modified. |
Adjustment |
Enter the details of the price adjustments made in the quote. |
Currency |
Enter or select the currency applicable for the quote. |
Conversion Rate |
Enter the details of the currency conversion rate applicable to the quote. |
Last Modified By |
Select the user who last modified the quote. |
Doc |
Select the document applicable for the quote. |
Created By |
Select the user who created the quote. |
Billing Address |
Enter the billing address of the client or contact for whom you are creating the quote. |
Shipping Address |
Enter the shipping address of the client or contact for whom you are creating the quote. |
Billing PO Box |
Enter the PO Box number in the contact's billing address. |
Shipping PO Box |
Enter the PO box number in the contact's shipping address. |
Billing City |
Enter the city name in the contact's billing address. |
Shipping City |
Enter the city name in the contact's shipping address. |
Billing State |
Enter the state name in the contact's billing address. |
Shipping State |
Enter the state name in the contact's shipping address. |
Billing Postal Code |
Enter the postal code in the contact's billing address. |
Shipping Postal Code |
Enter the postal code in the contact's shipping address. |
Billing Country |
Enter the country name in the contacts billing address. |
Shipping Country |
Enter the country name in the contact's shipping address. |
Terms & Conditions |
Enter the details of the terms and conditions applicable to the quote. |
Terms and Conditions |
Enter the details of the terms and conditions for the quote. |
Description |
Enter the details of the quote. |
Gross Total |
Enter the gross total of the quote. |
Line Discount |
Enter the line discount applied to the quote. |
Total Discount |
Enter the total discount applied to the quote. |
Global Discount |
Enter the global discount applied to the quote. |
Net Total (aGD) |
Enter the total net amount of the quote. |
Net Total (bGD) |
Enter the total net amount of the quote. |
Total Tax |
Enter the total tax amount. |
VAT |
Enter the VAT amount. |
Total Tax Retention |
Enter the total tax retention amount. |
Sales |
Enter the sales amount. |
SH Total |
Enter the details of the SH total amount. |
Service |
Enter the service tax amount on the quote. |
SH Tax |
Enter the SH Tax amount applicable to the quote. |
Grand Total |
Enter the total amount of the quote. |
Final Adjustment |
Enter the amount that is finally adjusted in the quote. |
Quote ID |
Enter the Quote ID. |
|
Users |
User Name |
Enter the name of the user. |
Admin |
Enter the admin details of the user. |
Email |
Enter the email address of the user. |
Status |
Enter the status of the user. |
First Name |
Enter the first name of the user. |
Second Name |
Enter the second name of the user. |
Role |
Enter the role or position of the user. |
Currency |
Enter the applicable currency of the user. |
Digit Grouping Pattern |
Enter the first name of the user. |
Decimal Separator |
Select the decimal separator. |
Digit Grouping Separator |
Select the digit grouping separator. |
Symbol Placement |
Select the symbol placement. |
Number Of Currency Decimals |
Select the decimals for currency. |
Default Lead View |
Select the default lead view for the user. |
Default Calendar View |
Select the default calendar view for the user. |
Calendar Hour Format |
Select the calendar format for the user. |
Signature |
Enter the signature of the user. |
Day starts at |
Select the work day start time for the user. |
Day ends at |
Select the work day end time for the user. |
Title |
Enter the title for the user. |
Fax |
Enter the fax number of the user. |
Department |
Enter the department of the user. |
Other Email |
Enter an alternative email address of the user. |
Office Phone |
Enter the office phone number of the user. |
Secondary Email |
Enter the secondary email address of the user. |
Mobile |
Enter the mobile number of the user. |
Reports To |
Select the manager of the user to whom he/she reports to. |
Home Phone |
Enter the home phone number of the user. |
Other Phone |
Enter any other phone number of the user if exists. |
Date Format |
Select the date format of the user. |
Documents |
Enter the details of the document of the user. |
Time Zone |
Select the timezone of the user. |
Internet Mail Composer |
Enter the internet mail composer details of the user. For example, Gmail. |
Theme |
Select a theme for the user. |
Language |
Enter the language used by the user for writing emails or converse. |
Send Copy of email |
Enter the details if the sent email should be received as a copy to the self. |
Street Address |
Enter the street name in the user's contact address. |
Country |
Enter the country name in the user's contact address. |
City |
Enter the city name in the user's contact address. |
Postal Code |
Enter the postal code in the user's contact address. |
State |
Enter the street name in the user's contact address. |
ID |
Enter the User ID. |
|
Vendors |
Vendor Name |
Enter the name of the vendor. |
Vendor Number |
Enter the vendor number. |
Email |
Enter the email address of the vendor. |
Phone |
Enter the phone number of the vendor. |
GL Account |
Select the General Ledger account number of the vendor. |
Website |
Enter the website URL of the vendor. |
Created Time |
Enter the date when the vendor account is created. |
Category |
Enter the category to which the vendor belongs to. |
Modified Time |
Enter the date when the vendor details were last modified. |
Last Modified By |
Enter the user who last modified the details of the vendor. |
Assigned To |
Select the user who owns the vendor account. |
Created By |
Select the user who created the vendor account. |
Street |
Enter the street name in the contact address of the vendor. |
PO Box |
Enter the PO Box number in the contact address of the vendor. |
City |
Enter the city name in the contact address of the vendor. |
State |
Enter the state name in the contact address of the vendor. |
Postal Code |
Enter the Postal Code in the contact address of the vendor. |
Country |
Enter the country name in the contact address of the vendor. |
Description |
Enter the details of the vendor. |
Vendor ID |
Enter the Vendor ID. |
|
Workflow |
Workflow ID |
Enter the workflow ID.
|
Module Name |
Enter the module name for which you are creating the workflow. |
Summary |
Enter the brief summary of the workflow. |
Test |
Enter the details if you are testing this workflow. |
Execution Condition |
Enter the condition to execute the workflow. |
Default Workflow |
Enter the details if this is the default workflow for the module. |
Type |
Enter the type of workflow. |
Scheduled Type ID
|
Enter the Scheduled Type ID. |
Scheduled Time |
Enter the scheduled time for the workflow. |
Scheduled Day of Month |
Enter the day in the month to execute the workflow. |
Scheduled Day of Week |
Enter the day in the week to execute the workflow. |
Scheduled Annual Dates |
Enter the dates in the year to execute the workflow. |
Next Trigger Time |
Enter the time after which the workflow will trigger again. |
Scheduled Minute Interval |
Enter the interval in minutes. |
purpose |
Enter the purpose of the workflow. |
Relate Module |
Enter the details of the module with which you want to relate the workflow module. |
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