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Fields Available in Email Templates

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Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.

Fields Available in Email Templates

Jeff Richards
3 Sep 2010 11:05 AM
  • Comments 14
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Email templates can be designed for use in different contexts.

The creation of Email Templates is covered in the online documentation.

In the image above you can see that templates can be designed for usage with certain entities.  For example, if you choose to create the template for use in the Cases context, then a set of fields related to that entity will be displayed in the "Choose Field to insert into the E-mail: " drop down box, or you can manually insert the field you want by typing the merge codes for that field, e.g. #case_createddate#.

The fields that available in each context depend on the views that are used.  A view that provides information about the current user is always available but the fields available in the opportunity context will be different from the case context.

For the main entities these view are

Context Entity View User View
--All-- n/a vsearchlistuser
Company vSummaryCompany vsearchlistuser
Person vSummaryPerson vsearchlistuser
Communication vCommunication vsearchlistuser
Cases vSummaryCase vsearchlistuser
Lead vSummaryLead vsearchlistuser
Opportunity vSummaryOpportunity vsearchlistuser
Order vSummaryOrder vsearchlistuser
Quote vSummaryQuote vsearchlistuser
Solutions vsolutions vsearchlistuser

Note

Below are the all fields that are contained in the different views. Some fields may not pass values even if they are included in the view because of internal rules hardcode into the eware.dll.  For example fields may be supressed because they would compromise system security (user_password) or may be restricted by other internal application rules.  An example are the account fields which are only available in certain editions of Sage CRM that are integrated with some accounting systems.  

Fields available from vsearchlistuser

User_AccountLockedOut Account locked out #User_AccountLockedOut#
User_CannotChangePassword Cannot Change p/w #User_CannotChangePassword#
User_CreatedBy Created By #User_CreatedBy#
User_CreatedDate Created Date #User_CreatedDate#
User_CTICallScreen CTI Call Screen #User_CTICallScreen#
User_CtiDeviceName CTI Device Name #User_CtiDeviceName#
User_CTIEnabled CTI Enabled #User_CTIEnabled#
user_defaultlandingpage Default InteractiveDashboard #user_defaultlandingpage#
User_Deleted Deleted #User_Deleted#
User_Department Department #User_Department#
user_deskid Desk Location #user_deskid#
User_Disabled Disabled #User_Disabled#
User_DisplayName User Template #User_DisplayName#
User_EmailAddress Desktop E-mail #User_EmailAddress#
User_EmailAddress E-mail #User_EmailAddress#
user_EnableDoNotReprice Enable Overwrite price #user_EnableDoNotReprice#
User_Extension Ext. #User_Extension#
User_Fax Fax #User_Fax#
User_FirstName First Name #User_FirstName#
user_forecastcurrency Forecasting - Currency #user_forecastcurrency#
User_ForecastSecurity Forecast Rights #User_ForecastSecurity#
user_GroupAccess Group Access #user_GroupAccess#
User_Homephone Home Phone #User_Homephone#
user_istemplate Template #user_istemplate#
User_Language Language #User_Language#
User_LastEntitySyncOutcome Last Entity Sync Outcome #User_LastEntitySyncOutcome#
User_LastLogin Last Login #User_LastLogin#
User_LastName Last Name #User_LastName#
User_LastSurveyTaken Last Survey Taken #User_LastSurveyTaken#
user_licencetype License type #user_licencetype#
user_location Location #user_location#
User_Logon User Name #User_Logon#
User_Logons Logons #User_Logons#
user_MasterPersID Hosting Master ID #user_MasterPersID#
user_MobileEmail Mobile E-mail address #user_MobileEmail#
user_MobileEmail Mobile E-mail #user_MobileEmail#
User_MobilePhone SMS #User_MobilePhone#
User_MobilePhone Mobile #User_MobilePhone#
User_MustChangePassword Change p/w at Next Logon #User_MustChangePassword#
User_OfflineSecurity Allow Offline Access #User_OfflineSecurity#
User_Pager Pager #User_Pager#
User_Password Password #User_Password#
User_PasswordNeverExpires Password Never Expires #User_PasswordNeverExpires#
User_PasswordUpdateDate Password Expiry Date #User_PasswordUpdateDate#
User_Per_Admin Administration #User_Per_Admin#
User_Per_Case Cases #User_Per_Case#
User_Per_Channels Team Lists #User_Per_Channels#
User_Per_Communication Communications #User_Per_Communication#
User_Per_CompAssign Assign Individual to Company #User_Per_CompAssign#
User_Per_ContactInsert Create New Records #User_Per_ContactInsert#
User_Per_ContactUpdate Comp/Pers/Ad/Ph/Em #User_Per_ContactUpdate#
User_Per_EntityMerge Merge persons/companies #User_Per_EntityMerge#
User_Per_Opportunity Opportunities #User_Per_Opportunity#
User_Per_Reports Reports #User_Per_Reports#
User_Per_Team Company Team #User_Per_Team#
User_Per_TeamSensitive Restrict Sensitive Info #User_Per_TeamSensitive#
User_Per_TeamUpdate Restrict Updates #User_Per_TeamUpdate#
User_Per_ToDo My CRM Lists #User_Per_ToDo#
user_per_tree Info Admin Tree Rights #user_per_tree#
user_per_tree Info Admin Key Attribute Profiling #user_per_tree#
User_Phone Phone #User_Phone#
User_PrimaryChannelId Primary Team #User_PrimaryChannelId#
User_PrimaryTerritory Home Territory #User_PrimaryTerritory#
User_Profile Profile #User_Profile#
User_ProfileEnabled Outlook Profile Enabled #User_ProfileEnabled#
User_ProfileLastSyncDate Last Sync Date #User_ProfileLastSyncDate#
User_PWDProfile Administration #User_PWDProfile#
User_RecentList Recent List #User_RecentList#
User_Resource Resource #User_Resource#
user_rollupto Forecasting - Reports To #user_rollupto#
User_SecurityProfile Profile #User_SecurityProfile#
User_ShowSurvey Show Survey #User_ShowSurvey#
User_SMSNotification User SMS notification #User_SMSNotification#
User_TemplateName Template Name #User_TemplateName#
User_TerritoriesFK Territories FK #User_TerritoriesFK#
User_TerritoryProfile Profile Name #User_TerritoryProfile#
User_TimeStamp Timestamp #User_TimeStamp#
user_title Title #user_title#
User_UpdatedBy Updated By #User_UpdatedBy#
User_UpdatedDate Updated Date #User_UpdatedDate#
User_User1 User #User_User1#
User_Userid User #User_Userid#
User_WebServiceEnabled Allow Web Service Access #User_WebServiceEnabled#

 Fields available from vsummarycompany

Column Name US Caption Merge Code
acc_accountid Account Id #acc_accountid#
Acc_Balance Balance #Acc_Balance#
Acc_Balance_CID Balance Currency #Acc_Balance_CID#
Acc_ChannelId Team #Acc_ChannelId#
Acc_CompanyId Company #Acc_CompanyId#
Acc_ConflictResDate Conflict Resolution Date #Acc_ConflictResDate#
Acc_CreatedBy Created By #Acc_CreatedBy#
Acc_CreatedDate Created Date #Acc_CreatedDate#
Acc_CreditLimit Credit Limit #Acc_CreditLimit#
Acc_CreditLimit_CID Credit Limit Currency #Acc_CreditLimit_CID#
acc_CurrencyID Currency #acc_CurrencyID#
Acc_Deleted Deleted #Acc_Deleted#
acc_intforeignid Foreign Id #acc_intforeignid#
acc_intid ERP System #acc_intid#
acc_intlastsyncdate Last Sync Date #acc_intlastsyncdate#
Acc_LibraryDir Library Dir #Acc_LibraryDir#
Acc_Name Account Name #Acc_Name#
Acc_OnHold On Hold #Acc_OnHold#
acc_PayTerms Payment terms #acc_PayTerms#
acc_pricinglistid Pricing List #acc_pricinglistid#
Acc_PricingListID Pricing List #Acc_PricingListID#
Acc_PrimaryAddressId Primary Address Id #Acc_PrimaryAddressId#
Acc_PrimaryPersonId Primary Person #Acc_PrimaryPersonId#
Acc_PrimaryUserId Account Manager #Acc_PrimaryUserId#
Acc_Promote Promoted Account #Acc_Promote#
Acc_SecTerr Territory #Acc_SecTerr#
Acc_SyncErrorDateTime Sync Error DateTime #Acc_SyncErrorDateTime#
Acc_SynchStatus Synch Status #Acc_SynchStatus#
acc_TaxRate Tax rate #acc_TaxRate#
Acc_Timestamp TimeStamp #Acc_Timestamp#
Acc_Type Account Type #Acc_Type#
Acc_UpdatedBy Updated By #Acc_UpdatedBy#
Acc_UpdatedDate Updated Date #Acc_UpdatedDate#
Acc_WorkflowID Workflow ID #Acc_WorkflowID#
addr_address1 NULL #addr_address1#
addr_address1 Address 1 #addr_address1#
addr_address1 Street(1) #addr_address1#
addr_address2 NULL #addr_address2#
addr_address2 Address 2 #addr_address2#
addr_address2 Street(2) #addr_address2#
addr_address3 NULL #addr_address3#
addr_address3 Address 3 #addr_address3#
addr_address3 Street(3) #addr_address3#
addr_address4 NULL #addr_address4#
addr_address4 Address 4 #addr_address4#
addr_address4 Street(4) #addr_address4#
Addr_AddressId Address Id #Addr_AddressId#
Addr_City NULL #Addr_City#
Addr_City City #Addr_City#
Addr_City City #Addr_City#
Addr_Country NULL #Addr_Country#
Addr_Country Country #Addr_Country#
Addr_Country Country #Addr_Country#
Addr_CreatedBy Created By #Addr_CreatedBy#
Addr_CreatedDate Created Date #Addr_CreatedDate#
Addr_Deleted Deleted #Addr_Deleted#
addr_IntForeignID Foreign Id #addr_IntForeignID#
addr_IntId Integration ID #addr_IntId#
addr_intlastsyncdate Last Sync Date #addr_intlastsyncdate#
Addr_PostCode NULL #Addr_PostCode#
Addr_PostCode Zip Code #Addr_PostCode#
Addr_PostCode Postal Code #Addr_PostCode#
addr_promote Promoted Address #addr_promote#
Addr_State NULL #Addr_State#
Addr_State State #Addr_State#
Addr_State State #Addr_State#
addr_street Street #addr_street#
Addr_TimeStamp TimeStamp #Addr_TimeStamp#
Addr_UpdatedBy Updated By #Addr_UpdatedBy#
Addr_UpdatedDate Updated Date #Addr_UpdatedDate#
addr_uszipplusfour Zip+4 Code #addr_uszipplusfour#
Comp_ChannelId Team #Comp_ChannelId#
Comp_CompanyId Company Id #Comp_CompanyId#
Comp_CreatedBy Created By #Comp_CreatedBy#
Comp_CreatedDate Created Date #Comp_CreatedDate#
Comp_Deleted Deleted #Comp_Deleted#
Comp_EmailAddress Business E-mail #Comp_EmailAddress#
Comp_Employees Employees #Comp_Employees#
Comp_FaxAreaCode Fax Area Code #Comp_FaxAreaCode#
Comp_FaxCountryCode Fax Country Code #Comp_FaxCountryCode#
Comp_FaxNumber Fax Number #Comp_FaxNumber#
Comp_IndCode Industry #Comp_IndCode#
comp_IntForeignID Foreign Id #comp_IntForeignID#
comp_IntId Integration ID #comp_IntId#
comp_intlastsyncdate Last Sync Date #comp_intlastsyncdate#
Comp_LibraryDir Library Dir #Comp_LibraryDir#
Comp_MailRestriction Mail Restriction #Comp_MailRestriction#
Comp_Name NULL #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_PhoneAreaCode Area Code #Comp_PhoneAreaCode#
Comp_PhoneCountryCode Country Code #Comp_PhoneCountryCode#
Comp_PhoneNumber Number #Comp_PhoneNumber#
Comp_PrimaryAccountId Account #Comp_PrimaryAccountId#
Comp_PrimaryAddressId Primary Address Id #Comp_PrimaryAddressId#
Comp_PrimaryPersonId Primary Person Id #Comp_PrimaryPersonId#
Comp_PrimaryUserId Account Manager #Comp_PrimaryUserId#
comp_promote Promoted Company #comp_promote#
Comp_Revenue Revenue #Comp_Revenue#
Comp_SecTerr Territory #Comp_SecTerr#
Comp_Sector Segment #Comp_Sector#
comp_SLAID SLA #comp_SLAID#
Comp_Source Source #Comp_Source#
Comp_Status Status #Comp_Status#
Comp_territory Region #Comp_territory#
Comp_TimeStamp TimeStamp #Comp_TimeStamp#
Comp_Type Type #Comp_Type#
Comp_UpdatedBy Updated By #Comp_UpdatedBy#
Comp_UpdatedDate Updated Date #Comp_UpdatedDate#
Comp_Website Website #Comp_Website#
Comp_WorkflowID Workflow #Comp_WorkflowID#
Pers_AccountId Account #Pers_AccountId#
Pers_ChannelId Team #Pers_ChannelId#
Pers_CompanyId Company #Pers_CompanyId#
Pers_ConflictResDate Conflict Resolution Date #Pers_ConflictResDate#
Pers_CreatedBy Created By #Pers_CreatedBy#
Pers_CreatedDate Created Date #Pers_CreatedDate#
Pers_Deleted Deleted #Pers_Deleted#
Pers_Department NULL #Pers_Department#
Pers_Department Department #Pers_Department#
Pers_Department Department #Pers_Department#
Pers_DepartmentCode Department Code #Pers_DepartmentCode#
Pers_EmailAddress Business E-mail #Pers_EmailAddress#
Pers_FaxAreaCode Fax Area Code #Pers_FaxAreaCode#
Pers_FaxCountryCode Fax Country Code #Pers_FaxCountryCode#
Pers_FaxNumber Fax Number #Pers_FaxNumber#
Pers_FirstName NULL #Pers_FirstName#
Pers_FirstName First Name #Pers_FirstName#
Pers_FirstName First Name #Pers_FirstName#
Pers_FullName Person #Pers_FullName#
Pers_Gender Gender #Pers_Gender#
Pers_IntForeignID Foreign Id #Pers_IntForeignID#
Pers_IntId Integration ID #Pers_IntId#
Pers_intlastsyncdate Last Sync Date #Pers_intlastsyncdate#
Pers_LastName NULL #Pers_LastName#
Pers_LastName Last Name #Pers_LastName#
Pers_LastName Last Name #Pers_LastName#
Pers_LibraryDir Library Dir #Pers_LibraryDir#
Pers_MailRestriction Mail Restriction #Pers_MailRestriction#
Pers_MiddleName NULL #Pers_MiddleName#
Pers_MiddleName Middle Name #Pers_MiddleName#
Pers_MiddleName Middle #Pers_MiddleName#
Pers_PersonId Person Id #Pers_PersonId#
Pers_PhoneAreaCode Area Code #Pers_PhoneAreaCode#
Pers_PhoneCountryCode Country Code #Pers_PhoneCountryCode#
Pers_PhoneNumber Phone Number #Pers_PhoneNumber#
Pers_PrimaryAddressId Primary Address Id #Pers_PrimaryAddressId#
Pers_PrimaryuserId Account Manager #Pers_PrimaryuserId#
pers_promote Promoted Person #pers_promote#
Pers_Salutation NULL #Pers_Salutation#
Pers_Salutation Salutation #Pers_Salutation#
Pers_SecTerr Territory #Pers_SecTerr#
pers_source Source #pers_source#
pers_status Status #pers_status#
Pers_Suffix NULL #Pers_Suffix#
Pers_Suffix Suffix #Pers_Suffix#
Pers_territory Region #Pers_territory#
Pers_TimeStamp TimeStamp #Pers_TimeStamp#
Pers_Title NULL #Pers_Title#
Pers_Title Title #Pers_Title#
Pers_Title Job Title #Pers_Title#
Pers_TitleCode Title Code #Pers_TitleCode#
Pers_UpdatedBy Updated By #Pers_UpdatedBy#
Pers_UpdatedDate Updated Date #Pers_UpdatedDate#
pers_Website NULL #pers_Website#
pers_Website Website #pers_Website#
Pers_WorkflowID Workflow #Pers_WorkflowID#
User_AccountLockedOut Account locked out #User_AccountLockedOut#
User_CannotChangePassword Cannot Change p/w #User_CannotChangePassword#
User_CreatedBy Created By #User_CreatedBy#
User_CreatedDate Created Date #User_CreatedDate#
User_CTICallScreen CTI Call Screen #User_CTICallScreen#
User_CtiDeviceName CTI Device Name #User_CtiDeviceName#
User_CTIEnabled CTI Enabled #User_CTIEnabled#
user_defaultlandingpage Default InteractiveDashboard #user_defaultlandingpage#
User_Deleted Deleted #User_Deleted#
User_Department Department #User_Department#
user_deskid Desk Location #user_deskid#
User_Disabled Disabled #User_Disabled#
User_EmailAddress Desktop E-mail #User_EmailAddress#
User_EmailAddress E-mail #User_EmailAddress#
user_EnableDoNotReprice Enable Overwrite price #user_EnableDoNotReprice#
User_Extension Ext. #User_Extension#
User_Fax Fax #User_Fax#
User_FirstName First Name #User_FirstName#
user_forecastcurrency Forecasting - Currency #user_forecastcurrency#
User_ForecastSecurity Forecast Rights #User_ForecastSecurity#
user_GroupAccess Group Access #user_GroupAccess#
User_Homephone Home Phone #User_Homephone#
user_istemplate Template #user_istemplate#
User_Language Language #User_Language#
User_LastEntitySyncOutcome Last Entity Sync Outcome #User_LastEntitySyncOutcome#
User_LastLogin Last Login #User_LastLogin#
User_LastName Last Name #User_LastName#
User_LastSurveyTaken Last Survey Taken #User_LastSurveyTaken#
user_licencetype License type #user_licencetype#
user_location Location #user_location#
User_Logon User Name #User_Logon#
User_Logons Logons #User_Logons#
user_MasterPersID Hosting Master ID #user_MasterPersID#
user_MobileEmail Mobile E-mail address #user_MobileEmail#
user_MobileEmail Mobile E-mail #user_MobileEmail#
User_MobilePhone SMS #User_MobilePhone#
User_MobilePhone Mobile #User_MobilePhone#
User_MustChangePassword Change p/w at Next Logon #User_MustChangePassword#
User_OfflineSecurity Allow Offline Access #User_OfflineSecurity#
User_Pager Pager #User_Pager#
User_Password Password #User_Password#
User_PasswordNeverExpires Password Never Expires #User_PasswordNeverExpires#
User_PasswordUpdateDate Password Expiry Date #User_PasswordUpdateDate#
User_Per_Admin Administration #User_Per_Admin#
User_Per_Case Cases #User_Per_Case#
User_Per_Channels Team Lists #User_Per_Channels#
User_Per_Communication Communications #User_Per_Communication#
User_Per_CompAssign Assign Individual to Company #User_Per_CompAssign#
User_Per_ContactInsert Create New Records #User_Per_ContactInsert#
User_Per_ContactUpdate Comp/Pers/Ad/Ph/Em #User_Per_ContactUpdate#
User_Per_EntityMerge Merge persons/companies #User_Per_EntityMerge#
User_Per_Opportunity Opportunities #User_Per_Opportunity#
User_Per_Reports Reports #User_Per_Reports#
User_Per_Team Company Team #User_Per_Team#
User_Per_TeamSensitive Restrict Sensitive Info #User_Per_TeamSensitive#
User_Per_TeamUpdate Restrict Updates #User_Per_TeamUpdate#
User_Per_ToDo My CRM Lists #User_Per_ToDo#
user_per_tree Info Admin Tree Rights #user_per_tree#
user_per_tree Info Admin Key Attribute Profiling #user_per_tree#
User_Phone Phone #User_Phone#
User_PrimaryChannelId Primary Team #User_PrimaryChannelId#
User_PrimaryTerritory Home Territory #User_PrimaryTerritory#
User_Profile Profile #User_Profile#
User_ProfileEnabled Outlook Profile Enabled #User_ProfileEnabled#
User_ProfileLastSyncDate Last Sync Date #User_ProfileLastSyncDate#
User_RecentList Recent List #User_RecentList#
User_Resource Resource #User_Resource#
user_rollupto Forecasting - Reports To #user_rollupto#
User_SecurityProfile Profile #User_SecurityProfile#
User_ShowSurvey Show Survey #User_ShowSurvey#
User_SMSNotification User SMS notification #User_SMSNotification#
User_TemplateName Template Name #User_TemplateName#
User_TerritoriesFK Territories FK #User_TerritoriesFK#
User_TerritoryProfile Profile Name #User_TerritoryProfile#
User_TimeStamp Timestamp #User_TimeStamp#
user_title Title #user_title#
User_UpdatedBy Updated By #User_UpdatedBy#
User_UpdatedDate Updated Date #User_UpdatedDate#
User_User1 User #User_User1#
User_Userid User #User_Userid#
User_WebServiceEnabled Allow Web Service Access #User_WebServiceEnabled#

 Fields available from vsummaryperson

Column Name US Caption Merge Code
acc_accountid Account Id #acc_accountid#
Acc_ChannelId Team #Acc_ChannelId#
Acc_CreatedBy Created By #Acc_CreatedBy#
Acc_Name Account Name #Acc_Name#
Acc_PrimaryUserId Account Manager #Acc_PrimaryUserId#
Acc_SecTerr Territory #Acc_SecTerr#
addr_address1 NULL #addr_address1#
addr_address1 Address 1 #addr_address1#
addr_address1 Street(1) #addr_address1#
addr_address2 NULL #addr_address2#
addr_address2 Address 2 #addr_address2#
addr_address2 Street(2) #addr_address2#
addr_address3 NULL #addr_address3#
addr_address3 Address 3 #addr_address3#
addr_address3 Street(3) #addr_address3#
addr_address4 NULL #addr_address4#
addr_address4 Address 4 #addr_address4#
addr_address4 Street(4) #addr_address4#
Addr_AddressId Address Id #Addr_AddressId#
Addr_City NULL #Addr_City#
Addr_City City #Addr_City#
Addr_City City #Addr_City#
Addr_Country NULL #Addr_Country#
Addr_Country Country #Addr_Country#
Addr_Country Country #Addr_Country#
Addr_CreatedBy Created By #Addr_CreatedBy#
Addr_CreatedDate Created Date #Addr_CreatedDate#
Addr_Deleted Deleted #Addr_Deleted#
addr_IntForeignID Foreign Id #addr_IntForeignID#
addr_IntId Integration ID #addr_IntId#
addr_intlastsyncdate Last Sync Date #addr_intlastsyncdate#
Addr_PostCode NULL #Addr_PostCode#
Addr_PostCode Zip Code #Addr_PostCode#
Addr_PostCode Postal Code #Addr_PostCode#
addr_promote Promoted Address #addr_promote#
Addr_State NULL #Addr_State#
Addr_State State #Addr_State#
Addr_State State #Addr_State#
addr_street Street #addr_street#
Addr_TimeStamp TimeStamp #Addr_TimeStamp#
Addr_UpdatedBy Updated By #Addr_UpdatedBy#
Addr_UpdatedDate Updated Date #Addr_UpdatedDate#
addr_uszipplusfour Zip+4 Code #addr_uszipplusfour#
Comp_ChannelId Team #Comp_ChannelId#
Comp_CompanyId Company Id #Comp_CompanyId#
Comp_CreatedBy Created By #Comp_CreatedBy#
Comp_CreatedDate Created Date #Comp_CreatedDate#
Comp_Deleted Deleted #Comp_Deleted#
Comp_EmailAddress Business E-mail #Comp_EmailAddress#
Comp_Employees Employees #Comp_Employees#
Comp_FaxAreaCode Fax Area Code #Comp_FaxAreaCode#
Comp_FaxCountryCode Fax Country Code #Comp_FaxCountryCode#
Comp_FaxNumber Fax Number #Comp_FaxNumber#
Comp_IndCode Industry #Comp_IndCode#
comp_IntForeignID Foreign Id #comp_IntForeignID#
comp_IntId Integration ID #comp_IntId#
comp_intlastsyncdate Last Sync Date #comp_intlastsyncdate#
Comp_LibraryDir Library Dir #Comp_LibraryDir#
Comp_MailRestriction Mail Restriction #Comp_MailRestriction#
Comp_Name NULL #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_PhoneAreaCode Area Code #Comp_PhoneAreaCode#
Comp_PhoneCountryCode Country Code #Comp_PhoneCountryCode#
Comp_PhoneNumber Number #Comp_PhoneNumber#
Comp_PrimaryAccountId Account #Comp_PrimaryAccountId#
Comp_PrimaryAddressId Primary Address Id #Comp_PrimaryAddressId#
Comp_PrimaryPersonId Primary Person Id #Comp_PrimaryPersonId#
Comp_PrimaryUserId Account Manager #Comp_PrimaryUserId#
comp_promote Promoted Company #comp_promote#
Comp_Revenue Revenue #Comp_Revenue#
Comp_SecTerr Territory #Comp_SecTerr#
Comp_Sector Segment #Comp_Sector#
comp_SLAID SLA #comp_SLAID#
Comp_Source Source #Comp_Source#
Comp_Status Status #Comp_Status#
Comp_territory Region #Comp_territory#
Comp_TimeStamp TimeStamp #Comp_TimeStamp#
Comp_Type Type #Comp_Type#
Comp_UpdatedBy Updated By #Comp_UpdatedBy#
Comp_UpdatedDate Updated Date #Comp_UpdatedDate#
Comp_Website Website #Comp_Website#
Comp_WorkflowID Workflow #Comp_WorkflowID#
Pers_AccountId Account #Pers_AccountId#
Pers_ChannelId Team #Pers_ChannelId#
Pers_CompanyId Company #Pers_CompanyId#
Pers_ConflictResDate Conflict Resolution Date #Pers_ConflictResDate#
Pers_CreatedBy Created By #Pers_CreatedBy#
Pers_CreatedDate Created Date #Pers_CreatedDate#
Pers_Deleted Deleted #Pers_Deleted#
Pers_Department NULL #Pers_Department#
Pers_Department Department #Pers_Department#
Pers_Department Department #Pers_Department#
Pers_DepartmentCode Department Code #Pers_DepartmentCode#
Pers_EmailAddress Business E-mail #Pers_EmailAddress#
Pers_FaxAreaCode Fax Area Code #Pers_FaxAreaCode#
Pers_FaxCountryCode Fax Country Code #Pers_FaxCountryCode#
Pers_FaxNumber Fax Number #Pers_FaxNumber#
Pers_FirstName NULL #Pers_FirstName#
Pers_FirstName First Name #Pers_FirstName#
Pers_FirstName First Name #Pers_FirstName#
Pers_FullName Person #Pers_FullName#
Pers_Gender Gender #Pers_Gender#
Pers_IntForeignID Foreign Id #Pers_IntForeignID#
Pers_IntId Integration ID #Pers_IntId#
Pers_intlastsyncdate Last Sync Date #Pers_intlastsyncdate#
Pers_LastName NULL #Pers_LastName#
Pers_LastName Last Name #Pers_LastName#
Pers_LastName Last Name #Pers_LastName#
Pers_LibraryDir Library Dir #Pers_LibraryDir#
Pers_MailRestriction Mail Restriction #Pers_MailRestriction#
Pers_MiddleName NULL #Pers_MiddleName#
Pers_MiddleName Middle Name #Pers_MiddleName#
Pers_MiddleName Middle #Pers_MiddleName#
Pers_PersonId Person Id #Pers_PersonId#
Pers_PhoneAreaCode Area Code #Pers_PhoneAreaCode#
Pers_PhoneCountryCode Country Code #Pers_PhoneCountryCode#
Pers_PhoneNumber Phone Number #Pers_PhoneNumber#
Pers_PrimaryAddressId Primary Address Id #Pers_PrimaryAddressId#
Pers_PrimaryuserId Account Manager #Pers_PrimaryuserId#
pers_promote Promoted Person #pers_promote#
Pers_Salutation NULL #Pers_Salutation#
Pers_Salutation Salutation #Pers_Salutation#
Pers_SecTerr Territory #Pers_SecTerr#
pers_source Source #pers_source#
pers_status Status #pers_status#
Pers_Suffix NULL #Pers_Suffix#
Pers_Suffix Suffix #Pers_Suffix#
Pers_territory Region #Pers_territory#
Pers_TimeStamp TimeStamp #Pers_TimeStamp#
Pers_Title NULL #Pers_Title#
Pers_Title Title #Pers_Title#
Pers_Title Job Title #Pers_Title#
Pers_TitleCode Title Code #Pers_TitleCode#
Pers_UpdatedBy Updated By #Pers_UpdatedBy#
Pers_UpdatedDate Updated Date #Pers_UpdatedDate#
pers_Website NULL #pers_Website#
pers_Website Website #pers_Website#
Pers_WorkflowID Workflow #Pers_WorkflowID#
User_AccountLockedOut Account locked out #User_AccountLockedOut#
User_CannotChangePassword Cannot Change p/w #User_CannotChangePassword#
User_CreatedBy Created By #User_CreatedBy#
User_CreatedDate Created Date #User_CreatedDate#
User_CTICallScreen CTI Call Screen #User_CTICallScreen#
User_CtiDeviceName CTI Device Name #User_CtiDeviceName#
User_CTIEnabled CTI Enabled #User_CTIEnabled#
user_defaultlandingpage Default InteractiveDashboard #user_defaultlandingpage#
User_Deleted Deleted #User_Deleted#
User_Department Department #User_Department#
user_deskid Desk Location #user_deskid#
User_Disabled Disabled #User_Disabled#
User_EmailAddress Desktop E-mail #User_EmailAddress#
User_EmailAddress E-mail #User_EmailAddress#
user_EnableDoNotReprice Enable Overwrite price #user_EnableDoNotReprice#
User_Extension Ext. #User_Extension#
User_Fax Fax #User_Fax#
User_FirstName First Name #User_FirstName#
user_forecastcurrency Forecasting - Currency #user_forecastcurrency#
User_ForecastSecurity Forecast Rights #User_ForecastSecurity#
user_GroupAccess Group Access #user_GroupAccess#
User_Homephone Home Phone #User_Homephone#
user_istemplate Template #user_istemplate#
User_Language Language #User_Language#
User_LastEntitySyncOutcome Last Entity Sync Outcome #User_LastEntitySyncOutcome#
User_LastLogin Last Login #User_LastLogin#
User_LastName Last Name #User_LastName#
User_LastSurveyTaken Last Survey Taken #User_LastSurveyTaken#
user_licencetype License type #user_licencetype#
user_location Location #user_location#
User_Logon User Name #User_Logon#
User_Logons Logons #User_Logons#
user_MasterPersID Hosting Master ID #user_MasterPersID#
user_MobileEmail Mobile E-mail address #user_MobileEmail#
user_MobileEmail Mobile E-mail #user_MobileEmail#
User_MobilePhone SMS #User_MobilePhone#
User_MobilePhone Mobile #User_MobilePhone#
User_MustChangePassword Change p/w at Next Logon #User_MustChangePassword#
User_OfflineSecurity Allow Offline Access #User_OfflineSecurity#
User_Pager Pager #User_Pager#
User_Password Password #User_Password#
User_PasswordNeverExpires Password Never Expires #User_PasswordNeverExpires#
User_PasswordUpdateDate Password Expiry Date #User_PasswordUpdateDate#
User_Per_Admin Administration #User_Per_Admin#
User_Per_Case Cases #User_Per_Case#
User_Per_Channels Team Lists #User_Per_Channels#
User_Per_Communication Communications #User_Per_Communication#
User_Per_CompAssign Assign Individual to Company #User_Per_CompAssign#
User_Per_ContactInsert Create New Records #User_Per_ContactInsert#
User_Per_ContactUpdate Comp/Pers/Ad/Ph/Em #User_Per_ContactUpdate#
User_Per_EntityMerge Merge persons/companies #User_Per_EntityMerge#
User_Per_Opportunity Opportunities #User_Per_Opportunity#
User_Per_Reports Reports #User_Per_Reports#
User_Per_Team Company Team #User_Per_Team#
User_Per_TeamSensitive Restrict Sensitive Info #User_Per_TeamSensitive#
User_Per_TeamUpdate Restrict Updates #User_Per_TeamUpdate#
User_Per_ToDo My CRM Lists #User_Per_ToDo#
user_per_tree Info Admin Tree Rights #user_per_tree#
user_per_tree Info Admin Key Attribute Profiling #user_per_tree#
User_Phone Phone #User_Phone#
User_PrimaryChannelId Primary Team #User_PrimaryChannelId#
User_PrimaryTerritory Home Territory #User_PrimaryTerritory#
User_Profile Profile #User_Profile#
User_ProfileEnabled Outlook Profile Enabled #User_ProfileEnabled#
User_ProfileLastSyncDate Last Sync Date #User_ProfileLastSyncDate#
User_RecentList Recent List #User_RecentList#
User_Resource Resource #User_Resource#
user_rollupto Forecasting - Reports To #user_rollupto#
User_SecurityProfile Profile #User_SecurityProfile#
User_ShowSurvey Show Survey #User_ShowSurvey#
User_SMSNotification User SMS notification #User_SMSNotification#
User_TemplateName Template Name #User_TemplateName#
User_TerritoriesFK Territories FK #User_TerritoriesFK#
User_TerritoryProfile Profile Name #User_TerritoryProfile#
User_TimeStamp Timestamp #User_TimeStamp#
user_title Title #user_title#
User_UpdatedBy Updated By #User_UpdatedBy#
User_UpdatedDate Updated Date #User_UpdatedDate#
User_User1 User #User_User1#
User_Userid User #User_Userid#
User_WebServiceEnabled Allow Web Service Access #User_WebServiceEnabled#

 Fields available from vsummarycase

Column Name US Caption Merge Code
Case_AssignedUserId Assigned To #Case_AssignedUserId#
Case_AssignedUserId Assigned To #Case_AssignedUserId#
Case_CaseId Ref #Case_CaseId#
Case_ChannelId Team #Case_ChannelId#
Case_ChannelId Team #Case_ChannelId#
case_closed Closed #case_closed#
Case_ClosedBy Closed By #Case_ClosedBy#
Case_ClosedBy Closed By #Case_ClosedBy#
Case_CreatedBy Created By #Case_CreatedBy#
Case_CreatedBy Created By #Case_CreatedBy#
Case_CreatedDate Created Date #Case_CreatedDate#
Case_CustomerRef Customer Ref #Case_CustomerRef#
Case_Deleted Deleted #Case_Deleted#
Case_Deleted Deleted #Case_Deleted#
case_description Description #case_description#
Case_FoundVer Found in #Case_FoundVer#
case_notifytime Notify Time #case_notifytime#
case_notifytime Notify Time #case_notifytime#
case_opened Opened #case_opened#
Case_Opened Opened #Case_Opened#
Case_OpenedBy Opened By #Case_OpenedBy#
Case_OpenedBy Opened By #Case_OpenedBy#
Case_PrimaryAccountId Account #Case_PrimaryAccountId#
Case_PrimaryCompanyId Company #Case_PrimaryCompanyId#
Case_PrimaryPersonId Person #Case_PrimaryPersonId#
Case_Priority Priority #Case_Priority#
Case_Priority Priority #Case_Priority#
Case_ProblemNote Problem Details #Case_ProblemNote#
case_problemnote Problem Details #case_problemnote#
Case_ProblemType Problem Type #Case_ProblemType#
Case_problemtype Problem Type #Case_problemtype#
Case_product Product #Case_product#
Case_ProductArea Area #Case_ProductArea#
Case_productid Product Id #Case_productid#
Case_ReferenceId RefId #Case_ReferenceId#
case_secterr Territory #case_secterr#
Case_SerialNumber Serial Number #Case_SerialNumber#
case_SLACloseBy SLA Close By #case_SLACloseBy#
case_SLACloseBy SLA Close By #case_SLACloseBy#
case_SLAID SLA #case_SLAID#
Case_SLASeverity SLA Severity #Case_SLASeverity#
Case_SolutionNote Solution Details #Case_SolutionNote#
Case_SolutionType Solution Type #Case_SolutionType#
Case_SolutionType Solution Type #Case_SolutionType#
Case_Source Source #Case_Source#
Case_Stage Stage #Case_Stage#
Case_Stage Stage #Case_Stage#
Case_Status Status #Case_Status#
Case_Status Status #Case_Status#
Case_TargetClose Close By #Case_TargetClose#
Case_TargetVer Fix in #Case_TargetVer#
Case_TimeStamp Timestamp #Case_TimeStamp#
Case_TimeStamp Timestamp #Case_TimeStamp#
Case_UpdatedBy Updated By #Case_UpdatedBy#
Case_UpdatedBy Updated By #Case_UpdatedBy#
Case_UpdatedDate Updated Date #Case_UpdatedDate#
Case_WorkflowID Workflow #Case_WorkflowID#
Comp_ChannelId Team #Comp_ChannelId#
Comp_CompanyId Company Id #Comp_CompanyId#
Comp_CreatedBy Created By #Comp_CreatedBy#
Comp_CreatedDate Created Date #Comp_CreatedDate#
Comp_Deleted Deleted #Comp_Deleted#
Comp_EmailAddress Business E-mail #Comp_EmailAddress#
Comp_Employees Employees #Comp_Employees#
Comp_FaxAreaCode Fax Area Code #Comp_FaxAreaCode#
Comp_FaxCountryCode Fax Country Code #Comp_FaxCountryCode#
Comp_FaxNumber Fax Number #Comp_FaxNumber#
Comp_IndCode Industry #Comp_IndCode#
comp_IntForeignID Foreign Id #comp_IntForeignID#
comp_IntId Integration ID #comp_IntId#
comp_intlastsyncdate Last Sync Date #comp_intlastsyncdate#
Comp_LibraryDir Library Dir #Comp_LibraryDir#
Comp_MailRestriction Mail Restriction #Comp_MailRestriction#
Comp_Name NULL #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_PhoneAreaCode Area Code #Comp_PhoneAreaCode#
Comp_PhoneCountryCode Country Code #Comp_PhoneCountryCode#
Comp_PhoneNumber Number #Comp_PhoneNumber#
Comp_PrimaryAccountId Account #Comp_PrimaryAccountId#
Comp_PrimaryAddressId Primary Address Id #Comp_PrimaryAddressId#
Comp_PrimaryPersonId Primary Person Id #Comp_PrimaryPersonId#
Comp_PrimaryUserId Account Manager #Comp_PrimaryUserId#
comp_promote Promoted Company #comp_promote#
Comp_Revenue Revenue #Comp_Revenue#
Comp_SecTerr Territory #Comp_SecTerr#
Comp_Sector Segment #Comp_Sector#
comp_SLAID SLA #comp_SLAID#
Comp_Source Source #Comp_Source#
Comp_Status Status #Comp_Status#
Comp_territory Region #Comp_territory#
Comp_TimeStamp TimeStamp #Comp_TimeStamp#
Comp_Type Type #Comp_Type#
Comp_UpdatedBy Updated By #Comp_UpdatedBy#
Comp_UpdatedDate Updated Date #Comp_UpdatedDate#
Comp_Website Website #Comp_Website#
Comp_WorkflowID Workflow #Comp_WorkflowID#
Pers_AccountId Account #Pers_AccountId#
Pers_ChannelId Team #Pers_ChannelId#
Pers_CompanyId Company #Pers_CompanyId#
Pers_ConflictResDate Conflict Resolution Date #Pers_ConflictResDate#
Pers_CreatedBy Created By #Pers_CreatedBy#
Pers_CreatedDate Created Date #Pers_CreatedDate#
Pers_Deleted Deleted #Pers_Deleted#
Pers_Department NULL #Pers_Department#
Pers_Department Department #Pers_Department#
Pers_Department Department #Pers_Department#
Pers_DepartmentCode Department Code #Pers_DepartmentCode#
Pers_EmailAddress Business E-mail #Pers_EmailAddress#
Pers_FaxAreaCode Fax Area Code #Pers_FaxAreaCode#
Pers_FaxCountryCode Fax Country Code #Pers_FaxCountryCode#
Pers_FaxNumber Fax Number #Pers_FaxNumber#
Pers_FirstName NULL #Pers_FirstName#
Pers_FirstName First Name #Pers_FirstName#
Pers_FirstName First Name #Pers_FirstName#
Pers_Gender Gender #Pers_Gender#
Pers_IntForeignID Foreign Id #Pers_IntForeignID#
Pers_IntId Integration ID #Pers_IntId#
Pers_intlastsyncdate Last Sync Date #Pers_intlastsyncdate#
Pers_LastName NULL #Pers_LastName#
Pers_LastName Last Name #Pers_LastName#
Pers_LastName Last Name #Pers_LastName#
Pers_LibraryDir Library Dir #Pers_LibraryDir#
Pers_MailRestriction Mail Restriction #Pers_MailRestriction#
Pers_MiddleName NULL #Pers_MiddleName#
Pers_MiddleName Middle Name #Pers_MiddleName#
Pers_MiddleName Middle #Pers_MiddleName#
Pers_PersonId Person Id #Pers_PersonId#
Pers_PhoneAreaCode Area Code #Pers_PhoneAreaCode#
Pers_PhoneCountryCode Country Code #Pers_PhoneCountryCode#
Pers_PhoneNumber Phone Number #Pers_PhoneNumber#
Pers_PrimaryAddressId Primary Address Id #Pers_PrimaryAddressId#
Pers_PrimaryuserId Account Manager #Pers_PrimaryuserId#
pers_promote Promoted Person #pers_promote#
Pers_Salutation NULL #Pers_Salutation#
Pers_Salutation Salutation #Pers_Salutation#
Pers_SecTerr Territory #Pers_SecTerr#
pers_source Source #pers_source#
pers_status Status #pers_status#
Pers_Suffix NULL #Pers_Suffix#
Pers_Suffix Suffix #Pers_Suffix#
Pers_territory Region #Pers_territory#
Pers_TimeStamp TimeStamp #Pers_TimeStamp#
Pers_Title NULL #Pers_Title#
Pers_Title Title #Pers_Title#
Pers_Title Job Title #Pers_Title#
Pers_TitleCode Title Code #Pers_TitleCode#
Pers_UpdatedBy Updated By #Pers_UpdatedBy#
Pers_UpdatedDate Updated Date #Pers_UpdatedDate#
pers_Website NULL #pers_Website#
pers_Website Website #pers_Website#
Pers_WorkflowID Workflow #Pers_WorkflowID#

Fields available from vcommunication

Column Name US Caption Merge Code
CmLi_Comm_AccountId Account #CmLi_Comm_AccountId#
CmLi_Comm_CompanyId Company #CmLi_Comm_CompanyId#
CmLi_Comm_InitialWave Initial Wave #CmLi_Comm_InitialWave#
cmli_comm_initialwave Initial Wave #cmli_comm_initialwave#
Cmli_Comm_LeadID Lead #Cmli_Comm_LeadID#
cmli_comm_notifytime Notify Time #cmli_comm_notifytime#
CmLi_Comm_PersonId Person #CmLi_Comm_PersonId#
cmli_comm_userid User #cmli_comm_userid#
CmLi_Comm_WaveResponse Response Type #CmLi_Comm_WaveResponse#
Cmli_CommLinkID Link #Cmli_CommLinkID#
CmLi_Recipient Recipient #CmLi_Recipient#
cmli_smsmessagesent SMS Message sent #cmli_smsmessagesent#
cmli_status Status #cmli_status#
Comm_Action Action #Comm_Action#
Comm_BCC BCC #Comm_BCC#
Comm_CaseId Communication Case ID #Comm_CaseId#
Comm_CC CC #Comm_CC#
Comm_ChannelId Team #Comm_ChannelId#
Comm_CommunicationId ID #Comm_CommunicationId#
comm_completedtime Completed Time #comm_completedtime#
Comm_CreatedBy Created By #Comm_CreatedBy#
Comm_CreatedDate Created Date #Comm_CreatedDate#
comm_datetime Due Date #comm_datetime#
comm_datetime Date / Time #comm_datetime#
Comm_Deleted Deleted #Comm_Deleted#
comm_description Description #comm_description#
Comm_DocDir Doc Dir #Comm_DocDir#
Comm_DocName Doc Name #Comm_DocName#
Comm_Email E-mail Text #Comm_Email#
Comm_Exception Exception #Comm_Exception#
Comm_From From #Comm_From#
comm_hasattachments Has Attachments #comm_hasattachments#
Comm_IsHtml Is HTML #Comm_IsHtml#
comm_isreplytomsgid Is Reply to Message #comm_isreplytomsgid#
Comm_LeadId Lead #Comm_LeadId#
Comm_MeetingID Meeting ID #Comm_MeetingID#
comm_messageid E-mail Message #comm_messageid#
comm_note Details #comm_note#
Comm_NotifyDelta Reminder #Comm_NotifyDelta#
Comm_NotifyTime Reminder Date/Time #Comm_NotifyTime#
Comm_OpportunityId Regarding #Comm_OpportunityId#
Comm_OrderId Order #Comm_OrderId#
comm_organizer Organizer #comm_organizer#
Comm_OriginalDateTime Original DateTime #Comm_OriginalDateTime#
Comm_OriginalToDateTime Original To DateTime #Comm_OriginalToDateTime#
Comm_OutCome Outcome #Comm_OutCome#
Comm_OutlookID Outlook ID #Comm_OutlookID#
Comm_Percentcomplete Percent Complete #Comm_Percentcomplete#
Comm_priority Priority #Comm_priority#
Comm_Private Private #Comm_Private#
Comm_QuoteId Quote #Comm_QuoteId#
Comm_RecurrenceId Recurrence #Comm_RecurrenceId#
Comm_ReplyTo Reply To #Comm_ReplyTo#
comm_secterr Territory #comm_secterr#
comm_smsmessagesent SMS Sent #comm_smsmessagesent#
comm_smsnotification Send Reminder Message #comm_smsnotification#
comm_SolutionId Solution Id #comm_SolutionId#
Comm_Status Status #Comm_Status#
Comm_TargetListId Target List Id #Comm_TargetListId#
comm_taskreminder Onscreen Reminder #comm_taskreminder#
Comm_TimeStamp TimeStamp #Comm_TimeStamp#
Comm_To To #Comm_To#
comm_todatetime End Time #comm_todatetime#
Comm_Type Type #Comm_Type#
Comm_UpdatedBy Updated By #Comm_UpdatedBy#
Comm_UpdatedDate Updated Date #Comm_UpdatedDate#
Comm_WaveItemID Wave Activity #Comm_WaveItemID#
Comm_WorkflowID Workflow #Comm_WorkflowID#
Recu_DayOfMonth Day of Month #Recu_DayOfMonth#
Recu_DayOfWeek Day of Week #Recu_DayOfWeek#
Recu_Instance Instance #Recu_Instance#
Recu_Interval Interval #Recu_Interval#
Recu_RecurrenceId Recurrence #Recu_RecurrenceId#
Recu_SubInterval Sub Interval #Recu_SubInterval#
Recu_SubType Sub Type #Recu_SubType#
Recu_Type Type #Recu_Type#

Note:  The view used by emails in the Communication context is vCommunication as described above.

This lacks a join onto Company, Person etc.  BUT if you reference fields below you will see they get automatically translated into more useful data.  So

  • Communication: #comm_subject#
  • User: #cmli_comm_userid#
  • Person: #cmli_comm_personid#
  • Company: #cmli_comm_companyid#

is converted to

  • Communication: Engineer went out and replaced the component
  • User: Kylie Ward
  • Person: Simon Yaltoy
  • Company: Gatecom Inc.

Fields available from vsummarylead

Column Name US Caption Merge Code
lead_addressuszipplusfour US Zip+4 #lead_addressuszipplusfour#
lead_assigneduserid Assigned to #lead_assigneduserid#
lead_assigneduserid Assigned to #lead_assigneduserid#
lead_channelid Team #lead_channelid#
lead_closed Closed #lead_closed#
lead_companyaddress1 Address 1 #lead_companyaddress1#
lead_companyaddress2 Address 2 #lead_companyaddress2#
lead_companyaddress3 Address 3 #lead_companyaddress3#
lead_companyaddress4 Address 4 #lead_companyaddress4#
lead_companycity City #lead_companycity#
lead_companycountry Country #lead_companycountry#
lead_CompanyEmployees No. of Employees #lead_CompanyEmployees#
lead_CompanyIndustry Industry #lead_CompanyIndustry#
lead_companyname Company Name #lead_companyname#
lead_companypostcode Zip Code #lead_companypostcode#
lead_companyRevenue Annual Revenues #lead_companyRevenue#
lead_companystate State #lead_companystate#
lead_companywebsite Web Site #lead_companywebsite#
Lead_CreatedBy Created By #Lead_CreatedBy#
lead_createddate Date Created #lead_createddate#
Lead_DataUploadId Data Upload Identifier #Lead_DataUploadId#
Lead_DataUploadId Data Upload Identifier #Lead_DataUploadId#
lead_DecisionTimeFrame Decision Timeframe #lead_DecisionTimeFrame#
lead_decisiontimeframe Decision Timeframe #lead_decisiontimeframe#
lead_deleted Deleted #lead_deleted#
lead_deleted Deleted #lead_deleted#
lead_description Description #lead_description#
lead_details Details #lead_details#
lead_details Details #lead_details#
Lead_LeadId Lead ID #Lead_LeadId#
lead_MailRestriction Mail Restriction #lead_MailRestriction#
lead_MainProductInterest Main Product Interest #lead_MainProductInterest#
lead_notifytime Notify Time #lead_notifytime#
lead_opened Opened #lead_opened#
lead_opened Opened #lead_opened#
Lead_OpportunityId Opportunity Identifier #Lead_OpportunityId#
Lead_PersonEmail E-mail #Lead_PersonEmail#
lead_personfaxareacode Fax Area Code #lead_personfaxareacode#
lead_personfaxcountrycode Fax Country Code #lead_personfaxcountrycode#
lead_personfaxnumber Fax Number #lead_personfaxnumber#
lead_personfirstname First name #lead_personfirstname#
lead_personlastname Last name #lead_personlastname#
lead_personmiddlename Middle #lead_personmiddlename#
lead_personphoneareacode Area Code #lead_personphoneareacode#
lead_personphonecountrycode Country Code #lead_personphonecountrycode#
lead_personphonenumber Phone Number #lead_personphonenumber#
lead_personsalutation Salutation #lead_personsalutation#
Lead_PersonTitle Title #Lead_PersonTitle#
lead_primarycompanyid Select Company #lead_primarycompanyid#
Lead_PrimaryPersonId Primary Person Identifier #Lead_PrimaryPersonId#
lead_priority Priority #lead_priority#
lead_rateddate Rated Date #lead_rateddate#
lead_RatedDate Rated Date #lead_RatedDate#
lead_rating Rating #lead_rating#
lead_Rating Rating #lead_Rating#
lead_ReasonNotInterested Reason not Interested #lead_ReasonNotInterested#
lead_secterr Territory #lead_secterr#
lead_Sector Segment #lead_Sector#
lead_source Source #lead_source#
lead_source Source #lead_source#
lead_stage Stage #lead_stage#
lead_status Status #lead_status#
Lead_TimeStamp Timestamp #Lead_TimeStamp#
lead_Type Type #lead_Type#
Lead_UpdatedBy Updated By #Lead_UpdatedBy#
Lead_UpdatedDate Updated Date #Lead_UpdatedDate#
lead_UpLoadDate Upload Date #lead_UpLoadDate#
Lead_WaveItemId Wave Activity #Lead_WaveItemId#
Lead_WaveItemId Wave Activity #Lead_WaveItemId#
lead_workflowid Workflow Identifier #lead_workflowid#

 Fields available from vSummaryOpportunity

Column Name US Caption Merge Code
acc_accountid Account Id #acc_accountid#
Acc_Balance Balance #Acc_Balance#
Acc_Balance_CID Balance Currency #Acc_Balance_CID#
Acc_ChannelId Team #Acc_ChannelId#
Acc_CompanyId Company #Acc_CompanyId#
Acc_ConflictResDate Conflict Resolution Date #Acc_ConflictResDate#
Acc_CreatedBy Created By #Acc_CreatedBy#
Acc_CreatedDate Created Date #Acc_CreatedDate#
Acc_CreditLimit Credit Limit #Acc_CreditLimit#
Acc_CreditLimit_CID Credit Limit Currency #Acc_CreditLimit_CID#
acc_CurrencyID Currency #acc_CurrencyID#
Acc_Deleted Deleted #Acc_Deleted#
acc_intforeignid Foreign Id #acc_intforeignid#
acc_intid ERP System #acc_intid#
acc_intlastsyncdate Last Sync Date #acc_intlastsyncdate#
Acc_LibraryDir Library Dir #Acc_LibraryDir#
Acc_Name Account Name #Acc_Name#
Acc_OnHold On Hold #Acc_OnHold#
acc_PayTerms Payment terms #acc_PayTerms#
Acc_PricingListID Pricing List #Acc_PricingListID#
acc_pricinglistid Pricing List #acc_pricinglistid#
Acc_PrimaryAddressId Primary Address Id #Acc_PrimaryAddressId#
Acc_PrimaryPersonId Primary Person #Acc_PrimaryPersonId#
Acc_PrimaryUserId Account Manager #Acc_PrimaryUserId#
Acc_Promote Promoted Account #Acc_Promote#
Acc_SecTerr Territory #Acc_SecTerr#
Acc_SyncErrorDateTime Sync Error DateTime #Acc_SyncErrorDateTime#
Acc_SynchStatus Synch Status #Acc_SynchStatus#
acc_TaxRate Tax rate #acc_TaxRate#
Acc_Timestamp TimeStamp #Acc_Timestamp#
Acc_Type Account Type #Acc_Type#
Acc_UpdatedBy Updated By #Acc_UpdatedBy#
Acc_UpdatedDate Updated Date #Acc_UpdatedDate#
Acc_WorkflowID Workflow ID #Acc_WorkflowID#
Comp_ChannelId Team #Comp_ChannelId#
Comp_CompanyId Company Id #Comp_CompanyId#
Comp_CreatedBy Created By #Comp_CreatedBy#
Comp_CreatedDate Created Date #Comp_CreatedDate#
Comp_Deleted Deleted #Comp_Deleted#
Comp_EmailAddress Business E-mail #Comp_EmailAddress#
Comp_Employees Employees #Comp_Employees#
Comp_FaxAreaCode Fax Area Code #Comp_FaxAreaCode#
Comp_FaxCountryCode Fax Country Code #Comp_FaxCountryCode#
Comp_FaxNumber Fax Number #Comp_FaxNumber#
Comp_IndCode Industry #Comp_IndCode#
comp_IntForeignID Foreign Id #comp_IntForeignID#
comp_IntId Integration ID #comp_IntId#
comp_intlastsyncdate Last Sync Date #comp_intlastsyncdate#
Comp_LibraryDir Library Dir #Comp_LibraryDir#
Comp_MailRestriction Mail Restriction #Comp_MailRestriction#
Comp_Name NULL #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_PhoneAreaCode Area Code #Comp_PhoneAreaCode#
Comp_PhoneCountryCode Country Code #Comp_PhoneCountryCode#
Comp_PhoneNumber Number #Comp_PhoneNumber#
Comp_PrimaryAccountId Account #Comp_PrimaryAccountId#
Comp_PrimaryAddressId Primary Address Id #Comp_PrimaryAddressId#
Comp_PrimaryPersonId Primary Person Id #Comp_PrimaryPersonId#
Comp_PrimaryUserId Account Manager #Comp_PrimaryUserId#
comp_promote Promoted Company #comp_promote#
Comp_Revenue Revenue #Comp_Revenue#
Comp_SecTerr Territory #Comp_SecTerr#
Comp_Sector Segment #Comp_Sector#
comp_SLAID SLA #comp_SLAID#
Comp_Source Source #Comp_Source#
Comp_Status Status #Comp_Status#
Comp_territory Region #Comp_territory#
Comp_TimeStamp TimeStamp #Comp_TimeStamp#
Comp_Type Type #Comp_Type#
Comp_UpdatedBy Updated By #Comp_UpdatedBy#
Comp_UpdatedDate Updated Date #Comp_UpdatedDate#
Comp_Website Website #Comp_Website#
Comp_WorkflowID Workflow #Comp_WorkflowID#
Oppo_AssignedUserId Assigned To #Oppo_AssignedUserId#
Oppo_AssignedUserId Assigned To #Oppo_AssignedUserId#
Oppo_Certainty Certainty% #Oppo_Certainty#
Oppo_ChannelId Team #Oppo_ChannelId#
Oppo_ChannelId Team #Oppo_ChannelId#
oppo_closed Closed #oppo_closed#
Oppo_CreatedBy Created By #Oppo_CreatedBy#
Oppo_CreatedBy Created By #Oppo_CreatedBy#
Oppo_CreatedDate Created Date #Oppo_CreatedDate#
oppo_Currency Opportunity Currency #oppo_Currency#
Oppo_customerref Customer Ref #Oppo_customerref#
Oppo_DecisionTimeFrame Decision Timeframe #Oppo_DecisionTimeFrame#
Oppo_Deleted Deleted #Oppo_Deleted#
Oppo_Deleted Deleted #Oppo_Deleted#
Oppo_Description Description #Oppo_Description#
Oppo_Forecast Forecast #Oppo_Forecast#
Oppo_Forecast Forecast #Oppo_Forecast#
Oppo_Forecast_CID Forecast Currency #Oppo_Forecast_CID#
Oppo_Forecast_CID Forecast Currency #Oppo_Forecast_CID#
Oppo_LeadId Lead Identifier #Oppo_LeadId#
oppo_NoDiscAmtSum No Discount Amount #oppo_NoDiscAmtSum#
oppo_NoDiscAmtSum_CID No Discount Amount Currency #oppo_NoDiscAmtSum_CID#
Oppo_Note Details #Oppo_Note#
Oppo_NotifyTime Notify Time #Oppo_NotifyTime#
oppo_notifytime Notify Time #oppo_notifytime#
Oppo_Opened Opened #Oppo_Opened#
Oppo_OpportunityId Opportunity #Oppo_OpportunityId#
oppo_opportunityid Opportunity #oppo_opportunityid#
Oppo_PrimaryAccountId Account #Oppo_PrimaryAccountId#
Oppo_PrimaryCompanyId Company #Oppo_PrimaryCompanyId#
Oppo_PrimaryPersonId Person #Oppo_PrimaryPersonId#
Oppo_Priority Priority #Oppo_Priority#
Oppo_Priority Priority #Oppo_Priority#
Oppo_product Product #Oppo_product#
oppo_scenario Forecast Scenario #oppo_scenario#
oppo_secterr Territory #oppo_secterr#
oppo_smssent SMS Message Sent #oppo_smssent#
Oppo_Source Source #Oppo_Source#
Oppo_Stage Stage #Oppo_Stage#
Oppo_Stage Stage #Oppo_Stage#
Oppo_Status Status #Oppo_Status#
Oppo_Status Status #Oppo_Status#
oppo_targetclose Close By #oppo_targetclose#
Oppo_TimeStamp TimeStamp #Oppo_TimeStamp#
Oppo_TimeStamp TimeStamp #Oppo_TimeStamp#
Oppo_Total Total Quoted Price #Oppo_Total#
Oppo_Total_CID Quoted Currency #Oppo_Total_CID#
oppo_TotalOrders Total Order Value #oppo_TotalOrders#
oppo_TotalOrders_CID Total Orders Currency #oppo_TotalOrders_CID#
oppo_totalQuotes Total Quote Value #oppo_totalQuotes#
oppo_totalQuotes_CID Total Quotes Currency #oppo_totalQuotes_CID#
Oppo_type Type #Oppo_type#
Oppo_UpdatedBy Updated By #Oppo_UpdatedBy#
Oppo_UpdatedBy Updated By #Oppo_UpdatedBy#
Oppo_UpdatedDate Updated Date #Oppo_UpdatedDate#
Oppo_WaveItemId Wave Activity #Oppo_WaveItemId#
Oppo_WorkflowID Workflow #Oppo_WorkflowID#
Pers_AccountId Account #Pers_AccountId#
Pers_ChannelId Team #Pers_ChannelId#
Pers_CompanyId Company #Pers_CompanyId#
Pers_ConflictResDate Conflict Resolution Date #Pers_ConflictResDate#
Pers_CreatedBy Created By #Pers_CreatedBy#
Pers_CreatedDate Created Date #Pers_CreatedDate#
Pers_Deleted Deleted #Pers_Deleted#
Pers_Department NULL #Pers_Department#
Pers_Department Department #Pers_Department#
Pers_Department Department #Pers_Department#
Pers_DepartmentCode Department Code #Pers_DepartmentCode#
Pers_EmailAddress Business E-mail #Pers_EmailAddress#
Pers_FaxAreaCode Fax Area Code #Pers_FaxAreaCode#
Pers_FaxCountryCode Fax Country Code #Pers_FaxCountryCode#
Pers_FaxNumber Fax Number #Pers_FaxNumber#
Pers_FirstName NULL #Pers_FirstName#
Pers_FirstName First Name #Pers_FirstName#
Pers_FirstName First Name #Pers_FirstName#
Pers_Gender Gender #Pers_Gender#
Pers_IntForeignID Foreign Id #Pers_IntForeignID#
Pers_IntId Integration ID #Pers_IntId#
Pers_intlastsyncdate Last Sync Date #Pers_intlastsyncdate#
Pers_LastName NULL #Pers_LastName#
Pers_LastName Last Name #Pers_LastName#
Pers_LastName Last Name #Pers_LastName#
Pers_LibraryDir Library Dir #Pers_LibraryDir#
Pers_MailRestriction Mail Restriction #Pers_MailRestriction#
Pers_MiddleName NULL #Pers_MiddleName#
Pers_MiddleName Middle Name #Pers_MiddleName#
Pers_MiddleName Middle #Pers_MiddleName#
Pers_PersonId Person Id #Pers_PersonId#
Pers_PhoneAreaCode Area Code #Pers_PhoneAreaCode#
Pers_PhoneCountryCode Country Code #Pers_PhoneCountryCode#
Pers_PhoneNumber Phone Number #Pers_PhoneNumber#
Pers_PrimaryAddressId Primary Address Id #Pers_PrimaryAddressId#
Pers_PrimaryuserId Account Manager #Pers_PrimaryuserId#
pers_promote Promoted Person #pers_promote#
Pers_Salutation NULL #Pers_Salutation#
Pers_Salutation Salutation #Pers_Salutation#
Pers_SecTerr Territory #Pers_SecTerr#
pers_source Source #pers_source#
pers_status Status #pers_status#
Pers_Suffix NULL #Pers_Suffix#
Pers_Suffix Suffix #Pers_Suffix#
Pers_territory Region #Pers_territory#
Pers_TimeStamp TimeStamp #Pers_TimeStamp#
Pers_Title NULL #Pers_Title#
Pers_Title Title #Pers_Title#
Pers_Title Job Title #Pers_Title#
Pers_TitleCode Title Code #Pers_TitleCode#
Pers_UpdatedBy Updated By #Pers_UpdatedBy#
Pers_UpdatedDate Updated Date #Pers_UpdatedDate#
pers_Website NULL #pers_Website#
pers_Website Website #pers_Website#
Pers_WorkflowID Workflow #Pers_WorkflowID#

 Fields available from vSummaryOrder

Column Name US Caption Merge Code
Comp_ChannelId Team #Comp_ChannelId#
Comp_CompanyId Company Id #Comp_CompanyId#
Comp_CreatedBy Created By #Comp_CreatedBy#
Comp_CreatedDate Created Date #Comp_CreatedDate#
Comp_Deleted Deleted #Comp_Deleted#
Comp_EmailAddress Business E-mail #Comp_EmailAddress#
Comp_Employees Employees #Comp_Employees#
Comp_FaxAreaCode Fax Area Code #Comp_FaxAreaCode#
Comp_FaxCountryCode Fax Country Code #Comp_FaxCountryCode#
Comp_FaxNumber Fax Number #Comp_FaxNumber#
Comp_IndCode Industry #Comp_IndCode#
comp_IntForeignID Foreign Id #comp_IntForeignID#
comp_IntId Integration ID #comp_IntId#
comp_intlastsyncdate Last Sync Date #comp_intlastsyncdate#
Comp_LibraryDir Library Dir #Comp_LibraryDir#
Comp_MailRestriction Mail Restriction #Comp_MailRestriction#
Comp_Name NULL #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_PhoneAreaCode Area Code #Comp_PhoneAreaCode#
Comp_PhoneCountryCode Country Code #Comp_PhoneCountryCode#
Comp_PhoneNumber Number #Comp_PhoneNumber#
Comp_PrimaryAccountId Account #Comp_PrimaryAccountId#
Comp_PrimaryAddressId Primary Address Id #Comp_PrimaryAddressId#
Comp_PrimaryPersonId Primary Person Id #Comp_PrimaryPersonId#
Comp_PrimaryUserId Account Manager #Comp_PrimaryUserId#
comp_promote Promoted Company #comp_promote#
Comp_Revenue Revenue #Comp_Revenue#
Comp_SecTerr Territory #Comp_SecTerr#
Comp_Sector Segment #Comp_Sector#
comp_SLAID SLA #comp_SLAID#
Comp_Source Source #Comp_Source#
Comp_Status Status #Comp_Status#
Comp_territory Region #Comp_territory#
Comp_TimeStamp TimeStamp #Comp_TimeStamp#
Comp_Type Type #Comp_Type#
Comp_UpdatedBy Updated By #Comp_UpdatedBy#
Comp_UpdatedDate Updated Date #Comp_UpdatedDate#
Comp_Website Website #Comp_Website#
Comp_WorkflowID Workflow #Comp_WorkflowID#
Oppo_AssignedUserId Assigned To #Oppo_AssignedUserId#
Oppo_AssignedUserId Assigned To #Oppo_AssignedUserId#
Oppo_Certainty Certainty% #Oppo_Certainty#
Oppo_ChannelId Team #Oppo_ChannelId#
Oppo_ChannelId Team #Oppo_ChannelId#
oppo_closed Closed #oppo_closed#
Oppo_CreatedBy Created By #Oppo_CreatedBy#
Oppo_CreatedBy Created By #Oppo_CreatedBy#
Oppo_CreatedDate Created Date #Oppo_CreatedDate#
oppo_Currency Opportunity Currency #oppo_Currency#
Oppo_customerref Customer Ref #Oppo_customerref#
Oppo_DecisionTimeFrame Decision Timeframe #Oppo_DecisionTimeFrame#
Oppo_Deleted Deleted #Oppo_Deleted#
Oppo_Deleted Deleted #Oppo_Deleted#
Oppo_Description Description #Oppo_Description#
Oppo_Forecast Forecast #Oppo_Forecast#
Oppo_Forecast Forecast #Oppo_Forecast#
Oppo_Forecast_CID Forecast Currency #Oppo_Forecast_CID#
Oppo_Forecast_CID Forecast Currency #Oppo_Forecast_CID#
Oppo_LeadId Lead Identifier #Oppo_LeadId#
oppo_NoDiscAmtSum No Discount Amount #oppo_NoDiscAmtSum#
oppo_NoDiscAmtSum_CID No Discount Amount Currency #oppo_NoDiscAmtSum_CID#
Oppo_Note Details #Oppo_Note#
Oppo_NotifyTime Notify Time #Oppo_NotifyTime#
oppo_notifytime Notify Time #oppo_notifytime#
Oppo_Opened Opened #Oppo_Opened#
Oppo_OpportunityId Opportunity #Oppo_OpportunityId#
oppo_opportunityid Opportunity #oppo_opportunityid#
Oppo_PrimaryAccountId Account #Oppo_PrimaryAccountId#
Oppo_PrimaryCompanyId Company #Oppo_PrimaryCompanyId#
Oppo_PrimaryPersonId Person #Oppo_PrimaryPersonId#
Oppo_Priority Priority #Oppo_Priority#
Oppo_Priority Priority #Oppo_Priority#
Oppo_product Product #Oppo_product#
oppo_scenario Forecast Scenario #oppo_scenario#
oppo_secterr Territory #oppo_secterr#
oppo_smssent SMS Message Sent #oppo_smssent#
Oppo_Source Source #Oppo_Source#
Oppo_Stage Stage #Oppo_Stage#
Oppo_Stage Stage #Oppo_Stage#
Oppo_Status Status #Oppo_Status#
Oppo_Status Status #Oppo_Status#
oppo_targetclose Close By #oppo_targetclose#
Oppo_TimeStamp TimeStamp #Oppo_TimeStamp#
Oppo_TimeStamp TimeStamp #Oppo_TimeStamp#
Oppo_Total Total Quoted Price #Oppo_Total#
Oppo_Total_CID Quoted Currency #Oppo_Total_CID#
oppo_TotalOrders Total Order Value #oppo_TotalOrders#
oppo_TotalOrders_CID Total Orders Currency #oppo_TotalOrders_CID#
oppo_totalQuotes Total Quote Value #oppo_totalQuotes#
oppo_totalQuotes_CID Total Quotes Currency #oppo_totalQuotes_CID#
Oppo_type Type #Oppo_type#
Oppo_UpdatedBy Updated By #Oppo_UpdatedBy#
Oppo_UpdatedBy Updated By #Oppo_UpdatedBy#
Oppo_UpdatedDate Updated Date #Oppo_UpdatedDate#
Oppo_WaveItemId Wave Activity #Oppo_WaveItemId#
Oppo_WorkflowID Workflow #Oppo_WorkflowID#
orde_associatedid Associated document #orde_associatedid#
orde_associatedid Associated Quote #orde_associatedid#
orde_billaddress Billing Address #orde_billaddress#
Orde_ConflictResDate Conflict Resolution Date #Orde_ConflictResDate#
orde_consignee Consignee #orde_consignee#
orde_contactid Contact #orde_contactid#
Orde_CreatedBy Created by #Orde_CreatedBy#
Orde_CreatedDate Created Date #Orde_CreatedDate#
orde_currency Currency #orde_currency#
orde_currency Currency #orde_currency#
Orde_Deleted Deleted Order Quote #Orde_Deleted#
orde_Description Description #orde_Description#
orde_discountamt Discount Amount #orde_discountamt#
orde_discountamt_CID Discount Amount Currency #orde_discountamt_CID#
Orde_DiscountAmt_CID Discount Amount Currency #Orde_DiscountAmt_CID#
orde_DiscountPC Discount % #orde_DiscountPC#
orde_DiscountType Discount Type #orde_DiscountType#
orde_DoNotReprice Overwrite price #orde_DoNotReprice#
orde_expiredelivery Expiration / Delivery Date #orde_expiredelivery#
orde_grossamt Total #orde_grossamt#
orde_grossamt_CID Gross Amount Currency #orde_grossamt_CID#
Orde_GrossAmt_CID Gross Amount Currency #Orde_GrossAmt_CID#
Orde_IntForeignID Foreign Id #Orde_IntForeignID#
Orde_IntId Integration ID #Orde_IntId#
Orde_intlastsyncdate Last Sync Date #Orde_intlastsyncdate#
orde_isquote Is Quote #orde_isquote#
orde_lineitemdisc Total Line Item Discount #orde_lineitemdisc#
orde_lineitemdisc_CID Line Items Discount Currency #orde_lineitemdisc_CID#
orde_nettamt Net Amount #orde_nettamt#
Orde_NettAmt_CID Net Amount Currency #Orde_NettAmt_CID#
orde_nettamt_CID Net Amount Currency #orde_nettamt_CID#
orde_NoDiscAmt Amount Before Discount #orde_NoDiscAmt#
Orde_NoDiscAmt_CID Amount Before Discount Currency #Orde_NoDiscAmt_CID#
orde_NoDiscAmt_CID Amount Before Discount Currency #orde_NoDiscAmt_CID#
orde_opened Opened #orde_opened#
orde_opportunityid OpportunityID #orde_opportunityid#
Orde_OrderQuoteID Order Quote ID #Orde_OrderQuoteID#
orde_PayTerms Payment Terms #orde_PayTerms#
orde_PORef PO Reference #orde_PORef#
orde_pricinglistid Pricing List #orde_pricinglistid#
Orde_Promote Promoted Order #Orde_Promote#
orde_reference Reference #orde_reference#
orde_repricenotify Notify when repriced #orde_repricenotify#
orde_rollup Include In Quotes Total #orde_rollup#
orde_salesrepr Sales representative #orde_salesrepr#
Orde_SecTerr Territory #Orde_SecTerr#
orde_shipaddress Shipping Address #orde_shipaddress#
orde_shipmethod Shipping Method #orde_shipmethod#
orde_status Status #orde_status#
orde_synchstatus Synch Status #orde_synchstatus#
orde_tax Tax #orde_tax#
Orde_Tax_CID Tax Currency #Orde_Tax_CID#
orde_TaxRate Tax Rate Information #orde_TaxRate#
Orde_Timestamp Order Quote Time Stamp #Orde_Timestamp#
Orde_UpdatedBy Order Quote Updated By #Orde_UpdatedBy#
Orde_UpdatedBy Updated By #Orde_UpdatedBy#
Orde_UpdatedDate Order Quote Updated Date #Orde_UpdatedDate#
Orde_UpdatedDate Updated Date #Orde_UpdatedDate#
Orde_WorkflowID Workflow ID #Orde_WorkflowID#
Pers_AccountId Account #Pers_AccountId#
Pers_ChannelId Team #Pers_ChannelId#
Pers_CompanyId Company #Pers_CompanyId#
Pers_ConflictResDate Conflict Resolution Date #Pers_ConflictResDate#
Pers_CreatedBy Created By #Pers_CreatedBy#
Pers_CreatedDate Created Date #Pers_CreatedDate#
Pers_Deleted Deleted #Pers_Deleted#
Pers_Department NULL #Pers_Department#
Pers_Department Department #Pers_Department#
Pers_Department Department #Pers_Department#
Pers_DepartmentCode Department Code #Pers_DepartmentCode#
Pers_EmailAddress Business E-mail #Pers_EmailAddress#
Pers_FaxAreaCode Fax Area Code #Pers_FaxAreaCode#
Pers_FaxCountryCode Fax Country Code #Pers_FaxCountryCode#
Pers_FaxNumber Fax Number #Pers_FaxNumber#
Pers_FirstName NULL #Pers_FirstName#
Pers_FirstName First Name #Pers_FirstName#
Pers_FirstName First Name #Pers_FirstName#
Pers_Gender Gender #Pers_Gender#
Pers_IntForeignID Foreign Id #Pers_IntForeignID#
Pers_IntId Integration ID #Pers_IntId#
Pers_intlastsyncdate Last Sync Date #Pers_intlastsyncdate#
Pers_LastName NULL #Pers_LastName#
Pers_LastName Last Name #Pers_LastName#
Pers_LastName Last Name #Pers_LastName#
Pers_LibraryDir Library Dir #Pers_LibraryDir#
Pers_MailRestriction Mail Restriction #Pers_MailRestriction#
Pers_MiddleName NULL #Pers_MiddleName#
Pers_MiddleName Middle Name #Pers_MiddleName#
Pers_MiddleName Middle #Pers_MiddleName#
Pers_PersonId Person Id #Pers_PersonId#
Pers_PhoneAreaCode Area Code #Pers_PhoneAreaCode#
Pers_PhoneCountryCode Country Code #Pers_PhoneCountryCode#
Pers_PhoneNumber Phone Number #Pers_PhoneNumber#
Pers_PrimaryAddressId Primary Address Id #Pers_PrimaryAddressId#
Pers_PrimaryuserId Account Manager #Pers_PrimaryuserId#
pers_promote Promoted Person #pers_promote#
Pers_Salutation NULL #Pers_Salutation#
Pers_Salutation Salutation #Pers_Salutation#
Pers_SecTerr Territory #Pers_SecTerr#
pers_source Source #pers_source#
pers_status Status #pers_status#
Pers_Suffix NULL #Pers_Suffix#
Pers_Suffix Suffix #Pers_Suffix#
Pers_territory Region #Pers_territory#
Pers_TimeStamp TimeStamp #Pers_TimeStamp#
Pers_Title NULL #Pers_Title#
Pers_Title Title #Pers_Title#
Pers_Title Job Title #Pers_Title#
Pers_TitleCode Title Code #Pers_TitleCode#
Pers_UpdatedBy Updated By #Pers_UpdatedBy#
Pers_UpdatedDate Updated Date #Pers_UpdatedDate#
pers_Website NULL #pers_Website#
pers_Website Website #pers_Website#
Pers_WorkflowID Workflow #Pers_WorkflowID#

 Fields available from vSummaryQuote

Column Name US Caption Merge Code
Comp_ChannelId Team #Comp_ChannelId#
Comp_CompanyId Company Id #Comp_CompanyId#
Comp_CreatedBy Created By #Comp_CreatedBy#
Comp_CreatedDate Created Date #Comp_CreatedDate#
Comp_Deleted Deleted #Comp_Deleted#
Comp_EmailAddress Business E-mail #Comp_EmailAddress#
Comp_Employees Employees #Comp_Employees#
Comp_FaxAreaCode Fax Area Code #Comp_FaxAreaCode#
Comp_FaxCountryCode Fax Country Code #Comp_FaxCountryCode#
Comp_FaxNumber Fax Number #Comp_FaxNumber#
Comp_IndCode Industry #Comp_IndCode#
comp_IntForeignID Foreign Id #comp_IntForeignID#
comp_IntId Integration ID #comp_IntId#
comp_intlastsyncdate Last Sync Date #comp_intlastsyncdate#
Comp_LibraryDir Library Dir #Comp_LibraryDir#
Comp_MailRestriction Mail Restriction #Comp_MailRestriction#
Comp_Name NULL #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_Name Company Name #Comp_Name#
Comp_PhoneAreaCode Area Code #Comp_PhoneAreaCode#
Comp_PhoneCountryCode Country Code #Comp_PhoneCountryCode#
Comp_PhoneNumber Number #Comp_PhoneNumber#
Comp_PrimaryAccountId Account #Comp_PrimaryAccountId#
Comp_PrimaryAddressId Primary Address Id #Comp_PrimaryAddressId#
Comp_PrimaryPersonId Primary Person Id #Comp_PrimaryPersonId#
Comp_PrimaryUserId Account Manager #Comp_PrimaryUserId#
comp_promote Promoted Company #comp_promote#
Comp_Revenue Revenue #Comp_Revenue#
Comp_SecTerr Territory #Comp_SecTerr#
Comp_Sector Segment #Comp_Sector#
comp_SLAID SLA #comp_SLAID#
Comp_Source Source #Comp_Source#
Comp_Status Status #Comp_Status#
Comp_territory Region #Comp_territory#
Comp_TimeStamp TimeStamp #Comp_TimeStamp#
Comp_Type Type #Comp_Type#
Comp_UpdatedBy Updated By #Comp_UpdatedBy#
Comp_UpdatedDate Updated Date #Comp_UpdatedDate#
Comp_Website Website #Comp_Website#
Comp_WorkflowID Workflow #Comp_WorkflowID#
Oppo_AssignedUserId Assigned To #Oppo_AssignedUserId#
Oppo_AssignedUserId Assigned To #Oppo_AssignedUserId#
Oppo_Certainty Certainty% #Oppo_Certainty#
Oppo_ChannelId Team #Oppo_ChannelId#
Oppo_ChannelId Team #Oppo_ChannelId#
oppo_closed Closed #oppo_closed#
Oppo_CreatedBy Created By #Oppo_CreatedBy#
Oppo_CreatedBy Created By #Oppo_CreatedBy#
Oppo_CreatedDate Created Date #Oppo_CreatedDate#
oppo_Currency Opportunity Currency #oppo_Currency#
Oppo_customerref Customer Ref #Oppo_customerref#
Oppo_DecisionTimeFrame Decision Timeframe #Oppo_DecisionTimeFrame#
Oppo_Deleted Deleted #Oppo_Deleted#
Oppo_Deleted Deleted #Oppo_Deleted#
Oppo_Description Description #Oppo_Description#
Oppo_Forecast Forecast #Oppo_Forecast#
Oppo_Forecast Forecast #Oppo_Forecast#
Oppo_Forecast_CID Forecast Currency #Oppo_Forecast_CID#
Oppo_Forecast_CID Forecast Currency #Oppo_Forecast_CID#
Oppo_LeadId Lead Identifier #Oppo_LeadId#
oppo_NoDiscAmtSum No Discount Amount #oppo_NoDiscAmtSum#
oppo_NoDiscAmtSum_CID No Discount Amount Currency #oppo_NoDiscAmtSum_CID#
Oppo_Note Details #Oppo_Note#
oppo_notifytime Notify Time #oppo_notifytime#
Oppo_NotifyTime Notify Time #Oppo_NotifyTime#
Oppo_Opened Opened #Oppo_Opened#
Oppo_OpportunityId Opportunity #Oppo_OpportunityId#
oppo_opportunityid Opportunity #oppo_opportunityid#
Oppo_PrimaryAccountId Account #Oppo_PrimaryAccountId#
Oppo_PrimaryCompanyId Company #Oppo_PrimaryCompanyId#
Oppo_PrimaryPersonId Person #Oppo_PrimaryPersonId#
Oppo_Priority Priority #Oppo_Priority#
Oppo_Priority Priority #Oppo_Priority#
Oppo_product Product #Oppo_product#
oppo_scenario Forecast Scenario #oppo_scenario#
oppo_secterr Territory #oppo_secterr#
oppo_smssent SMS Message Sent #oppo_smssent#
Oppo_Source Source #Oppo_Source#
Oppo_Stage Stage #Oppo_Stage#
Oppo_Stage Stage #Oppo_Stage#
Oppo_Status Status #Oppo_Status#
Oppo_Status Status #Oppo_Status#
oppo_targetclose Close By #oppo_targetclose#
Oppo_TimeStamp TimeStamp #Oppo_TimeStamp#
Oppo_TimeStamp TimeStamp #Oppo_TimeStamp#
Oppo_Total Total Quoted Price #Oppo_Total#
Oppo_Total_CID Quoted Currency #Oppo_Total_CID#
oppo_TotalOrders Total Order Value #oppo_TotalOrders#
oppo_TotalOrders_CID Total Orders Currency #oppo_TotalOrders_CID#
oppo_totalQuotes Total Quote Value #oppo_totalQuotes#
oppo_totalQuotes_CID Total Quotes Currency #oppo_totalQuotes_CID#
Oppo_type Type #Oppo_type#
Oppo_UpdatedBy Updated By #Oppo_UpdatedBy#
Oppo_UpdatedBy Updated By #Oppo_UpdatedBy#
Oppo_UpdatedDate Updated Date #Oppo_UpdatedDate#
Oppo_WaveItemId Wave Activity #Oppo_WaveItemId#
Oppo_WorkflowID Workflow #Oppo_WorkflowID#
Pers_AccountId Account #Pers_AccountId#
Pers_ChannelId Team #Pers_ChannelId#
Pers_CompanyId Company #Pers_CompanyId#
Pers_ConflictResDate Conflict Resolution Date #Pers_ConflictResDate#
Pers_CreatedBy Created By #Pers_CreatedBy#
Pers_CreatedDate Created Date #Pers_CreatedDate#
Pers_Deleted Deleted #Pers_Deleted#
Pers_Department NULL #Pers_Department#
Pers_Department Department #Pers_Department#
Pers_Department Department #Pers_Department#
Pers_DepartmentCode Department Code #Pers_DepartmentCode#
Pers_EmailAddress Business E-mail #Pers_EmailAddress#
Pers_FaxAreaCode Fax Area Code #Pers_FaxAreaCode#
Pers_FaxCountryCode Fax Country Code #Pers_FaxCountryCode#
Pers_FaxNumber Fax Number #Pers_FaxNumber#
Pers_FirstName NULL #Pers_FirstName#
Pers_FirstName First Name #Pers_FirstName#
Pers_FirstName First Name #Pers_FirstName#
Pers_Gender Gender #Pers_Gender#
Pers_IntForeignID Foreign Id #Pers_IntForeignID#
Pers_IntId Integration ID #Pers_IntId#
Pers_intlastsyncdate Last Sync Date #Pers_intlastsyncdate#
Pers_LastName NULL #Pers_LastName#
Pers_LastName Last Name #Pers_LastName#
Pers_LastName Last Name #Pers_LastName#
Pers_LibraryDir Library Dir #Pers_LibraryDir#
Pers_MailRestriction Mail Restriction #Pers_MailRestriction#
Pers_MiddleName NULL #Pers_MiddleName#
Pers_MiddleName Middle Name #Pers_MiddleName#
Pers_MiddleName Middle #Pers_MiddleName#
Pers_PersonId Person Id #Pers_PersonId#
Pers_PhoneAreaCode Area Code #Pers_PhoneAreaCode#
Pers_PhoneCountryCode Country Code #Pers_PhoneCountryCode#
Pers_PhoneNumber Phone Number #Pers_PhoneNumber#
Pers_PrimaryAddressId Primary Address Id #Pers_PrimaryAddressId#
Pers_PrimaryuserId Account Manager #Pers_PrimaryuserId#
pers_promote Promoted Person #pers_promote#
Pers_Salutation NULL #Pers_Salutation#
Pers_Salutation Salutation #Pers_Salutation#
Pers_SecTerr Territory #Pers_SecTerr#
pers_source Source #pers_source#
pers_status Status #pers_status#
Pers_Suffix NULL #Pers_Suffix#
Pers_Suffix Suffix #Pers_Suffix#
Pers_territory Region #Pers_territory#
Pers_TimeStamp TimeStamp #Pers_TimeStamp#
Pers_Title NULL #Pers_Title#
Pers_Title Title #Pers_Title#
Pers_Title Job Title #Pers_Title#
Pers_TitleCode Title Code #Pers_TitleCode#
Pers_UpdatedBy Updated By #Pers_UpdatedBy#
Pers_UpdatedDate Updated Date #Pers_UpdatedDate#
pers_Website NULL #pers_Website#
pers_Website Website #pers_Website#
Pers_WorkflowID Workflow #Pers_WorkflowID#
quot_associatedid Associated document #quot_associatedid#
quot_associatedid Associated Order #quot_associatedid#
quot_billaddress Billing Address #quot_billaddress#
Quot_ConflictResDate Conflict Resolution Date #Quot_ConflictResDate#
quot_consignee Consignee #quot_consignee#
quot_contactid Contact #quot_contactid#
Quot_CreatedBy Created by #Quot_CreatedBy#
Quot_CreatedDate Created Date #Quot_CreatedDate#
quot_currency Currency #quot_currency#
Quot_Deleted Deleted Order Quote #Quot_Deleted#
quot_Description Description #quot_Description#
quot_discountamt Discount Amount #quot_discountamt#
Quot_DiscountAmt_CID Discount Amount Currency #Quot_DiscountAmt_CID#
quot_discountamt_CID Discount Amount Currency #quot_discountamt_CID#
quot_DiscountPC Discount % #quot_DiscountPC#
quot_DiscountType Discount Type #quot_DiscountType#
quot_DoNotReprice Overwrite price #quot_DoNotReprice#
quot_expiredelivery Expiration / Delivery Date #quot_expiredelivery#
quot_grossamt Total #quot_grossamt#
Quot_GrossAmt_CID Gross Amount Currency #Quot_GrossAmt_CID#
quot_grossamt_CID Gross Amount Currency #quot_grossamt_CID#
Quot_IntForeignID Int Foreign ID #Quot_IntForeignID#
Quot_IntId Integration ID #Quot_IntId#
Quot_intlastsyncdate Last Sync Date #Quot_intlastsyncdate#
quot_isquote Is Quote #quot_isquote#
quot_lineitemdisc Total Line Item Discount #quot_lineitemdisc#
quot_lineitemdisc_CID Line Items Discount Currency #quot_lineitemdisc_CID#
quot_nettamt Net Amount #quot_nettamt#
Quot_NettAmt_CID Net Amount Currency #Quot_NettAmt_CID#
quot_nettamt_CID Net Amount Currency #quot_nettamt_CID#
quot_NoDiscAmt Amount Before Discount #quot_NoDiscAmt#
quot_NoDiscAmt_CID Amount Before Discount Currency #quot_NoDiscAmt_CID#
Quot_NoDiscAmt_CID Amount Before Discount Currency #Quot_NoDiscAmt_CID#
quot_opened Opened #quot_opened#
quot_opportunityid OpportunityID #quot_opportunityid#
Quot_OrderQuoteID Order Quote ID #Quot_OrderQuoteID#
quot_PayTerms Payment Terms #quot_PayTerms#
quot_PORef PO Reference #quot_PORef#
quot_pricinglistid Pricing List #quot_pricinglistid#
Quot_Promote Promoted Quote #Quot_Promote#
quot_reference Reference #quot_reference#
quot_repricenotify Notify when repriced #quot_repricenotify#
quot_rollup Include In Quotes Total #quot_rollup#
quot_salesrepr Sales representative #quot_salesrepr#
Quot_SecTerr Territory #Quot_SecTerr#
quot_shipaddress Shipping Address #quot_shipaddress#
quot_shipmethod Shipping Method #quot_shipmethod#
quot_status Status #quot_status#
Quot_SynchMessage ERP message #Quot_SynchMessage#
quot_synchstatus Synch Status #quot_synchstatus#
quot_tax Tax #quot_tax#
Quot_Tax_CID Tax Currency #Quot_Tax_CID#
quot_TaxRate Tax Rate Information #quot_TaxRate#
Quot_Timestamp Order Quote Time Stamp #Quot_Timestamp#
Quot_UpdatedBy Order Quote Updated By #Quot_UpdatedBy#
Quot_UpdatedBy Updated By #Quot_UpdatedBy#
Quot_UpdatedDate Order Quote Updated Date #Quot_UpdatedDate#
Quot_UpdatedDate Updated Date #Quot_UpdatedDate#
Quot_WorkflowID Workflow ID #Quot_WorkflowID#

 Fields available from vsolutions

Column Name US Caption Merge Code
soln_area Area #soln_area#
soln_assigneduserid Assigned To #soln_assigneduserid#
soln_AssignedUserId Assigned To #soln_AssignedUserId#
soln_ChannelId Team #soln_ChannelId#
soln_closed Closed #soln_closed#
soln_closed Closed #soln_closed#
soln_createdby Created By #soln_createdby#
soln_createdby Created By #soln_createdby#
soln_createddate Created Date #soln_createddate#
soln_deleted Deleted #soln_deleted#
soln_description Description #soln_description#
soln_referenceid Reference Id #soln_referenceid#
soln_solutiondetails Details #soln_solutiondetails#
soln_solutionid Solution ID #soln_solutionid#
soln_solutionid Solution ID #soln_solutionid#
soln_Stage Stage #soln_Stage#
soln_stage Stage #soln_stage#
soln_status Status #soln_status#
soln_status Status #soln_status#
soln_timestamp Timestamp #soln_timestamp#
soln_updatedby Solution Updated By #soln_updatedby#
soln_workflowid Workflow Id #soln_workflowid#
Comments
  • Jeff Richards
    21 Sep 2010 8:25 AM

    Email Templates for Custom Entities only use vSearchListUser.

  • ChineryJ
    29 Sep 2010 11:55 AM

    So can one amend the above views to bring through new fields into email templates?

  • Sage CRM Team
    3 May 2012 9:26 PM

    Great for a quote summary - works a treat - but can you bring through the item fields?  I attach a quote mail-merge doc to the email but it doesn't populate the fields... as expected.  I'm trying to email quotes using the iPad Safari browser....

  • Jeff Richards
    4 May 2012 1:34 PM

    Dale

    I don't think you can.  You are limited to the views used above.

  • Mat Hart
    15 May 2012 6:51 PM

    We had an email template  in version 6.2 associated with the Opportunity entity that included the mobile phone number of the contact being emailed using #phon_countrycode# #phon_areacode# #phon_number# .  I am  struggling to do this in 7.1 - is there a way of doing this?  I can get their phone number (#pers_phonenumber# ), but not their mobile number.

    Thanks,

    Mat

  • venu
    24 Dec 2012 1:34 PM

    Hi Mat, did you able to solve the issue?I am having same issue here.So solution either.

  • JeffTest
    2 Jan 2013 2:34 PM

    Which phone number is used within the mail merge is down to the view that is used.  You will need to investigate views like vcompanype and vpersonpe and how they are used by the views called by the mail merge.

  • Jason
    13 Apr 2013 1:53 AM

    Is there a field for "Case Created By Email"? I want the ability to email the creator when they create a new case. I've tried putting in the #Case_CreatedBy# but it emails the creators name, not the email address.

    Please advise.

    Thank you,

    Jason

  • variancienfotech
    19 Jun 2013 10:44 AM

    Hello,

    I wants to access email templates using the webservice ...

    which method of webservice i can use and the table name needs to pass ?

    Rahul

    Variance Infotech

  • Jeff Richards
    19 Jun 2013 3:07 PM

    Rahul

    Thanks for the question.  The SOAP webservices do not include methods that allow you to reference the email templates.  The SOAP web services only provide methods to allow Create, Read, Update and Delete of records.  They do not include interface generation capabilities (e.g screen building) or process control (e.g. workflow or internal e-mail client).  

  • variancienfotech
    19 Jun 2013 6:26 PM

    Thanks for your answer...

  • Michele Gaw
    24 Jan 2017 10:10 PM

    Jeff...

    I need to add some fields from another table to the choices for an Opportunity email.

    Therefore, I went to the view...vSummaryOpportunity and added a Left Join to this view with the data needed.

    When I run the view in a query window in Management Studio, the data is there.  However, when I go back to the email and choose the Opportunity entity after joining the data to the vSummaryOpportunity view, I cannot see the fields available.  (I did try a metadata refresh.)

    Therefore, I am wondering Is it possible to add additional fields to the Opportunity email?  If so, where can I go about editing the information to include the additional fields.

    Any assistance you can provide would be greatly appreciated!

    Thank you!

  • Jeff Richards
    25 Jan 2017 11:53 AM

    I have done a little check with Sage CRM 2017 R1.  New columns that are added to the tables referenced in the views are recognised but derived columns are not and neither are columns from joined tables.

  • Michele Gaw
    25 Jan 2017 5:19 PM

    Jeff...

    Thank you!  Based on what I am reading, you cannot modify the vSummaryOpportunity to add fields to choose from.  If you want the fields to be included, they need to be part of the opportunity table.  Is there any way around this?  Is there a way to create my own view to be used and have it display in the list of choices the way to tables do?

    Any assistance you can provide would be greatly appreciated!

    Thanks!