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
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# |