Customer Relationship Management Tables
tblCmActivity -- CM Activity table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
EntryDate | datetime | 8 | |||
Duration | pDec | 13 | 0 | ||
Value | pDec | 13 | 0 | ||
UserID | pUserID | 20 | |||
CF | xml | -1 | |||
ts | timestamp | ||||
ID | bigint | 8 | |||
ActTypeID | bigint | 8 | |||
Descr | pDescription | 255 | |||
ExternalReference | nvarchar | 255 | |||
ExternalFilter | nvarchar | max | |||
ContactID | bigint | 8 | |||
CampaignID | bigint | 8 | |||
OpportunityID | bigint | 8 | |||
TaskID | bigint | 8 | |||
Source | tinyint | 1 | 0 | Source | 0 = Manual, 1 = Contact Created, 2 = Contact Updated, 3 = Contact Deleted, 4 = Generated Campaign, 5 = Opportunity Created, 6 = Opportunity Updated, 7 = Opportunity Deleted, 8 = Task Completed, 9 = Communication |
Status | tinyint | 1 | 0 | Status | 0 = Active, 1 = Deleted |
Notes | nvarchar | max |
tblCmActivityType -- CM Activity Type table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
Descr | pDescription | 255 | |||
ID | bigint | 8 | |||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmBulkComm -- CM Bulk Communication table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
Descr | pDescription | 255 | |||
BCType | smallint | 2 | 0 | Bulk Communication Type | 1 = E-Mail, 2 = Fax, 4 = Print |
Subject | pDescription | 255 | |||
Body | nvarchar | max | |||
FileName | pDescription | 255 | |||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmCampaign -- CM Campaign table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
Descr | pDescription | 255 | |||
Notes | nvarchar | max | |||
ProjectDetailID | int | 4 | |||
Status | tinyint | 1 | 0 | Status | 0 = Active, 1 = Inactive |
StartDate | datetime | 8 | |||
EndDate | datetime | 8 | |||
Cost | pDec | 13 | 0 | ||
Pieces | pDec | 13 | 0 | ||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmCampaignDtl -- CM Campaign Detail table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
CampaignID | bigint | 8 | |||
CampTypeID | bigint | 8 | |||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmCampType -- CM Campaign Type table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
Descr | pDescription | 255 | |||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmContact -- CM Contact table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
Type | smallint | 2 | 0 | Type | 0 = Individual, 1 = Group |
LinkID | nvarchar | 255 | |||
LinkType | smallint | 2 | 0 | Link Type | 0 = None, 1 = Customer, 2 = Vendor, 3 = Employee |
StatusID | bigint | 8 | |||
ReportToID | bigint | 8 | |||
ContactName | nvarchar | 30 | |||
Notes | nvarchar | max | |||
Title | varchar | 30 | |||
FName | varchar | 30 | |||
MName | varchar | 30 | |||
LName | varchar | 30 | |||
LastUpdated | datetime | 8 | |||
LastUpdatedBy | pUserID | 20 | |||
Status | tinyint | 1 | Status | 0 = Active, 1 = Inactive, 2 = Deleted | |
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmContactAccess -- CM Contact Access table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
ContactID | bigint | 8 | |||
LinkType | smallint | 2 | Link Type | 1 = Customer, 2 = Vendor, 3 = Employee, 4 = SalesRep | |
LinkID | nvarchar | 510 | |||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmContactAddress -- CM Contact Address table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
LastUpdated | datetime | 8 | |||
LastUpdatedBy | pUserID | 20 | |||
ContactID | bigint | 8 | |||
Descr | pDescription | 255 | |||
Sequence | smallint | 2 | 0 | ||
Addr1 | nvarchar | 30 | |||
Addr2 | nvarchar | 60 | |||
City | nvarchar | 30 | |||
Region | nvarchar | 10 | |||
Country | pCountry | 6 | |||
PostalCode | nvarchar | 10 | |||
Notes | nvarchar | max | |||
Status | tinyint | 1 | 0 | 0 = Allowed, 1 = Not Allowed | |
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmContactGroup -- CM Contact Group table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
Descr | pDescription | 255 | |||
Status | tinyint | 1 | 0 | Status | 0 = Private, 1 = Public |
Filter | nvarchar | max | |||
UserID | pUserID | 20 | |||
Type | tinyint | 1 | Type | 0 = Phone, 1 = Fax, 2 = Email, 3 = Address, 4 = All | |
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmContactGroupDtl -- CM Contact Group Detail table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
ContactGroupID | bigint | 8 | |||
Type | tinyint | 1 | Type | 0 = Phone, 1 = Fax, 2 = Email, 3 = Address | |
ContactID | bigint | 8 | |||
ContactMethodID | bigint | 8 | |||
SelectYn | bit | 1 | |||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmContactMethod -- CM Contact Method table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
LastUpdated | datetime | 8 | |||
LastUpdatedBy | pUserID | 20 | |||
ContactID | bigint | 8 | |||
TypeID | bigint | 8 | |||
Value | nvarchar | max | |||
Status | tinyint | 1 | 0 | Status | 0 = Allowed, 1 = Not Allowed |
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmContactMethodType -- CM Contact Method Type table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
Type | smallint | 2 | Type | 0 = Phone, 1 = Fax, 2 = Email, 3 = Web | |
Descr | pDescription | 255 | |||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmContactRelation -- CM Contact Relationship table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
LastUpdated | datetime | 8 | |||
LastUpdatedBy | pUserID | 20 | |||
ContactID | bigint | 8 | |||
RelationID | bigint | 8 | |||
Sequence | smallint | 2 | |||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmContactStatus -- CM Contact Status table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
Descr | pDescription | 255 | |||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmImage -- CM Image table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ContactID | bigint | 8 | |||
Type | tinyint | 1 | Type | 0 = Image, 1 = Link | |
Image | varbinary | max | |||
ImageURL | nvarchar | max | |||
Description | pDescription | 255 | |||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmOpportunity -- CM Opportunity table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
Notes | nvarchar | max | |||
Descr | pDescription | 255 | |||
OpenDate | datetime | 8 | |||
ReferBy | pDescription | 255 | |||
ReferDate | datetime | 8 | |||
LastUpdated | datetime | 8 | |||
LastUpdatedBy | pUserID | 20 | |||
ContactID | bigint | 8 | |||
StatusID | bigint | 8 | |||
CampaignID | bigint | 8 | |||
ReferID | bigint | 8 | |||
Value | pDec | 13 | 0 | ||
ProbCodeID | bigint | 8 | |||
ResCodeID | bigint | 8 | |||
TargetDate | datetime | 8 | |||
CloseDate | datetime | 8 | |||
Status | tinyint | 1 | 0 | Status | 0 = Active, 1 = Deleted |
UserID | pUserID | 20 | |||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmOppProbCode -- CM Opportunity Problem Code table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
Descr | pDescription | 255 | |||
ProbPct | pDec | 13 | 0 | ||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmOppResCode -- CM Opportunity Resolution Code table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
Descr | pDescription | 255 | |||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmOppStatus -- CM Opportunity Status table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
Descr | pDescription | 255 | |||
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmTask -- CM Task table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
Descr | pDescription | 255 | |||
UserID | pUserID | 20 | |||
AssignedToUserID | pUserID | 20 | |||
CompletedByUserID | pUserID | 20 | |||
Notes | nvarchar | max | |||
LastUpdated | datetime | 8 | |||
LastUpdatedBy | pUserID | 20 | |||
TaskTypeID | bigint | 8 | |||
ContactID | bigint | 8 | |||
CampaignID | bigint | 8 | |||
OpportunityID | bigint | 8 | |||
EntryDate | datetime | 8 | |||
StartDate | datetime | 8 | |||
ActionDate | datetime | 8 | |||
CompletedDate | datetime | 8 | |||
Status | tinyint | 1 | 0 | Status | 0 = Not Started, 1 = In Progress, 2 = Completed, 3 = Waiting on someone else, 4 = Deferred, 5 = Deleted |
Priority | tinyint | 1 | 0 | Priority | 0 = Regular, 1 = High, 2 = Low |
CF | xml | -1 | |||
ts | timestamp | 8 |
tblCmTaskType -- CM Task Type table
Column Name | Column Type | Length | Default Value | Description |
Enumeration |
---|---|---|---|---|---|
ID | bigint | 8 | |||
Descr | pDescription | 255 | |||
CF | xml | -1 | |||
ts | timestamp | 8 |