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AVAILABLE FIELDS |
TYPE |
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ActionDate |
Date |
If any Action fields are selected, and if there are multiple actions, you will end up with multiple records for the one Opportunity |
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ActionReference |
Text |
If selected, you get the Reference & Description of all linked actions. If there are multiple actions, you will end up with multiple records for the one Opportunity |
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AdvisorPerson |
Numeric |
Contact Person who is marked as the Advisor |
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AdvisorPersonText |
Text |
See above |
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AllowSourceToSee |
Text |
Y/N |
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AllowSourceToSeeOrderActions |
Text |
Y/N |
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AllowSourceToSeePolicyActions |
Text |
Y/N |
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AllowSourceToSeeProjectActions |
Text |
Y/N |
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AllowSourceToSeeProspectActions |
Text |
Y/N |
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Amount |
Numeric |
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Area |
Numeric |
Linked area |
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AreaText |
Text |
See above |
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CloseDate |
Date |
Potential Close Date |
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ContactMailingAddressComplete |
Text |
Mailing Address from linked Contact. All fields in one field |
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ContactMailingAddressCombined |
Text |
Mailing Address 1 and Mailing Address 2 from linked Contact. |
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ContactMailingAddress1 |
Text |
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ContactMailingAddress2 |
Text |
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ContactMailingSuburb |
Text |
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ContactMailingState |
Text |
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ContactMailingPostCode |
Text |
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ContactStreetAddressComplete |
Text |
Street Address from linked Contact. All fields in one field |
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ContactStreetAddressCombined |
Text |
Street Address 1 and Street Address 2 from linked Contact. |
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ContactStreetAddress1 |
Text |
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ContactStreetAddress2 |
Text |
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ContactStreetSuburb |
Text |
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ContactStreetState |
Text |
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ContactStreetPostCode |
Text |
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Description |
Text |
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Email |
Text |
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For |
Numeric |
1=My Business,2=Other Business |
|
ForText |
Text |
See above |
|
Id |
Numeric |
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LodgedDate |
Date |
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ManagerUser |
Numeric |
User who is to manage the Opportunity |
|
ManagerUserText |
Text |
See above |
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Mobile |
Text |
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OwnerBusiness |
Numeric |
Contact Business who is marked as the Owner of the Book |
|
OwnerBusinessText |
Text |
See above |
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Probability |
Numeric |
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ProcessingDate |
Date |
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ProcessingStatus |
Numeric |
You define your own, eg. 100=1. Initial Phone Call,101=2. First Follow Up phone call,102=3. Free Consultation arranged |
|
ProcessingStatusText |
Text |
See above |
|
Product |
Numeric |
Linked Product |
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ProductText |
Text |
Title of linked Product |
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Reference |
Text |
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RequestByBusiness |
Numeric |
Id of the business the opportunity is linked to |
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RequestByBusinessText |
Text |
Name of the business the opportunity is linked to |
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RequestByPerson |
Numeric |
Id of the Person the opportunity is linked to |
|
RequestByPersonText |
Text |
Name of the Person the opportunity is linked to |
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Source |
Numeric |
Source of Opportunity. You define your own. |
|
SourceText |
Text |
See above |
|
SourceNote |
Text |
Notes about the source |
|
Status |
Numeric |
1=Open,2=Closed,3=Cancelled |
|
StatusText |
Text |
See above |
|
Type |
Numeric |
Type of Opportunity. That are some standard choices, plus you define your own. eg. 1=Word of Mouth,2=Trade Show,3=Advertising |
|
TypeText |
Text |
See above |
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Structure Fields |
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Click here for more information |
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Audit Fields
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Click here for more information
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AVAILABLE FIELDS - As Entered |
TYPE |
The following fields were those originally entered, ie before the Opportunity was converted to a Contact |
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BusinessName |
Text |
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FirstName |
Text |
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MailingAddress1 |
Text |
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MailingAddress2 |
Text |
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MailingSuburb |
Text |
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MailingState |
Text |
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MailingPostCode |
Text |
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MailingCountry |
Text |
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Phone |
Text |
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Surname |
Text |
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AVAILABLE FIELDS - Processing Status History |
TYPE |
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OpportunityProcessingStatusHistory.ProcessingDate |
Date |
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OpportunityProcessingStatusHistory.ProcessingNotes |
Text |
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OpportunityProcessingStatusHistory.ProcessingStatus |
Numeric |
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OpportunityProcessingStatusHistory.ProcessingStatusText |
Text |
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