Details of the columns | Note: Underscore indicates that any text can preced or follow the section of text. So email_ indicates the heading must start with email and anything else can follow it |
|---|
contact | Company - Contact of the Company created |
country | Company - Country of the Company created |
_currency_ | Company - Currency code of the Company created |
email_ | Company - Email of the Company created |
xref | Company - External Reference field of the Company created |
fax_ | Company - Fax_ of the Company created |
_oversea_ | Company - Flag if the company is an overseas company not subject to GST |
mobile_ | Company - Mobile_ of the Company created |
name | Company - Name of the Company created |
notes | Company - Notes of the Company created |
phone_ | Company - Phone_ of the Company created |
postcode | Company - Postcode of the Company created |
state | Company - State of the Company created |
street | Company - Street of the Company created |
street2 | Company - Street2 of the Company created |
suburb | Company - Suburb of the Company created |
web | Company - Web url of the Company created |
abn | Company ABN |
_search_ | Company - and hence lead - Creates company search code |
_delivery_name_ | Lead - Address Delivery Name |
*Next Call Back | lead - Asterix indicates this is a Profile option you configure - this is a free text field at the moment |
*Lead Status | lead - Asterix indicates this is a Profile option you configure |
*Products of interest | lead - Asterix indicates this is a Profile option you configure |
*Reason they are a lead | lead - Asterix indicates this is a Profile option you configure |
*Lead Urgency | lead - Asterix indicates this is a Profile option you configure |
bti | Lead - Bank Transaction Identifier of the Company created |
bankacc_name_ | Lead - Bankacc_Name_ of the Company created |
bankacc_no or bankacc_number | Lead - Bankacc_No Or Bankacc_Number of the Company created |
bsb | Lead - Bsb of the Company created |
_category_ | Lead - Customer Category |
_action_notes_ | lead - Large Action Notes field on the front of the lead |
_next_action_ | Lead - Next action options - a list of values so the list choice must match exactly |
terms | Lead - Payment Terms |
_term_type_ | Lead - Payment terms type |
_sales_rep_ | Lead - Sales Rep from a list of available sales reps |
_trading_ | Lead - Trading Name of the Lead created - some companies have different trading names to the company name |
_delivery_country_ | Lead Address - Delivery Country |
_delivery_postcode_ | Lead Address - Delivery Postcode |
_delivery_state_ | Lead Address - Delivery State (NSW, QLD etc) |
_delivery_street_ | Lead Address - Delivery Street |
_delivery_street2_ | Lead Address - Delivery Street2 |
_delivery_suburb_ | Lead Address - Delivery Suburb name |
_contact_country_ | Lead Contact - Country |
_contact_email_ | Lead Contact - Email |
_contact_first_name_ | Lead Contact - First Name |
_contact_last_name_ | Lead Contact - Last_Name |
_contact_mobile_ | Lead Contact - Mobile |
_contact_phone_ | Lead Contact - Phone |
_contact_postcode_ | Lead Contact - Postcode |
_contact_role_ | Lead Contact - System Role |
_contact_state_ | Lead Contact - State |
_contact_street_ | Lead Contact - Street |
_contact_street2_ | Lead Contact - Street2 |
_contact_suburb_ | Lead Contact - Suburb |
_contact_title_ | Lead Contact - Title |