Appendix A
Contacts Field List
| Label | Required | Type |
|---|---|---|
ID: |
Yes |
ID |
Name: |
Salutation + First Name + Last Name |
|
Date Created: |
Date/Time |
|
Date Modified: |
Date/Time |
|
Modified By: |
Relationship - Users |
|
Created by: |
Relationship - Users |
|
Description: |
Text Area |
|
Assigned User: |
Relationship - Users |
|
Salutation |
Drop Down List |
|
First Name: |
Textfield |
|
Last Name: |
Yes |
Textfield |
Title: |
Textfield |
|
Department: |
Textfield |
|
Do Not Call: |
Checkbox |
|
Home: |
Phone |
|
Mobile: |
Phone |
|
Office Phone: |
Phone |
|
Other Phone: |
Phone |
|
Fax: |
Phone |
|
Email Address: |
Textfield |
|
Other Email: |
Textfield |
|
Invalid Email: |
Checkbox |
|
Email Opt Out: |
Checkbox |
|
Primary Address Street: |
Textfield |
|
Primary Address Street 2: |
Textfield |
|
Primary Address Street 3: |
Textfield |
|
Primary Address City: |
Textfield |
|
Primary Address State: |
Textfield |
|
Primary Address Postal Code: |
Textfield |
|
Primary Address Country: |
Textfield |
|
Alt Address Street: |
Textfield |
|
Alt Address Street 2: |
Textfield |
|
Alt Address Street 3: |
Textfield |
|
Alt Address City: |
Textfield |
|
Alt Address State: |
Textfield |
|
Alt Address Postalcode: |
Textfield |
|
Alt Address Country: |
Textfield |
|
Assistant: |
Textfield |
|
Assistant Phone: |
Phone |
|
Email Address: |
||
Referred by: |
Textfield |
|
Lead Source: |
Drop Down List |
|
Lead Source Description: |
Text Area |
|
Status: |
Drop Down List |
|
Status Description: |
Text Area |
|
Reports To: |
Relationship - Leads |
|
Account Name: |
Textfield |
|
Opportunity Name: |
Textfield |
|
Opportunity Amount: |
Textfield |
|
Campaign: |
Relationship - Campaigns |
|
Birthdate: |
Date |
Leads Field List
| Label | Required | Type |
|---|---|---|
ID: |
Yes |
ID |
Name: |
Salutation + First Name + Last Name |
|
Date Created: |
Date/Time |
|
Date Modified: |
Date/Time |
|
Modified By: |
Relationship - Users |
|
Created By: |
Relationship - Users |
|
Description: |
Text Area |
|
Assigned User: |
Relationships - Users |
|
Salutation |
Drop Down List |
|
First Name: |
Textfield |
|
Last Name: |
Yes |
Textfield |
Title: |
Textfield |
|
Department: |
Textfield |
|
Do Not Call: |
Checkbox |
|
Home Phone: |
Phone |
|
Mobile: |
Phone |
|
Office Phone: |
Phone |
|
Other Phone: |
Phone |
|
Fax: |
Phone |
|
Email Address: |
Textfield |
|
Other Email |
Textfield |
|
Invalid Email: |
Checkbox: |
|
Email Opt Out: |
Checkbox |
|
Primary Address Street: |
Textfield |
|
Primary Address Street 2: |
Textfield |
|
Primary Address Street 3: |
Textfield |
|
Primary Address City: |
Textfield |
|
Primary Address State: |
Textfield |
|
Primary Address Postalcode: |
Textfield |
|
Primary Address Country: |
Textfield |
|
Alternate Address Street: |
Textfield |
|
Alternate Address Street 2: |
Textfield |
|
Alternate Address Street 3: |
Textfield |
|
Alternate Address City: |
Textfield |
|
Alternate Address Postal Code: |
Textfield |
|
Alternate Address Country: |
Textfield |
|
Assistant: |
Textfield |
|
Assistant Phone: |
Phone |
|
Email Address: |
||
Referred By: |
Textfield |
|
Lead Source: |
Drop Down List |
|
Lead Source Description: |
Text Area |
|
Status: |
Drop Down List |
|
Status Description: |
Text Area |
|
Reports To: |
Relationship - Leads |
|
Account Name: |
Textfield |
|
Opportunity Name: |
Textfield |
|
Opportunity Amount |
Textfield |
|
Campaign |
Relationship - Campaigns |
|
Birthdate |
Date |
Targets Field List
| Label | Required | Type |
|---|---|---|
ID: |
Yes |
ID |
Date Created: |
Salutation + First Name + Last Name |
|
Date Modified: |
Date/Time |
|
Modified By: |
Relationship - Users |
|
Created By: |
Relationship - Users |
|
Description: |
Text Area |
|
Assigned to: |
Relationship - Users |
|
Salutation: |
Drop Down List |
|
First Name: |
Textfield |
|
Last Name: |
Yes |
Textfield |
Title: |
Textfield |
|
Department |
Textfield |
|
Do Not Call: |
Checkbox |
|
Home: |
Phone |
|
Mobile |
Phone |
|
Office Phone: |
Phone |
|
Other Phone: |
Phone |
|
Fax: |
Phone |
|
Email Address |
||
Other Email: |
||
Invalid Email: |
Checkbox |
|
Email Opt Out: |
Checkbox |
|
Primary Address Street: |
Textfield |
|
Primary Address Street 2: |
Textfield |
|
Primary Address Street 3: |
Textfield |
|
Primary Address City: |
Textfield |
|
Primary Address State: |
Textfield |
|
Primary Address Postalcode: |
Textfield |
|
Primary Address Country: |
Textfield |
|
Alternate Address Street: |
Textfield |
|
Alternate Address Street 2: |
Textfield |
|
Alternate Address Street 3: |
Textfield |
|
Alternate Address City: |
Textfield |
|
Alternate Address Postal Code: |
Textfield |
|
Alternate Address Country: |
Textfield |
|
Assistant: |
Textfield |
|
Assistant Phone: |
Phone |
|
Birthdate: |
Date |
|
Account Name: |
Textfield |
Accounts Field List
| Label | Required | Type |
|---|---|---|
ID: |
Yes |
ID |
Name: |
Yes |
Name |
Date Created |
Date/Time |
|
Date Modified |
Date/Time |
|
Modified By: |
Relationship - Users |
|
Description |
Text Area |
|
Deleted: |
Checkbox |
|
Assigned User |
Relationship - Users |
|
Type: |
Drop Down List |
|
Industry: |
Drop Down List |
|
Annual Revenue |
Textfield |
|
Fax |
Phone |
|
Billing street: |
Textfield |
|
Billing street 2: |
Textfield |
|
Billing street 3: |
Textfield |
|
Billing street 4: |
Textfield |
|
Billing City: |
Textfield |
|
Billing State: |
Textfield |
|
Billing Postal Code: |
Textfield |
|
Billing Country: |
Textfield |
|
Rating: |
Textfield |
|
Office Phone: |
Phone |
|
Alternate Phone: |
Phone |
|
Website: |
URL |
|
Ownership: |
Textfield |
|
Employees |
Textfield |
|
Ticker Symbol |
Textfield |
|
Shipping Street: |
Textfield |
|
Shipping Street 2: |
Textfield |
|
Shipping Street 3: |
Textfield |
|
Shipping Street4: |
Textfield |
|
Shipping City: |
Textfield |
|
Shipping State: |
Textfield |
|
Shipping Postal Code: |
Textfield |
|
Shipping Country: |
Textfield |
|
Email Address: |
||
Non-Primary Emails |
||
SIC Code: |
Textfield |
|
Member Of: |
Relationship - Accounts |
|
Email Opt Out: |
Checkbox |
|
Invalid Email: |
Checkbox |
