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CONTSUPP - Referrals
R
Referrals Tab
Each referral created generates two ContSupp records, one for each record that is linked to the
other.
Definitions/Descriptions:
GoldMine Field: Field name when viewed in GoldMine. If blank, not visible in GoldMine.
User/System: Defines whether the User or the System sets and maintains this value.
Used For: The type of data stored in this field. If a value in single quotes (' '), this is the actual value stored in this field.
| ACCOUNTNO |
|
System |
AccountNo of Linked Company |
| RECTYPE |
|
System |
R |
| CONTACT |
Reference |
System |
“To” or “For” and the linked company name. |
| TITLE |
|
System |
AccountNo of linked record. |
| CONTSUPREF |
Referal |
User |
Reference field for the referral. |
| DEAR |
Reference |
System |
Remainder of Contact field (i.e. Company name) if
longer than 40 characters. |
| PHONE |
|
|
|
| EXT |
|
System |
‘T’ if the referrer, ‘R’ if the referree. |
| FAX |
|
|
|
| LINKACCT |
|
System |
RecID of the linked record’s ContSupp referral
record. |
| NOTES |
Notes |
User |
Notes |
| ADDRESS1 |
|
|
|
| ADDRESS2 |
|
|
|
| ADDRESS3 |
|
|
|
| CITY |
Date |
System |
Create By, Date, Time (under Audit Tab) |
| STATE |
Status Tab |
User |
Several flags for the options on the Status Tab of the
Referral record.
If ‘1’, the option is checked, if ‘0’, it
is un-checked.
| Position |
Description |
| 1 |
Initial Contact |
| 2 |
Interest Confirmed |
| 3 |
Identified Key Players |
| 4 |
Evaluation Requested |
| 5 |
Evaluation INP |
| 6 |
Evaluation Positive |
| 7 |
Making Decision |
| 8 |
Verbal Agreement |
| 9 |
Project Funded |
| 10 |
Purchase Order |
| 11 |
Product Delivery |
| 12 |
Done! |
| 13 |
Lost Sale |
|
| ZIP |
|
|
|
| COUNTRY |
|
|
|
| MERGECODES |
|
|
|
| STATUS |
|
System |
Position 1=’0’, Position 2=’1’ if notes, otherwise ‘0’. |
| LINKEDDOC |
|
|
|
| LASTUSER |
|
|
|
| LASTEDATE |
|
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| LASTTIME |
|
|
|
| RECID |
|
System |
Record ID |
|
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