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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 |
|
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|
LINKACCT |
|
System |
RecID of the linked record’s ContSupp referral
record. |
NOTES |
Notes |
User |
Notes |
ADDRESS1 |
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ADDRESS2 |
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ADDRESS3 |
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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 |
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COUNTRY |
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MERGECODES |
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|
STATUS |
|
System |
Position 1=’0’, Position 2=’1’ if notes, otherwise ‘0’. |
LINKEDDOC |
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LASTUSER |
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LASTEDATE |
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LASTTIME |
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RECID |
|
System |
Record ID |
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