|
|
| Line 1: |
Line 1: |
| | This page lists all of the Recordsets that are available to be included for your report, along with a short description. | | This page lists all of the Recordsets that are available to be included for your report, along with a short description. |
| − | <!--{|
| |
| − | |Companies/Accounts
| |
| − | |Fields that pertain to organization records in your SmartSimple system.
| |
| − | |-
| |
| − | |UTA Record Lock
| |
| − | |
| |
| − | |-
| |
| − | |Branches/Offices
| |
| − | |Information entered into the system including all custom fields for internal branches or offies.
| |
| − | |-
| |
| − | |-
| |
| − | |Categories
| |
| − | |Company/Account categories.
| |
| − | |-
| |
| − | |-
| |
| − | |Contacts
| |
| − | |All contacts outside of your organization. This recordset includes all contact-specific and role-based custom fields. Note that applicant information is also contained within this recordset if the Applicant Tracking application is being used.
| |
| − | |-
| |
| − | |-
| |
| − | |Users
| |
| − | |All contacts that are internal to your organization. This table includes all user-specific and role-based custom fields.
| |
| − | |-
| |
| − | |-
| |
| − | |People
| |
| − | |Any internal or external people. This recordset includes all user-specific and role-based custom fields.
| |
| − | |-
| |
| − | |-
| |
| − | |Roles
| |
| − | |Use the roles recordset in conjunction with the contact or user tables to run reports on contacts or users within a specific role.
| |
| − | |-
| |
| − | |-
| |
| − | |Right Relationships
| |
| − | |This table is used where the relationship was established from user "b" to user "a".
| |
| − | |-
| |
| − | |-
| |
| − | |Left Relationships
| |
| − | |This table is used where the relationship was established from user "a" to user "b".
| |
| − | |-
| |
| − | |-
| |
| − | |Associations
| |
| − | |
| |
| − | |-
| |
| − | |-
| |
| − | |Individual Activities
| |
| − | |Any activities assigned to a contact or user.
| |
| − | |-
| |
| − | |-
| |
| − | |Calendar
| |
| − | |Calendar items for a contact or user.
| |
| − | |-
| |
| − | |-
| |
| − | |Notes
| |
| − | |Notes entered into the system. You can use this table in conjunction with any other table to get notes related to specific areas within the system.
| |
| − | |-
| |
| − | |-
| |
| − | |Global Usage
| |
| − | |
| |
| − | |-
| |
| − | |-
| |
| − | |Login Sessions
| |
| − | |User login and logout history for the system.
| |
| − | |-
| |
| − | |-
| |
| − | |System Usage
| |
| − | |User System Usage by Year / Month.
| |
| − | |-
| |
| − | |-
| |
| − | |Users Online
| |
| − | |Users who are currently logged into the system.
| |
| − | |-
| |
| − | |-
| |
| − | |Standard Field Change Log
| |
| − | |Change history of standard fields.
| |
| − | |-
| |
| − | |-
| |
| − | |Field Change Log
| |
| − | |Change history of custom fields.
| |
| − | |-
| |
| − | |-
| |
| − | |Object View Log
| |
| − | |View history of an object.
| |
| − | |-
| |
| − | |Campaigns
| |
| − | |
| |
| − | |-
| |
| − | |Leads
| |
| − | |
| |
| − | |-
| |
| − | |Sales Opportunities
| |
| − |
| |
| − | |
| |
| − | |-
| |
| − | |Opportunity Rates
| |
| − |
| |
| − |
| |
| − | |
| |
| − | |-
| |
| − | |Applicant Folders
| |
| − | |Folder-specific information within the Applicant Tracking application.
| |
| − | |-
| |
| − | |Applicant Assignments
| |
| − | |Assignment-specific information within the Applicant Tracking application.
| |
| − | |-
| |
| − | |Applicant Resume
| |
| − | |
| |
| − | |-
| |
| − | |Incoming Email Resumes
| |
| − | |Incoming email resume log.
| |
| − | |-
| |
| − | |Skills
| |
| − | |
| |
| − | |-
| |
| − | |Email Link Tracker - Contacts
| |
| − | |Email tracking statistics for contacts.
| |
| − | |-
| |
| − | |Email Link Tracker - Leads
| |
| − | |Email tracking statistics for leads.
| |
| − | |-
| |
| − | |Web Forms
| |
| − | |
| |
| − | |-
| |
| − | |Web Form Results
| |
| − | |Results of any completed web form.
| |
| − | |-
| |
| − | |Web Form Payments
| |
| − | |Paymetns made through a web form. Only applies to online payments using Internet Secure.
| |
| − | |-
| |
| − | |Tracking Application
| |
| − | |"Level 1s"
| |
| − | |-
| |
| − | |Tracking Application Activities
| |
| − | |"Level 2s"
| |
| − | |-
| |
| − | |Tracking Application Sub-Activities
| |
| − | |"Level 3s"
| |
| − | |-
| |
| − | |Tracking Transactions
| |
| − | |Personal Transactions
| |
| − | |-
| |
| − | |UTA Timesheet Items
| |
| − | |UTA Timesheet Items.
| |
| − | |-
| |
| − | |UTA Invoices
| |
| − | |UTA Invoicing.
| |
| − | |-
| |
| − | |UTA Invoice Items
| |
| − | |
| |
| − | |-
| |
| − | |UTA Payment Attribution
| |
| − | |
| |
| − | |-
| |
| − | |UTA Person
| |
| − | |
| |
| − | |-
| |
| − | |UTA Contact role (joins to Tracking Application)
| |
| − | |
| |
| − | |-
| |
| − | |UTA Contact role (joins to Tracking Application Activities)
| |
| − | |
| |
| − | |-
| |
| − | |UTA Company role (links to primary)
| |
| − | |
| |
| − | |-
| |
| − | |UTA Company role (joins to Tracking Application)
| |
| − | |
| |
| − | |-
| |
| − | |UTA Company role (joins to Tracking Application Activities)
| |
| − | |
| |
| − | |-
| |
| − | |UTA Provider without contacts
| |
| − | |
| |
| − | |-
| |
| − | |UTA Contact role (links to primary)
| |
| − |
| |
| − |
| |
| − | |
| |
| − | |-
| |
| − | |Project Metrics
| |
| − | |Project Metrics information within the job costing application.
| |
| − | |-
| |
| − | |Projects and Jobs
| |
| − | |Project/job specific information within the job costing application.
| |
| − | |-
| |
| − | |Project and Job Tasks
| |
| − | |Task-specific information within the job costing application.
| |
| − | |-
| |
| − | |Project Task Invoices
| |
| − | |
| |
| − | |-
| |
| − | |Resource Assignment
| |
| − | |
| |
| − | |-
| |
| − | |Timesheets
| |
| − | |Description, start and end dates, client name and job name for timesheets.
| |
| − | |-
| |
| − | |Timesheet Items
| |
| − | |Individual timesheet line items.
| |
| − | |-
| |
| − | |Project Timesheet
| |
| − | |
| |
| − | |-
| |
| − | |Expenses
| |
| − | |
| |
| − | |-
| |
| − | |Expenses Items
| |
| − | |
| |
| − | |-
| |
| − | |Discussion Posts
| |
| − | |Discussion-specific information including content, posted date and posted by.
| |
| − | |-
| |
| − | |Custom Fields
| |
| − | |Custom field configuration settings.
| |
| − | |-
| |
| − | |Custom Field Language
| |
| − | |Custom field captions in other languages.
| |
| − | }-->
| |
| − |
| |
| | | | |
| | {| | | {| |
| Line 227: |
Line 10: |
| | |} | | |} |
| | | | |
| − | {{RecordsetUandC.PNG}} | + | {| |
| | + | |{{RecordsetUandC.PNG}} |
| | + | | |
| | + | * '''Contacts''' - All contacts outside of your organization. This recordset includes all contact-specific and role-based custom fields. Note that applicant information is also contained within this recordset if the Applicant Tracking application is being used. |
| | + | * '''Users''' - All contacts that are internal to your organization. This table includes all user-specific and role-based custom fields. |
| | + | * '''People''' - Any internal or external people. This recordset includes all user-specific and role-based custom fields. |
| | + | * '''Roles''' - Use the roles recordset in conjunction with the contact or user tables to run reports on contacts or users within a specific role. |
| | + | * '''Right Relationships''' - This table is used where the relationship was established from user "b" to user "a". |
| | + | * '''Left Relationships''' - This table is used where the relationship was established from user "a" to user "b". |
| | + | * '''Associations''' - |
| | + | |} |
| | + | |
| | + | |
| | | | |
| | {{RecordsetAandN.PNG}} | | {{RecordsetAandN.PNG}} |
