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