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| ==Company and Account Recordsets== | | ==Company and Account Recordsets== |
− | * <!--31-->'''Companies/Accounts''' - Fields that pertain to organization records in your SmartSimple system. | + | * <!--31-->'''Companies/Accounts''' - Fields that pertain to [[organization]] records in your SmartSimple system. |
| * <!--11-->'''UTA Record Lock''' - | | * <!--11-->'''UTA Record Lock''' - |
− | * <!--30-->'''Branches/Offices''' - Information entered into the system including all custom fields for internal branches or offices. | + | * <!--30-->'''Branches/Offices''' - Information entered into the system including all [[custom fields]] for [[internal]] branches or offices. |
− | * <!--38-->'''Categories''' - Company/Account categories. | + | * <!--38-->'''Categories''' - Company/Account [[categories]]. |
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Revision as of 15:26, 29 April 2013
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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Company and Account Recordsets
- 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 offices.
- Categories - Company/Account categories.
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User and Contact Recordsets
- 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 -
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Activities and Notes Recordsets
- 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.
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User Access Recordsets
- Global Usage -
- Login Sessions -
- System Usage -
- Users Online -
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Field and Object Log Recordsets
- Standard Field Change Log -
- Field Change Log -
- Object View Log -
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Sales Tracking Recordsets
- Job Tracking -
- Campaigns -
- Leads -
- Sales Opportunities -
- Opportunity Rates -
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Applicant Tracking Recordsets
- Applicant Folders -
- Applicant Assignments -
- Applicant Resume -
- Incoming Email Resumes -
- Skills -
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Email Broadcast Recordsets
- Email Link Tracker - Contacts -
- Email Link Tracker - Leads -
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Web Form Recordsets
- Web Forms -
- Web Form Results -
- Web Form Payments -
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Tracking Application Recordsets
- Tracking Application -
- Tracking Application Activities -
- Tracking Application Sub-Activities -
- Tracking Transactions -
- UTA Timesheet Items -
- UTA Invoices -
- 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) -
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Project and Job Costing Recordsets
- Project Metrics -
- Projects and Jobs -
- Project and Job Tasks -
- Project Task Invoices -
- Resource Assignment -
- Timesheets -
- Timesheet Items -
- Project Timesheet -
- Expenses -
- Expenses Items -
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Discussion Recordsets
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Custom Field Recordsets
- Custom Fields -
- Custom Field Language -
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See Also