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||{{RecordsetCandA.PNG}}||==Company and Account Recordsets==* <!--31-->'''Companies/Accounts''' - Fields that pertain to [[organization]] records in your SmartSimple system. The exact terminology for this section will be based on the External Unit value configured in the Organization Terminology section of the Global Settings.* <!--11-->'''UTA Record Lock''' - [[Record Lock]] history of records.* <!--30-->'''Branches/Offices''' - Information entered into the system including all [[custom fields]] for [[internal]] branches or offices. The exact terminology for this section will be based on the Internal Unit value configured in the Organization Terminology section of the Global Settings.* <!--38-->'''Categories''' - Company/Account [[Client Categories|categories]]. |} {|
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|Branches/Offices|{{RecordsetUandC.PNG}}|Information entered into | ==User and Contact Recordsets==* <!--41-->'''Contacts''' - All contacts outside of your organization. This recordset includes all contact-specific and [[roles|role-based]] [[custom fields]]. Note that applicant information is also contained within this recordset if the system including [[Applicant Tracking]] application is being used. The exact terminology for this section will be based on the External User value configured in the Organization Terminology section of the Global Settings.* <!--40-->'''Users''' - All contacts that are [[internal]] to your organization. This recordset includes all user-specific and [[roles|role-based]] [[custom fields ]]. The exact terminology for this section will be based on the Internal User value configured in the Organization Terminology section of the Global Settings.* <!--45-->'''People''' - Any internal branches or offiesexternal people. This recordset includes all user-specific and role-based custom fields.* <!--9-->'''[[Roles]]''' - Use the roles recordset in conjunction with the contact or user recordsets to run reports on contacts or users within a specific role.* <!--47-->'''Right Relationships''' - This recordset is used where the relationship was established from user "b" to user "a".* <!--46-->'''Left Relationships''' - This recordset is used where the relationship was established from user "a" to user "b".* <!--50-->'''Associations''' - See [[Associations]]. ||===See Also===* [[Reporting on User Type and Access Type]] |} {|
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==Activities and Notes Recordsets==
* <!--8-->'''Individual Activities''' - Any activities assigned to a contact or user.
* <!--10-->'''Calendar''' - Calendar items for a contact or user.
* <!--80-->'''Notes''' - Notes entered into the system. You can use this recordset in conjunction with other recordsets to report upon notes related to specific [[entity|entities]] within the system.
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===See Also===
* [[:Category:Calendars|Calendars]]
* [[:Category:Notes|Notes]]
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|Categories|{{RecordsetUserAccess.PNG}}|Company/Account categories| ==User Access Recordsets==* <!--2006-->'''Global Usage''' -* <!--2000-->'''Login Sessions''' - Use the login sessions recordset to run reports on user login history for the system.* <!--2005-->'''System Usage''' -* <!--2010-->'''Users Online''' - Use the user's online recordset to run reports on users who are currently logged into the system.* '''Primary Authentication Log''' - Logs all inbound and outbound access through the SmartSimple [[Primary Authentication Controller]] |} {|
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==Field and Object Log Recordsets==
* <!--2040-->'''Standard Field Change Log''' - See [[Track Changes]].
* <!--2050-->'''Field Change Log''' - See [[Track Changes]].
* <!--2010-->'''Object View Log''' - See [[Reader Log]].
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|Contacts|{{RecordsetSalesTracking.PNG}}|All contacts outside of your organization| ==Sales Tracking Recordsets==* <!--3700-->'''Job Tracking''' - Use the job tracking recordset to run reports on job-specific information within the [[Job Tracking]] application. This * <!--1120-->'''Campaigns''' - Use the campaigns recordset includes all contactto run reports on campaign-specific and roleinformation within the [[Sales Tracking]] application.* <!--based custom fields1130-->'''Leads''' - Use the leads recordset to run reports on lead-specific information within the [[Sales Tracking]] application. Note that applicant * <!--5-->'''Sales Opportunities''' - Use the sales opportunities recordset to run reports on opportunity-specific information is also contained within this recordset if the Applicant [[Sales Tracking ]] application is being used.* <!--501-->'''Opportunity Rates''' - |} {|
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==Applicant Tracking Recordsets==
* <!--400-->'''Applicant Folders''' - Use the applicant folders recordset to run reports on [[Working with Applicant Folders|folder]]-specific information within the [[Applicant Tracking]] application.
* <!--3750-->'''Applicant Assignments''' - Use the applicant assignment recordset to run reports on assignment-specific information within the [[Applicant Tracking]] application.
* <!--160-->'''Applicant Resume''' - Applicant [[resume]].
* <!--410-->'''Incoming Email Resumes''' - Incoming email resume log.
* <!--3760-->'''Skills''' - See [[Skills]].
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|Users|{{RecordsetEmailBroadcast.PNG}}|All contacts that are internal to your organization| ==Email Broadcast Recordsets==* <!--1700-->'''Email Link Tracker - Contacts''' - See [[Creating an Email Broadcast Message]]. This table includes all user* <!--1701--specific and role>'''Email Link Tracker -based custom fieldsLeads''' - See [[Creating an Email Broadcast Message]]. |} {|
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==Web Form Recordsets==
* <!--369-->'''Web Forms''' - See [[:Category:Web Forms|Web Forms]]
* <!--370-->'''Web Form Results''' - See [[Completing a Web Form Internally and Viewing the Results]]
* <!--380-->'''Web Form Payments''' - See [[:Category:Web Forms|Web Forms]]
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|People|Any internal or external people. This recordset includes all user-specific and role-based custom fields{{TrackingAppTables2. png}}|-||-|Roles==Tracking Application Recordsets==|Use * <!--23-->'''Tracking Application''' - The Tracking Application report group contains all of the roles recordset in conjunction with the contact information regarding a Tracking Application including any custom fields and/or user tables to run reports on contacts tabs added. By making Tracking Applications a Main group you can then also select Tracking Application Activities (and or users within other report groups) and include any related information from that group as well. A list of all Activities taking place for a specific roleTracking Application would be an example of a report generated from this report group. |* <!--10000--|>'''Tracking Application Activities''' -|Right Relationships|This table The Tracking Activities report group contains all of the information related to an activity regarding type, location and time. Other report groups can be attached to this group to gather more information regarding details such as who is used where the relationship was established from user "b" to user "main contact for a particular activity. A list of all the start times and locations for an activity would be an example of a"report generated using this report group.|* <!--10010-->'''Tracking Application Sub-Activities''' -|The Tracking Sub-|Left Relationships|This table Activities report group contains all of the information related to an activity regarding type, location and time. Other report groups can be attached to this group to gather more information regarding details such as who is used where the relationship was established from user "main contact for a particular activity. A list of all the start times and locations for an activity would be an example of a" to user "b"report generated using this report group.|* <!--10020-->'''Tracking Transactions''' -Personal Transactions|* <!--10080-->'''UTA Timesheet Items''' -See [[Using Timesheets to update a Project]]|Associations* <!--10122-->'''UTA Invoices''' - See [[Invoice UTA]]|* <!--10222-->'''UTA Invoice Items''' - See [[Invoice UTA]]|* '''UTA Payment Attribution''' -Payment Attributions|* <!--12-->'''UTA Person''' -''Person'' [[standard field]]* <!--5501-->'''UTA Contact role (joins to Tracking Application)''' - See [[Role_Based_Custom_Fields#Role_Based_Custom_Fields_-_UTA_Level_One|Individual ActivitiesRole Based Custom Fields - UTA Level One]]|Any activities assigned * <!--6501-->'''UTA Contact role (joins to a contact or user.Tracking Application Activities)''' - [[Role_Based_Custom_Fields#Role_Based_Custom_Fields_-_UTA_Level_Two|Role Based Custom Fields -UTA Level Two]]|* <!--5000-->'''UTA Company role (links to primary)''' -See [[Company Role]]|Calendar* <!--5500-->'''UTA Company role (joins to Tracking Application)''' - See [[Company Role]]|Calendar items for a contact or user.* <!--6500-->'''UTA Company role (joins to Tracking Application Activities)''' - See [[Company Role]]|* <!--5004-->'''UTA Consumer / Provider (L1 -|L1)''' -|Notes|Notes entered into the systemTable containing information related to L1 to L1 Consumer/Provider relationships. You can use Using this table you will be able to access information in conjunction with any other table to get notes related the Consumer record that is joined to specific areas within the systemProvider record.|* <!--5004-|-|Global Usage||>'''UTA Provider / Consumer (L1 -|L1)''' -|Login Sessions|User login and logout history for Table containing information related to L1 to L1 Provider/Consumer relationships. Using this table you will be able to access information in the Provider record that is joined to the systemConsumer record.|* <!--5004-|-|System Usage|User System Usage by Year >'''UTA Provider / Month.|Consumer (L1 -|L2)''' -|Users Online|Users who are currently logged into Table containing information related to L1 to L2 Consumer/Provider relationships. Using this table you will be able to access information in the Provider record that is joined to the systemConsumer record.|* <!-|-|Standard Field Change Log|Change history of standard fields.|5001-|-|Field Change Log|Change history of custom fields.|>'''UTA Contact role (links to primary)''' -|See [[Role_Based_Custom_Fields#Role_Based_Custom_Fields_-|Object View Log|View history of an object._Base|Role Based Custom Fields -Base]]|Campaigns||-|Leads===See Also===|* [[UTA Provider Reports Table]]|-|Sales Opportunities}
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==Project and Job Costing Recordsets==
* <!--94-->'''Project Metrics''' - Project Matrix
* <!--95-->'''Projects and Jobs''' - Use the project and job recordset to run reports on project/job-specific information within the [[:Category:Project and Job Costing|Job Costing]] application.
* <!--96-->'''Project and Job Tasks''' - Use the project and job tasks recordset to run reports on task-specific information within the [[:Category:Project and Job Costing|Job Costing]] application.
* <!--98-->'''Project Task Invoices''' - Project Task Invoices
* <!--97-->'''Resource Assignment''' - Resources including people, equipment, facilities and materials allocated to specific tasks in a project.
* <!--200-->'''Timesheets''' - Timesheets.
* <!--210-->'''Timesheet Items''' - Timesheet Items.
* <!--220-->'''Project Timesheet''' - Project Timesheets.
* <!--100-->'''Expenses''' - Expenses.
* <!--110-->'''Expenses Items''' - Expense Items.
||-|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||-===See Also===* [[:Category:Project and Job Costing|UTA Contact role (links to primary)Project and Job Costing]]
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{||-|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.
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|Project Task Invoices||-|Resource Assignment||-|Timesheets|Description, start and end dates, client name and job name for timesheets{{RecordsetDiscussion.PNG}}|-|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.}-->
==Discussion Recordsets==
* <!--25-->'''Discussion Posts''' - Use the [[Using Discussion Groups|discussion]] posts recordset to run reports on discussion-specific information including content, posted date and posted by.
{||-||{Template:RecordsetAandN{RecordsetCustomFields.PNG}}||==Custom Field Recordsets==* <!--9000-->'''Custom Fields''' - The properties of [[custom fields]] configured on your system.* <!--9050-->'''Custom Field Language''' - See [[Custom Field Language Settings]].
||===See Also===* [[Image:Recordset2.PNGReporting on Custom Fields]]
==See Also==* [[Image:RecordsetTrackingApplication.PNGAdding a Table to a Report]]
[[Category:Reports]]
