Report Recordsets

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This page lists all of the Recordsets that are available to be included for your report, along with a short description.


RecordsetCandA.PNG
  • 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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RecordsetAandN.PNG

RecordsetUserAccess.PNG

RecordsetFandOLog.PNG

RecordsetSalesTracking.PNG

RecordsetApplicantTracking.PNG

RecordsetEmailBroadcast.PNG

RecordsetWebform.PNG

RecordsetTrackingApplication.PNG

RecordsetPandJCosting.PNG

RecordsetDiscussion.PNG

RecordsetCustomFields.PNG