ISale Properties |
The ISale type exposes the following members.
Name | Description | |
---|---|---|
![]() ![]() | ActiveLinks | ActiveLinks - Number of active links to documents, projects, Urls, appointments, sales, contacts, persons, selections
New in Seven. |
![]() ![]() | ActivityLinks | The ActivityLinks attached to this sale |
![]() ![]() | Amount | Amount - changing this affects Earnings and/or Cost
The total sale amount. |
![]() ![]() | AmountAsFloat | AmountAsFloat - same as Amount property but with decimals - changing this affects Earnings and/or Cost
The total sale amount.
Same as Amount property, but with decimals |
![]() ![]() | Appointment | Appointment |
![]() ![]() | Associate | Owning Associate |
![]() ![]() | AutoSaveOnChangeIdentity | Should the model save on IdentityChanged? |
![]() ![]() | AutoSaveOnFlush | Should the model save on flush cache? |
![]() ![]() | Changed | has record been changed since read?
If the sale has been modified since it was loaded, this will return false |
![]() ![]() | Competitor | Competitor
Competitor is a list defined by the database administrator. It may be used to define different competitors in the market. From CRM 5 (Release 5.5) the field is visible in all states of a sale, in the first version it was only available when a sale was set to Lost. |
![]() ![]() | Completed | Completed
A sale that has not been completed yet will, if the saledate has passed, be in the checklist of the owning associate. |
![]() ![]() | Contact | Contact the sale is linked to
The contact associated with the sale. It may also be 0 if no contact is associated with the sale |
![]() ![]() | Cost | Cost - changing this affects Earnings and/or Amount
The total cost of the sale. Changing this affects Earnings and/or Amount. |
![]() ![]() | CreatedAssociate | The user that created the object
The associate that first created the sale |
![]() ![]() | CreatedDate | The date the object was saved to the database.
The date and time the appointment was first created. |
![]() ![]() | Credited | Credited
Credited is a list defined by the database administrator. It could be used for defining different groups that should be credited for the sale, but this usage is not fixed the field only appears when the status is changed to sold. E.g. "Sale group 1". |
![]() ![]() | Currency | Currency - that Amount,Cost,Earning are denoted in
It's possible to sell in different currencies. This will return the currency the sale object was sold in |
![]() ![]() | DocumentLink | OBSOLETE - use ActivityLinks instead
A sale might have a document linked to it. |
![]() ![]() | Earning | Earning - changing this affects Amount and EarningPercent
The profit on a sale, the amount left after the total cost of the sale is deducted |
![]() ![]() | EarningPercent | EarningPercent - changing this affects Cost and Earning
The profit on a sale, the amount left after the total cost of the sale is deducted
The profit on a sale, the amount left after the total cost of the sale is deducted. Converted to a percentage of the amount. |
![]() ![]() | ExternalFieldChanged | have external fields been changed?
New in Seven. |
![]() ![]() | ForeignKey | ForeignKey
Get the foreign key values for this sale |
![]() ![]() | Group | User group of the owning associate. Set implicitly when the Associate property is set. |
![]() ![]() | Identity | The primary key on the primary table. Is zero for new objects. Is set when an object is saved.
The database unique internal identity for the sale |
![]() ![]() | IsAvailable | is record available in db?
Checks if the record is available in the database. It’s useful to check if a sale actually exists before adding new properties to it |
![]() | IsFavourite | Add/Remove this sale from my favourites |
![]() ![]() | IsRequiredFilled | Are all the required fields filled out? Can we save the record?
Checks if all properties that are required in this model is filled |
![]() ![]() | IsValid | does the record exist?
To save time, we don't load a record into buffer before one of its properties is asked for. This checks if the requested record is available in buffer |
![]() ![]() | NextDueDate | The next due date for the sale
New in Seven. |
![]() ![]() | Number | Number
The sales number, seen in GUI as the number on the Details panel of a sale |
![]() ![]() | OurCurrency | OurCurrency - what we are converting amounts to
It is possible to sell in different currencies. This will return the leading currency for this system, what do we currency are all sale converted into. |
![]() ![]() | Person | Person the sale is linked to
A sale may also be connected to a person - this must be a contact person registered on the current contact. This does not mean that a person is required. |
![]() ![]() | PostItText | Postit text
New in Seven. |
![]() ![]() | Private | Visible for who? - 0=public,1=private,2=group
The confidentiality of sale is shown as different types of private on the sale. For an updated list of "private" types, see the database manual. |
![]() ![]() | PrivateToGroup | Which user group is the sale visible for? Sets Private=2 automatically.
The confidentiality of sale is shown as different types of private on the sale. For an updated list of "private" types, see the database manual. |
![]() ![]() | Probability | Probability - the sale's success rating
There is a predefined list of probabilities, but the user may change the probability percent. For example, if the customer has said he wants the product but has still not signed the contract, the normal probability could be set to 90 %. But, if the sales person knows that this customer is very reliable, he could change the probability to 100 %. Probability will then return 90. |
![]() ![]() | ProbabilityPercent | ProbabilityPercent - Likelyhood of success
There is a predefined list of probabilities, but the user may change the probability percent. For example, if the customer has said he wants the product but has still not signed the contract, the normal probability could be set to 90 %. But, if the sales person knows that this customer is very reliable, he could change the probability to 100 %. Probability will then return 90.
There is a predefined list of probabilities, but the user may change the probability percent. For example, if the customer has said he wants the product but has still not signed the contract, the normal probability could be set to 90 %. But, if the sales person knows that this customer is very reliable, he could change the probability to 100 %. ProbabilityPercent will then return 100. |
![]() ![]() | Project | Project
A sale may also be connected to a project, so you see the sale both on the company card, and on the project card. This does not mean that a project is required. |
![]() ![]() | PublishType | Publish type on sale |
![]() ![]() | Reason | Reason - why the sale was lost
Reason is a list defined by the database administrator. It may be used to define different reasons for losing a sale the field only appears when the status is changed to "lost". For example, "our price was too high". |
![]() ![]() | ReasonLost | The reason why the sale was lost
Reason is a list defined by the database administrator. It may be used to define different reasons for losing a sale the field only appears when the status is changed to "lost". For example, "our price was too high".
New in Seven. |
![]() ![]() | ReasonSold | The reason why the sale was sold
Reason is a list defined by the database administrator. It may be used to define different reasons for losing a sale the field only appears when the status is changed to "lost". For example, "our price was too high".
New in Seven. |
![]() ![]() | ReasonStalled | The reason why the sale is stalled
Reason is a list defined by the database administrator. It may be used to define different reasons for losing a sale the field only appears when the status is changed to "lost". For example, "our price was too high".
New in Seven. |
![]() ![]() | ReopenDate | The reopen date for the sale
New in Seven. |
![]() ![]() | SaleDate | SaleDate - expected closing date
The expected sales date for when the sale will be sold (or lost). |
![]() ![]() | SaleText | SaleText - description of the sale
The sales textbox - it may contain text describing the sale. Filled out by the user. |
![]() ![]() | SaleType | The Sale Type for the sale
New in Seven. |
![]() ![]() | Sentry | Sentry settings for this object. Lets you find out your read/write access to the object. |
![]() ![]() | Source | Source - Where the sale originated
Source is a list defined by the database administrator. It may be used to define different sources for obtaining a sale the field only appears when the status is changed to "sold". For example, a response from our website. |
![]() ![]() | Stage | Which stage is this sale in?
New in Seven. |
![]() | Stakeholders | Get the stakeholders for this sale. |
![]() ![]() | Status | Status - Open=1,Sold=2,Lost=3
The different statuses a sale may have - this is a fixed predefined list. See the database manual for an updated list of status types |
![]() | SuggestedAppointments | Retrieves the collection of Suggested Appointments for this sale |
![]() | SuggestedDocuments | Retrieves the collection of Suggested Documents for this sale |
![]() ![]() | Title | Title
The sale title, in the database manual this is the same as sale.heading |
![]() ![]() | UDef | UDef
A collection of the sale panels user defined fields |
![]() ![]() | UpdatedAssociate | The last user to modify the object
The last associate that updated this sale. If the sale has never been updated, this will return 0 |
![]() ![]() | UpdatedDate | The date of the most recent update.
The date and time the sale was last edited. If the sale has never been updated, this will return 0; formatted as a SuperOffice date (see the database manual), this will return 01.01.1970 |
![]() ![]() | ValidationMessage | get validation message, if empty model will think it is ok to save
New in Seven. |