CounterValue Table (197)
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Fields
| Name | Description | Type | Null |
|---|---|---|---|
| CounterValue_id | Primary key | PK | |
| contact_id | Link to contact, 0 if this counter is not for contacts | FK contact | |
| person_id | Link to person, 0 if this counter is not for person (always 0 in 6.0) | FK person | |
| project_id | Link to project, 0 if this counter is not for project | FK project | |
| extra1_id | Spare ID for future links | Id | |
| extra2_id | Spare ID for future links | Id | |
| record_type | Same as task.record_type: 1 = app, 2 = doc, 3 = email, 4 = fax, 5 = phone, 6 = todo - see EAppntRecordTypes | Enum AppntRecordType | |
| direction | Same as task.direction: Direction: 0 = none, 1 = incoming, 2 = outgoing | Enum AppntDirection | |
| intent_id | Link to Intent list | FK Intent | |
| sale_status | Sale status: 0 = Unknown, 1 = open, 2 = closed, 3 = lost, 4 = all sales | Enum SaleStatus | |
| amountClassId | Sale amount class, for splitting sale counters by amounts | FK AmountClass | |
| totalReg | Total registered records of this type | UInt | |
| totalRegInPeriod | Total registered records of this type in the first period (there are up to three period definitions) | UInt | |
| notCompleted | Total records with status Not Completed | UInt | |
| notCompletedInPeriod | Total records with status Not Completed in the first period (there are up to three period definitions) | UInt | |
| lastRegistered | ActiveDate/SaleDate/CreatedAt of last activity/sale/ticket of this type | DateTime | ● |
| lastCompleted | ActiveDate/SaleDate/CreatedAt of last COMPLETED activity/sale/ticket of this type | DateTime | ● |
| lastDoBy | ActiveDate/SaleDate/CreatedAt of last NOT COMPLETED activity/sale/ticket of this type | DateTime | ● |
| extra1_count | Total registered records of this type in the second period (there are up to three period definitions) | UInt | ● |
| extra2_count | Total records with status Not Completed in the second period (there are up to three period definitions) | UInt | ● |
| extra3_count | Total registered records of this type in the third period (there are up to three period definitions) | UInt | ● |
| extra4_count | Total records with status Not Completed in the third period (there are up to three period definitions) | UInt | ● |
| registered | Registered when | UtcDateTime | |
| registered_associate_id | Registered by whom | FK associate | |
| updated | Last updated when | UtcDateTime | |
| updated_associate_id | Last updated by whom | FK associate | |
| updatedCount | Number of updates made to this record | UShort |
Record Type
| Task Type | ID |
|---|---|
| Appointment | 1 |
| Document | 2 |
| 3 | |
| Fax | 4 |
| Phone | 5 |
| To Do | 6 |
| Merge Draft Document | 7 |
| Merge Final Document | 8 |
| Report Document | 9 |
| All | 10 |
The Record Type is used to classify the Task - The classification is used by the SAINT counter system.
Used to identify the type of record that the SAINT counter record is counting. Appointment records are classified according to the Task or DocTemplate's record-type:
When an appointment is created - if real-time SAINT is enabled - the SAINT system looks up the appointment's task's record-type.
The saint counters with the corresponding record type (and the ALL type) are updated. Accumulated counters are increased by one, date counters are set to the current date, and so on.
Appointment direction
| Direction | ID |
|---|---|
| Unknown | 0 |
| Incoming | 1 |
| Outcoing | 2 |
| All | 3 |
Sale Status
| Sale status | ID |
|---|---|
| Unknown | 0 |
| Open | 1 |
| Sold | 2 |
| Lost | 3 |
| Stalled | 4 |
| All sales | 1000 |
Sale Done
| Sale status | ID |
|---|---|
| Unknown | 0 |
| Not done | 1 |
| Done | 2 |
See Also
task Table doctmpl Table countervalue Table
Indexes
| Fields | Types | Description |
|---|---|---|
| CounterValue_id | PK | Clustered, Unique |
| contact_id, record_type | FK, Enum | Index |
| contact_id, sale_status | FK, Enum | Index |
| project_id, record_type | FK, Enum | Index |
| project_id, sale_status | FK, Enum | Index |
| record_type, direction, intent_id | Enum, Enum, FK | Index |
| sale_status, amountClassId | Enum, FK | Index |
Relationships
| Table | Description |
|---|---|
| AmountClass | Amount Class list for SuperOffice Sales Intelligence (Saint) - used to group sales by amounts, into bins (low --> high) called amount classes. More information regarding SuperOffice Sales Intelligence on http://techdoc.superoffice.com |
| associate | Employees, resources and other users - except for External persons |
| contact | Companies and Organizations. |
| Intent | Intent list for SAINT. More information regarding SuperOffice Sales Intelligence on http://techdoc.superoffice.com |
| person | Persons |
| project | Projects |
Replication Flags
- None
Security Flags
- No access control via user's Role.