Reference

Audience:
settings
•
Version: 10.3.11
• 6 minutes to read
 • 6 minutes to read

Company

Standard fields:

Field Type Comment
Address Address Show in expanded mode
Business Text
Category Text
Code Text
Company name Text
Country Text
Department Text
Email Text
ERP ERP Has no options. Configured in Settings and maintenance > ERP.
Fax Text
Interests Interests Has no options
Last modified Date
Main contact Text
No mailings Checkbox
Note Text box
Number Text
Our contact Text
Our service contact Text
Phone Text
Priority Text
Registered date Date
Single interest Checkbox Select interest from list
Stop Checkbox
VAT No Text
Website Text
Custom fields Both user-defined and extra

For details about the value of each field, see the Contact database table.

Default tabs:

  • Company
  • More
  • Interests
  • Note

Contact

Standard fields:

Field Type Comment
Academic title Text
Address Address Show in expanded mode
Birthdate Text
Business Text
Category Text
Chat Text
Company Text
Country Text
Direct phone Text
Email Text
ERP ERP Has no options. Configured in Settings and maintenance > ERP.
Fax Text
First name Text
Former employee Checkbox
Interests Interests Has no options
Internet phone Text
Last modified Date
Last name Text
Middle name Text
Mobile Text
Mr/Ms Text
Note Text box
Number Text
Our contact Text
Our service contact Text
Position Text
Preferred language Selection
Private Text
Registered date Date
Service priority Text
Single interest Checkbox Select interest from list
Subscription
Title Text
Use as postal address Checkbox
Website Text
Custom fields Both user-defined and extra

For details about the value of each field, see the Person database table.

Default tabs:

  • Contact
  • Details
  • More
  • Interests
  • Note

Sale

Standard fields:

Field Type Comment
Company Drop-down
Competitor Drop-down
Contact Drop-down
Credited Drop-down
Description Text box Select number of rows. Has no label
Last modified Date
Links Links Has no options
Number Text
Owner Drop-down
Probability Text Right-aligned percent
Profit Number Percent and amount
Project Drop-down
Registered date Date
Sale date Date picker
Sale type Drop-down
Sales Text
Source Drop-down
Stage Drop-down
Stage - workflow Multiline text Has no options
Total cost Number Right-aligned amount
Visible for Text
Custom fields Both user-defined and extra

For details about the value of each field, see the Sale database table.

Default tabs:

  • Sale
  • Details
  • More
  • Links
  • Note

Project

Standard fields:

Field Type Comment
Description Text box Select number of rows. Has no label
End date Date picker
ERP ERP Has no options. Configured in Settings and maintenance > ERP.
Last modified Date
Next milestone
Number Text
Project Text
Published Checkbox
Registered date Date
Responsible Drop-down
Status Drop-down
Type Drop-down
Website Text
Custom fields Both user-defined and extra

For details about the value of each field, see the Project database table.

Default tabs:

  • Project
  • More
  • Note
  • Image
  • Links

Request

Standard fields:

Field Type Comment
Access level Drop-down
Alert timeout Text
Author Text
Category Drop-down
Closed at Date
Company Text
Contact Text
Created Date
Created by Text
Deadline Date
First read by owner Date
First read by user Date
Has attachment Checkbox
ID Text
Internal status Text
Language Text
Last changed Date
Level Text
Number of messages Time
Number of replies Time
Origin Text
Owner Drop-down
Postponed to Text
Priority Drop-down
Project Drop-down
Read Text
Read by owner Date
Real time externally Time
Real time internally Time
Real time in queue Time
Real time to close Time
Real time to reply Time
Replied at Date
Request type Drop-down
Sale Drop-down
Sentiment Text
Sentiment confidence Text
Status Drop-down
Tags Drop-down Has no options
Time spent Time
Time spent externally Time
Time spent in queue Time
Time to close Time
Time to reply Time
Title Text
Custom fields Both user-defined and extra

For details about the value of each field, see the Ticket database table.

Default tabs:

  • Messages
  • Details
  • Change log

Follow-up

Standard fields:

Field Type Comment
Alarm Drop-down
Check availability Scheduling assistant
Completed Checkbox
Links Multiline text Select number of rows. Has no label
Owner Drop-down
Priority Drop-down
Project Drop-down
Sale Drop-down
Suggested time slots Has no options
Title Text Placement locked.
Type Drop-down Placement locked
Video link Text Has no options
Visible for Drop-down Has no options
Custom fields Both user-defined and extra

  • Mandatory fields cannot be moved or removed. This applies to: title, type, time, company/contact, attendees, locations, and resources.

  • The right column is hidden if no attendees.

For details about the value of each field, see the Appointment database table.

Default tabs:

  • Agenda
  • Internal notes
  • Links
  • More

Document

Standard fields:

Field Type Comment
Language Drop-down Placement locked
Date Date picker Placement locked
Visible for Drop-down Has no options
Edited by/Locked by Text Placement locked
Subject Text The title/heading
Document template Drop-down Placement locked
Company/Contact Drop-down Placement locked
Sale Drop-down
Project Drop-down
Our ref / Your ref Text
Tab-bar Placement locked
Document Placement locked
Completed Checkbox

For details about the value of each field, see the Document database table.

Default tabs:

  • Details
  • Links
  • More

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