Standard Modules & Fields

Standard Modules & Fields

You can use API to integrate with the following standard modules:

Leads 
Accounts 
Contacts 
Proposals
Campaigns 
Forecasts 
Cases 
Solutions 
Products 
Gifts
Quotes 
Events 
AttributesVendors 
Purchase Order 
Tasks  
Calls 
 Special Events

The following tables give the list of supported fields in the Nonprofit Vertical CRM Modules along with their description.

Leads

Field Name
Description
Data type
Maximum Limit
Lead Owner
Select the Nonprofit Vertical CRM user to whom the Lead is assigned.
Lookup
-
Salutation
Select the salutation from the drop-down list.
Pick list
-
First Name
Specify the first name of the lead.
Text box
Alphanumeric(40)
Title
Specify the job position of the lead
Text box
Alphanumeric(100)
Last Name*
Specify the last name of the lead. This field is a mandatory.
Text box
Alphanumeric(80)
Company*
Specify the name of the company where the lead is working. This field is a mandatory.
Text box
Alphanumeric(100)
Lead Source
Select the source of the lead, that is, from where the lead is generated.
Pick list
-
Industry
Select the industry to which the lead belongs.
Pick list
-
Annual Revenue
Specify the annual revenue of the company where the lead is working.
Currency
Decimal (16)
Phone
Specify the phone number of the lead.
Text box
Alphanumeric(30)
Mobile
Specify the mobile number of the lead.
Text box
Alphanumeric(30)
Fax
Specify the fax number of the lead.
Text box
Alphanumeric(30)
Email
Specify the email address of the lead.
Email
Alphanumeric and Special characters(100)
Secondary Email
Specify another email address of the lead.
Email
Alphanumeric and Special characters(100)
Skype ID
Specify the Skype ID of the lead. Currently skype ID can be in the range of 6 to 32 characters.
Text box
Alphanumeric(50)
Web site
Specify the Web site of the lead.
URL
Alphanumeric(120)
Lead Status
Select the status of the lead from the drop-down list.
Pick list
-
Rating
Select the rating of the lead from the drop-down list.
Pick list
-
No. of Employees
Specify the number of employees in lead's company.
Numeric
Integer (16)
Email Opt-out
Select the check-box to remove leads from your mailing list so that they will not receive any emails from your Nonprofit Vertical CRM account
Check box
-
Campaign Source
Select the campaign related to the Lead
Lookup
 
Created By
Displays name of the user created the Lead first time.
Date/Time
-
Modified By
Displays name of the user modified the Lead.
Date/Time
 
Street
Specify the street address of the lead.
Text box
Alphanumeric(250)
City
Specify the name of the city where the lead lives.
Text box
Alphanumeric(30)
State
Specify the name of the state where the lead lives.
Text box
Alphanumeric(30)
Zip Code
Specify the postal code of the lead's address.
Numeric
Alphanumeric(30)
Country
Specify the name of the lead's country.
Text box
Alphanumeric(30)
Description
Specify any other details about the lead.
Text area (long text)
32000 characters

Accounts

Field Name
Description
Data type
Maximum Limit
Account Name *
Specify the company name. This field is mandatory.
Text box
Alphanumeric(100)
Account Owner
Select the name of the user to whom the account is assigned.
Look up
-
Website
Specify the URL of the company's Web site.
URL
Alphanumeric(30)
Ticker Symbol
Specify the ticker symbol of the Company.
Text box
Alphanumeric(30)
Parent Account
Select the parent company name from the Change pop-up dialog.
Lookup
 
Employees
Specify the number of employees in account's company.
Numeric
Integers(10)
Ownership
Specify the type of ownership of the company.
Picklist
 
Industry
Select the type of industry from the drop-down list.
Pick list
-
Account Type
Select the type of account from the drop-down list.
Pick list
-
Account Number
Specify the reference number for account. Up to 40 characters are allowed in this field.
Numeric
Number
Account Site
Specify the name of the account’s location, for example, Headquarters or London. Up to 80 characters are allowed in this field.
Text box
Alphanumeric(30)
Phone
Specify phone number of the account.
Text box
Alphanumeric(30)
Fax
Specify fax number of the account.
Text box
Alphanumeric(30)
E-mail
Specify the official E-mail address of the account.
E-mail
Alphanumeric and Special characters(100)
Rating
Specify the rating of the account.
Pick list
-
SIC Code
Specify the Standard Industrial Classification code of the account.
Text box
Integers(10)
Created By
Displays name of the user created the Account first time.
Date/Time
-
Modified By
Displays name of the user modified the Account.
Date/Time
 
Annual Revenue
Specify the annual revenue of the account.
Numeric
Integers(10)
Billing Address
  • Street
  • City
  • State
  • Code
  • Country
Specify the billing address of the account to send the quotes, invoices, and other agreements.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Code
  • Country
Specify the shipping address of the account to deliver the shipment.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Description
Specify any other details about the account.
Text area (long text)
32000 characters

Contacts

Field Name
Description
Data type
Maximum Limit
Contact Owner
Select the Nonprofit Vertical CRM user to whom the account is assigned.
Lookup
-
Salutation
Select the Salutation of the contact, such as Mr., Ms, Mrs., or others.
Pick list
 
First Name
Specify the first name of the contact.
Text box
Alphanumeric(40)
Last Name*
Specify the last name of the contact. This field is mandatory.
Text box
Alphanumeric(40)
Account Name
Select the account related to the contact.
Lookup
-
Vendor Name
Select the vendor related to the contact
Lookup
-
Campaign Source
Select the Campaign related to the contact
Lookup
-
Lead Source
Select the source from which the contact is created.
Pick list
-
Title
Specify the job position of the contact.
Text box
Alphanumeric(50)
Department
Specify the department of the contact.
Text box
Alphanumeric(30)
Date of Birth
Specify the birthday of the contact to send greetings for a better relationship.
Date
-
Reports To
Select the person to whom the contact reports
Text area
255 characters
Created By
Displays name of the user created the contact first time.
Date/Time
-
Modified By
Displays name of the user modified the contact
Date/Time
 
Email Opt Out
Select the check-box to remove contacts from your mailing list so that they will not receive any emails from your Nonprofit Vertical CRM account
Check box
-
Skype Id
Specify the Skype ID of the contact. Currently skype ID can be in the range of 6 to 32 characters.
Text box
Alphanumeric(50)
Phone
Specify the office phone number of the contact.
Text box
Alphanumeric(50)
Mobile
Specify the mobile number of the contact.
Text box
Alphanumeric(50)
Home Phone
Specify the home phone number of the contact.
Text box
Alphanumeric(50)
Other Phone
Specify the other phone number of the contact (if any).
Text box
Alphanumeric(50)
Fax
Specify the Fax number of the contact.
Text box
Alphanumeric(50)
Email
Specify the primary email address of the contact.
Email
Alphanumeric(100)
Secondary Email
Specify another email address of the contact.
Email
Alphanumeric(100)
Assistant
Specify the name of the contact’s assistant.
 
 
Asst Phone
Specify the phone number of the contact's assistant.
Text box
Alphanumeric(100)
Mailing Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Other Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the other address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Description
Specify any other details about contact.
Text area (long text)
32000 characters

Deals

Field Name
Description
Data type
Maximum Limit
Deal Owner
Select the name of the user to whom the deal is assigned.
Lookup
 
Deal Name*
Specify name of the deal. This field is mandatory.
Text box
Alphanumeric(120)
Account Name*
Select name of the account to which deal has to be created. This field is mandatory.
Lookup
-
Type
Select the type of deal (New Business or Existing Business) from the drop-down list.
Pick list
-
Lead Source
Select the lead source from the drop-down list
Pick list
-
Campaign Source
Select the campaign related to the contact.
Lookup
-
Contact Name
Select the contact related to the deal.
Lookup
 
Amount
Specify the amount that can be expected after closing the deal.
Currency
 
Closing Date*
Specify or select the expected close date. This field is mandatory.
Date format
-
Next Step
Specify the next step of the sales process.
Text box
Alphanumeric(100)
Stage*
Select the sales stage from the drop-down list. This field is mandatory.
Pick list
-
Probability
Specify the probability of closing a deal.
Number
 
Expected Revenue
Calculated based on the Amount and Deal Stage that you specify.
Currency
 
Created By
Displays name of the user created the deal first time.
Date/Time
-
Modified By
Displays name of the user modified the deal.
Date/Time
 
Description
Specify any other details about deal.
Text area (long text)
32000 characters

Campaigns

Field Name
Description
Data type
Maximum Limit
Campaign Owner
Select the name of the user to whom the campaign is assigned.
Pick list
-
Campaign Name*
Specify the name of the campaign.
Text box
Alphanumeric(40)
Type
Select the type of the campaign.
Pick List
-
Status
Select the status of the campaign.
Pick List
-
Start Date
Specify the date on which the campaign starts.
Date format
-
End Date
Specify the date on which the campaign ends.
Date format
-
Expected Revenue
Specify the revenue expected after launching the campaign.
Currency
-
Actual Cost
Specify the actual amount spent on the campaign.
Currency
-
Budgeted Cost
Specify the planned amount to be spent on the campaign.
Currency
-
Expected Response
Specify the campaign turnout percentage.
Number
 
Num sent
Specify the number of leads/contacts to whom the campaign details has been sent.
Text box
Integers
Created By
Displays name of the user created the campaign first time.
Date/Time
-
Modified By
Displays name of the user modified the campaign
Date/Time
 
Description
Specify additional details about the campaign.
Text area
32000 characters

Forecasts

Field Name
Description
Data type
Maximum Limit
Year*
Select the fiscal year from the drop-down list.
Pick list
-
Quarter*
Select the quarter of the fiscal year.
Pick list
-
Month
Display the month of the selected quarter.
Month
 
Quota
Specify the quota for the month.
Currency
-
Closed
Display the amount from the closed won potentials.
Currency
-
Committed Amount
Specify the total amount a sales person confident of closing during forecast period.
Currency
-
Best Case Amount
Specify the amount a sales person might be closing. This amount can be either more or less than Commit Amount.
Currency
-
Pipeline
Displays the amount in the sales pipeline.
Currency
-
Owned By
Displays the owner of the forecast.
Lookup
-
Created By
Displays the person created the forecast first time.
Date/Time format
-
Last Modified By
Displays the person modified the forecast.
Date/Time format
-

Cases

Field Name
Description
Data type
Maximum Limit
Case Number
Display the case ID after creating a case.
Number
16 digit
Product Name
Select the product name related to the case.
Lookup
-
Case Owner
Select the name of the user to whom the case is assigned.
Lookup
-
Subject*
Specify the title of the Case. This field is mandatory.
Text box
Alphanumeric(255)
Priority
Select the priority of the Case from the drop-down list.
Pick list
-
Status*
Select the status of the Case from the drop-down list.
Pick list
-
Reported By
Displays the name of the contact.
-
-
Related To
Select the name of the contact who submitted the Case.
Lookup
-
Type
Select the type of problem. It can be a general question, feature request, or real issue in your product/service.
Pick list
-
Case Origin*
Select the source from which the case has been generated. You can select Email, Phone, or Website. If you select Email, you must specify the Email ID of the customer.
Pick list
-
Email
Specify the Email ID of the contact.
Email
Alphanumeric and Special characters
Account Name
Select the account related to the case
Lookup
 
Potential Name
Select the Potential related to the case
Lookup
 
Phone
Specify the phone number of the customer
Text box
Alphanumeric(50)
Case Reason
Specify the reason for the case
Pick list
-
Description
Specify complete details about the case.
Text Area
32000 characters
Internal Comments
Specify follow-up notes about case.
Text Area
3000 characters
Solution
Specify the solution provided
Text Area
32000 characters
Add Comment
specify the follow-up notes about the solution
Text Area
32000 characters

Solutions

Field Name
Description
Data type
Maximum Limit
Solution Number
Display the case ID after creating a solution
Number
16 digit
Solution Title*
Specify the subject of the solution.This field is mandatory
Text box
Alphanumeric(255)
Solution Owner
Select the name of the user to whom the solution is assigned.
Pick list
-
Product Name
Select the name of the product to which the solution has to be associated.
Lookup
-
Question*
Select the priority of the solution from the drop-down list.This field is mandatory
Text box, Alphanumeric
Alphanumeric(255)
Answer*
Specify solution details.This field is mandatory
Text Area
-
Status
Specify the status of the solution.
Pick list
-
Created By
Displays the person created the solution first time.
Date/Time format
 
Last Modified By
Displays the person modified the solution
Date/Time format
 
Description
Specify any other details about solution.
Text box
32000 characters
Comments
Specify additional comments about the solution.
Text box
32000 characters

Products

Field Name
Description
Data type
Maximum Limit
Product Name*
Specify the name of the product. This field is mandatory.
Text box
Alphanumeric(50)
Product Owner
Select the name of the user to whom the product is assigned.
Pick list
 
Product Code
Specify the product identification.
Text box
Alphanumeric(40)
Product Active
Specify the status of the product.
Check box
-
Vendor Name
Specify the name of the vendor.
Lookup
 
Product Category
Select the category of the product.
Pick list
 
Sales Start Date
Specify the date on which the product sales starts
Date
 
Sales End Date
Specify the date on which the product sales ends
Date
 
Created By
Displays the person created the product first time.
Date/Time format
 
Modified By
Displays the person modified the product
Date/Time format
 
Commission Rate
Specify the commission rate for selling the product.
Numeric
Decimal
Manufacturer
Select the name of the product manufacturer.
Pick list
-
Unit Price
Specify the unit price of the product.
Currency
 
Taxable
Specify whether the product is a taxable product
Check-box
 
Product Category
Select the category of the product.
Pick list
-
Support Start Date
Select the date on which the product support starts.
Date
-
Support Expiry Date
Select the date on which the product support ends.
Date
-
Usage Unit
Displays the unit price of the product.
Text box
Alphanumeric
Qty Ordered
Specify the number of units.
Text box
Integers
Qty in Stock
Displays the stock quantity
Text box
Integers
Reorder Level
Specify the Reorder value
Text box
Integers
Handler
Select the Nonprofit Vertical CRM user who is handling the product
Lookup
 
Qty in Demand
Displays the demand quantity
Text box
Integers
Description
Specify any other details about product.
Text area (long text)
32000 characters

Price Books

Field Name
Description
Data type
Maximum Limit
Price book Owner
Select the name of the user to whom the price book is assigned.
Lookup
-
Price book Name*
Specify the name of the Price Book. This field is mandatory.
Text box
Alphanumeric(50)
Active
Select the Active check box to set the status of the Price Book as active.
Check box
-
Pricing Model
Select the model of the price book
Pick list
-
Created By
Displays the person created the Price book first time.
Date/Time format
 
Modified By
Displays the person modified the Price book.
Date/Time format
 
Description
Specify any other details about Price Book.
Text area (long text)
32000characters
Pricing details
  • From Range
  • To Range
  • Discount
Specify the Pricing details
  • From Range - Text box
  • To Range - Text box
  • Discount - Percent
Decimal (20)

Quotes

Field Name
Description
Data type
Maximum Limit
Quote Owner
Select the name of the user to whom the quote is assigned.
Lookup
-
Subject*
Specify the name of the quote. This field is mandatory.
Text box
Alphanumeric(50)
Potential Name
Specify the potential name for which the quote has to be created.
Text box
Alphanumeric(40)
Quote Stage
Specify the status of the quote.
Pick List
-
Valid Till
Specify the date till the quote is valid after sending to the prospective customer.
Date
-
Contact Name
Specify the contact to which the quote has to be created.
Lookup
-
Account Name
Specify the account to which the quote has to be created.
Lookup
 
Carrier
Select the name of the carrier manufacturer.
Pick list
-
Shipping
Select the category of the quote.
Text box
Alphanumeric(50)
Inventory Manager
Specify the person responsible for shipping the shipment to the account or contact.
Text box
Alphanumeric(50)
Account Name*
Specify the account name to which the quote has to be created. This field is mandatory
Lookup
 
Created By
Displays the person created the Price book first time.
Date/Time format
 
Modified By
Displays the person modified the Price book.
Date/Time format
 
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name *
Select the product name.This field is mandatory
Lookup
-
Quantity in Stock
Displays the stock quantity.
Numeric
Integers
Quantity*
Specify the quantity for which the sales order has to be generated. This field is mandatory
Numeric
Integers
Unit Price*
Displays the unit price of the product.
Currency
 
List Price*
Select the product list price from Price Book or specify the product price. This field is mandatory
Lookup and Numeric
Integers
Total
Displays the amount of the selected products.
Text box
Alphanumeric
Terms & Conditions
Specify the terms and conditions that are associated with quote.
Text area
 
Description
Specify any other details about quote.
Text area
32000 characters

 Sales Orders

Field Name
Description
Data type
Maximum Limit
Sales Order Owner
Select the name of the user to whom the sales order is assigned.
Lookup
 
SO Number
Display the Sales order ID after creating a case.
Number
16 digit
Subject*
Specify the name of the sales order. This field is mandatory.
Text box
Alphanumeric(50)
Potential Name
Select the potential for which the sales order has to be generated.
Lookup
-
Customer No
Specify the customer identification number (if any)
Text box
Alphanumeric(50)
Purchase Order
Select the reference purchase order.
Text box
-
Quote Name
Select the reference quote.
Lookup
-
Contact Name
Select the contact for which the sales order has to be generated.
Lookup
-
Due Date
Select the date
Date
-
Carrier
Select the carrier’s name that ships the products from your warehouse to customer site.
Pick list
-
Pending
 
Text box
Alphanumeric(50)
Status
Specify the status of the sales order.
Pick list
-
Sales Commission
Specify the commission to the sales person upon closing the deal.
Numeric
float
Excise Duty
Specify the excise duty for the shipment
Text Box
Numeric
Account Name*
Specify the account name to which the sales order has to be created.This field is mandatory
Lookup
-
Assigned To
Select the user's name to whom the sales order handling duty is assigned.
Select option
-
Created By
Displays name of the user created the Sales order first time.
Date/Time
 
Modified By
Displays name of the user modified the Sales order
Date/Time
 
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name*
Select the product name.This field is mandatory
Lookup
-
Quantity in Stock
Displays the stock quantity.
Numeric
Integers
Quantity*
Specify the quantity for which the sales order has to be generated. This field is mandatory
Numeric
Integers
Unit Price*
Displays the unit price of the product.
Currency
 
List Price*
Select the product list price from Price Book or specify the product price. This field is mandatory
Lookup and Numeric
Integers
Tax
Specify the tax component of the products
Currency
-
Adjustments
Specify if there are any adjustments, such as discounts, or extra charges etc.
Currency
-
Total
Displays the amount of the selected line item.
Currency
-
Terms & Conditions
Specify the terms and conditions that are associated with sales order.
Text area (long text)
 
Description
Specify any other details about sales order.
Text area (long text)
32000 characters

Invoices

Field Name
Description
Data type
Maximum Limit
Invoice Owner
Select the name of the user to whom the invoice is assigned.
Lookup
 
Invoice Number
Display the case ID after creating a solution
Numeric
16 digit
Subject*
Specify the name of the invoice. This field is mandatory.
Text box
Alphanumeric(50)
Sales Order
Select the reference Sales order (if any).
Lookup
-
Purchase Order
Select the reference Purchase order.
Text Box
 
Customer No
Specify the customer identification number (if any).
Text box
Alphanumeric(50)
Excise Duty
Specify the excise duty for the shipment
Text box
Numeric
Invoice Date
Specify the date on which the invoice is created.
Date
-
Due Date
Specify the invoice due date as per your payment terms.
Date
-
Sales Commission
Specify the commission to the sales person upon closing the deal.
Currency
Float
Account Name*
Specify the account name to which the invoice has to be created. This field is mandatory
Lookup
-
Contact Name
Specify the contacts name to which the invoice has to be created.
Lookup
 
Status
Specify the status of the invoice.
Pick List
-
Assigned To
Select the user's name to whom the invoice handling duty is assigned.This field is mandatory
Lookup
-
Created By
Displays the person created the Price book first time.
Date/Time format
 
Modified By
Displays the person modified the Price book.
Date/Time format
 
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name*
Select the product name.This field is mandatory
Lookup
-
Quantity in Stock
Displays the stock quantity.
Numeric
Integers
Quantity*
Specify the quantity for which the sales order has to be generated. This field is mandatory
Numeric
Integers
Unit Price*
Displays the unit price of the product.
Currency
 
List Price*
Select the product list price from Price Book or specify the product price. This field is mandatory
Lookup and Numeric
Integers
Total
Displays the amount of the selected products.
Currency
-
Terms & Conditions
Specify the terms and conditions that are associated with invoice.
Text area
 
Description
Specify any other details about invoice.
Text area
32000 characters

Vendors

Field Name
Description
Data type
Maximum Limit
Vendor Owner
Select the name of the user to whom the Vendor details is assigned.
Lookup
 
Vendor Name*
Specify the name of the vendor. This field is mandatory
Text box
Alphanumeric(50)
Phone
Specify the phone number of the vendor
Text box
Alphanumeric(40)
E-mail
Specify the E-mail ID of the vendor
Email
Alphanumeric and Special characters(100)
Website
Specify the Web site URL of the vendor
URL
Alphanumeric and Special characters(50)
GL Account
Select the general ledger account
Pick List
-
Category
Specify the category of the vendor
Text box
Alphanumeric(40)
Created By
Displays the person created the Price book first time.
Date/Time format
 
Modified By
Displays the person modified the Price book.
Date/Time format
 
Vendor Address
  • Street
  • City
  • State
  • Postal Code
  • Country
Specify the address of the vendor
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Description
Specify any other details about vendor
Text area (long text)
32000 characters

Purchase Order

Field Name
Description
Data type
Maximum Limit
Purchase Order Owner
Select the name of the user to whom the purchase order is assigned.
Lookup
 
PO Number
Display the Sales order ID after creating a case.
Number
16 digit
Subject*
Specify the name of the purchase order. This field is mandatory.
Text box
Alphanumeric(50)
Vendor Name*
Specify the name of the vendor.
Text box
Alphanumeric(20)
Requisition No
Specify the number in which the purchase order is requested
Text box
Alphanumeric(20)
Tracking Number
Specify the number to track the purchase order
Text box
 
Contact Name
Specify the contacts name to which the invoice has to be created.
Lookup
 
Carrier
Select the carrier’s name that ships the products from your warehouse to customer site.
Pick list
-
Purchase Order Date
Specify the date on which purchase order is created.
Date
-
Due Date
Select the due date.
Date
-
Excise Duty
Specify the excise duty for the shipment
Text box
 
Sales Commission
Specify the commission to the sales person upon closing the deal.
Currency
Float
Status
Specify the status of the purchase order.
Pick List
-
Assigned To
Select the Nonprofit Vertical CRM user name to whom the purchase order handling duty is assigned. This field is mandatory
Select option
-
Created By
Displays the person created the Price book first time.
Date/Time format
 
Modified By
Displays the person modified the Price book.
Date/Time format
 
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name*
Select the product name.This field is mandatory
Lookup
-
Quantity in Stock
Displays the stock quantity.
Numeric
Integers
Quantity*
Specify the quantity for which the sales order has to be generated. This field is mandatory
Numeric
Integers
Unit Price*
Displays the unit price of the product.
Currency
 
List Price*
Select the product list price from Price Book or specify the product price. This field is mandatory
Lookup and Numeric
Integers
Total
Displays the amount of the selected products.
 
 
Terms & Conditions
Specify the terms and conditions that are associated with purchase order.
Text area (long text)
 
Description
Specify any other details about purchase order.
Text area (long text)
32000 characters

Tasks

Field Name
Description
Data type
Maximum Limit
Task Owner
Select the name of the user to whom the task is assigned.
Lookup
 
Subject*
Specify the name of the task. This field is mandatory.
Text box
Alphanumeric(50)
Due Date
Specify the due date for the task
Date
 
Contacts/Leads
Select the related contact or lead
Lookup
 
Accounts
Select any other record related to the task
Lookup
-
Status
Specify the status of the task
Pick List
-
Priority
Select the due date.
Date
-
Send Notification Email
Select the check box to send notification email to the task owner
Check box
 
Remind At
Select the check box to set reminder for the task
Check box
 
Recurring Activity
Select the check box to mark it as a recurring activity
Check box
-
Description
Specify the details about the task
Text area (long text)
32000 characters

Events

Field Name
Description
Data type
Maximum Limit
Event Owner
Select the name of the user to whom the event is assigned.
Lookup
 
Subject*
Specify the name of the event. This field is mandatory.
Text box
Alphanumeric(50)
Start Date Time*
Specify the date and time when the event will be started. This field is mandatory.
Date and Time
 
End Date Time*
Specify the date and time when the event will be over. This field is mandatory.
Date and Time
 
Venue
Enter the venue for the event
Text
 
Contacts/Leads
Select the related contact or lead
Lookup
 
Accounts
Select any other record related to the event
Lookup
-
Send Notification Email
Select the check box to send notification email to the event owner
Check box
 
Remind At
Select the check box to set reminder for the event
Check box
 
Recurring Activity
Select the check box to mark it as a recurring activity
Check box
-
Description
Specify the details about the event
Text area (long text)
32000 characters

Calls

Field Name
Description
Data type
Maximum Limit
Subject*
Specify the subject of the call. This field is mandatory.
Text box
Alphanumeric(50)
Call Type*
Choose whether the call is inbound or outbound
 
 
Call Purpose
Select the purpose of the call
Pick List
 
Call From/To
Choose Contact or Lead
 
-
Related To
Select the record to which the call is related to
Pick List
-
Call Details
Select whether it is a Current call or Completed call
 
-
Call Start Time
Automatically displays the call start data and time
Pick List
 
Call Duration
Specify the duration of the call
Integer
 
Description
Specify the details about the task
Text area (long text)
32000 characters
Billable
Select the check box if the call is considered for billing
Check box
 
Call Result
Enter the call result
Text
 

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