Appendix A

Contacts Field List

Label Required Type

ID:

Yes

ID

Name:

Salutation + First Name + Last Name

Date Created:

Date/Time

Date Modified:

Date/Time

Modified By:

Relationship - Users

Created by:

Relationship - Users

Description:

Text Area

Assigned User:

Relationship - Users

Salutation

Drop Down List

First Name:

Textfield

Last Name:

Yes

Textfield

Title:

Textfield

Department:

Textfield

Do Not Call:

Checkbox

Home:

Phone

Mobile:

Phone

Office Phone:

Phone

Other Phone:

Phone

Fax:

Phone

Email Address:

Textfield

Other Email:

Textfield

Invalid Email:

Checkbox

Email Opt Out:

Checkbox

Primary Address Street:

Textfield

Primary Address Street 2:

Textfield

Primary Address Street 3:

Textfield

Primary Address City:

Textfield

Primary Address State:

Textfield

Primary Address Postal Code:

Textfield

Primary Address Country:

Textfield

Alt Address Street:

Textfield

Alt Address Street 2:

Textfield

Alt Address Street 3:

Textfield

Alt Address City:

Textfield

Alt Address State:

Textfield

Alt Address Postalcode:

Textfield

Alt Address Country:

Textfield

Assistant:

Textfield

Assistant Phone:

Phone

Email Address:

Email

Referred by:

Textfield

Lead Source:

Drop Down List

Lead Source Description:

Text Area

Status:

Drop Down List

Status Description:

Text Area

Reports To:

Relationship - Leads

Account Name:

Textfield

Opportunity Name:

Textfield

Opportunity Amount:

Textfield

Campaign:

Relationship - Campaigns

Birthdate:

Date

Leads Field List

Label Required Type

ID:

Yes

ID

Name:

Salutation + First Name + Last Name

Date Created:

Date/Time

Date Modified:

Date/Time

Modified By:

Relationship - Users

Created By:

Relationship - Users

Description:

Text Area

Assigned User:

Relationships - Users

Salutation

Drop Down List

First Name:

Textfield

Last Name:

Yes

Textfield

Title:

Textfield

Department:

Textfield

Do Not Call:

Checkbox

Home Phone:

Phone

Mobile:

Phone

Office Phone:

Phone

Other Phone:

Phone

Fax:

Phone

Email Address:

Textfield

Other Email

Textfield

Invalid Email:

Checkbox:

Email Opt Out:

Checkbox

Primary Address Street:

Textfield

Primary Address Street 2:

Textfield

Primary Address Street 3:

Textfield

Primary Address City:

Textfield

Primary Address State:

Textfield

Primary Address Postalcode:

Textfield

Primary Address Country:

Textfield

Alternate Address Street:

Textfield

Alternate Address Street 2:

Textfield

Alternate Address Street 3:

Textfield

Alternate Address City:

Textfield

Alternate Address Postal Code:

Textfield

Alternate Address Country:

Textfield

Assistant:

Textfield

Assistant Phone:

Phone

Email Address:

Email

Referred By:

Textfield

Lead Source:

Drop Down List

Lead Source Description:

Text Area

Status:

Drop Down List

Status Description:

Text Area

Reports To:

Relationship - Leads

Account Name:

Textfield

Opportunity Name:

Textfield

Opportunity Amount

Textfield

Campaign

Relationship - Campaigns

Birthdate

Date

Targets Field List

Label Required Type

ID:

Yes

ID

Date Created:

Salutation + First Name + Last Name

Date Modified:

Date/Time

Modified By:

Relationship - Users

Created By:

Relationship - Users

Description:

Text Area

Assigned to:

Relationship - Users

Salutation:

Drop Down List

First Name:

Textfield

Last Name:

Yes

Textfield

Title:

Textfield

Department

Textfield

Do Not Call:

Checkbox

Home:

Phone

Mobile

Phone

Office Phone:

Phone

Other Phone:

Phone

Fax:

Phone

Email Address

Email

Other Email:

Email

Invalid Email:

Checkbox

Email Opt Out:

Checkbox

Primary Address Street:

Textfield

Primary Address Street 2:

Textfield

Primary Address Street 3:

Textfield

Primary Address City:

Textfield

Primary Address State:

Textfield

Primary Address Postalcode:

Textfield

Primary Address Country:

Textfield

Alternate Address Street:

Textfield

Alternate Address Street 2:

Textfield

Alternate Address Street 3:

Textfield

Alternate Address City:

Textfield

Alternate Address Postal Code:

Textfield

Alternate Address Country:

Textfield

Assistant:

Textfield

Assistant Phone:

Phone

Birthdate:

Date

Account Name:

Textfield

Accounts Field List

Label Required Type

ID:

Yes

ID

Name:

Yes

Name

Date Created

Date/Time

Date Modified

Date/Time

Modified By:

Relationship - Users

Description

Text Area

Deleted:

Checkbox

Assigned User

Relationship - Users

Type:

Drop Down List

Industry:

Drop Down List

Annual Revenue

Textfield

Fax

Phone

Billing street:

Textfield

Billing street 2:

Textfield

Billing street 3:

Textfield

Billing street 4:

Textfield

Billing City:

Textfield

Billing State:

Textfield

Billing Postal Code:

Textfield

Billing Country:

Textfield

Rating:

Textfield

Office Phone:

Phone

Alternate Phone:

Phone

Website:

URL

Ownership:

Textfield

Employees

Textfield

Ticker Symbol

Textfield

Shipping Street:

Textfield

Shipping Street 2:

Textfield

Shipping Street 3:

Textfield

Shipping Street4:

Textfield

Shipping City:

Textfield

Shipping State:

Textfield

Shipping Postal Code:

Textfield

Shipping Country:

Textfield

Email Address:

Email

Non-Primary Emails

Email

SIC Code:

Textfield

Member Of:

Relationship - Accounts

Email Opt Out:

Checkbox

Invalid Email:

Checkbox

Opportunities Field List

Opportunities.png

Products Field List

Products.png

Product Categories Field List

Product_Categories.png

Quotes Field List

Quotes.png

Invoices Field List

Invoices.png

Contracts Field List

Contracts.png

Line Items Field List

Line_Items.png

Groups Field List

Groups.png

PDF Templates Field List

PDF_Templates.png

Cases Field List

Cases.png

Notes Field List

Notes.png

Calls Field List

Calls.png

Emails Field List

Emails.png

Meetings Field List

Meetings.png

Tasks Field List

Tasks.png

Projects Field List

Projects.png

Project Tasks Field List

Project_Tasks.png

Campaigns Field List

Campaigns.png

Target Lists Field List

Target_Lists.png

Email Templates Field List

Email_Templates.png

Documents Field List

Documents.png

Events Field List

Events.png

Locations Field List

Locations.png

Users Field List

Users.png

Content is available under GNU Free Documentation License 1.3 or later unless otherwise noted.