Diagrams


Table

RM Matrix Management

DynamicsDocs.comRM Matrix Management«Table 5102»RM Matrix ManagementCompany Name [PK]No. [PK,NN]Name [PK]Type; [Company,Person] [PK]No. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]Avg. Estimated Value [LCY]Avg.Calcd. Current Value [LCY]Salesperson FilterCampaign FilterContact FilterDate FilterAction Taken Filter; [,Next,Previous,U...Sales Cycle FilterSales Cycle Stage FilterProbability % FilterCompleted % FilterCompany No.Contact Company FilterTo-do Status Filter; [Not Started,In P...To-do Closed FilterPriority Filter; [Low,Normal,High]Team FilterNo. of To-dosEstimated Value FilterCalcd. Current Value FilterChances of Success % FilterClose Opportunity FilterSystem To-do Type Filter; [Organizer,S...«Table 13»Salesperson/PurchaserCode [PK,NN]NameCommission %ImageGlobal Dimension 1 CodeGlobal Dimension 2 CodeE-MailPhone No.Next To-do DateNo. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]Date FilterNo. of InteractionsCost [LCY]Duration [Min.]Job TitleAction Taken Filter; [,Next,Previous,U...Sales Cycle FilterSales Cycle Stage FilterProbability % FilterCompleted % FilterAvg. Estimated Value [LCY]Avg.Calcd. Current Value [LCY]Contact FilterContact Company FilterCampaign FilterEstimated Value FilterCalcd. Current Value FilterChances of Success % FilterTo-do Status Filter; [Not Started,In P......«Table 5071»CampaignNo. [PK]DescriptionStarting DateEnding DateSalesperson CodeCommentLast Date ModifiedNo. SeriesGlobal Dimension 1 CodeGlobal Dimension 2 CodeStatus CodeTarget Contacts ContactedContacts RespondedDuration [Min.]Cost [LCY]No. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]Date FilterAction Taken Filter; [,Next,Previous,U...Sales Cycle FilterSales Cycle Stage FilterProbability % FilterCompleted % FilterContact FilterContact Company FilterEstimated Value FilterCalcd. Current Value FilterChances of Success % FilterTo-do Status Filter; [Not Started,In P...To-do Closed Filter...«Table 5050»ContactNo. [PK]NameSearch NameName 2AddressAddress 2CityPhone No.Telex No.Territory CodeCurrency CodeLanguage CodeSalesperson CodeCountry/Region CodeCommentLast Date ModifiedFax No.Telex Answer BackVAT Registration No.PicturePost CodeCountyE-MailHome PageNo. SeriesImageType; [Company,Person]Company No.Company NameLookup Contact No.First Name...«Table 5090»Sales CycleCode [PK,NN]DescriptionProbability Calculation; [Multiply,Add...BlockedNo. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]CommentDate Filter«Table 5091»Sales Cycle StageSales Cycle Code [PK,NN]Stage [PK,NN]DescriptionCompleted %Activity CodeQuote RequiredAllow SkipCommentNo. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]Average No. of DaysDate FilterDate Formula«Table 5083»TeamCode [PK,NN]NameNext To-do DateDate FilterContact FilterContact Company FilterTo-do Status Filter; [Not Started,In P...To-do Closed FilterPriority Filter; [Low,Normal,High]Salesperson FilterCampaign FilterTo-do Entry Exists«Table 5094»Close Opportunity CodeCode [PK,NN]DescriptionNo. of OpportunitiesType; [Won,Lost]<Salesperson Filter><Campaign Filter><Contact Filter><Company No.><Contact Company Filter><Sales Cycle Filter><Sales Cycle Stage Filter><Team Filter><Close Opportunity Filter><Sales Cycle Filter><Sales Cycle Stage Filter><Contact Filter><Contact Company Filter><Salesperson Code><Salesperson Filter><Campaign Filter><Salesperson Code><Salesperson Filter><Team Filter><Salesperson Filter><Close Opportunity Filter><Sales Cycle Filter><Sales Cycle Stage Filter><Contact Filter><Contact Company Filter><Campaign Filter><Team Filter><Campaign Filter><Close Opportunity Filter><Company No.><Lookup Contact No.><Sales Cycle Filter><Sales Cycle Stage Filter><Team Filter><Contact Filter><Contact Company Filter><Close Opportunity Filter><Sales Cycle Code>

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Fields

# Name Type
1 Company Name Text50
2 No. Code20 NotBlank: Yes
3 Name Text50
4 Type Option
5 No. of Opportunities Integer Editable: No
FlowField
6 Estimated Value (LCY) Decimal Editable: No
FlowField
7 Calcd. Current Value (LCY) Decimal Editable: No
FlowField
8 Avg. Estimated Value (LCY) Decimal Editable: No
FlowField
9 Avg.Calcd. Current Value (LCY) Decimal Editable: No
FlowField
10 Salesperson Filter Code10 FlowFilter
11 Campaign Filter Code20 FlowFilter
12 Contact Filter Code20 FlowFilter
13 Date Filter Date FlowFilter
14 Action Taken Filter Option FlowFilter
15 Sales Cycle Filter Code10 FlowFilter
16 Sales Cycle Stage Filter Integer FlowFilter
17 Probability % Filter Decimal (1:1) FlowFilter
18 Completed % Filter Decimal (1:1) FlowFilter
19 Company No. Code20
20 Contact Company Filter Code20 FlowFilter
21 To-do Status Filter Option FlowFilter
22 To-do Closed Filter Boolean FlowFilter
23 Priority Filter Option FlowFilter
24 Team Filter Code10 FlowFilter
25 No. of To-dos Integer Editable: No
FlowField
26 Estimated Value Filter Decimal FlowFilter
27 Calcd. Current Value Filter Decimal FlowFilter
28 Chances of Success % Filter Decimal (0:0) FlowFilter
29 Close Opportunity Filter Code10 FlowFilter
30 System To-do Type Filter Option FlowFilter

Keys

# Fields
0 Company Name,Type,Name,No. Clustered: Yes

Table Relations To Other Tables

Field Related Table Related Field
Campaign Filter Campaign No. 1..n
Close Opportunity Filter Close Opportunity Code Code 1..n
Contact Company Filter Contact 1..n
Sales Cycle Filter Sales Cycle Code 1..n
Sales Cycle Stage Filter Sales Cycle Stage Stage 1..n
Salesperson Filter Salesperson/Purchaser Code 1..n
Team Filter Team Code 1..n

Table Relations From Other Tables

From Table From Field