Diagrams


Table

Interaction Template

DynamicsDocs.comInteraction Template«Table 5064»Interaction TemplateCode [PK,NN]Interaction Group Code [NN]DescriptionUnit Cost [LCY]Unit Duration [Min.]Information Flow; [,Outbound,Inbound]Initiated By; [,Us,Them]Attachment No.Campaign No.Campaign TargetCampaign ResponseCorrespondence Type [Default]; [,Hard...Date FilterNo. of InteractionsCost [LCY]Duration [Min.]Language Code [Default]Wizard Action; [,Open,Import,Merge]Ignore Contact Corres. Type«Table 5065»Interaction Log EntryEntry No. [PK]Contact No.Contact Company No.DateDescriptionInformation Flow; [,Outbound,Inbound]Initiated By; [,Us,Them]Attachment No.Cost [LCY]Duration [Min.]User IDInteraction Group CodeInteraction Template CodeCampaign No.Campaign Entry No.Campaign ResponseCampaign TargetSegment No.Evaluation; [,Very Positive,Positive,N...Time of InteractionAttempt FailedTo-do No.Salesperson CodeDelivery Status; [,In Progress,Error]CanceledCorrespondence Type; [,Hard Copy,Email...Contact Alt. Address CodeLogged Segment Entry No.Document Type; [,Sales Qte.,Sales Blnk...Document No.Version No....«Table 5076»Segment HeaderNo. [PK]DescriptionCampaign No.Salesperson CodeCorrespondence Type [Default]; [,Hard...Interaction Template CodeUnit Cost [LCY]Unit Duration [Min.]Attachment No.DateCampaign TargetInformation Flow; [,Outbound,Inbound]Initiated By; [,Us,Them]No. SeriesCampaign ResponseNo. of LinesCost [LCY]Duration [Min.]Language Code [Default]Interaction Group CodeNo. of Criteria ActionsSend Word Docs. as Attmt.Ignore Contact Corres. TypeSubject [Default]Campaign Description«Table 5077»Segment LineSegment No. [PK]Line No. [PK]Contact No.Campaign No.Salesperson CodeCorrespondence Type; [,Hard Copy,Email...Interaction Template CodeCost [LCY]Duration [Min.]Attachment No.Campaign ResponseContact NameInformation Flow; [,Outbound,Inbound]Initiated By; [,Us,Them]Contact Alt. Address CodeEvaluation; [,Very Positive,Positive,N...Campaign TargetContact Company NameLanguage CodeDescriptionDateTime of InteractionAttempt FailedTo-do No.Contact Company No.Campaign Entry No.Interaction Group CodeDocument Type; [,Sales Qte.,Sales Blnk...Document No.Send Word Doc. As Attmt.Contact Via...«Table 5080»To-doNo. [PK]Team CodeSalesperson CodeCampaign No.Contact No.Opportunity No.Segment No.Type; [,Meeting,Phone Call]Date [NN]Status; [Not Started,In Progress,Compl...Priority; [Low,Normal,High]DescriptionClosedDate ClosedNo. SeriesCommentCanceledContact NameTeam NameSalesperson NameCampaign DescriptionContact Company No.Contact Company NameRecurringRecurring Date IntervalCalc. Due Date From; [,Due Date,Closin...Opportunity DescriptionStart TimeDurationOpportunity Entry No.Last Date Modified...«Table 5103»Interaction Tmpl. LanguageInteraction Template Code [PK]Language Code [PK]DescriptionAttachment No.Custom Layout CodeCustom Layout Description«Table 5122»Interaction Template SetupPrimary Key [PK]Sales InvoicesSales Cr. MemoSales Ord. Cnfrmn.Sales QuotesPurch InvoicesPurch Cr MemosPurch. OrdersPurch. QuotesE-MailsCover SheetsOutg. CallsSales Blnkt. OrdServ Ord PostSales Shpt. NoteSales StatementSales Rmdr.Serv Ord CreatePurch Blnkt OrdPurch. Rcpt.Sales Return OrderSales Return ReceiptSales Finance Charge MemoPurch. Return ShipmentPurch. Return Ord. Cnfrmn.Service ContractService Contract QuoteService QuoteMeeting InvitationE-Mail Draft«Table 5063»Interaction GroupCode [PK,NN]DescriptionDate FilterNo. of InteractionsCost [LCY]Duration [Min.]«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 % FilterTask Status Filter; [Not Started,In Pr...Task Closed Filter...<Interaction Group Code><Campaign No.><Language Code (Default)><Interaction Template Code><Interaction Template Code><Interaction Template Code><Interaction Template Code><Interaction Template Code><Sales Invoices><Sales Cr. Memo><Sales Ord. Cnfrmn.><Sales Quotes><Purch Invoices><Purch Cr Memos><Purch. Orders><Purch. Quotes><E-Mails><Cover Sheets><Outg. Calls><Sales Blnkt. Ord><Serv Ord Post><Sales Shpt. Note><Sales Statement><Sales Rmdr.><Serv Ord Create><Purch Blnkt Ord><Purch. Rcpt.><Sales Return Order><Sales Return Receipt><Sales Finance Charge Memo><Purch. Return Shipment><Purch. Return Ord. Cnfrmn.><Service Contract><Service Contract Quote><Service Quote><Meeting Invitation><E-Mail Draft><Interaction Group Code><Campaign No.><To-do No.><Campaign No.><Interaction Group Code><Segment No.><Segment No.><Campaign No.><To-do No.><Interaction Group Code><Campaign No.><Organizer To-do No.>

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Fields

# Name Type
1 Code Code10 NotBlank: Yes
2 Interaction Group Code Code10 NotBlank: Yes
3 Description Text50
4 Unit Cost (LCY) Decimal
5 Unit Duration (Min.) Decimal (0:0)
6 Information Flow Option
7 Initiated By Option
8 Attachment No. Integer Editable: No
FlowField
9 Campaign No. Code20
10 Campaign Target Boolean
11 Campaign Response Boolean
12 Correspondence Type (Default) Option
13 Date Filter Date FlowFilter
14 No. of Interactions Integer Editable: No
FlowField
15 Cost (LCY) Decimal Editable: No
FlowField
16 Duration (Min.) Decimal (0:0) Editable: No
FlowField
17 Language Code (Default) Code10
18 Wizard Action Option
19 Ignore Contact Corres. Type Boolean

Keys

# Fields
0 Code Clustered: Yes
1 Interaction Group Code

Table Relations To Other Tables

Field Related Table Related Field
Campaign No. Campaign No. 1..n
Interaction Group Code Interaction Group Code 1..n
Language Code (Default) Interaction Tmpl. Language Language Code 1..n

Table Relations From Other Tables

From Table From Field
Interaction Log Entry Interaction Template Code 1..n
Interaction Template Setup E-Mail Draft 1..n
Interaction Tmpl. Language Interaction Template Code 1..n
Segment Header Interaction Template Code 1..n
Segment Line Interaction Template Code 1..n
To-do Interaction Template Code 1..n