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sales_opportunity_notes_v1

Sales Opportunity Notes are used to raise queries or log interaction to improve communication, understanding and traceability of activities related to sales opportunity.

ColumnData typeDescription
idNUMBER(38,0)The unique identifier of the sales opportunity note.
referenceVARCHAR(80)The reference of the sales opportunity note that is auto populated or inputted as free text.
subjectVARCHAR(200)The subject of the sales opportunity note inputted as free text.
creatorVARCHAR(100)The creator of the sales opportunity note.
created_atTIMESTAMP_TZ(9)The timestamp with time zone offset of the sales opportunity note creation.
deleted_atTIMESTAMP_TZ(9)The timestamp with time zone offset when the sales opportunity note was deleted.
ownerVARCHAR(100)The owner of the sales opportunity note.
progress_percentageNUMBER(38,0)The percentage progress indicator of the sales opportunity note.
progressed_atTIMESTAMP_TZ(9)The timestamp with time zone offset of the sales opportunity note progress update.
due_atTIMESTAMP_TZ(9)The timestamp with time zone offset when the sales opportunity note is due.
completed_atTIMESTAMP_TZ(9)The timestamp with time zone offset of the sales opportunity note completion.
completion_detailsVARCHAR(16777216)Any comments related to the completion of the task or activity represented on the note.
typeVARCHAR(100)The type of the sales opportunity note as configured by the user in Administration panel.
statusVARCHAR(50)The status of the sales opportunity note. Possible values: 'Open', 'Completed', 'Cancelled'.
flagVARCHAR(100)The 'Note Flag' field is used to indicate the status or stage of a note in a process, or to signal if input is needed from another department or identify areas of interest quickly.
priorityVARCHAR(100)The 'Note Priority' field is used to classify the importance or urgency of a note. This field helps in prioritising tasks or actions based on the value assigned to each note.
descriptionVARCHAR(16777216)The note description that is inputted as free text.
open_in_hoursNUMBER(38,2)The duration that the sales opportunity note was open for (in hours) since its creation.
open_in_daysNUMBER(38,2)The duration that the sales opportunity note was open for (in days) since its creation.
completed_in_hoursNUMBER(38,2)The time to completion of the sales opportunity note in hours.
completed_in_daysNUMBER(38,2)The time to completion of the sales opportunity note in days.
overdue_in_hoursNUMBER(38,2)Time the sales opportunity note is overdue by, in hours.
overdue_in_daysNUMBER(38,2)Time the sales opportunity note is overdue by, in days.
_person_idVARCHAR(256)The identifier of the person associated with the sales opportunity note.
_sales_opportunity_idNUMBER(38,0)The identifier of the sales opportunity associated with the sales opportunity note.
_parent_contact_note_idNUMBER(38,0)The identifier of the parent contact note associated with the sales opportunity note.
_parent_job_note_idNUMBER(38,0)The identifier of the parent job note associated with the sales opportunity note.
_parent_stock_item_note_idNUMBER(38,0)The identifier of the parent stock item note associated with the sales opportunity note.
_parent_resource_note_idNUMBER(38,0)The identifier of the parent resource note associated with the sales opportunity note.
_parent_vehicle_note_idNUMBER(38,0)The identifier of the parent vehicle note associated with the sales opportunity note.
_parent_sales_opportunity_note_idNUMBER(38,0)The identifier of the parent sales opportunity note associated with the sales opportunity note.
_parent_contract_note_idNUMBER(38,0)The identifier of the parent contract note associated with the sales opportunity note.
_last_sync_atTIMESTAMP_TZ(9)The timestamp with time zone offset of when the sales opportunity note record was last refreshed.