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.
Column | Data type | Description |
---|---|---|
id | NUMBER(38,0) | The unique identifier of the sales opportunity note. |
reference | VARCHAR(80) | The reference of the sales opportunity note that is auto populated or inputted as free text. |
subject | VARCHAR(200) | The subject of the sales opportunity note inputted as free text. |
creator | VARCHAR(100) | The creator of the sales opportunity note. |
created_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset of the sales opportunity note creation. |
deleted_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset when the sales opportunity note was deleted. |
owner | VARCHAR(100) | The owner of the sales opportunity note. |
progress_percentage | NUMBER(38,0) | The percentage progress indicator of the sales opportunity note. |
progressed_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset of the sales opportunity note progress update. |
due_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset when the sales opportunity note is due. |
completed_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset of the sales opportunity note completion. |
completion_details | VARCHAR(16777216) | Any comments related to the completion of the task or activity represented on the note. |
type | VARCHAR(100) | The type of the sales opportunity note as configured by the user in Administration panel. |
status | VARCHAR(50) | The status of the sales opportunity note. Possible values: 'Open', 'Completed', 'Cancelled'. |
flag | VARCHAR(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. |
priority | VARCHAR(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. |
description | VARCHAR(16777216) | The note description that is inputted as free text. |
open_in_hours | NUMBER(38,2) | The duration that the sales opportunity note was open for (in hours) since its creation. |
open_in_days | NUMBER(38,2) | The duration that the sales opportunity note was open for (in days) since its creation. |
completed_in_hours | NUMBER(38,2) | The time to completion of the sales opportunity note in hours. |
completed_in_days | NUMBER(38,2) | The time to completion of the sales opportunity note in days. |
overdue_in_hours | NUMBER(38,2) | Time the sales opportunity note is overdue by, in hours. |
overdue_in_days | NUMBER(38,2) | Time the sales opportunity note is overdue by, in days. |
_person_id | VARCHAR(256) | The identifier of the person associated with the sales opportunity note. |
_sales_opportunity_id | NUMBER(38,0) | The identifier of the sales opportunity associated with the sales opportunity note. |
_parent_contact_note_id | NUMBER(38,0) | The identifier of the parent contact note associated with the sales opportunity note. |
_parent_job_note_id | NUMBER(38,0) | The identifier of the parent job note associated with the sales opportunity note. |
_parent_stock_item_note_id | NUMBER(38,0) | The identifier of the parent stock item note associated with the sales opportunity note. |
_parent_resource_note_id | NUMBER(38,0) | The identifier of the parent resource note associated with the sales opportunity note. |
_parent_vehicle_note_id | NUMBER(38,0) | The identifier of the parent vehicle note associated with the sales opportunity note. |
_parent_sales_opportunity_note_id | NUMBER(38,0) | The identifier of the parent sales opportunity note associated with the sales opportunity note. |
_parent_contract_note_id | NUMBER(38,0) | The identifier of the parent contract note associated with the sales opportunity note. |
_last_sync_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset of when the sales opportunity note record was last refreshed. |