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Appendix A. Data Model for Client Entities

The following table provides fields that we are using in our client entity form. We have not created any custom fields:

Logical Name	Display Name	Type	Custom?	Additional data
`emailaddress1`	Email	`String`	`False`	Format: Email Max length: 100
`modifiedon`	Modified On	`DateTime`	`False`	Format: DateAndTime
`websiteurl`	Website	`String`	`False`	Format: Url Max length: 200
`donotpostalmail`	Do not allow Mails	`Boolean`	`False`	True: Do Not Allow False: Allow Default Value: False
`paymenttermscode`	Billing Cycle	`Picklist`	`False`	Options: 1: Weekly 2: Monthly 3: Quarterly 4: Yearly Default: 1
`creditlimit`	Credit Limit	`Money`	`False`	Minimum value: 0 Maximum value: 10,00,00,00,00,00,000 Precision: 2
`numberofemployees`	No. of Employees	`Integer`	`False`	Minimum value: 0 Maximum value: 1,00,00,00,000
`name`	Client Name	`String`	`False`	Format: `Text` Max length: 160
`revenue`	Annual Revenue	`Money`	`False`	Minimum value: 0 Maximum value: 10,00,00,00,00,00,000 Precision: 2
`primarycontactid`	Primary Contact	`Lookup`	`False`	Targets: contact
`parentaccountid`	Parent Client	`Lookup`	`False`	Targets: account
`createdon`	Created On	`DateTime`	`False`	Format: DateAndTime
`donotbulkemail`	Do not allow Bulk Emails	`Boolean`	`False`	True: Do Not Allow False: Allow Default Value: False
`donotfax`	Do not allow Faxes	`Boolean`	`False`	True: Do Not Allow False: Allow Default Value: False
`address1_composite`	Address 1	`Memo`	`False`	Format: TextArea Max length: 1000
`ownershipcode`	Ownership	`Picklist`	`False`	Options: 1: Public 2: Private 3: Subsidiary 4: Other Default: 1
`description`	Description	`Memo`	`False`	Format: TextArea Max length: 2,000
`donotemail`	Do not allow Emails	`Boolean`	`False`	True: Do Not Allow False: Allow Default Value: False
`industrycode`	Industry	`Picklist`	`False`	Options: 1: Clienting 2: Agriculture and Non-petrol Natural Resource Extraction 3: Broadcasting, Printing, and Publishing 4: Brokers 5: Building Supply Retail 6: Business Services 7: Consulting 8: Consumer Services 9: Design, Direction, and Creative Management 10: Distributors, Dispatchers, and Processors 11: Doctors' Offices and Clinics 12: Durable Manufacturing 13: Eating and Drinking Places 14: Entertainment Retail 15: Equipment Rental and Leasing 16: Financial 17: Food and Tobacco Processing 18: Inbound Capital Intensive Processing 19: Inbound Repair and Services 20: Insurance 21: Legal Services 22: Non-Durable Merchandise Retail 23: Outbound Consumer Service 24: Petrochemical Extraction and Distribution 25: Service Retail 26: SIG Affiliations 27: Social Services 28: Special Outbound Trade Contractors 29: Specialty Realty 30: Transportation 31: Utility Creation and Distribution 32: Vehicle Retail 33: Wholesale Default: 1
`transactioncurrencyid`	Currency	`Lookup`	`False`	Targets: transactioncurrency
`fax`	Fax	`String`	`False`	Format: Text Max length: 50
`ownerid`	Owner	`Owner`	`False`
`accountnumber`	Client Number	`String`	`False`	Format: Text Max length: 20
`donotphone`	Do not allow Phone Calls	`Boolean`	`False`	True: Do Not Allow False: Allow Default Value: False
`createdby`	Created By	`Lookup`	`False`	Targets: systemuser
`preferredcontactmethodcode`	Preferred Method of Contact	`Picklist`	`False`	Options: 1: Any 2: Email 3: Phone 4: Fax 5: Mail Default: 1
`telephone2`	Other Phone	`String`	`False`	Format: Text Max length: 50

Data model for contact entities

The following table provides fields that we are using for our contact entity. Most of the fields are out-of-the-box fields only, we just need to rearrange them on a form based on the design:

Logical Name	Display Name	Type	Custom?	Additional data
`emailaddress1`	Email	`String`	`False`	Format: Email Max length: 100
`donotpostalmail`	Do not allow Mails	`Boolean`	`False`	True: Do Not Allow False: Allow Default Value: False
`gendercode`	Gender	`Picklist`	`False`	Options: 1: Male 2: Female Default: 1
`mobilephone`	Mobile Phone	`String`	`False`	Format: Text Max length: 50
`birthdate`	Birthday	`DateTime`	`False`	Format: DateOnly
`telephone1`	Business Phone	`String`	`False`	Format: Text Max length: 50
`preferredcontactmethodcode`	Preferred Method of Contact	`Picklist`	`False`	Options: 1: Any 2: Email 3: Phone 4: Fax 5: Mail Default: 1
`donotbulkemail`	Do not allow Bulk Emails	`Boolean`	`False`	True: Do Not Allow False: Allow Default Value: False
`donotfax`	Do not allow Faxes	`Boolean`	`False`	True: Do Not Allow False: Allow Default Value: False
`address1_composite`	Address 1	`Memo`	`False`	Format: TextArea Max length: 1,000
`description`	Description	`Memo`	`False`	Format: TextArea Max length: 2,000
`donotemail`	Do not allow Emails	`Boolean`	`False`	True: Do Not Allow False: Allow Default Value: False
`him_contacttype`	Contact Type	`Picklist`	`True`	Options: 10,00,00,000: Employee 10,00,00,001: Trainer 10,00,00,002: Client Contact 100000003: Vendor Default: -1
`donotphon`	Do not allow Phone Calls	`Boolean`	`False`	True: Do Not Allow False: Allow Default Value: False
`jobtitle`	Job Title	`String`	`False`	Format: Text Max length: 100
`fax`	Fax	`String`	`False`	Format: Text Max length: 50
`ownerid`	Owner	`Owner`	`False`
`parentcustomerid`	Company Name	`Customer`	`False`
`anniversary`	Anniversary	`DateTime`	`False`	Format: DateOnly
`familystatuscode`	Marital Status	`Picklist`	`False`	Options: 1: Single 2: Married 3: Divorced 4: Widowed Default: 1
`fullname`	Full Name	`String`	`False`	Format: Text Max length: 160

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Table of Contents for A. Data Model for Client Entities

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Appendix A. Data Model for Client Entities

Data model for contact entities

Table of Contents for
A. Data Model for Client Entities