Active with remarks
This application needs additional settings. Please follow the documentation below to create your own connection.

coreBos

The coreBOS modules allow you to create, update, list, and/or delete objects in your coreBOS account.

Prerequisites

  • A coreBOS account

In order to use coreBOS with Boost.space Integrator, it is necessary to have a coreBOS account. If you do not have one, you can create a coreBOS account at https://corebos.com/.

Connecting coreBOS to Boost.space Integrator

To connect your coreBOS account to Boost.space Integrator, you need to obtain your organization ID and region.

1. Log into your coreBOS Account.

2. Click your profile menu in the top-right corner and then click My Preferences.

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3. Navigate to the section, User Advanced Options and copy the Access Key.

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4. Go to Boost.space Integrator and open the coreBos module’s Create a connection dialog.

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5. In the Connection name field, enter a name for the connection.

6. In the coreBOS URL field, enter the first part of your coreBOS access link. For example, if your coreBOS link is http://demo.corebos.com/index.php?action=index&module=Home then your coreBOS URL is http://demo.corebos.com

7. In the User name field, enter your coreBOS login username.

8. In the API Key field, enter the Access Key you have copied in step 3.

9. Click Continue.

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The connection has been established.

Actions

Create Object

Create a new object of a selected type.


Connection
Establish a connection to your CoreBOS connection.

Element Type
Select the element whose record you want to create.

Accounts

Organization Name
Enter the company name.

Organization Number
Enter the company registration number.

Website
Enter the company’s website URL.

Phone
Enter the company’s phone number.

Ticker Symbol
Enter the URL to the company logo as it appears in the stock exchange.

Fax
Enter the company’s fax number.

Member Of
Select the groups the company is part of.

Other Phone
Enter the alternative phone number of the company.

Employees
Enter the number of employees in the company.

Email
Enter the email address of the company.

Other Email
Enter an alternative email address of the company.

Ownership
Enter the ownership of the company. For example, Public or Private.

Industry
Select the industry in which the company operates.

Rating
Select the rating of the company:


  • Acquired

  • Active

  • Market Failed

  • Project Cancelled

  • Shutdown

Type
Select the organization type.

SIC Code
Enter the SIC Code of the organization.

Email Opt Out
Enter the details if the organization has an email opt-out.

Annual Revenue
Enter the Annual Revenue of the company

Assigned To
Select the user who owns the company account.

Notify Owner
Enter the details of the owner to notify the updates to the organization account.

Modified Time
Enter the date when the organization account is modified.

Created Time
Enter the date when the organization account is created.

Last Modified By
Select the user who last modified the organization account.

Is Converted From Lead
Enter the details if this account is converted from a lead.

Converted From Lead
Enter the details of the lead.

Created By
Select the user who created the organization account.

Currency
Enter the currency in which the company trades.

Date
Enter the date of the establishment of the organization.

URL
Enter the company website URL.

Billing Address
Enter the billing address of the company.

Shipping Address
Enter the shipping address of the company.

Billing PO Box
Enter the billing PO Box number of the company.

Shipping PO Box
Enter the shipping PO Box of the company.

Billing City
Enter the billing address city name of the company.

Shipping City
Enter the shipping address city name of the company.

Billing State
Enter the billing address state name of the company.

Shipping State
Enter the shipping address state name of the company.

Billing Postal Code
Enter the billing address postal code name of the company.

Shipping Postal Code
Enter the shipping address postal code name of the company.

Billing Country
Enter the billing address country name of the company.

Shipping Country
Enter the shipping address country name of the company.

Description
Enter the details of the company.

Total Amount
Enter the total amount billable to the company.

Total Pending
Enter the amount pending from the company.

Balance
Enter the balance amount pending from the company.

Account ID
Enter the Account ID of the company.

Assets

Asset No
Enter the Asset Number.

Product Name
Enter the product name of the asset.

Serial Number
Enter the serial number printed on the asset or product.

Assigned To
Select the user who owns the asset.

Date Sold
Enter the selling date of the asset.

Date in Service
Enter the date of the service for the asset.

Status
Select the status of the asset:


  • In-Service

  • Out-of-Service

Tag Number
Enter the tag number of the asset or product.

Invoice Name
Enter the invoice receipt number of the product.

Shipping Method
Enter the shipping method of the Asset.

Shipping Tracking Number
Enter the shipping tracking number of the asset.

Asset Name
Enter the asset name.

Customer Name
Enter the customer name to whom the asset belongs to.

Created Time
Enter the date on which the asset record is created.

Modified Time
Enter the date when this asset record was last modified.

Last Modified By
Enter the user name who last modified this asset record.

Created By
Enter or select the user who created this asset record.

Notes
Enter any additional details of the asset.

Asset ID
Enter the Asset ID.

Audit Trail

Audit ID
Enter the Audit ID.

User ID
Enter or select the user who owns this audit trail.

Module
Enter the module whose audit trail you are performing.

Action
Select the action item for the audit trail.

Record
Enter the record for the audit.

Action Date
Enter the date when the audit is performed.

Business Actions

Link Type
Select the link type whose business action object you are creating.

Link Label
Enter the link label.

Link Url
Enter the URL for the link.

Link Icon
Enter the path to the link image.

Sequence
Enter the sequence in which the business activities must be performed.

Handler Path
Enter the path to the handler.

Only On My Module
Enter the details if the action must be performed on only your module.

Handler Class
Enter the details of the handler class.

Module List
Enter the module list details.

Handler
Enter the handler’s name.

Assigned To
Select the user who owns this business action.

Active
Enter Yes if this business action is active.

Acton Role
Select the user for the action role.

For all users
Enter the details if the action applies to all users.

Business Rule
Select the business rule or mapping.

Business Actions No
Enter the business action number.

Created By
Select the user who created this business action.

Created Time
Enter the date when this action is created.

Modified Time
Enter the date when this action is last modified.

Description
Enter the details of the business action.

Business Actions ID
Enter the Business Action ID details.

Campaign

Campaign Name
Enter the campaign name.

Campaign Number
Enter the campaign number.

Assigned To
Select the user who is assigned this campaign.

Campaign Status
Select the campaign status:


  • Planning

  • Active

  • Inactive

  • Completed

  • Canceled

Campaign Type
Select the campaign Type

Product
Select the product for which you are creating the campaign.

Target Audience
Enter the details of the target audience for the campaign.

Expected Close Date
Enter the date when the campaign is expected to close.

Sponsor
Enter the details of the sponsor for the campaign.

Target Size
Enter the details of the number of leads targeted for the campaign.

Created Time
Enter the date when the campaign is created.

Num Sent
Enter the number of campaigns sent.

Modified Time
Enter the date when the campaign is created.

Last Modified By
Enter the date when the campaign was last modified.

Created By
Select the user who created the campaign.

Budget Cost
Enter the details of the cost of the campaign.

Actual Cost
Enter the details of the actual cost for the campaign.

Expected Response
Enter the details of the response expected from this campaign.

Expected Revenue
Enter the details of the revenue expected from the campaign.

Expected Sales Count
Enter the details of the sales expected from the campaign.

Actual Sales Count
Enter the details of the actual sales happened from the campaign.

Expected Response Count
Enter the details of the responses expected from the campaign.

Actual Response Count
Enter the details of the actual responses from the campaign.

Expected ROI
Enter the details of the ROI expected from the campaign.

Actual ROI
Enter the details of the actual ROI from the campaign.

Description
Enter the details of the campaign.

Campaign ID
Enter the Campaign ID.

cbCalendar

Subject
Enter the subject of the calendar.

Send Reminder
Enter the details on whether you want to send a reminder about the calendar event.

Assigned To
Select the user who is assigned this calendar.

Start Date Time
Enter the start time of the calendar event.

Start Date & Time (System Date)
Enter the system start date of the calendar event.

Time Start (System Time)
Enter the system start time of the calendar event.

Due Date
Enter the date when the event is due.

End Date
Enter the event end date.

End Time (System Time)
Enter the event end time in system time.

Recurrence
Select the option if this is a recurring event.

Related To
Select the option to which this event is related to.

Contact Name
Select the contact name to whom you are sending the event.

Status
Select the status of the event.

Priority
Select the priority of the event:


  • High

  • Medium

  • Low

Send Notification
Enter the details on whether you want to send a notification to the participants.

Created Time
Enter the date when this event record is created.

Modified Time
Enter the date when this event record was modified.

Activity Type
Select the event activity type:


  • Call

  • Meeting

  • Email

  • Task

Visibility
Select the visibility of the event:


  • Public

  • Private

Duration
Enter the duration of the event.

Duration Minutes
Select the event duration in minutes.

Location
Enter the location details of the event.

All Day
Select if this is an all-day event.

Related To Do
Select the item to which this calendar event related to.

Created By
Select the user who created the calendar.

Last Modified By
Select the user who last modified the calendar event.

Description
Enter the details of the calendar event.

Follow up Date
Enter the date to follow up on the calendar event.

Follow up Type
Select the follow-up type.

Create Follow up
Enter the details to create a follow up on the calendar event.

Activity ID
Enter the event Activity ID.

cbCompany

Company Name
Enter the company name.

Company Number
Enter the company number.

Commercial Name
Enter the commercial business name of the company.

Assigned To
Select the user who is assigned the company record.

SIC Code
Enter the company SIC code details.

Related Account
Select the related account for the company.

Phone
Enter the company’s phone number.

Address
Enter the company’s address.

Fax
Enter the company’s fax number.

City
Enter the city name where the company is located.

Email
Enter the company’s email address.

State
Enter the state name where the company is located.

Website
Enter the company website URL.

Postal Code
Enter the postal code.

Business Registration
Enter the business registration number of the company.

Country
Enter the country name where the company is located.

Data Protection
Enter the data protection details of the company.

Default Company
Enter the default details of the company.

Created By
Select the user who created this company record.

Created Time
Enter the date when the company record is created.

Modified Time
Enter the date when the company record was modified.

Company Logo
Enter the path or data for the company logo.

Application Logo
Enter the path or data for the company’s application logo.

Favicon
Enter the URL to the application’s shortcut icon.

Description
Enter the details of the company.

cbCompany ID
Enter the company ID.

cbCVManagement

Name
Enter the name for the CV.

Create
Enter the details to create a CV.

User
Select the user who owns this CV.

Retrieve
Enter the retrieving details of the CV.

Role
Select the role applicable to the CV.

Update
Enter the details to update the CV.

Default View
Enter the default view of the CV.

Delete
Enter the details on whether the CV is deleted.

Mandatory
Enter the mandatory details of the CV.

Approve
Enter the details on whether the CV is approved.

Module List
Enter the module list details for the CV.

Blocked
Enter the details on whether the CV is blocked.

Default Setting
Enter the default settings for the CV.

Set Public
Enter the details whether you want to set the access of the CV to the public.

Description
Enter the details of the CV.

Permission No
Enter the permission number to access the CV.

Created Time
Enter the date when this translation is created.

Created By
Select the user who created this CV record.

Modified Time
Enter the date when this CV was modified.

cb CV Management ID
Enter the CV Management ID.

cbMap

Map Name
Enter the map name.

Map Number
Enter the map number.

Map Type
Select the map type.

Target Module
Select the target module for the mapping.

Content
Enter the mapping content.

Assigned To
Select the user to whom the mapping is assigned.

Created Time
Enter the date when this mapping record is created.

Modified Time
Enter the date when this mapping record was modified.

Created By
Select the user who created this mapping record.

ContentJson
Enter the mapping content in JSON format.

Description
Enter the details of the map.

cb Map ID
Enter the cb Map ID.

cbPulse

Pulse Number
Enter the pulse number.

Question ID
Enter the Question ID.

Active
Enter the details on whether the pulse is active.

Send Method
Select the method you want to send the pulse.

Assigned To
Select the user to whom the ticket is assigned to.

Created By
Select the user who created this ticket.

Created Time
Enter the date when the ticket was created.

Modified Time
Enter the date on which the ticket is modified.

Type ID
Select the pulse Type ID.

Time
Enter the time to send the pulse.

Day of Month
Enter the day in a month to send the pulse.

Day of Week
Enter the day of the week to send the pulse.

Annual Dates
Enter the yearly date to send the pulse.

Minute Interval
Enter the interval time in minutes.

Trigger Time
Enter the time the pulse triggers.

Description
Enter the details of the pulse.

cb Pulse ID
Enter the Pulse ID.

cbQuestion

Name Text
Enter the question name.

Question No
Enter the question number.

Type
Select the question type.

Status
Select the status of the question.

SQL Query
Enter the SQL query for the question.

Collection
Enter the collection details for the question.

Module
Enter the module to which the question belongs to.

Page Size
Enter the page size applicable to the question.

Unique ID Field
Enter the Unique ID of the records for the materialized view.

Map ID
Enter the Map ID.

Materialized View Workflow
Enter the details of the database tables populated from the SQL Query defined.

Assigned To
Select the user to whom the question is assigned to.

Created By
Select the user who created this question.

Created Time
Enter the date when this question is created.

Modified Time
Enter the date when this question was modified.

Conditions in Filter Format
Enter the condition for SQL query.

Order by Column
Enter the list of materialized views to order by column.

Group by Column
Enter the list of materialized view to group by column.

Condition
Enter the condition for SQL Query.

Type properties
Enter the question properties.

Description
Enter the details of the question.

cb Question ID
Enter the Question ID.

cbSurvey

Survey Name
Enter the survey name.

Survey Number
Enter the survey number.

Survey Provider
Enter the survey provider name.

Survey Starts
Enter the date when the survey begins.

Survey URL
Enter the survey website URL.

Survey Ends
Enter the date when the survey ends.

Total Responses
Enter the total responses received for the survey.

Completed Responses
Enter the number of survey responses that are completed.

Last Synchronization
Enter the date when the survey last synchronized,

Assigned To
Select the user who is assigned this survey.

Created By
Select the user who created this survey.

Created Time
Enter the date when this update record is created.

Modified Time
Enter the date when this update record was modified.

Description
Enter the details of the survey.

cb Survey ID
Enter the Survey ID.

cbSurveyAnswer

Related with
Select the organization that this survey answer related.

Survey Answer Number
Enter the Survey Answer Number.

Survey
Select the survey.

Positive
Enter the details for the positive answer.

Survey done
Select the survey done details.

Evaluation
Enter the evaluation details for the survey answer.

Question
Enter the survey question associated with the answer.

Provider ID
Enter the Survey Provider ID.

Assigned To
Select the user who is assigned this translation.

Created By
Select the user who created this translation record.

Created Time
Enter the date when this translation is created.

Modified Time
Enter the date when this translation was modified.

Answer
Enter the answer to the survey question.

Description
Enter the details of the survey answer.

cb Survey Answer
Enter the Survey Answer ID.

cbSurveyDone

Related to
Select the organization to which the survey belongs to.

Survey Done Number
Enter the Survey Done Number.

Survey
Select the survey.

Done on
Enter the date when the survey is done.

Provider ID
Enter the Survey Provider ID.

Completed
Enter the details on whether the survey is completed.

Additional Information
Enter any additional details about the survey done.

Hidden Information
Enter any hidden details about the survey done.

Provider Token
Enter the survey provider token.

Assigned To
Select the user who is assigned this translation.

Created By
Select the user who created the survey done.

Created Time
Enter the date when the survey done is created.

Modified Time
Enter the date when the survey done details were modified.

Description
Enter the details of the survey done.

cb Survey Done ID
Enter the Survey Done ID.

cbSurveyQuestion

Survey Question Number
Enter the Survey Question Number.

Survey
Select the survey to which this question belongs to.

Question
Enter the question.

Answer
Enter the answer.

Provider ID
Enter the Survey Provider ID.

Assigned To
Select the user who is assigned this survey question.

Created By
Select the user who created this survey question.

Created Time
Enter the date when this survey question is created.

Modified Time
Enter the date when this survey question is modified.

Description
Enter the details of the survey question.

cb Survey Question ID
Enter the Survey Question ID.

cbTermConditions

Terms and Conditions No
Enter the Terms and Conditions Number.

Assigned To
Select the user to whom the record is assigned to.

Reference
Enter the details of the references.

Created Time
Enter the date when these terms and conditions record is created.

Is Default
Enter the details whether this is the default terms and conditions.

Modified Time
Enter the date when this update record was modified.

For Module
Select the module for which you are creating terms and conditions.

Terms and Conditions
Enter the terms and conditions.

Description
Enter the details of the terms and conditions.

cb T and C ID
Enter the cb Terms and Conditions ID.

cbtransaltion

Translation No
Enter the translation number.

Language Code
Select the language code for the translation.

Module
Select the module to which you are creating the translation.

Key
Enter the key for the translation.

Translation
Enter the translation details.

Translates
Select the language to which you need to translate.

Picklist
Select the picklist for the translation.

Field
Enter the field details to translate.

Proof Read
Enter the proof read details of the translation.

Assigned To
Select the user who is assigned this translation.

Created Time
Enter the date when this translation is created.

Modified Time
Enter the date when this translation was modified.

Created by
Select the user who created this translation record.

cbTranslation ID
Enter the cbTranslation ID.

cbupdater

coreBOS Update Number
Enter the coreBOS update number.

Author
Enter the developer’s name.

File Name
Enter the file name that is being updated.

Execution Status
Select the status of execution

Class Name
Enter the class name to update.

Execution Date
Enter the date when coreBOS update occurs.

System Update
Enter the details of the system update.

Execution Order
Enter the details of the execution order.

Assigned To
Select the user who is assigned this update.

Blocked
Enter the details on whether the update is blocked.

Created Time
Enter the date when this update record is created.

Modified Time
Enter the date when this update record was modified.

Created By
Select the user who created this update record.

Application Change
Enter the details whether the update includes or requires a change in the application.

Description
Enter the details of the update.

cbUpdater ID
Enter the cbUpdater ID.

CobroPago

Assigned To
Select the user who is assigned this Cobropago record.

Payment No
Enter the payment number.

Payment Ref
Enter the payment reference number.

Account/Contact
Select the account or contact whose CobroPago payment information record you are creating.

Related entity
Select the account entity.

Register Date
Enter the account registered date.

Due Date
Enter the date when the payment is due.

Payment Date
Enter the date when the payment is made.

Paid
Enter the details on whether the payment is made.

Credit
Enter the credit information.

Payment Mode
Select the payment mode.

Payment Category
Select the category of payment.

Amount
Enter the amount paid.

Cost
Enter the cost associated with the account.

Benefit
Enter the benefits information of the account.

Created Time
Enter the date when the CobroPago record for the account or contact is created.

Modified Time
Enter the date when the CobroPago record for the account or contact is modified.

Related User
Selected the user associated with this account.

Created By
Select the user who created the CobroPago record.

Description
Enter the details of the CobroPago record.

CobroPago ID
Enter the CobroPago ID.

Company Details

Organization ID
Enter the organization ID.

Organization Name
Enter the organization name.

Address
Enter the organization address.

City
Enter the city name.

State
Enter the state name.

Country
Enter the country name.

Code
Enter the country code where the organization located.

Phone
Enter the phone number.

Fax
Enter the fax number.

Website
Enter the organization’s website URL.

Logo Name
Enter the organization logo name.

Logo
Enter the path or URL to the logo.

Front Logo
Enter the URL for the organization’s front logo.

Favicon Logo
Enter the URL for a shortcut icon.

Contacts

Salutation
Enter the salutation for the contact. For example, Mr.

First Name
Enter the first name of the contact.

Contact No.
Enter the contact number.

Last Name
Enter the last name of the contact.

Office Phone
Enter the office phone number of the contact.

Organization Name
Enter the organization name to which the contact belongs to.

Mobile
Enter the mobile number of the contact.

Lead Source
Select the lead source for the contact.

Home Phone
Enter the contact’s home phone number.

Title
Enter the position of the contact in the organization.

Other Phone
Enter any other phone numbers available for the contact.

Department
Enter the department to which the contact belongs to.

Fax
Enter the fax number of the contact.

Email
Enter the email address of the contact.

Birthdate
Enter the contact’s date of birth details.

Assistant
Enter the details of the assistant of the contact.

Reports to
Enter or select the user to whom the contact reports.

Assistant Phone
Enter the assistant’s phone number.

Secondary Email
Enter an alternative email address of the contact.

Email Opt Out
Enter the details on whether the contact has opted out of marketing emails.

Assigned To
Select the user to whom the contact is assigned to.

Created Time
Enter the date when the contact record is created.

Notify Owner
Enter the details to whom you want to notify about the contact record changes.

Modified Time
Enter the date when the contact record details are modified.

Last Modified By
Select the user who last modified the contact details.

Is Converted From Lead
Enter the details of the contact is converted from a lead.

Converted From Lead
Select the lead from which the contact is converted.

Created By
Select the user who created the purchase order.

Template Language
Select the language for the template.

Portal User
Enter the portal user details.

Support Start Date
Enter the date when the contact’s support starts.

Support End Date
Enter the date when the contact’s support ends.

Mailing Street
Enter the street name in the contact’s mailing address.

Other Street
Enter the street name in the contact’s mailing address.

Mailing PO Box
Enter the PO box number in the contact’s mailing address.

Mailing City
Enter the city name in the contact’s mailing address.

Other City
Enter the city name in the contact’s mailing address.

Mailing State
Enter the state name in the contact’s mailing address.

Other State
Enter the state name in the contact’s mailing address.

Mailing Postal Code
Enter the postal code in the contact’s mailing address.

Other Postal Code
Enter the postal code in the contact’s mailing address.

Mailing Country
Enter the country name in the contact’s mailing address.

Other Country
Enter the country name in the contact’s mailing address.

Description
Enter the details of the contact.

Contact Image
Enter the link or URL to the contact image.

Contact ID
Enter the Contact ID.

Currency

ID
Enter the currency ID.

Currency Name
Enter the currency name.

Currency Code
Enter the currency code.

Currency Symbol
Enter the currency symbol.

Conversion Rate
Enter the currency conversion rate.

Currency status
Enter the currency status.

Default ID
Enter the currency Default ID.

Deleted
Enter the details on whether the currency is deleted.

Currency Position
Enter the currency position details.

Documents

Title
Enter the document name.

Folder Name
Enter the folder name in which the document is located.

Document No
Enter the document number.

Assigned To
Select the user to whom the document is assigned to.

Created Time
Enter the date when the document record is created.

Modified Time
Enter the date when the document was modified.

Last Modified By
Select the user who last modified the document.

Created By
Select the user who created the document record.

Template
Enter the document template details.

Template For
Select the document template.

Merge Template
Enter the template detail to merge with the existing template.

Notes
Enter the additional details about the document.

Download Type
Enter the download type details for the document.

Active
Enter the details on whether this document is active.

File Name
Enter the document file name.

Size
Enter the document size details.

File Type
Enter the details of the document file type.

Version
Enter the document version.

Download Count
Enter the number of document downloads.

Document ID
Enter the Document ID.

DocumentFolders

Folder ID
Enter the Document Folder ID.

Folder Name
Enter the document folder name.

Description
Enter the details of the document folder.

Created By
Select the user who created the document folder record.

sequence
Enter the sequence of the document folder.

Emails

Date & Time Sent
Enter the date and time the email is sent.

From
Enter the name that appears in the From field of the email.

Sales Entity Module
Enter the sale entity module for which the email is sent.

To
Enter the name that appears in the To field of the email.

Activity Type
Select the activity type of email.

CC
Enter the email address you want to copy in the CC field of the email.

BCC
Enter the email address in the BCC field to whom you want to send the email but not appear in the email.

Assigned To
Select the user to whom the email record was assigned.

Parent ID
Select the Parent ID of the email.

Access Count
Enter the number of times the email has been accessed.

Email Flag
Select the status of the email.

Modified Time
Enter the date when the email has last modified.

Last Modified By
Select the user who last modified the email record.

Bounce
Enter the details if the email has bounced back.

Clicked
Enter the details if this email is clicked by the person to whom it was sent.

Spam
Enter the details on whether the email belongs to spam.

Delivered
Enter the details if the email is sent and delivered.

Dropped
Enter the details if the email has been dropped.

Open
Enter the details if the email has been opened.

Unsubscribe
Enter the unsubscribe link if this email is a promotion or marketing related.

Created Time
Enter the time when the email was created.

Subject
Enter the subject line of the email.

Attachment
Enter the attachment file path to attach to the email.

Time Start
Enter the start time of the email activity.

Description
Enter the details of the email.

Activity ID
Enter the Activity ID.

Faq

Product Name
Enter the product name for which you creating the FAQ.

FAQ No
Enter the FAQ number.

Status
Select the status of the FAQ.

Category
Select the category for the FAQ.

Created Time
Enter the date when the FAQ is created.

Modified Time
Enter the date when the FAQ has last modified.

Question
Enter the question to add to the FAQ.

Last Modified By
Select the user who last modified the FAQ.

Answer
Enter the answer to add in the FAQ.

Created By
Select the user who created the FAQ.

ID
Enter the FAQ ID.

GlobalVariable

Name
Enter the name of the variable.

Default
Enter the default variable value details.

Value
Enter the value of the variable.

Mandatory
Enter whether this value is mandatory.

User
Select the user to whom the variable is assigned.

Blocked
Enter the details on whether the variable is blocked for editing.

Module List
Enter the module list to associate the variable.

Category
Select the category of the variable.

In Module List
Enter the In module list to associate the variable with multiple module lists.

Global No
Enter the global number

Created Time
Enter the date when the variable is created.

Modified Time
Enter the date when the variable is modified.

Business Map
Select the business map for the variable.

Created By
Select the user who created the variable.

Role
Select the role of the user.

Description
Enter the details of the variable.

Global Variable ID
Enter the Global Variable ID.

Groups

Group ID
Enter the Group ID.

Group Name
Enter the group name.

Description
Enter the details of the group.

HelpDesk

Title
Enter the helpdesk ticket name.

From Mail Converter
Enter the details of the email if the helpdesk ticket is received from the email.

Related To
Select the category for the ticket.

Assigned To
Select the user to whom the ticket is assigned to.

Product Name
Select the product about which the ticket is received.

Priority
Select the priority of the ticket:


  • Low

  • Normal

  • High

  • Urgent

Status
Select the status of the ticket:


  • Open

  • In Progress

  • Waiting for Response

  • Closed

Severity
Select the severity of the ticket.

Hours
Enter the hours spent on the ticket.

Created Time
Enter the date when the ticket was created.

Category
Enter the category for the ticket.

Days
Enter the number of days since the ticket is received.

Update History
Enter the history of the ticket.

Modified Time
Enter the date on which the ticket is modified.

Ticket No
Enter the ticket number.

From Portal
Enter the details of the portal from which the ticket is received.

Last Modified By
Select the user who last modified the details of the ticket.

Email
Enter the email address who has raised the ticket.

Comment Added
Enter the details of the comments added in the ticket.

Created By
Select the user who created this ticket.

Description
Enter the ticket details.

Solution
Enter the resolution for the ticket.

Ticket ID
Enter the Ticket ID.

Inventory Details

Inventory Details No
Enter the inventory details number.

Products
Select the products to which the inventory is associated with.

Related To
Select the option to which the inventory is related to.

Organizations
Select the organizations to which the inventory is related to.

Contacts
Select the contacts for the inventory.

Vendors
Select the vendors associated with the inventory.

Sequence No
Enter the inventory sequence number.

Line Item ID
Enter the Inventory Line Item ID.

Quantity
Enter the number of items or products in the inventory.

Unit Price
Enter the inventory unit price details.

Tax Percent
Enter the tax percent applicable to the inventory.

Gross Price
Enter the gross price of the inventory.

Discount Percent
Enter the discount provided in the inventory in percentage.

Discount Amount
Enter the discount amount provided in the inventory.

Net Price
Enter the net price of the inventory.

Line Tax
Enter the line tax provided in the inventory.

Line Total
Enter the line total amount provided in the inventory.

Units Delivered/Received
Enter the details of the units delivered which are part of the inventory.

Line Completed
Enter the details of the line completed in the inventory.

Assigned To
Select the user to whom the inventory is assigned.

Created Time
Enter the date when this inventory is created.

Modified Time
Enter the date when this inventory was modified.

Cost Price
Enter the cost price for the inventory.

Cost Total
Enter the cost total amount of the inventory.

Total Stock
Enter the total stock details of the inventory.

Created By
Select the user who created the inventory.

Remaining Units
Enter the details of the remaining units in the inventory which need to be fulfilled.

Related Line Item ID
Select the related Line Item ID of the inventory.

Description
Enter the details of the inventory.

VAT
Enter the VAT applicable on the inventory.

Sales
Enter the sales tax applicable to the items in the inventory.

Service
Enter the service tax applicable to the inventory.

Inventory Details ID
Enter the Inventory Details ID.

Invoice

Subject
Enter the subject line of the invoice.

Sales Order
Enter or select the sales order for the invoice.

Customer No
Enter the customer number of the invoice.

Invoice No
Enter the invoice number.

Contact Name
Enter the contact name on the invoice.

Invoice Date
Enter the date when the invoice is created.

Due Date
Enter the date when the invoice is due.

Purchase Order
Enter or select the purchase order for the invoice.

Adjustment
Enter the details of the adjustments in the invoice.

Excise Duty
Enter the details of the excise duty.

Sub Total
Enter the subtotal amount in the invoice./td>

Sales Commission
Enter the commission details.

Total
Enter the total amount of the invoice.

Tax Type
Select the tax type applicable to the purchase order:


  • Individual

  • Group

Discount Percent
Enter the discount provided on the invoice in percentage.

Discount Amount
Enter the discount amount on the invoice.

S&H Amount
Enter the S & H amount in the invoice.

Organization Name
Enter the organization name for whom you are creating the invoice.

Status
Select the status of the invoice.

Assigned To
Select the user to whom the invoice is assigned.

Created Time
Enter the date when the invoice is created.

Modified Time
Enter the date when the invoice is last modified.

Currency
Enter or select the currency applicable for the invoice.

Conversion Rate
Enter the details of the currency conversion rate applicable.

Last Modified By
Select the user who last modified the invoice.

Created By
Select the user who created the invoice.

Billing Address
Enter the billing address of the organization for whom you are creating the invoice.

Shipping Address
Enter the shipping address of the organization for whom you are creating the invoice.

Billing PO Box
Enter the billing PO box number of the organization for whom you are creating the invoice.

Shipping PO Box
Enter the shipping PO box number of the organization for whom you are creating the invoice.

Billing City
Enter the billing city name of the organization for whom you are creating the invoice.

Shipping City
Enter the shipping city name of the organization for whom you are creating the invoice.

Billing State
Enter the billing state name of the organization for whom you are creating the invoice.

Shipping State
Enter the shipping state name of the organization for whom you are creating the invoice.

Billing Postal Code
Enter the billing postal code of the organization for whom you are creating the invoice.

Shipping Postal Code
Enter the shipping postal code of the organization for whom you are creating the invoice.

Billing Country
Enter the billing country name of the organization for whom you are creating the invoice.

Shipping Country
Enter the shipping country name of the organization for whom you are creating the invoice.

Terms & Conditions
Enter the details of the terms and conditions applicable to the invoice.

Description
Enter the details of the invoice.

Gross Total
Enter the gross total of the invoice.

Line Discount
Enter the line discount applied to the invoice.

Total Discount
Enter the total discount applied to the invoice.

Global Discount
Enter the global discount applied to the invoice.

Net Total (aGD)
Enter the total net amount of the invoice.

Net Total (bGD)
Enter the total net amount of the invoice.

Total Tax
Enter the total tax amount of the invoice.

VAT
Enter the VAT amount of the invoice.

Total Tax Retention
Enter the total tax retention amount of the invoice.

Sales
Enter the sales amount of the invoice.

SH Total
Enter the SH total amount of the invoice.

Service
Enter the service details of the invoice.

SH tax
Enter the SH tax amount of the invoice.

Grand Total
Enter the grand total amount of the invoice.

Final Adjustment
Enter the final adjustments on the invoice.

Invoice ID
Enter the Invoice ID.

Login History

Login ID
Enter the Login ID.

Username
Enter the username of the login user.

User IP
Enter the user’s IP address.

Logout Time
Enter the user’s logout time.

Login Time
Enter the user’s login time.

Status
Enter the status of the user.

Messages

Messages Number
Enter the message number.

Message Name
Enter the message name.

Message Type
Select the message type.

Related To
Select the option to which the messages are related to.

Messages UniqueId
Enter the Message Unique ID.

Clicked
Enter the details if the email has been clicked.

Dropped
Enter the details if the message has been dropped.

Bounce
Enter the details if the message has been bounced.

Open
Enter the details if the message has been opened.

Delivered
Enter the details on whether the message is delivered.

Emails Empty
Enter the details on whether the email is empty without a message.

Unsubscribe
Enter the details of the unsubscribe link.

spam
Enter the details on whether the message belongs to spam.

Assigned To
Select the user to whom the message was assigned.

Status
Select the status of the message.

Last URL Clicked
Enter the details of the last URL clicked by the user.

Created Time
Enter the time when the message was created.

Modified Time
Enter the date when the message is modified.

Email Template
Select the email template for the message.

Campaign
Select the campaign for which you are sending the message.

Last Event Time
Enter the time when was last event held.

Account
Select the associated account with the message.

Created By
Select the user who created the message.

Contact
Select the contact for the message.

Lead
Select the lead from which you received the contact for sending the message.

Document
Select the applicable document.

Description
Enter the details of the message.

Message ID
Enter the message ID.

ModComments

Comment
Enter the comment.

Assigned To
Select the user to whom the comment is assigned.

Related To
Select the option to which the comment is related to.

Creator
Select the user who created this comment.

Created Time
Enter the date when the comment is created.

Modified Time
Enter the date when the comment is modified.

Parent Comment
Select the parent comment to which this comment is a reply or a thread.

Related Assigned Email
Enter the email address of the assignee.

ModComment ID
Enter the ModComment ID.

PBXManager

Call From
Enter the details from whom the call is sent.

Call To
Enter the details to whom the call is for.

Time Of Call
Ente the time of the call.

Status
Enter the status of the call:


  • Active

  • Inactive

PBX UUID
Enter the PBX UUID of the call.

PBX Manager ID
Enter the PBX Manager ID.

Potential

Opportunity Name
Enter the name of the opportunity.

Opportunity No
Enter the opportunity number.

Related To
Select the option to which the opportunity is related to.

Amount
Enter the amount that this opportunity generates.

Type
Select the opportunity type.

Expected Close Date
Enter the date when this opportunity is expected to close.

Lead Source
Select the source of the opportunity.

Next Step
Enter the steps that lead to closing the opportunity successfully.

Assigned To
Select the user to whom the opportunity is assigned.

Sales Stage
Select the stage of the sale for this opportunity.

Campaign Source
Select the campaign from which the opportunity was received.

Probability
Enter the probability of completing this opportunity.

Modified Time
Enter the date when the opportunity is last modified.

Created Time
Enter the date when the opportunity is created.

Last Modified By
Select the user who last modified the opportunity.

Forecast Amount
Enter the amount forecasted from this opportunity.

Email
Enter the email address of the contact for this opportunity.

Is Converted From Lead
Enter the details if this opportunity is converted from a lead.

Converted From Lead
Enter the details of the lead.

Created By
Select the user who created the opportunity record.

Description
Enter the details of the opportunity.

Potential ID
Enter the Potential ID.

PriceBooks

Price Book Name
Enter the name of the price book.

Active
Enter the details on whether the price book is active.

Price Book No
Enter the price book number.

Created Time
Enter the date when the price book is created.

Modified Time
Enter the date when the price book is last modified.

Currency
Enter or select the currency applicable for the price book.

Last Modified By
Select the user who last modified the price book.

Created By
Select the user who created the price book.

Description
Enter the details of the price book.

Pricebook ID
Enter the Price Book ID.

Products

Product Name
Enter the product name.

Product No
Enter the product number.

Product Active
Enter the details on whether the product is active.

Part Number
Enter the product part number.

Sales Start Date
Enter the start date when the product sale begins.

Manufacturer
Select the manufacturer of the product.

Product Category
Select the product category.

Support Start Date
Enter the start date when the product support begins.

Sales End Date
Enter the date the product sale ends.

Support Expiry Date
Enter the date when the product support ends.

Vendor Name
Enter the vendor for the product.

Website
Enter the product website URL.

Vendor Part No
Enter the vendor part number of the product.

Mfr Part No
Enter the manufacturer part number of the product.

Product Sheet
Enter the product sheet details.

Serial No
Enter the product serial number.

Created Time
Enter the date when the product record is created.

GL Account
Select the GL account for the product.

Modified Time
Enter the date when the product record is modified.

Last Modified By
Select the user who last modified the product record.

Created By
Select the user who created the product record.

Unit Price
Enter the unit price of the product.

Commission Rate
Enter the commission amount of the product.

Tax Class
Enter the tax details of the product.

Cost Price
Enter the cost price of the product.

Usage Unit
Enter the usage unit details of the product.

Qty/Unit
Enter the number of product units available.

Qty. in Stock
Enter the number of product units available in stock.

Reorder Level
Enter the reorder level for the product.

Handler
Select the handler who handles the product.

Qty. in Demand
Enter the number of product units in demand.

Divisible
Enter the divisibility of the product.

Product Image
Enter the link or URL to the product image.

Description
Enter the details of the product.

Product ID
Enter the Product ID.

ProductComponent

From Product
Select the product from which you are taking the component.

Valid from
Enter the date the component is valid from.

To Product
Select the product to which you are adding the component.

Valid to
Enter the date the component is valid up to.

Quantity
Enter the number of components.

Relation Number
Enter the relation number of the component.

Relation Mode
Select the relation mode.

Assigned To
Select the user who is assigned this component.

Created Time
Enter the date when the product component is created.

Modified Time
Enter the date when the product component was modified.

Description
Enter the details of the product component.

Instructions
Enter the instructions for using the product component.

Product Component ID
Enter the Product Component ID.

Project

Project Name
Enter the project name.

Project Number
Enter the project number.

Start Date
Enter the project start date.

Assigned To
Select the user to whom the project is assigned.

Target End Date
Enter the project’s expected end date.

Status
Select the status of the project.

Type
Select the project type.

Related To
Select the option to which the project is related to.

Email
Enter the email address of the assignee.

Created By
Select the user who created the project.

Target Budget
Enter the target amount for this project.

URL
Enter the website URL associated with the project.

Progress
Select the project progress percent.

Created Time
Enter the date on which the project record is created.

Modified Time
Enter the date when the project record is modified.

Last Modified By
Select the user who last modified the project details.

Description
Enter the task details.

Project ID
Enter the Project ID.

ProjectMilestone

Milestone Name
Enter the milestone name.

Milestone No
Enter the milestone number.

Project
Select the project to which this milestone associated with.

Milestone Date
Enter the milestone date.

Assigned To
Select the user to whom the milestone is assigned.

Type
Select the milestone type.

Created By
Select the user who created this milestone.

Created Time
Enter the date when the milestone is created.

Modified Time
Enter the date when the milestone details are modified.

Last Modified By
Select the user who last modified the milestone details.

Description
Enter the details of the milestone.

Project Milestone ID
Enter the Project Milestone ID.

ProjectTask

Task Name
Enter the task name.

Task Number
Enter the task name.

Priority
Select the priority of the task.

Type
Select the task type.

Task Code
Enter the task code.

Project
Select the project associated with the task.

Assigned To
Select the user to whom the task is assigned.

Email
Enter the email address of the assignee.

Status
Select the task status.

Created By
Select the user who created the task.

Progress
Enter the details of the task progress.

Worked Hours
Enter the hours spent on the task.

Start Date
Enter the start date of the task.

End Date
Enter the date by when the task must be completed.

Created Time
Enter the date on which the task record is created.

Modified Time
Enter the date when the task record is modified.

Last Modified By
Select the user who last modified the task details.

Description
Enter the task details.

Project Task ID
Enter the Project Task ID.

Purchase Order

Subject
Enter the subject line of the purchase order.

Purchase Order No
Enter the Purchase Order Number.

Vendor Name
Enter the vendor name to whom this purchase order belongs to.

Requisition No
Enter the requisition number of the purchase order.

Tracking Number
Enter the tracking number of the purchase order.

Contact Name
Enter the contact name for the purchase order.

Due Date
Enter the date by when the purchase order should be fulfilled.

Carrier
Select the carrier to deliver the items or products in the purchase order.

Adjustment
Enter the details of the adjustments in the purchase order.

Sales Commission
Enter the commission details in the purchase order.

Excise Duty
Enter the details of the excise duty.

Total
Enter the total amount in the purchase order.

Sub Total
Enter the sub total amount in the purchase order.

Tax Type
Select the tax type applicable to the purchase order:


  • Individual

  • Group

Discount Percent
Enter the discount applied to the purchase order in percentage.

Discount Amount
Enter the discount amount applied to the purchase order.

S&H Amount
Enter the S & H amount in the purchase order.

Status
Select the status of the purchase order.

Assigned To
Select the user who is assigned this purchase order.

Created Time
Enter the date when the purchase order is created.

Modified Time
Enter the date when the purchase order is last modified.

Currency
Enter or select the currency applicable for the purchase order

Conversion Rate
Enter the details of the currency conversion rate applicable.

Last Modified By
Select the user who last modified the purchase order.

Created By
Select the user who created the purchase order.

Billing Address
Enter the billing address of the organization for whom you are creating the purchase order.

Shipping Address
Enter the shipping address of the organization for whom you are creating the purchasing order.

Billing PO Box
Enter the billing PO box number of the organization for whom you are creating the purchase order.

Shipping PO Box
Enter the shipping PO box number of the organization for whom you are creating the purchase order.

Billing City
Enter the billing city name of the organization for whom you are creating the purchase order.

Shipping City
Enter the shipping city name of the organization for whom you are creating the purchase order.

Billing State
Enter the billing state name of the organization for whom you are creating the purchase order.

Shipping State
Enter the shipping state name of the organization for whom you are creating the purchase order.

Billing Postal Code
Enter the billing postal code of the organization for whom you are creating the purchase order.

Shipping Postal Code
Enter the shipping postal code of the organization for whom you are creating the purchase order.

Billing Country
Enter the billing country name of the organization for whom you are creating the purchase order.

Shipping Country
Enter the shipping country name of the organization for whom you are creating the purchase order.

Terms & Conditions
Enter the details of the terms and conditions applicable to the purchase order.

Terms and Conditions
Enter the details of the terms and conditions applicable to the purchase order

Description
Enter the details of the purchase order.

Gross Total
Enter the gross total of the purchase order.

Line Discount
Enter the line discount applied to the purchase order.

Total Discount
Enter the total discount applied to the purchase order.

Global Discount
Enter the global discount applied to the purchase order.

Net Total (aGD)
Enter the total net amount of the purchase order.

Net Total (bGD)
Enter the total net amount of the purchase order.

Total Tax
Enter the total tax amount of the purchase order.

VAT
Enter the VAT amount of the purchase order.

Total Tax Retention
Enter the total net amount of the purchase order.;

Sales
Enter the sales amount of the purchase order.

SH Total
Enter the SH total amount of the purchase order.

Service
Enter the total net amount of the purchase order.

SH Tax
Enter the SH tax amount of the purchase order.

Grand Total
Enter the grand total amount of the purchase order.

Final Adjustment
Enter the details of the final adjustments made to the purchase order.

Purchase Order ID
Enter the Purchase Order ID.

Sales Orders

Subject
Enter the subject line of the sales order.

Opportunity Name
Enter or select the opportunity name of the sales order.

Customer Number
Enter the customer number of the sales order.

Sales Order Number
Enter the sales order number of the sales order.

Quote Name
Enter or select the quote name of the sales order.

Purchase Order
Enter the purchase order details of the sales order.

Contact Name
Enter the contact person’s name for the sales order.

Due Date
Enter the date when the sales order is due.

Carrier
Select the carrier for the sales order.

Pending
Enter the details of the pending items in the sales order.

Status
Select the status of the sales order.

Adjustment
Enter the details of the adjustments in the sales order.

Sales Commission
Enter the details of the sales commission in the sales order.

Excise Duty
Enter the details of the excise duty amount in the sales order.

Total
Enter the total amount in the sales order.

Sub Total
Enter the sub total amount in the sales order.

Tax Type
Select the tax type applicable to the sales order:


  • Individual

  • Group

Discount Percent
Enter the discount provided in the sales order in percentage.

Discount Amount
Enter the discount amount on the sales order.

S&H Amount
Enter the S & H amount in the sales order.

Organization Name
Enter the organization name to which the sales order belongs to.

Assigned To
Select the user to whom the sales order is assigned.

Created Time
Enter the date when the sales order is created.

Modified Time
Enter the date when the sales order is last modified.

Currency
Enter or select the currency applicable for the sales order

Conversion Rate
Enter the details of the currency conversion rate applicable.

Last Modified By
Select the user who last modified the sales order.

Created By
Select the user who created the sales order.

Invoiced
Enter the details if the sales order is invoiced to the organization.

Enable Recurring Billing
Enter the details on whether this is a recurring order.

Billing Frequency
Select the frequency of the billing.

Billing Period Starts On
Enter the start date of the billing period.

Billing Period Ends On
Enter the end date of the billing period.

Payment Period
Select the payment period for the billing.

Invoice Status
Select the status of the invoice.

Billing Address
Enter the billing address of the organization for whom you are creating the sales order.

Shipping Address
Enter the shipping address of the organization for whom you are creating the sales order.

Billing PO Box
Enter the billing PO box number of the organization for whom you are creating the sales order.

Shipping PO Box
Enter the shipping PO box number of the organization for whom you are creating the sales order.

Billing City
Enter the billing city name of the organization for whom you are creating the sales order.

Shipping City
Enter the shipping city name of the organization for whom you are creating the sales order.

Billing State
Enter the billing state name of the organization for whom you are creating the sales order.

Shipping State
Enter the shipping state name of the organization for whom you are creating the sales order.

Billing Postal Code
Enter the billing postal code of the organization for whom you are creating the sales order.

Shipping Postal Code
Enter the shipping postal code of the organization for whom you are creating the sales order.

Billing Country
Enter the billing country name of the organization for whom you are creating the sales order.

Shipping Country
Enter the shipping country name of the organization for whom you are creating the sales order.

Terms & Conditions
Enter the details of the terms and conditions applicable to the sales order.

Terms and Conditions
Enter the details of the terms and conditions applicable to the sales order.

Description
Enter the details of the sales order.

Gross Total
Enter the gross total of the sales order.

Line Discount
Enter the line discount applied to the sales order.

Total Discount
Enter the total discount applied to the sales order.

Global Discount
Enter the global discount applied to the sales order.

Net Total (aGD)
Enter the total net amount of the sales order.

Net Total (bGD)
Enter the total net amount of the sales order.

Total Tax
Enter the total tax amount of the sales order.

VAT
Enter the VAT amount of the purchase order.

Total Tax Retention
Enter the total tax retention of the sales order.

Sales
Enter the sales amount of the sales order.

SH Total
Enter the SH total amount of the sales order.

Service
Enter the service details of the sales order.

SH Tax
Enter the SH tax amount of the sales order.

Grand Total
Enter the grand total amount of the sales order.

Final Adjustment
Enter the details of the final adjustments made to the sales order.

Sales Order ID
Enter the Sales Order ID.

ServiceContracts

Subject
Enter the subject of the service contract.

Contract Number
Enter the contract number.

Related To
Select the option to which this contract belongs to.

Assigned To
Select the user to whom the service contract is assigned.

Type
Select the contract type.

Tracking Unit
Select the tracking unit for the contract. For example, days.

Start Date
Enter the start date of the contract.

Total Units
Enter the total units of the contract.

Due Date
Enter the date when the contract is due for renewal.

Used Units
Enter the units used from the contract total number of units.

End Date
Enter the date when the contract ends.

Status
Select the status of the contract.

Planned duration (in Days)
Enter the duration planned for the contract in days.

Priority
Select the priority of the contract.

Actual Duration (in Days)
Enter the actual duration of the contract in days.

Progress
Enter the information on how the contract is progressing.

Created Time
Enter the date when the contract record is created.;

Last Modified By
Select the user who last modified the contract details.

Modified Time
Enter the date when the contract was modified.

Created By
Select the user who created the contract record.

Service Contracts ID
Enter the Service Contract ID.

Services

Service Name
Enter the service name.

Service No
Enter the service number.

Usage Unit
Enter the usage unit for the service. For example, days, hours, and so on.

Active
Enter the details on whether the service is active.

No of Units
Enter the units by which the service should be delivered.

Website
Enter the website URL for the service.

Category
Select the category associated with the service.

Owner
Select the user to whom the service is assigned.

Sales Start Date
Enter the date on which the service sale starts.

Sales End Date
Enter the date on which the service sale ends.

Support Start Date
Enter the date on which the service support starts.

Support Expiry Date
Enter the date on which the service support ends.

Created Time
Enter the date when the service record is created.

Modified Time
Enter the date when the document was modified.

Last Modified By
Select the user who last modified the service.

Created By
Select the user who created the service record.

Price
Enter the price for the service.

Commission Rate
Enter the commission rate for the service.

Tax Class
Enter the tax amount applicable to the service.

Cost Price
Enter the cost price for the service.

Divisible
Enter the divisible details of the service.

Products
Select the products for which this service is applicable.

Description
Enter the details of the service.

Service ID
Enter the Service ID.

Quotes

Subject
Enter the subject line of the quote.

Opportunity Name
Enter the name of the organization for whom you are creating the quote.

Quote Number
Enter the quote number.

Quote Stage
Select the status of the quote.

Valid Till
Enter the date of the validity of the quote.

Contact Name
Enter the contact name for the quote.

Carrier
Select the carrier to deliver the items or products.

Sub Total
Enter the sub total amount of the quote.

Shipping
Enter the shipping details.

Inventory Manager
Select the inventory manager for the quote.

Total
Enter the total amount of the quote.

Tax Type
Select the tax type applicable to the quote:


  • Individual

  • Group

Discount Percent
Enter the discount on the quote in percentage.

Discount Amount
Enter the discount on the quote.

S&H Amount
Enter the S & H amount for the quote.

Organization Name
Enter the name of the organization for which you are creating the quote.

Assigned To
Select the user who owns the quote.

Created Time
Enter the date when the quote is created.

Modified Time
Enter the date when the quote is last modified.

Adjustment
Enter the details of the price adjustments made in the quote.

Currency
Enter or select the currency applicable for the quote.

Conversion Rate
Enter the details of the currency conversion rate applicable to the quote.

Last Modified By
Select the user who last modified the quote.

Doc
Select the document applicable for the quote.

Created By
Select the user who created the quote.

Billing Address
Enter the billing address of the client or contact for whom you are creating the quote.

Shipping Address
Enter the shipping address of the client or contact for whom you are creating the quote.

Billing PO Box
Enter the PO Box number in the contact’s billing address.

Shipping PO Box
Enter the PO box number in the contact’s shipping address.

Billing City
Enter the city name in the contact’s billing address.

Shipping City
Enter the city name in the contact’s shipping address.

Billing State
Enter the state name in the contact’s billing address.

Shipping State
Enter the state name in the contact’s shipping address.

Billing Postal Code
Enter the postal code in the contact’s billing address.

Shipping Postal Code
Enter the postal code in the contact’s shipping address.

Billing Country
Enter the country name in the contacts billing address.

Shipping Country
Enter the country name in the contact’s shipping address.

Terms & Conditions
Enter the details of the terms and conditions applicable to the quote.

Terms and Conditions
Enter the details of the terms and conditions for the quote.

Description
Enter the details of the quote.

Gross Total
Enter the gross total of the quote.

Line Discount
Enter the line discount applied to the quote.

Total Discount
Enter the total discount applied to the quote.

Global Discount
Enter the global discount applied to the quote.

Net Total (aGD)
Enter the total net amount of the quote.

Net Total (bGD)
Enter the total net amount of the quote.

Total Tax
Enter the total tax amount.

VAT
Enter the VAT amount.

Total Tax Retention
Enter the total tax retention amount.

Sales
Enter the sales amount.

SH Total
Enter the details of the SH total amount.

Service
Enter the service tax amount on the quote.

SH Tax
Enter the SH Tax amount applicable to the quote.

Grand Total
Enter the total amount of the quote.

Final Adjustment
Enter the amount that is finally adjusted in the quote.

Quote ID
Enter the Quote ID.

Users

User Name
Enter the name of the user.

Admin
Enter the admin details of the user.

Email
Enter the email address of the user.

Status
Enter the status of the user.

First Name
Enter the first name of the user.

Second Name
Enter the second name of the user.

Role
Enter the role or position of the user.

Currency
Enter the applicable currency of the user.

Digit Grouping Pattern
Enter the first name of the user.

Decimal Separator
Select the decimal separator.

Digit Grouping Separator
Select the digit grouping separator.

Symbol Placement
Select the symbol placement.

Number Of Currency Decimals
Select the decimals for currency.

Default Lead View
Select the default lead view for the user.

Default Calendar View
Select the default calendar view for the user.

Calendar Hour Format
Select the calendar format for the user.

Signature
Enter the signature of the user.

Day starts at
Select the work day start time for the user.

Day ends at
Select the work day end time for the user.

Title
Enter the title for the user.

Fax
Enter the fax number of the user.

Department
Enter the department of the user.

Other Email
Enter an alternative email address of the user.

Office Phone
Enter the office phone number of the user.

Secondary Email
Enter the secondary email address of the user.

Mobile
Enter the mobile number of the user.

Reports To
Select the manager of the user to whom he/she reports to.

Home Phone
Enter the home phone number of the user.

Other Phone
Enter any other phone number of the user if exists.

Date Format
Select the date format of the user.

Documents
Enter the details of the document of the user.

Time Zone
Select the timezone of the user.

Internet Mail Composer
Enter the internet mail composer details of the user. For example, Gmail.

Theme
Select a theme for the user.

Language
Enter the language used by the user for writing emails or converse.

Send Copy of email
Enter the details if the sent email should be received as a copy to the self.

Street Address
Enter the street name in the user’s contact address.

Country
Enter the country name in the user’s contact address.

City
Enter the city name in the user’s contact address.

Postal Code
Enter the postal code in the user’s contact address.

State
Enter the street name in the user’s contact address.

ID
Enter the User ID.

Vendors

Vendor Name
Enter the name of the vendor.

Vendor Number
Enter the vendor number.

Email
Enter the email address of the vendor.

Phone
Enter the phone number of the vendor.

GL Account
Select the General Ledger account number of the vendor.

Website
Enter the website URL of the vendor.

Created Time
Enter the date when the vendor account is created.

Category
Enter the category to which the vendor belongs to.

Modified Time
Enter the date when the vendor details were last modified.

Last Modified By
Enter the user who last modified the details of the vendor.

Assigned To
Select the user who owns the vendor account.

Created By
Select the user who created the vendor account.

Street
Enter the street name in the contact address of the vendor.

PO Box
Enter the PO Box number in the contact address of the vendor.

City
Enter the city name in the contact address of the vendor.

State
Enter the state name in the contact address of the vendor.

Postal Code
Enter the Postal Code in the contact address of the vendor.

Country
Enter the country name in the contact address of the vendor.

Description
Enter the details of the vendor.

Vendor ID
Enter the Vendor ID.

Workflow

Workflow ID
Enter the workflow ID.

Module Name
Enter the module name for which you are creating the workflow.

Summary
Enter the brief summary of the workflow.

Test
Enter the details if you are testing this workflow.

Execution Condition
Enter the condition to execute the workflow.

Default Workflow
Enter the details if this is the default workflow for the module.

Type
Enter the type of workflow.

Scheduled Type ID
Enter the Scheduled Type ID.

Scheduled Time
Enter the scheduled time for the workflow.

Scheduled Day of Month
Enter the day in the month to execute the workflow.

Scheduled Day of Week
Enter the day in the week to execute the workflow.

Scheduled Annual Dates
Enter the dates in the year to execute the workflow.

Next Trigger Time
Enter the time after which the workflow will trigger again.

Scheduled Minute Interval
Enter the interval in minutes.

purpose
Enter the purpose of the workflow.

Relate Module
Enter the details of the module with which you want to relate the workflow module.

Delete Object

Deletes an existing object by its ID and type.


Connection
Establish a connection to your CoreBOS connection.

Element type
Select the element type whose object details you want to delete.

Object ID
Enter the Object ID.

Relate Objects

Relate the selected objects.


Connection
Establish a connection to your CoreBOS connection.

Element type
Select the element type whose object details you want to relate to.

Record ID
Enter the Record ID.

Relate To
Select the element type and record with which you want to relate the object.

Retrieve Object

Retrieves an object.


Connection
Establish a connection to your CoreBOS connection.

Element type
Select the element type whose object details you want to retrieve.

Record ID
Enter the Record ID.

Update Object

Updates an existing object by its ID and type.


Connection
Establish a connection to your CoreBOS connection.

Element type
Select the element type whose objects you want to search.

Object ID
Enter the Object ID you want to update.

Searches

Search Object

Retrieves objects of selected type match specified criteria.


Connection
Establish a connection to your CoreBOS connection.

Element type
Select the element type whose objects you want to search.

Object ID
Enter the Object ID whose details you want to search.