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CounterValue Table (197)

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Fields

Name Description Type Null
CounterValue_id Primary key PK
contact_id Link to contact, 0 if this counter is not for contacts FK contact
person_id Link to person, 0 if this counter is not for person (always 0 in 6.0) FK person
project_id Link to project, 0 if this counter is not for project FK project
extra1_id Spare ID for future links Id
extra2_id Spare ID for future links Id
record_type Same as task.record_type: 1 = app, 2 = doc, 3 = email, 4 = fax, 5 = phone, 6 = todo - see EAppntRecordTypes Enum AppntRecordType
direction Same as task.direction: Direction: 0 = none, 1 = incoming, 2 = outgoing Enum AppntDirection
intent_id Link to Intent list FK Intent
sale_status Sale status: 0 = Unknown, 1 = open, 2 = closed, 3 = lost, 4 = all sales Enum SaleStatus
amountClassId Sale amount class, for splitting sale counters by amounts FK AmountClass
totalReg Total registered records of this type UInt
totalRegInPeriod Total registered records of this type in the first period (there are up to three period definitions) UInt
notCompleted Total records with status Not Completed UInt
notCompletedInPeriod Total records with status Not Completed in the first period (there are up to three period definitions) UInt
lastRegistered ActiveDate/SaleDate/CreatedAt of last activity/sale/ticket of this type DateTime ●
lastCompleted ActiveDate/SaleDate/CreatedAt of last COMPLETED activity/sale/ticket of this type DateTime ●
lastDoBy ActiveDate/SaleDate/CreatedAt of last NOT COMPLETED activity/sale/ticket of this type DateTime ●
extra1_count Total registered records of this type in the second period (there are up to three period definitions) UInt ●
extra2_count Total records with status Not Completed in the second period (there are up to three period definitions) UInt ●
extra3_count Total registered records of this type in the third period (there are up to three period definitions) UInt ●
extra4_count Total records with status Not Completed in the third period (there are up to three period definitions) UInt ●
registered Registered when UtcDateTime
registered_associate_id Registered by whom FK associate
updated Last updated when UtcDateTime
updated_associate_id Last updated by whom FK associate
updatedCount Number of updates made to this record UShort

CounterValue table relationship diagram

Record Type

Task Type ID
Appointment 1
Document 2
Email 3
Fax 4
Phone 5
To Do 6
Merge Draft Document 7
Merge Final Document 8
Report Document 9
All 10

The Record Type is used to classify the Task - The classification is used by the SAINT counter system.

Used to identify the type of record that the SAINT counter record is counting. Appointment records are classified according to the Task or DocTemplate's record-type:

When an appointment is created - if real-time SAINT is enabled - the SAINT system looks up the appointment's task's record-type.

The saint counters with the corresponding record type (and the ALL type) are updated. Accumulated counters are increased by one, date counters are set to the current date, and so on.

Appointment direction

Direction ID
Unknown  0
Incoming 1
Outcoing 2
All 3

Sale Status

Sale status ID
Unknown  0
Open 1
Sold 2
Lost 3
Stalled 4
All sales 1000

Sale Done

Sale status ID
Unknown 0
Not done 1
Done 2

See Also

task Table doctmpl Table countervalue Table

Indexes

Fields Types Description
CounterValue_id PK Clustered, Unique
contact_id, record_type FK, Enum Index
contact_id, sale_status FK, Enum Index
project_id, record_type FK, Enum Index
project_id, sale_status FK, Enum Index
record_type, direction, intent_id Enum, Enum, FK Index
sale_status, amountClassId Enum, FK Index

Relationships

Table Description
AmountClass Amount Class list for SuperOffice Sales Intelligence (Saint) - used to group sales by amounts, into bins (low --> high) called amount classes. More information regarding SuperOffice Sales Intelligence on http://techdoc.superoffice.com
associate Employees, resources and other users - except for External persons
contact Companies and Organizations. This table features a special record containing information about the contact that owns the database.
Intent Intent list for SAINT. More information regarding SuperOffice Sales Intelligence on http://techdoc.superoffice.com
person Persons in a company or an organizations. All associates have a corresponding person record
project Projects

Replication Flags

  • None

Security Flags

  • No access control via user's Role.
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