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Account

Organization/company - customer or potential customer.

Basic Fields

Field Type Description
name varchar(249) Company name (required)
website url Company website
emailAddress email Main email
phoneNumber phone Main phone

Classification

Field Type Description
type multiEnum Organization type
industry enum Industry

Registration Details

Field Type Description
sicCode varchar(40) Registration number
vatId varchar(40) VAT ID
slovakVatId varchar(12) Slovak VAT ID

Addresses

Field Type Description
billingAddress address Billing address
billingAddressStreet varchar Street
billingAddressCity varchar City
billingAddressState varchar State/Region
billingAddressPostalCode varchar Postal code
billingAddressCountry varchar Country
shippingAddress address Shipping address
shippingAddressStreet varchar Street
shippingAddressCity varchar City
shippingAddressState varchar State/Region
shippingAddressPostalCode varchar Postal code
shippingAddressCountry varchar Country

System Fields

Field Type Description
description text Description
assignedUserId link Assigned user
teamsIds linkMultiple Teams

Types (type)

Value Style
Customer success
Partner default
Investor default
Reseller default
Supplier info

Relationships

Relationship Target Entity Type
contacts Contact hasMany (with role)
contactsPrimary Contact hasMany
opportunities Opportunity hasMany
cases Case hasMany
campaign Campaign belongsTo
targetLists TargetList hasMany
originalLead Lead hasOne
meetings Meeting hasChildren
calls Call hasChildren
tasks Task hasChildren
emails Email hasChildren
documents Document hasMany
portalUsers User hasMany