Employees - Clients Table Formats (EMClientAssoc)
Follow Ajera CRM specifications for preparing a file containing employee-client associations.
Field Name | Data Type | Length | Notes |
---|---|---|---|
Employee | varchar | 20 | Employee number; primary key; must exist in EM |
ClientID | varchar | 32 | Client record number; primary key; must exist in CL (ClientID/Client) |
Relationship | varchar | 10 | Client's relationship to the employee; null or must exist in CFGEmployeeRelationship (Code/Description) |
RelationshipDesc | text | unlimited | Text describing the relationship |