Opportunities - Clients Table Formats (OpportunityClientAssoc)
Follow Vision specifications for preparing a file containing opportunity-client associations
| Field Name | Data Type | Length | Notes |
|---|---|---|---|
|
OpportunityID |
varchar | 32 | Opportunity's number; primary key; must exist in Opportunity (OpportunityID/Opportunity) |
|
ClientID |
varchar | 32 | Client's client number; primary key; must exist in CL (ClientID/Client) |
|
PrimaryInd |
varchar | 1 | Variable indicating whether or not the ClientID is the opportunity's primary client, as specified on the General tab of the Opportunity Info Center; default is N (No) |
|
Role |
varchar | 10 | Client's role; null or must exist in CFGClientRole (Code/Description) |
|
Address |
varchar | 20 | Unique identifier for the address record; linking to the CLAddress Table; null or must exist in CLAddress |
|
RoleDescription |
text | 16 | User-entered text describing the role |