Opportunities - Contacts Table Formats (OpportunityContactAssoc)

Follow Vision specifications for preparing a file containing opportunity-contact associations.

Field Name Data Type Length Notes
OpportunityID varchar 32 Opportunity's number; primary key; must exist in Opportunity (OpportunityID/Opportunity)
ContactID varchar 32 Contact's contact number; primary key; must exist in Contacts (ContactID/(LastName,FirstName,MiddleName,ClientID/Client))
Role varchar 10 Contact's role; null or must exist in CFGContactRole (Code/Description)
RoleDescription text 16 Text describing the role
PrimaryInd varchar 1 Variable indicating whether or not the ContactID is the opportunity's primary contact, as specified on the General tab of the Opportunity Info Center; default is N (No)