The standard modules in the CRM:
| Leads | Accounts | Contacts |
| Deals | Campaigns | Forecasts |
| Cases | Solutions | Products |
| Price Books | Quotes | Reports |
| Invoices | Vendors | Purchase Order |
| Sales Orders | Activities | Dashboards |
| Documents | - | - |
The following tables give the list of supported fields in the CRM Modules along with their description.
| Field Name | Description | Data type | Maximum Limit |
| Lead Owner | Select the CRM user to whom the Lead is assigned. | Lookup | - |
| Salutation | Select the salutation from the drop-down list. | Pick list | - |
| First Name | Specify the first name of the lead. | Text box | Alphanumeric(40) |
| Title | Specify the job position of the lead | Text box | Alphanumeric(100) |
| Last Name* | Specify the last name of the lead. This field is a mandatory. | Text box | Alphanumeric(80) |
| Company* | Specify the name of the company where the lead is working. This field is a mandatory. | Text box | Alphanumeric(100) |
| Lead Source | Select the source of the lead, that is, from where the lead is generated. | Pick list | - |
| Industry | Select the industry to which the lead belongs. | Pick list | - |
| Annual Revenue | Specify the annual revenue of the company where the lead is working. | Currency | Decimal (16) |
| Phone | Specify the phone number of the lead. | Text box | Alphanumeric(30) |
| Mobile | Specify the mobile number of the lead. | Text box | Alphanumeric(30) |
| Fax | Specify the fax number of the lead. | Text box | Alphanumeric(30) |
| Specify the email address of the lead. | Alphanumeric and Special characters(100) | ||
| Secondary Email | Specify another email address of the lead. | Alphanumeric and Special characters(100) | |
| Skype ID | Specify the Skype ID of the lead. Currently skype ID can be in the range of 6 to 32 characters. | Text box | Alphanumeric(50) |
| Web site | Specify the Web site of the lead. | URL | Alphanumeric(120) |
| Lead Status | Select the status of the lead from the drop-down list. | Pick list | - |
| Rating | Select the rating of the lead from the drop-down list. | Pick list | - |
| No. of Employees | Specify the number of employees in lead's company. | Numeric | Integer (16) |
| Email Opt-out | Select the check-box to remove leads from your mailing list so that they will not receive any emails from your CRM account | Check box | - |
| Campaign Source | Select the campaign related to the Lead | Lookup | |
| Created By | Displays name of the user created the Lead first time. | Date/Time | - |
| Modified By | Displays name of the user modified the Lead. | Date/Time | |
| Street | Specify the street address of the lead. | Text box | Alphanumeric(250) |
| City | Specify the name of the city where the lead lives. | Text box | Alphanumeric(30) |
| State | Specify the name of the state where the lead lives. | Text box | Alphanumeric(30) |
| Zip Code | Specify the postal code of the lead's address. | Numeric | Alphanumeric(30) |
| Country | Specify the name of the lead's country. | Text box | Alphanumeric(30) |
| Description | Specify any other details about the lead. | Text area (long text) | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Account Name * | Specify the company name. This field is mandatory. | Text box | Alphanumeric(100) |
| Account Owner | Select the name of the user to whom the account is assigned. | Look up | - |
| Website | Specify the URL of the company's Web site. | URL | Alphanumeric(30) |
| Ticker Symbol | Specify the ticker symbol of the Company. | Text box | Alphanumeric(30) |
| Parent Account | Select the parent company name from the Change pop-up dialog. | Lookup | |
| Employees | Specify the number of employees in account's company. | Numeric | Integers(10) |
| Ownership | Specify the type of ownership of the company. | Picklist | |
| Industry | Select the type of industry from the drop-down list. | Pick list | - |
| Account Type | Select the type of account from the drop-down list. | Pick list | - |
| Account Number | Specify the reference number for account. Up to 40 characters are allowed in this field. | Numeric | Number |
| Account Site | Specify the name of the account’s location, for example, Headquarters or London. Up to 80 characters are allowed in this field. | Text box | Alphanumeric(30) |
| Phone | Specify phone number of the account. | Text box | Alphanumeric(30) |
| Fax | Specify fax number of the account. | Text box | Alphanumeric(30) |
| Specify the official E-mail address of the account. | Alphanumeric and Special characters(100) | ||
| Rating | Specify the rating of the account. | Pick list | - |
| SIC Code | Specify the Standard Industrial Classification code of the account. | Text box | Integers(10) |
| Created By | Displays name of the user created the Account first time. | Date/Time | - |
| Modified By | Displays name of the user modified the Account. | Date/Time | |
| Annual Revenue | Specify the annual revenue of the account. | Numeric | Integers(10) |
Billing Address
| Specify the billing address of the account to send the quotes, invoices, and other agreements. |
|
|
Shipping Address
| Specify the shipping address of the account to deliver the shipment. |
|
|
| Description | Specify any other details about the account. | Text area (long text) | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Contact Owner | Select the CRM user to whom the account is assigned. | Lookup | - |
| Salutation | Select the Salutation of the contact, such as Mr., Ms, Mrs., or others. | Pick list | |
| First Name | Specify the first name of the contact. | Text box | Alphanumeric(40) |
| Last Name* | Specify the last name of the contact. This field is mandatory. | Text box | Alphanumeric(40) |
| Account Name | Select the account related to the contact. | Lookup | - |
| Vendor Name | Select the vendor related to the contact | Lookup | - |
| Campaign Source | Select the Campaign related to the contact | Lookup | - |
| Lead Source | Select the source from which the contact is created. | Pick list | - |
| Title | Specify the job position of the contact. | Text box | Alphanumeric(50) |
| Department | Specify the department of the contact. | Text box | Alphanumeric(30) |
| Date of Birth | Specify the birthday of the contact to send greetings for a better relationship. | Date | - |
| Reports To | Select the person to whom the contact reports | Text area | 255 characters |
| Created By | Displays name of the user created the contact first time. | Date/Time | - |
| Modified By | Displays name of the user modified the contact | Date/Time | |
| Email Opt Out | Select the check-box to remove contacts from your mailing list so that they will not receive any emails from your CRM account | Check box | - |
| Skype Id | Specify the Skype ID of the contact. Currently skype ID can be in the range of 6 to 32 characters. | Text box | Alphanumeric(50) |
| Phone | Specify the office phone number of the contact. | Text box | Alphanumeric(50) |
| Mobile | Specify the mobile number of the contact. | Text box | Alphanumeric(50) |
| Home Phone | Specify the home phone number of the contact. | Text box | Alphanumeric(50) |
| Other Phone | Specify the other phone number of the contact (if any). | Text box | Alphanumeric(50) |
| Fax | Specify the Fax number of the contact. | Text box | Alphanumeric(50) |
| Specify the primary email address of the contact. | Alphanumeric(100) | ||
| Secondary Email | Specify another email address of the contact. | Alphanumeric(100) | |
| Assistant | Specify the name of the contact’s assistant. | ||
| Asst Phone | Specify the phone number of the contact's assistant. | Text box | Alphanumeric(100) |
Mailing Address
| Specify the primary address of the contact. |
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|
Other Address
| Specify the other address of the contact (if any). |
|
|
| Description | Specify any other details about contact. | Text area (long text) | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Deal Owner | Select the name of the user to whom the deal is assigned. | Lookup | |
| Deal Name* | Specify name of the deal. This field is mandatory. | Text box | Alphanumeric(120) |
| Account Name* | Select name of the account to which deal has to be created. This field is mandatory. | Lookup | - |
| Type | Select the type of deal (New Business or Existing Business) from the drop-down list. | Pick list | - |
| Lead Source | Select the lead source from the drop-down list | Pick list | - |
| Campaign Source | Select the campaign related to the contact. | Lookup | - |
| Contact Name | Select the contact related to the deal. | Lookup | |
| Amount | Specify the amount that can be expected after closing the deal. | Currency | |
| Closing Date* | Specify or select the expected close date. This field is mandatory. | Date format | - |
| Next Step | Specify the next step of the sales process. | Text box | Alphanumeric(100) |
| Stage* | Select the sales stage from the drop-down list. This field is mandatory. | Pick list | - |
| Probability | Specify the probability of closing a deal. | Number | |
| Expected Revenue | Calculated based on the Amount and Deal Stage that you specify. | Currency | |
| Created By | Displays name of the user created the deal first time. | Date/Time | - |
| Modified By | Displays name of the user modified the deal. | Date/Time | |
| Description | Specify any other details about deal. | Text area (long text) | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Campaign Owner | Select the name of the user to whom the campaign is assigned. | Pick list | - |
| Campaign Name* | Specify the name of the campaign. | Text box | Alphanumeric(40) |
| Type | Select the type of the campaign. | Pick List | - |
| Status | Select the status of the campaign. | Pick List | - |
| Start Date | Specify the date on which the campaign starts. | Date format | - |
| End Date | Specify the date on which the campaign ends. | Date format | - |
| Expected Revenue | Specify the revenue expected after launching the campaign. | Currency | - |
| Actual Cost | Specify the actual amount spent on the campaign. | Currency | - |
| Budgeted Cost | Specify the planned amount to be spent on the campaign. | Currency | - |
| Expected Response | Specify the campaign turnout percentage. | Number | |
| Num sent | Specify the number of leads/contacts to whom the campaign details has been sent. | Text box | Integers |
| Created By | Displays name of the user created the campaign first time. | Date/Time | - |
| Modified By | Displays name of the user modified the campaign | Date/Time | |
| Description | Specify additional details about the campaign. | Text area | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Year* | Select the fiscal year from the drop-down list. | Pick list | - |
| Quarter* | Select the quarter of the fiscal year. | Pick list | - |
| Month | Display the month of the selected quarter. | Month | |
| Quota | Specify the quota for the month. | Currency | - |
| Closed | Display the amount from the closed won potentials. | Currency | - |
| Pipeline | Displays the amount in the sales pipeline. | Currency | - |
| Owned By | Displays the owner of the forecast. | Lookup | - |
| Created By | Displays the person created the forecast first time. | Date/Time format | - |
| Last Modified By | Displays the person modified the forecast. | Date/Time format | - |
| Field Name | Description | Data type | Maximum Limit |
| Case Number | Display the case ID after creating a case. | Number | 16 digit |
| Product Name | Select the product name related to the case. | Lookup | - |
| Case Owner | Select the name of the user to whom the case is assigned. | Lookup | - |
| Subject* | Specify the title of the Case. This field is mandatory. | Text box | Alphanumeric(255) |
| Priority | Select the priority of the Case from the drop-down list. | Pick list | - |
| Status* | Select the status of the Case from the drop-down list. | Pick list | - |
| Reported By | Displays the name of the contact. | - | - |
| Related To | Select the name of the contact who submitted the Case. | Lookup | - |
| Type | Select the type of problem. It can be a general question, feature request, or real issue in your product/service. | Pick list | - |
| Case Origin* | Select the source from which the case has been generated. You can select Email, Phone, or Website. If you select Email, you must specify the Email ID of the customer. | Pick list | - |
| Specify the Email ID of the contact. | Alphanumeric and Special characters | ||
| Account Name | Select the account related to the case | Lookup | |
| Potential Name | Select the Potential related to the case | Lookup | |
| Phone | Specify the phone number of the customer | Text box | Alphanumeric(50) |
| Case Reason | Specify the reason for the case | Pick list | - |
| Description | Specify complete details about the case. | Text Area | 32000 characters |
| Internal Comments | Specify follow-up notes about case. | Text Area | 3000 characters |
| Solution | Specify the solution provided | Text Area | 32000 characters |
| Add Comment | specify the follow-up notes about the solution | Text Area | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Solution Number | Display the case ID after creating a solution | Number | 16 digit |
| Solution Title* | Specify the subject of the solution. This field is mandatory | Text box | Alphanumeric(255) |
| Solution Owner | Select the name of the user to whom the solution is assigned. | Pick list | - |
| Product Name | Select the name of the product to which the solution has to be associated. | Lookup | - |
| Question* | Enter your question. This field is mandatory | Text box, Alphanumeric | Alphanumeric(255) |
| Answer* | Specify solution details. This field is mandatory | Text Area | - |
| Status | Specify the status of the solution. | Pick list | - |
| Created By | Displays the person created the solution first time. | Date/Time format | |
| Last Modified By | Displays the person modified the solution | Date/Time format | |
| Description | Specify any other details about solution. | Text box | 32000 characters |
| Comments | Specify additional comments about the solution. | Text box | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Product Name* | Specify the name of the product. This field is mandatory. | Text box | Alphanumeric(50) |
| Product Owner | Select the name of the user to whom the product is assigned. | Pick list | |
| Product Code | Specify the product identification. | Text box | Alphanumeric(40) |
| Product Active | Specify the status of the product. | Check box | - |
| Vendor Name | Specify the name of the vendor. | Lookup | |
| Product Category | Select the category of the product. | Pick list | |
| Sales Start Date | Specify the date on which the product sales starts | Date | |
| Sales End Date | Specify the date on which the product sales ends | Date | |
| Created By | Displays the person created the product first time. | Date/Time format | |
| Modified By | Displays the person modified the product | Date/Time format | |
| Commission Rate | Specify the commission rate for selling the product. | Numeric | Decimal |
| Manufacturer | Select the name of the product manufacturer. | Pick list | - |
| Unit Price | Specify the unit price of the product. | Currency | |
| Taxable | Specify whether the product is a taxable product | Check-box | |
| Product Category | Select the category of the product. | Pick list | - |
| Support Start Date | Select the date on which the product support starts. | Date | - |
| Support Expiry Date | Select the date on which the product support ends. | Date | - |
| Usage Unit | Displays the unit price of the product. | Text box | Alphanumeric |
| Qty Ordered | Specify the number of units. | Text box | Integers |
| Qty in Stock | Displays the stock quantity | Text box | Integers |
| Reorder Level | Specify the Reorder value | Text box | Integers |
| Handler | Select the CRM user who is handling the product | Lookup | |
| Qty in Demand | Displays the demand quantity | Text box | Integers |
| Description | Specify any other details about product. | Text area (long text) | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Price book Owner | Select the name of the user to whom the price book is assigned. | Lookup | - |
| Price book Name* | Specify the name of the Price Book. This field is mandatory. | Text box | Alphanumeric(50) |
| Active | Select the Active check box to set the status of the Price Book as active. | Check box | - |
| Pricing Model | Select the model of the price book | Pick list | - |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
| Description | Specify any other details about Price Book. | Text area (long text) | 32000 characters |
Pricing details
| Specify the Pricing details |
| Decimal (20) |
| Field Name | Description | Data type | Maximum Limit |
| Quote Owner | Select the name of the user to whom the quote is assigned. | Lookup | - |
| Subject* | Specify the name of the quote. This field is mandatory. | Text box | Alphanumeric(50) |
| Potential Name | Specify the potential name for which the quote has to be created. | Text box | Alphanumeric(40) |
| Quote Stage | Specify the status of the quote. | Pick List | - |
| Valid Till | Specify the date till the quote is valid after sending to the prospective customer. | Date | - |
| Contact Name | Specify the contact to which the quote has to be created. | Lookup | - |
| Account Name | Specify the account to which the quote has to be created. | Lookup | |
| Carrier | Select the name of the carrier manufacturer. | Pick list | - |
| Shipping | Select the category of the quote. | Text box | Alphanumeric(50) |
| Inventory Manager | Specify the person responsible for shipping the shipment to the account or contact. | Text box | Alphanumeric(50) |
| Account Name* | Specify the account name to which the quote has to be created. This field is mandatory | Lookup | |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
Billing Address
| Specify the primary address of the contact. |
|
|
Shipping Address
| Specify the shipping address of the contact (if any). |
|
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| Product Name * | Select the product name. This field is mandatory | Lookup | - |
| Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
| Quantity* | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
| Unit Price* | Displays the unit price of the product. | Currency | |
| List Price* | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
| Total | Displays the amount of the selected products. | Text box | Alphanumeric |
| Terms & Conditions | Specify the terms and conditions that are associated with quote. | Text area | |
| Description | Specify any other details about quote. | Text area | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Sales Order Owner | Select the name of the user to whom the sales order is assigned. | Lookup | |
| SO Number | Display the Sales order ID after creating a case. | Number | 16 digit |
| Subject* | Specify the name of the sales order. This field is mandatory. | Text box | Alphanumeric(50) |
| Potential Name | Select the potential for which the sales order has to be generated. | Lookup | - |
| Customer No | Specify the customer identification number (if any) | Text box | Alphanumeric(50) |
| Purchase Order | Select the reference purchase order. | Text box | - |
| Quote Name | Select the reference quote. | Lookup | - |
| Contact Name | Select the contact for which the sales order has to be generated. | Lookup | - |
| Due Date | Select the date | Date | - |
| Carrier | Select the carrier’s name that ships the products from your warehouse to customer site. | Pick list | - |
| Pending | Text box | Alphanumeric(50) | |
| Status | Specify the status of the sales order. | Pick list | - |
| Sales Commission | Specify the commission to the sales person upon closing the deal. | Numeric | float |
| Excise Duty | Specify the excise duty for the shipment | Text Box | Numeric |
| Account Name* | Specify the account name to which the sales order has to be created. This field is mandatory | Lookup | - |
| Assigned To | Select the user's name to whom the sales order handling duty is assigned. | Select option | - |
| Created By | Displays name of the user created the Sales order first time. | Date/Time | |
| Modified By | Displays name of the user modified the Sales order | Date/Time | |
Billing Address
| Specify the primary address of the contact. |
|
|
Shipping Address
| Specify the shipping address of the contact (if any). |
|
|
| Product Name* | Select the product name. This field is mandatory | Lookup | - |
| Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
| Quantity* | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
| Unit Price* | Displays the unit price of the product. | Currency | |
| List Price* | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
| Tax | Specify the tax component of the products | Currency | - |
| Adjustments | Specify if there are any adjustments, such as discounts, or extra charges etc. | Currency | - |
| Total | Displays the amount of the selected line item. | Currency | - |
| Terms & Conditions | Specify the terms and conditions that are associated with sales order. | Text area (long text) | |
| Description | Specify any other details about sales order. | Text area (long text) | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Invoice Owner | Select the name of the user to whom the invoice is assigned. | Lookup | |
| Invoice Number | Display the case ID after creating a solution | Numeric | 16 digit |
| Subject* | Specify the name of the invoice. This field is mandatory. | Text box | Alphanumeric(50) |
| Sales Order | Select the reference Sales order (if any). | Lookup | - |
| Purchase Order | Select the reference Purchase order. | Text Box | |
| Customer No | Specify the customer identification number (if any). | Text box | Alphanumeric(50) |
| Excise Duty | Specify the excise duty for the shipment | Text box | Numeric |
| Invoice Date | Specify the date on which the invoice is created. | Date | - |
| Due Date | Specify the invoice due date as per your payment terms. | Date | - |
| Sales Commission | Specify the commission to the sales person upon closing the deal. | Currency | Float |
| Account Name* | Specify the account name to which the invoice has to be created. This field is mandatory | Lookup | - |
| Contact Name | Specify the contacts name to which the invoice has to be created. | Lookup | |
| Status | Specify the status of the invoice. | Pick List | - |
| Assigned To | Select the user's name to whom the invoice handling duty is assigned. This field is mandatory | Lookup | - |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
Billing Address
| Specify the primary address of the contact. |
|
|
Shipping Address
| Specify the shipping address of the contact (if any). |
|
|
| Product Name* | Select the product name. This field is mandatory | Lookup | - |
| Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
| Quantity* | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
| Unit Price* | Displays the unit price of the product. | Currency | |
| List Price* | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
| Total | Displays the amount of the selected products. | Currency | - |
| Terms & Conditions | Specify the terms and conditions that are associated with invoice. | Text area | |
| Description | Specify any other details about invoice. | Text area | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Vendor Owner | Select the name of the user to whom the Vendor details is assigned. | Lookup | |
| Vendor Name* | Specify the name of the vendor. This field is mandatory | Text box | Alphanumeric(50) |
| Phone | Specify the phone number of the vendor | Text box | Alphanumeric(40) |
| Specify the E-mail ID of the vendor | Alphanumeric and Special characters(100) | ||
| Website | Specify the Web site URL of the vendor | URL | Alphanumeric and Special characters(50) |
| GL Account | Select the general ledger account | Pick List | - |
| Category | Specify the category of the vendor | Text box | Alphanumeric(40) |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
Vendor Address
| Specify the address of the vendor |
|
|
| Description | Specify any other details about vendor | Text area (long text) | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Purchase Order Owner | Select the name of the user to whom the purchase order is assigned. | Lookup | |
| PO Number | Display the Sales order ID after creating a case. | Number | 16 digit |
| Subject* | Specify the name of the purchase order. This field is mandatory. | Text box | Alphanumeric(50) |
| Vendor Name* | Specify the name of the vendor. | Text box | Alphanumeric(20) |
| Requisition No | Specify the number in which the purchase order is requested | Text box | Alphanumeric(20) |
| Tracking Number | Specify the number to track the purchase order | Text box | |
| Contact Name | Specify the contacts name to which the invoice has to be created. | Lookup | |
| Carrier | Select the carrier’s name that ships the products from your warehouse to customer site. | Pick list | - |
| Purchase Order Date | Specify the date on which purchase order is created. | Date | - |
| Due Date | Select the due date. | Date | - |
| Excise Duty | Specify the excise duty for the shipment | Text box | |
| Sales Commission | Specify the commission to the sales person upon closing the deal. | Currency | Float |
| Status | Specify the status of the purchase order. | Pick List | - |
| Assigned To | Select the CRM user name to whom the purchase order handling duty is assigned. This field is mandatory | Select option | - |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
Billing Address
| Specify the primary address of the contact. |
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|
Shipping Address
| Specify the shipping address of the contact (if any). |
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| Product Name* | Select the product name. This field is mandatory | Lookup | - |
| Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
| Quantity* | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
| Unit Price* | Displays the unit price of the product. | Currency | |
| List Price* | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
| Total | Displays the amount of the selected products. | ||
| Terms & Conditions | Specify the terms and conditions that are associated with purchase order. | Text area (long text) | |
| Description | Specify any other details about purchase order. | Text area (long text) | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Task Owner | Select the name of the user to whom the task is assigned. | Lookup | |
| Subject* | Specify the name of the task. This field is mandatory. | Text box | Alphanumeric(50) |
| Due Date | Specify the due date for the task | Date | |
| Contacts/Leads | Select the related contact or lead | Lookup | |
| Accounts | Select any other record related to the task | Lookup | - |
| Status | Specify the status of the task | Pick List | - |
| Priority | Select the priority of an event from the drop-down list. | Pick list | - |
| Send Notification Email | Select the check box to send notification email to the task owner | Check box | |
| Remind At | Select the check box to set reminder for the task | Check box | |
| Recurring Activity | Select the check box to mark it as a recurring activity | Check box | - |
| Description | Specify the details about the task | Text area (long text) | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Event Owner | Select the name of the user to whom the event is assigned. | Lookup | |
| Subject* | Specify the name of the event. This field is mandatory. | Text box | Alphanumeric(50) |
| Start Date Time* | Specify the date and time when the event will be started. This field is mandatory. | Date and Time | |
| End Date Time* | Specify the date and time when the event will be over. This field is mandatory. | Date and Time | |
| Venue | Enter the venue for the event | Text | |
| Contacts/Leads | Select the related contact or lead | Lookup | |
| Accounts | Select any other record related to the event | Lookup | - |
| Send Notification Email | Select the check box to send notification email to the event owner | Check box | |
| Remind At | Select the check box to set reminder for the event | Check box | |
| Recurring Activity | Select the check box to mark it as a recurring activity | Check box | - |
| Description | Specify the details about the event | Text area (long text) | 32000 characters |
| Field Name | Description | Data type | Maximum Limit |
| Subject* | Specify the subject of the call. This field is mandatory. | Text box | Alphanumeric(50) |
| Call Type* | Choose whether the call is inbound or outbound | ||
| Call Purpose | Select the purpose of the call | Pick List | |
| Call From/To | Choose Contact or Lead | - | |
| Related To | Select the record to which the call is related to | Pick List | - |
| Call Details | Select whether it is a Current call or Completed call | - | |
| Call Start Time | Automatically displays the call start date and time. This field is mandatory. | Pick List | |
| Call Duration | Specify the duration of the call. This field is mandatory. | Integer | |
| Description | Specify the details about the call | Text area (long text) | 32000 characters |
| Call Result | Enter the call result | Text |