TruSoft Consulting

CONTSUPP - Referrals

RecType in Table: R
GoldMine Location: Referrals Tab

Each referral created generates two ContSupp records, one for each record that is linked to the other.

Definitions/Descriptions:
GoldMine Field: Field name when viewed in GoldMine. If blank, not visible in GoldMine.
User/System: Defines whether the User or the System sets and maintains this value.
Used For: The type of data stored in this field. If a value in single quotes (' '), this is the actual value stored in this field.

Fields In Use in GoldMine
Field Name	GoldMine Field	Type	Field Used For
ACCOUNTNO		System	AccountNo of Linked Company
RECTYPE		System	R
CONTACT	Reference	System	“To” or “For” and the linked company name.
TITLE		System	AccountNo of linked record.
CONTSUPREF	Referal	User	Reference field for the referral.
DEAR	Reference	System	Remainder of Contact field (i.e. Company name) if longer than 40 characters.
PHONE
EXT		System	‘T’ if the referrer, ‘R’ if the referree.
FAX
LINKACCT		System	RecID of the linked record’s ContSupp referral record.
NOTES	Notes	User	Notes
ADDRESS1
ADDRESS2
ADDRESS3
CITY	Date	System	Create By, Date, Time (under Audit Tab)
STATE	Status Tab	User	Several flags for the options on the Status Tab of the Referral record. If ‘1’, the option is checked, if ‘0’, it is un-checked. Position Description 1 Initial Contact 2 Interest Confirmed 3 Identified Key Players 4 Evaluation Requested 5 Evaluation INP 6 Evaluation Positive 7 Making Decision 8 Verbal Agreement 9 Project Funded 10 Purchase Order 11 Product Delivery 12 Done! 13 Lost Sale
ZIP
COUNTRY
MERGECODES
STATUS		System	Position 1=’0’, Position 2=’1’ if notes, otherwise ‘0’.
LINKEDDOC
LASTUSER
LASTEDATE
LASTTIME
RECID		System	Record ID