Account 1 Account Accounts True True 1 AccountBase -1 1 1 CustomerAddress 1 UserOwned 1 ActivityPointer 1 1 Account Accounts Person or business to which the salesperson tries to sell a product or service. The company billed in business transactions. 1 1 AccountExtensionBase FilteredAccount 1 0 picklist 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Drop-down list for selecting the category of the account. virtual 1 1 AccountCategoryCode name 1 picklist 1 1 1 ValidForForm|ValidForGrid Drop-down list for classifying an account. virtual 1 1 AccountClassificationCode name 1 primarykey 0 1 1 1 ValidForAdvancedFind|RequiredForGrid Unique identifier of the account. nvarchar 40 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid User-provided account number used in correspondence about the account. picklist 1 1 1 ValidForForm|ValidForGrid Drop-down list for selecting account ratings. virtual 1 1 AccountRatingCode name 1 primarykey 1 1 1 1 Unique identifier for address 1. picklist 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Type of address for address 1, such as billing, shipping, or primary address. virtual 1 1 Address1_AddressTypeCode name 1 nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid City name for address 1. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Country/region name for address 1. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid County name for address 1. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Fax number for address 1. picklist 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Freight terms for address 1. virtual 1 1 Address1_FreightTermsCode name 1 float 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Latitude for address 1. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid First line for entering address 1 information. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Second line for entering address 1 information. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Third line for entering address 1 information. float 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Longitude for address 1. nvarchar 400 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Name to enter for address 1. nvarchar 40 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid ZIP Code or postal code for address 1. nvarchar 40 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Post office box number for address 1. nvarchar 300 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Name of primary contact for address 1. picklist 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Method of shipment for address 1. virtual 1 1 Address1_ShippingMethodCode name 1 nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid State or province for address 1. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid First telephone number associated with address 1. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Second telephone number associated with address 1. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Third telephone number associated with address 1. nvarchar 8 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid United Parcel Service (UPS) zone for address 1. int 1 1 1 1 ValidForForm|ValidForGrid UTC offset for address 1. This is the difference between local time and standard Coordinated Universal Time. primarykey 1 1 1 1 Unique identifier for address 2. picklist 1 1 1 1 ValidForForm|ValidForGrid Type of address for address 2, such as billing, shipping, or primary address. virtual 1 1 Address2_AddressTypeCode name 1 nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid City name for address 2. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Country/region name for address 2. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid County name for address 2. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Fax number for address 2. picklist 1 1 1 1 ValidForForm|ValidForGrid Freight terms for address 2. virtual 1 1 Address2_FreightTermsCode name 1 float 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Latitude for address 2. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid First line for entering address 2 information. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Second line for entering address 2 information. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Third line for entering address 2 information. float 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Longitude for address 2. nvarchar 400 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Name to enter for address 2. nvarchar 40 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid ZIP Code or postal code for address 2. nvarchar 40 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Post office box number for address 2. nvarchar 300 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Name of primary contact located at address 2. picklist 1 1 1 1 ValidForForm|ValidForGrid Method of shipment for address 2. virtual 1 1 Address2_ShippingMethodCode name 1 nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid State or province for address 2. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid First telephone number associated with address 2. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Second telephone number associated with address 2. nvarchar 100 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Third telephone number associated with address 2. nvarchar 8 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid United Parcel Service (UPS) zone for address 2. int 1 1 1 1 ValidForForm|ValidForGrid UTC offset for address 2. This is the difference between local time and standard Coordinated Universal Time. money 1 ValidForAdvancedFind|ValidForForm|ValidForGrid For internal use only. money 1 ValidForAdvancedFind|ValidForForm|ValidForGrid For internal use only. money 1 ValidForAdvancedFind|ValidForForm|ValidForGrid For internal use only. picklist 1 1 1 ValidForForm|ValidForGrid Type of business associated with the account. virtual 1 1 BusinessTypeCode name 1 lookup 1 1 8 ValidForAdvancedFind|ValidForForm|ValidForGrid Unique identifier of the user who created the account. datetime 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Date and time when the account was created. money 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Credit limit for the account. bit 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Information about whether credit for the account is on hold. virtual 1 1 CreditOnHold name 1 picklist 1 1 1 ValidForForm|ValidForGrid Size of the account. virtual 1 1 CustomerSizeCode name 1 picklist 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Type of the account. virtual 1 1 CustomerTypeCode name 1 int 0 ntext 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Description of the account. bit 1 1 1 ValidForForm|ValidForGrid Information about whether to allow sending direct e-mail to the account. virtual 1 1 DoNotBulkEMail name 1 bit 1 1 1 ValidForForm|ValidForGrid Information about whether to allow sending bulk-rate postal mail to the account. virtual 1 1 DoNotBulkPostalMail name 1 bit 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Information about whether to allow sending e-mail to the account. virtual 1 1 DoNotEMail name 1 bit 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Information about whether to allow sending faxes to the account. virtual 1 1 DoNotFax name 1 bit 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Information about whether to allow phone calls to the account. virtual 1 1 DoNotPhone name 1 bit 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Information about whether to allow sending postal mail to the account. virtual 1 1 DoNotPostalMail name 1 virtual 1 1 DoNotSendMM name 1 bit (0) 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Information on whether to allow sending marketing mail to the account. nvarchar 200 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid First e-mail address for the account. nvarchar 200 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Second e-mail address for the account. nvarchar 200 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Third e-mail address for the account. nvarchar 100 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Fax telephone number for the account. nvarchar 400 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid FTP site URL for the account. picklist 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Type of industry with which the account is associated. virtual 1 1 IndustryCode name 1 bit (0) virtual 1 1 IsPrivate name 1 datetime 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Date and time when the account was last contacted as a part of a marketing campaign. money 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Market capitalization of the account. bit (0) 1 Information regarding whether the account has been merged with a master account. virtual 1 1 Merged name 1 lookup 1 1 8 ValidForAdvancedFind|ValidForForm|ValidForGrid Unique identifier of the user who last modified the account. datetime 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Date and time when the account was last modified. nvarchar 320 1 1 1 ActivityRegardingName|ActivityPointerRegardingName|PrimaryName|ValidForAdvancedFind|ValidForForm|ValidForGrid|RequiredForForm|RequiredForGrid Name of the account. int 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Number of employees at the account. owner 0 1 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Unique identifier of the user or team that owns the account. int 0 1 1 OwnerId dsc nvarchar 320 0 1 1 OwnerId name 1 int 0 1 1 1 ObjectTypeCode OwnerId type picklist 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Type of company ownership, such as public or private. virtual 1 1 OwnershipCode name 1 lookup 1 1 10 Unique identifier of the business unit that owns the account. lookup 1 1 1 1 8 OwnerId Unique identifier of the user who owns the account. bit (0) 1 1 1 Information that specifies whether the account participates in workflow rules. virtual 1 1 ParticipatesInWorkflow name 1 picklist 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Payment terms for the account. virtual 1 1 PaymentTermsCode name 1 picklist 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Day of the week that the account prefers for scheduling service activities. virtual 1 1 PreferredAppointmentDayCode name 1 picklist 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Time of day that the account prefers for scheduling service activities. virtual 1 1 PreferredAppointmentTimeCode name 1 picklist 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Preferred contact method for the account. virtual 1 1 PreferredContactMethodCode name 1 money 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Revenue amount for the account. int 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Outstanding shares for the account. picklist 1 1 1 ValidForForm|ValidForGrid Method of shipment for the account. virtual 1 1 ShippingMethodCode name 1 nvarchar 40 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Standard Industrial Classification (SIC) code for the account. state 0 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Status of the account. virtual 1 1 StateCode name 1 status 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Reason for the status of the account. virtual 1 1 StatusCode name 1 nvarchar 40 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Stock exchange on which the business associated with the account is listed. nvarchar 100 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid First telephone number for the account. nvarchar 100 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Second telephone number for the account. nvarchar 100 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Third telephone number for the account. picklist 1 1 1 ValidForForm|ValidForGrid Territory to which the account belongs. virtual 1 1 TerritoryCode name 1 nvarchar 20 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Stock Exchange symbol for the account. timestamp nvarchar 400 1 1 1 ValidForAdvancedFind|ValidForForm|ValidForGrid Web site URL for the account.

accountid name lastusedincampaign telephone1 address1_city name 0 0 1 0 1 {CFBCD7AF-AEE5-4E45-8ECC-C040D4020581} CRMAccount.RetrieveAccountNoCampaignSent 0 Accounts: No Campaign Activities in Last 3 Months accountid name primarycontactid telephone1 address1_city name 0 0 1 0 1 {C147F1F7-1D78-4D10-85BF-7E03B79F74FA} List.RetrieveAccountsNotPlacedOrders 0 Accounts: No Orders in Last 6 Months 0 0 1 0 1 {49FB9771-09E1-4E70-B193-198752493577} 0 Accounts: Responded to Campaigns in Last 6 Months 0 0 1 0 1 {00000000-0000-0000-00AA-000010001002} 0 Active Accounts 0 0 1 0 1 {00000000-0000-0000-00AA-000010001031} 0 Inactive Accounts 0 0 1 1 1 {00000000-0000-0000-00AA-000010001001} 0 My Active Accounts 0 0 1 1 1 {00000000-0000-0000-00AA-000000666000} 1 Account Advanced Find View name primarycontactid telephone1 accountid name 0 0 Displays information about related accounts in the detail form of any associated account record. This view is in the Sub-Accounts side tab. 1 1 1 {00000000-0000-0000-00AA-000010001200} AUTO 2 Account Associated View 0 1 1 0 1 {2D1187C4-23FE-4BB5-9647-43BB1C6DDBD1} 4 Quick Find Active Accounts 0 0 1 0 1 {A424AC61-BEC9-48B0-A3E0-4BB903BD186E} 32 Active Members 0 0 1 1 1 {51DE84DD-732F-440F-A506-26123A19AB50} 32 All Members 0 0 1 0 1 {D9C57FEE-71AD-48E2-A17B-4EBBD01EC328} 32 Inactive Members 0 1 1 0 1 {4D149ED9-12F1-4CD3-8427-418674F21BED} 32 Quick Find Marketing List Members 0 0 1 0 1 {A9AF0AB8-861D-4CFA-92A5-C6281FED7FAB} 64 Account Lookup View Account Invoice paymenttermscode paymenttermscode defaultpricelevelid pricelevelid address1_shippingmethodcode shippingmethodcode Account Quote address1_freighttermscode freighttermscode paymenttermscode paymenttermscode defaultpricelevelid pricelevelid address1_shippingmethodcode shippingmethodcode Account Opportunity defaultpricelevelid pricelevelid Account Contract Account Contact paymenttermscode paymenttermscode telephone1 telephone1 address1_addresstypecode address1_addresstypecode address1_city address1_city address1_country address1_country address1_county address1_county address1_line1 address1_line1 address1_line2 address1_line2 address1_line3 address1_line3 address1_name address1_name address1_postalcode address1_postalcode address1_postofficebox address1_postofficebox address1_shippingmethodcode address1_shippingmethodcode address1_stateorprovince address1_stateorprovince address1_telephone1 address1_telephone1 address1_freighttermscode address1_freighttermscode defaultpricelevelid defaultpricelevelid Account SalesOrder address1_shippingmethodcode shippingmethodcode defaultpricelevelid pricelevelid paymenttermscode paymenttermscode address1_freighttermscode freighttermscode Account Account Account CustomerRelationship Lead Account revenue revenue preferredcontactmethodcode preferredcontactmethodcode sic sic telephone1 telephone1 telephone3 telephone2 websiteurl websiteurl industrycode industrycode emailaddress1 emailaddress1 donotphone donotphone donotpostalmail donotpostalmail fax fax companyname name numberofemployees numberofemployees ownerid ownerid donotbulkemail donotbulkemail donotemail donotemail donotfax donotfax description description address1_stateorprovince address1_stateorprovince address1_country address1_country address1_line3 address1_line3 address1_postalcode address1_postalcode address1_line1 address1_line1 address1_line2 address1_line2 address1_city address1_city donotsendmm donotsendmm Account CustomerOpportunityRole Account Incident Task Account regardingobjectid 0 Unique identifier of the object with which the task is associated. 1 Cascade Cascade Cascade Cascade Cascade Cascade Appointment Account regardingobjectid 0 Unique identifier of the object with which the appointment is associated. 1 Cascade Cascade Cascade Cascade Cascade Cascade Lead Account accountid 0 Unique identifier of the account with which the lead is associated. 1 Cascade Cascade Cascade Cascade Cascade Cascade Annotation Account objectid 0 Unique identifier of the object with which the note is associated. 1 Cascade Cascade Cascade Cascade Cascade Cascade Quote Account accountid 0 Unique identifier of the account with which the quote is associated. 1 Cascade Cascade Cascade Cascade Cascade Cascade PhoneCall Account regardingobjectid 0 Unique identifier of the object with which the phone call activity is associated. 1 Cascade Cascade Cascade Cascade Cascade Cascade Contact Account accountid 0 Unique identifier of the account with which the contact is associated. 1 Cascade Cascade Cascade Cascade Cascade Cascade Contract Account accountid 0 Unique identifier of the account with which the contract is associated. 1 Cascade Cascade Cascade Cascade Cascade Cascade Incident Account accountid 0 Unique identifier of the account with which the case is associated. 1 Cascade Cascade Cascade Cascade Cascade Cascade Letter Account regardingobjectid 0 Unique identifier of the object with which the letter activity is associated. 1 Cascade Cascade Cascade Cascade Cascade Cascade Email Account regardingobjectid 0 Unique identifier of the object with which the e-mail is associated. 1 Cascade Cascade Cascade Cascade Cascade Cascade Opportunity Account accountid 0 Unique identifier of the account with which the opportunity is associated. 1 Cascade Cascade Cascade Cascade Cascade Cascade Fax Account regardingobjectid 0 Unique identifier of the object with which the fax activity is associated. 1 Cascade Cascade Cascade Cascade Cascade Cascade