Cust3Schema tag

Data Type

Description / Notes

Acres

decimal

The number of acres farmed by the customer.

Addr_Mail

string

Customer's Mailing Address

Addr_Mail_Line2

string

Customer's Mailing Address, second line.

Addr_Ship

string

Customer's Shipping Address (if different than mailing address)

Addr_Ship_Line2

string

Customer's Shipping Address, second line

Age

int

Age of contact.

Alarm

dateTime

The date/time when the alarm goes off for a call.

AllDayEvent

boolean

Yes if non-timed event.

Amt_Balloon

decimal

Dollar amount of balloon amount in payment schedule.

Amt_Cash

decimal

Dollar amount of total cash in a quote.

Amt_Commission

decimal

Dollar amount of total commission in a quote.

Amt_Cust_Diff_Over

decimal

(not used)  Customer's latest offer

Amt_Diff_Over

decimal

Dealer’s latest offer.

Amt_Insurance

decimal

Dollar amount of total insurance for a quote.

Amt_Life_Ins

decimal

Dollar amount of total life insurance for a quote.

Amt_Other_Credit

decimal

Dollar amount of any other credit total for a quote.

Amt_Payment

decimal

Dollar amount of payment to be used in a payment schedule.

Amt_Property_Ins

decimal

Dollar amount of total property insurance for a quote.

Amt_Reg_Fees

decimal

Dollar amount of total registration fees for a quote.

Amt_Trade_Owing

decimal

Dollar amount remaining owing on traded units for a quote.

Asset_Liab

string

Type of entry in financial statement -  A = assset  L= liability

BuyLease

string

B or L.  Flag used in payment schedule.

Buyer_Code

string

Buyer code of the customer.  In QPSS this has four character positions, with each position designating a rated numeric scale for four different categories (buyer style, buying frequency, buying type, loyalty).

CEstBudget

decimal

Estimated annual budget for commercial customer type.

Call_Ahead

boolean

Flag with contact phone number indicating whether to call ahead.

Call_Freq

int

Frequency of scheduled calls for a customer in days.

Call_ID

long

Internal identifier for call records.

Call_Type

string

Type of customer call.

CategoryInc

string

The category of commodity in the income statement for a customer.

City_Ship

string

Customer's shipping city

Classification

string

Gold course classification.

ClosingNotes

string

Closing notes in Sales Opportunity

Comm_Bonus_Exists

boolean

Flag true if flat bonus is to be included in commission calculation for this quote.

Comm_Diff_Exists

boolean

Flag true if difference is to be included in commission calculation for this quote.

Comm_GM_Exists

boolean

Flag true if gross margin is to be included in commission calculation for this quote.

Comm_Holdback_Exists

boolean

Flag true if holdback amount is to be included in commission calculation for this quote.

Comm_Ins_Exists

boolean

Flag true if insurance is to be included in commission calculation for this quote.

Comm_Retail_Exists

boolean

Flag true if retail amount is to be included in commission calculation for this quote.

Comment

string

Comment associated with customer call.

CommissionNew

string

N or U.  Indicates whether commission should be calculated as if quoted unit is new or used.

CommissionType

string

Type code to be used as the basis for the calculation of commission.

Company

string

Company Name if available.

CompetDetail

string

Details of competing product of main competition

CompetDealer

string

Dealer of competing product of main competition

CompetType

string

Type of competing product of main competition

CompetMake

string

Make of competing product of main competition

CompModel

string

Model of competing product of main competition

CompPrice

string

Price of competing product of main competition

Computer

string

List of computers (separated by semi-colons) of customer.

Contact

string

Contact at financial institution of customer.

Contact_id

int

Internal identifier for contact of customer.

CountFinance

int

Schedule number of payment schedule (1 or 2).

Count_Item

int

Number of quoted units in quote.

Count_Program

int

Number of programs in quote.

Count_Trade

int

Number of traded units in quote.

County

string

County of customer.  Can occur multiple times.

CountyCode

string

County code of customer.

CourseSize

string

Golf course size (number of holes).

CreditRating

string

Credit rating of customer.

CustomerName

string

Customer name appearing on a quote.

Customer_id

string

Unique customer identifier.  This may be either Alpha or Numeric characters - we prefer this to be the same as the phone number but users may elect to use whatever system they may now have for customer numbers.

Date_Birth

date

Date of birth of contact of customer.

Date_Call_Back

date

Next scheduled customer call for customer.

Date_Called

date

Actual date and time of customer call.

Date_Closed

date

Date when Sales Opportunity is closed.

Date_Contract

date

Contract date associated with payment schedule.

Date_Expire

date

Expiry date of a quote.

Date_Fin_Stmt

date

Customer financial statement date.

Date_Important

date

Date of importance for a customer contact (eg. anniversary, etc)

Date_Interest

date

Interest date of payment schedule.

Date_Last_Called

date

Last date customer was called.

Date_Opened

date

Date when Sales Opportunity is opened.

Date_Payment

date

Date of payment of payment schedule.

Date_Quote

date

Date quote prepared.

Default_Difference

decimal

Dollar amount of difference between desired net sale and total net trade.

DisplayCurrency

string

Text of contents of dropdown for currency.

Down_Payment

decimal

Dollar amount of down payment for payment schedule.

EmplCount

decimal

Number of employees of customer.

Est_Income

decimal

Estimated income of customer.

Est_Market_Value

decimal

(not used)

Expected_Close_Date

date

Expected closing date of quote.

Ext

string

Extension of phone of contact.

Factor_Chart

string

(not used)

Fairways

string

Fairways of golf course.

Farm_Type

string

Farm type of customer.  Can occur multiple times.

Fax

string

Fax number of contact.

Finance_Type

string

(not used)

FinderName

string

Name assigned to a user-specified finder.

FinderSpec

string

The criteria for a user-specified finder.

FinType

string

Description of asset or liability in the financial statement of customer.

First_Name

string

First name of customer contact.

Fiscal_Yearend

string

Month of customer’s fiscal year end.

Followup

date

Followup date for Sales Opportunity.

GEstBudget

decimal

Estimated budget for golf course.

GreenFees

string

Green fees for golf course.

Greeting

string

Preferred greeting of customer contact for correspondence.

Gross_Profit_Dollar

decimal

Total gross profit dollar amount of quote.

Gross_Profit_Percent

float

Total gross profit percentage amount of quote.

Heat

int

Probability of closing 0-100

Hot_List

boolean

True if customer is considered a hot list customer.

Important_Linked

boolean

(not used)

Important_Type

string

If an important date is identified for a customer contact, this field describes the kind of date (eg. anniversary, etc).

Income

decimal

Dollar amount of income for category of income statement of customer.

Initial

string

Middle initial of customer contact.

Ins_Agent

string

Name of insurance agent of customer.

Ins_Policy

string

Insurance policy number of customer.

Insurance

decimal

Amount of insurance included in calculation of payment schedule.

Interest_Rate

decimal

Interest rate used in calculation of payment schedule.

LandUnitofMeasure

string

(not used)

Last_Name

string

Last name of customer contact.

Latitude

decimal

Latitude in radians of geographic location of customer.

Lease_Factor

decimal

(not used)

Link_Birth

boolean

(not used)

Longitude

decimal

Longitude in radians of geographic location of customer.

Low_APR

decimal

Low APR used in payment schedule.

Mail_Code

string

Mail code associated with customer.  Can occur multiple times.

MgmtCompany

string

Management company name of customer.

Net_Trade

decimal

Net trade dollar amount of quote.

Num_PPY

int

Number of payments per year in payment schedule.

Num_Payments

int

Total number of payments in payment schedule.

Option_No

int

(not used)

Other_Misc

string

Total dollar amount of miscellaneous other cost of quote.

Other_Misc_Desc

string

Description of miscellaneous other cost.

Percent_GM_Over

decimal

Actual percentage amount used for gross margin of quote.

GM_Over

decimal

Actual dollar amount used for gross margin of quote.

Phone

string

Phone number of financial institution.

Phone_ID

int

Internal identifier of phone of contact.

Phone_no

string

Phone number of contact.

PhoneType

string

Type of phone of contact (eg. Fax, cell)

Position

integer

This is an identifier used to distinguish calls when they fall into the same time slot of the calendar.

Principal

decimal

Principal dollar amount used in payment schedule.

PurchaseFrequency

int

(not used)

Purchase_Price

decimal

Purchase price used in payment schedule.

Purpose

string

Purpose of customer call.

QKey

string

Internal identifier of a quote (GUID – guaranteed unique).

Quote_Comments

string

Comments to be printed on quote.

Quote_Comments_WSheet

string

Comments to be printed on quote worksheet.

Quoted

string

Quote associated with a customer call.

Reference_Type

string

Indicate Bank or Trade reference of financial institution.

Relationship

string

Role of contact of customer (eg. Employee, Spouse)

Reason

string

Reason for lost sales in Sales Opportunity.

ReservedOnServer

boolean

Flag true if quote is reserved for management.

Result

string

Result of customer call when completed.

RoundsPerYear

integer

Rounds of golf played per year on course.

SICCode

string

SIC business code of customer business.

SICDesc

string

SIC description of customer business.

SalesOpID

integer

Internal identifier for sales opportunities of customer.

SalesVolume

decimal

Dollar amount of sales volume of customer business.

Sales_Route

string

Route of customer for account manager use.  Can occur multiple times.

Search_Text

string

Text representing either customer name or company name used for customer searches and sequencing.

Search_Type

boolean

Flag true if searching on customer, otherwise searching on company.

ShipCounty

string

(not used)

ShipCountyCode

string

(not used)

ShipAddrCountry

string

(not used)

Show_Programs

boolean

Flag true if programs are to be shown on quote.

Soc_Sec_no

string

Social security number or SIN of customer contact.

Sold

boolean

Flag true if quote is sold.

Stage

string

Stage of Sales Opportunity.  Defaults: 0-New Opportunity 1-Qualified 2-Quoted 3-Followup on Quote 4-Demonstration 5-Followup on Demo 6-Negotiate terms 7-Commit to buy 8-Purchase order signed

StartTime

int

Start time slot number in calendar of customer call.

State_Ship

string

State of shipping address of customer.

StopTime

int

Stop time slot number in calendar of customer call.

Tax_no

string

Tax number of customer.

Territory

string

Territory of customer.  Can occur multiple times.

Title

string

Preferred title of customer contact.

TotalSale

decimal

This amount is derived from the associated quotes in order for Sales Op Analysis Report.

TypeProductPurchased

int

(not used)

Value

float

Dollar amount of asset or liability in financial statement.

Units

integer

Quantity of commodity in income statement.

UpdateAcres

boolean

Flag true if customer detail acres field is to be automatically updated from income items.

UpdateIncome

boolean

Flag true if customer detail estimated income field is to be automatically updated from income items.

UseFinanceOption

int

0=Buy option 1 1=Buy option 2 2=Lease option 1 3=Lease option 2.  Identifies desired option in payment schedule.

User

string

Identifies user that created a customer prospect for finder.

UserDef1

string

User-defined field.

UserDef2

string

User-defined field.

UserDef3

string

User-defined field.

UserDef4

string

User-defined field.

UserDefC1

string

User-defined field.

UserDefC2

string

User-defined field.

UserDefG1

string

User-defined field.

UserDefG2

string

User-defined field.

UserWarned

boolean

Flag true if user has already been warned about customer call overdue in calendar.

VCR

string

Identifies VCR owned by customer.

Warning

int

Warning (in 5 minute units) to give user in calendar of scheduled customer call with an alarm.

Website

string

Web site address of customer.

YearsInBus

decimal

Number of years in business of customer business.

Yield

integer

Yield of commodity in customer income statement.

Zip_Mail

string

Zip code of customer mailing address.

Zip_Ship

string

Zip code of customer shipping address.