Tablescompanies stores the details the company stores the information contacts stores all the various phone numbers and email addresses that might connected contact stores all status codes and corresponding descriptions holds information all your interactions with your contacts
| Field name | Description | Note |
|---|---|---|
| CompanyTypeCode | A single character unique identifier for the company Type. | Text, field size is 1 |
| CompanyTypeDesc | The description of the Type. | Text, field size is 25 |
ContactTypes
| Field name | Description | Note |
|---|---|---|
| ContactTypeCode | A single character unique identifier for each Type. | Text, field size is 1 |
| ContactTypeDesc | The description of the Type. | Text, field size is 25 |
ContactComms (Stores all the various phone numbers and email addresses that might be connected to a contact.)
| Field name | Description | Note |
|---|---|---|
| CommTypeCode | A single character code to uniquely identify the different Types. | Text, field size is 1 |
| CommTypeDesc | The Type of number e.g. day telephone, evening telephone, email. | Text, field size is 25 |
| Field name | Description | Note |
|---|---|---|
| HistID | An internal unique auto-ID to label each entry. | AutoNumber |
| HistDate | The date of the communication (defaults to today). | Date/Time, Short Date, Default Value: should be set to the current system date. |
| ContactRef | The contact the communication was with. | Text, field size is 8 |
| HistTypeCode | The Type of History. | Text, field size is 1 |
| StaffInitials | A code to identify the member of staff involved, called from the Staff table below. | Text, field size is 8 |
| HistDetails | All relevant information resulting from the communication. | Text, field size is 255 |
| FollowUpDate | The date by which any follow up action should occur, if applicable. | Date/Time, Short Date |
| DateActioned | The date the follow up was completed. | Date/Time, Short Date, Validation Rule: should check if the date is not after the current system date. |
Staff
| Field name | Description | Note |
|---|---|---|
| StaffInitials | The unique initials (and optional digit) to identify staff member. | Text, field size is 8 |
| StaffName | The name of the staff member. | Text, field size is 30 |
| Current? | Does the staff member still work here? | Yes/No, Default Value is -1 |