Unique identifier fields
When creating a view for a report or group, you must include unique identifier fields. For example, to make the view available for a group of company records, include the company unique identifier.
The View tab for an entity lists the columns that you can include in a new view. The Fields tab for an entity lists the fields that can be included in a view.
|
Table |
Unique ID |
|---|---|
|
Cases |
case_caseid |
|
Opportunity |
oppo_opportunityid |
|
Company |
comp_companyid |
|
Lead |
lead_leadid |
|
Person |
pers_personid |
|
Order |
Orde_OrderQuoteID |
|
Quote |
Quot_OrderQuoteID |
Each table has a hidden unique identifier that you can use to create SQL joins between tables. Each table exists in relationships and foreign keys link the tables together.
|
Child Table |
Foreign Key |
Parent Table |
Unique ID |
|---|---|---|---|
|
Cases |
case_primarycompanyid |
Company |
comp_companyid |
|
Cases |
case_primarypersonid |
Person |
pers_personid |
|
Cases |
case_assigneduserid |
User |
user_userid |
|
Company |
comp_primarypersonid |
Person |
pers_personid |
|
Company |
comp_primaryaddressid |
Address |
addr_addressid |
|
Company |
comp_primaryuserid |
User |
user_userid |
|
Person |
pers_companyid |
Company |
comp_companyid |
|
Person |
pers_primaryaddressid |
Address |
addr_addressid |
|
Person |
pers_primaryuserid |
User |
user_userid |
|
Opportunity |
oppo_primarycompanyid |
Company |
comp_companyid |
|
Opportunity |
oppo_primarypersonid |
Person |
pers_personid |
|
Opportunity |
oppo_assigneduserid |
User |
user_userid |
|
Orders |
orde_contactid |
Person |
pers_personid |
|
Orders |
orde_opportunityid |
Opportunity |
oppo_opportunityid |
|
Orders |
orde_associatedid |
Quotes |
quot_orderquoteid |
|
Quotes |
quot_contactid |
Person |
pers_personid |
|
Quotes |
quot_opportunityid |
Opportunity |
oppo_opportunityid |
|
Quotes |
quot_associatedid |
Orders |
orde_orderquoteid |
