MYOB EXO Business CRM

Attribute details

Attribute: ABSENT

Table	STAFF
Comment	This field is set to 'Y' if the staff member is currently absent, i.e. if their Absent flag is ticked in EXO Business Configurator.
Primary key	No
Data type	CHAR(1)
Domain name
Not NULL	Yes
Default	N
Refers to

Attribute: ACCGROUP

Table	CRM_BUDGET_LINE
Comment	The ID number of the Account Group that the line applies to (if there is one).
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default
Refers to	DR_ACCGROUPS.ACCGROUP

Attribute: ACCGROUP

Table	CRM_BUDGET_EXCLUDED_ACCGROUP2S
Comment	The Alternate Account Group ID to be excluded when generating budgets.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	DR_ACCGROUP2S.ACCGROUP

Attribute: ACCGROUP

Table	CRM_BUDGET_EXCLUDED_ACCGROUPS
Comment	The Account Group ID to be excluded when generating budgets.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	DR_ACCGROUPS.ACCGROUP

Attribute: ACCGROUP2

Table	CRM_BUDGET_LINE
Comment	The ID number of the Alternate Account Group that the line applies to (if there is one).
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default
Refers to	DR_ACCGROUP2S.ACCGROUP

Attribute: ACCGROUP2_EXPANSION

Table	CRM_BUDGET_LINE
Comment
Primary key	No
Data type	BIT
Domain name
Not NULL	No
Default
Refers to

Attribute: ACCGROUP_EXPANSION

Table	CRM_BUDGET_LINE
Comment
Primary key	No
Data type	BIT
Domain name
Not NULL	No
Default
Refers to

Attribute: ACCNO

Table	CRM_BUDGET_LINE
Comment	The ID number of the Debtor account that the line applies to (if there is one).
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default
Refers to	DR_ACCS.ACCNO

Attribute: ACCNO

Table	CRM_BUDGET_EXCLUDED_DR_ACCS
Comment	The Debtor account ID to be excluded when generating budgets.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	DR_ACCS.ACCNO

Attribute: ACCNO_EXPANSION

Table	CRM_BUDGET_LINE
Comment
Primary key	No
Data type	BIT
Domain name
Not NULL	No
Default
Refers to

Attribute: ACCOUNT_STATUS

Table	STAFF
Comment	The staff member's account status. Will be one of: 0 = Account OK 1 = Account Locked 2 = Password Expired
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default	0
Refers to

Attribute: ACTIVITY_TYPE

Table	TASKS
Comment	The field contains 0 if the activity is an appointment, or 1 if it is a task.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default	0
Refers to

Attribute: ACTUAL

Table	CRM_BUDGET_LINE
Comment	Actuals for the budget line.
Primary key	No
Data type	DECIMAL(19, 4)
Domain name
Not NULL	No
Default
Refers to

Attribute: ACTUALFINISH

Table	TASKS
Comment	The actual datetime stamp when the activity was finished.
Primary key	No
Data type	DATETIME
Domain name
Not NULL	No
Default
Refers to

Attribute: ACTUALSTART

Table	TASKS
Comment	The actual datetime stamp when the activity was started. For recurring events it contains the start date of the first occurrence
Primary key	No
Data type	DATETIME
Domain name
Not NULL	No
Default
Refers to

Attribute: ACTUAL_PERIOD_STATUS_SEQNO

Table	CRM_BUDGET
Comment	The ID number of the corresponding period in the current year, as set up in EXO Business Config (links to PERIOD_STATUS.SEQNO).
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default
Refers to	PERIOD_STATUS.SEQNO

Attribute: ACTUAL_UNITCOST

Table	OPPORTUNITY_QUOTE
Comment	The unit cost for the Stock item on the quote line.
Primary key	No
Data type	FLOAT(53)
Domain name
Not NULL	No
Default
Refers to

Attribute: ADDRESS1

Table	CONTACTS
Comment	Postal address line 1.
Primary key	No
Data type	VARCHAR(30)
Domain name
Not NULL	No
Default
Refers to

Attribute: ADDRESS2

Table	CONTACTS
Comment	Postal address line 2.
Primary key	No
Data type	VARCHAR(30)
Domain name
Not NULL	No
Default
Refers to

Attribute: ADDRESS3

Table	CONTACTS
Comment	Postal address line 3.
Primary key	No
Data type	VARCHAR(30)
Domain name
Not NULL	No
Default
Refers to

Attribute: ADDRESS4

Table	CONTACTS
Comment	Postal address line 4.
Primary key	No
Data type	VARCHAR(30)
Domain name
Not NULL	No
Default
Refers to

Attribute: ADDRESS5

Table	CONTACTS
Comment	Postal address line 5. This line is only available on the Contacts window if the Additional Postal Address Row profile setting is enabled.
Primary key	No
Data type	VARCHAR(30)
Domain name
Not NULL	No
Default
Refers to

Attribute: ADMIN_STAT

Table	OPPORTUNITY_STAGE
Comment	If this field contains 'Y', the stage prevents entry of new transactions.
Primary key	No
Data type	CHAR(1)
Domain name
Not NULL	Yes
Default	N
Refers to

Attribute: ADMIN_STAT

Table	CAMPAIGN_STAGE
Comment	If this field is set to 'Y', the campaign stage does not allow the entry of new transactions.
Primary key	No
Data type	CHAR(1)
Domain name
Not NULL	Yes
Default	N
Refers to

Attribute: ADVERTSOURCE

Table	CONTACTS
Comment	The Contact's Advertising Source - corresponds to the SEQNO of the type in the ADVERT_TYPES table.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default	0
Refers to	ADVERT_TYPES.SEQNO

Attribute: AGE

Table	PERIOD_STATUS
Comment	The age of the period. The current period has an age of 0.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default	0
Refers to

Attribute: ALINENO

Table	OPPORTUNITY_QUOTE
Comment	A unique line number.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default	0
Refers to

Attribute: AMOUNT

Table	OPPORTUNITY
Comment	The quote value for the Opportunity.
Primary key	No
Data type	FLOAT(53)
Domain name
Not NULL	No
Default	0
Refers to

Attribute: ANALYSIS

Table	OPPORTUNITY_QUOTE
Comment
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default	0
Refers to

Attribute: API_ACCESS

Table	STAFF
Comment	This field contains 'Y' if the staff member is authorised to use the EXO API.
Primary key	No
Data type	CHAR(1)
Domain name
Not NULL	No
Default
Refers to

Attribute: APP_PASSWORD

Table	STAFF
Comment	The staff member's password, used when logging in to the EXO Business system. Passwords are stored in an encrypted format.
Primary key	No
Data type	VARCHAR(30)
Domain name
Not NULL	No
Default
Refers to

Attribute: ASSIGNED_BY

Table	OPPORTUNITY
Comment	The ID of the staff member who assigned the Opportunity.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default
Refers to

Attribute: ASSIGNED_BY

Table	TASKS
Comment	The ID number of the staff member who assigned the activity.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default
Refers to	STAFF.STAFFNO

Attribute: ASSIGNED_TO

Table	TASKS
Comment	The ID number of the staff member who the activity has been assigned to.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default
Refers to	STAFF.STAFFNO

Attribute: ASSIGNED_TO

Table	OPPORTUNITY
Comment	The ID of the staff member to whom the Opportunity has been assigned.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default
Refers to

Attribute: AUTH_AMT

Table	STAFF
Comment	The staff member's Credit Invoice Authorisation Limit.
Primary key	No
Data type	FLOAT(53)
Domain name
Not NULL	No
Default
Refers to

Attribute: BAD_LOGIN_COUNT

Table	STAFF
Comment	The number of times the staff member has attempted to log in but failed.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default	0
Refers to

Attribute: BOMPRICING

Table	OPPORTUNITY_QUOTE
Comment	How the Bill of Materials is priced. Will be one of: C = pricing by Component T = Pricing by total
Primary key	No
Data type	CHAR(1)
Domain name
Not NULL	No
Default	N
Refers to

Attribute: BOMTYPE

Table	OPPORTUNITY_QUOTE
Comment	The type of Bill of Materials that the line relates to: N = Normal stock item B = Build K = Kit L = Lookup
Primary key	No
Data type	CHAR(1)
Domain name
Not NULL	No
Default	N
Refers to

Attribute: BRANCHNO

Table	OPPORTUNITY_QUOTE
Comment	The ID number of the branch used on this line.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default	0
Refers to

Attribute: BRANCHNO

Table	CRM_BUDGET_LINE
Comment	The ID number of the branch that the line applies to (if there is one).
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default
Refers to	BRANCHES.BRANCHNO

Attribute: BRANCHNO

Table	CRM_BUDGET_EXCLUDED_BRANCHES
Comment	The branch ID to be excluded when generating budgets.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	BRANCHES.BRANCHNO

Attribute: BRANCHNO_EXPANSION

Table	CRM_BUDGET_LINE
Comment
Primary key	No
Data type	BIT
Domain name
Not NULL	No
Default
Refers to

Attribute: BUDGET_SEQNO

Table	CRM_BUDGET_LINE
Comment	The ID number of the budget that the line record belongs to.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	CRM_BUDGET.SEQNO

Attribute: BUDGET_SEQNO

Table	CRM_BUDGET_EXCLUDED_STOCK_ITEMS
Comment	The ID number of the budget (Links to CRM_BUDGET.SEQNO).
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	CRM_BUDGET.SEQNO

Attribute: BUDGET_SEQNO

Table	CRM_BUDGET_EXCLUDED_ACCGROUPS
Comment	The ID number of the budget (Links to CRM_BUDGET.SEQNO).
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	CRM_BUDGET.SEQNO

Attribute: BUDGET_SEQNO

Table	CRM_BUDGET_EXCLUDED_STOCK_GROUP2S
Comment	The ID number of the budget (Links to CRM_BUDGET.SEQNO).
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	CRM_BUDGET.SEQNO

Attribute: BUDGET_SEQNO

Table	CRM_BUDGET_EXCLUDED_BRANCHES
Comment	The ID number of the budget (Links to CRM_BUDGET.SEQNO).
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	CRM_BUDGET.SEQNO

Attribute: BUDGET_SEQNO

Table	CRM_BUDGET_EXCLUDED_ACCGROUP2S
Comment	The ID number of the budget (Links to CRM_BUDGET.SEQNO).
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	CRM_BUDGET.SEQNO

Attribute: BUDGET_SEQNO

Table	CRM_BUDGET_EXCLUDED_DR_ACCS
Comment	The ID number of the budget (Links to CRM_BUDGET.SEQNO).
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	CRM_BUDGET.SEQNO

Attribute: BUDGET_SEQNO

Table	CRM_BUDGET_EXCLUDED_STOCK_GROUPS
Comment	The ID number of the budget (Links to CRM_BUDGET.SEQNO).
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	CRM_BUDGET.SEQNO

Attribute: BUDGET_SEQNO

Table	CRM_BUDGET_EXCLUDED_STAFF
Comment	The ID number of the budget (Links to CRM_BUDGET.SEQNO).
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	CRM_BUDGET.SEQNO

Attribute: CALENDAR

Table	MANREP_PERIOD
Comment	Contains "Y" if the period is a calendar period. In a calendar period, the months for the year are set up according to the calendar year.
Primary key	No
Data type	CHAR(1)
Domain name
Not NULL	No
Default	Y
Refers to

Attribute: CAMPAIGN_SEQNO

Table	TASKS
Comment	The ID number of the campaign the activity relates to (links to CAMPAIGN.SEQNO).
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default	0
Refers to	CAMPAIGN.SEQNO

Attribute: CAMPAIGN_SEQNO

Table	CAMPAIGN_WAVE
Comment	The ID number of the campaign that the campaign wave is part of.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	CAMPAIGN.SEQNO

Attribute: CAMPAIGN_SEQNO

Table	CAMPAIGN_CONTACT_LISTS
Comment	The ID number of the campaign that the contact list is assigned to.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	CAMPAIGN.SEQNO

Attribute: CAMPAIGN_SEQNO

Table	CAMPAIGN_HIST
Comment	The ID number of the campaign that the History Note is attached to.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default
Refers to	CAMPAIGN.SEQNO

Attribute: CAMPAIGN_STAGE

Table	CAMPAIGN
Comment	The ID number of the Stage specified for the campaign, from the CAMPAIGN_STAGE table.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	No
Default	0
Refers to	CAMPAIGN_STAGE.SEQNO

Attribute: CAMPAIGN_TYPE

Table	CAMPAIGN
Comment	The ID number of the Type specified for the campaign, from the CAMPAIGN_TYPE table.
Primary key	No
Data type	INTEGER
Domain name
Not NULL	Yes
Default	1
Refers to	CAMPAIGN_TYPE.SEQNO