Child tables

CRM child tables — 9 entities with their key fields and relationships.

Row sets owned by exactly one parent document. They have no independent existence — deleting the parent deletes the rows.

9 entities in CRM.

CRM Note

Stores a dated note by a User on a Lead, Prospect, or Opportunity.

Naming: child row (hash) · 3 fields · 3 inbound refs · Parent(s): Lead.notes, Opportunity.notes, Prospect.notes

Key fields

Field	Type	Req	Label
`added_on`	Datetime		Added On

Relationships

Field	Type	References	Req
`added_by`	Link	User (fw)

Campaign Email Schedule

Stores campaign schedules for a Campaign.

Naming: child row (hash) · 2 fields · 1 inbound ref · Parent(s): Campaign.campaign_schedules

Key fields

Field	Type	Req	Label
`send_after_days`	Int	yes	Send After (days)

Relationships

Field	Type	References	Req
`email_template`	Link	Email Template (fw)	yes

Competitor Detail

Associates a Competitor with an Opportunity or Quotation and records its quoted details when available.

Naming: child row (hash) · 1 fields · 2 inbound refs · Parent(s): Opportunity.competitors, Quotation.competitors

Relationships

Field	Type	References	Req
`competitor`	Link	Competitor	yes

Contract Fulfilment Checklist

Tracks fulfilment against the terms copied into a Contract; template terms define the reusable starting checklist.

Submittable

Naming: child row (hash) · 6 fields · 2 inbound refs · Parent(s): Contract.fulfilment_terms

Key fields

Field	Type	Label
`fulfilled`	Check	Fulfilled
`requirement`	Data	Requirement
`notes`	Text	Notes

Relationships

Field	Type	References	Req
`amended_from`	Link	Contract Fulfilment Checklist

Contract Template Fulfilment Terms

Defines reusable fulfilment terms that can be copied into a Contract’s checklist.

Naming: child row (hash) · 1 fields · 1 inbound ref · Parent(s): Contract Template.fulfilment_terms

Key fields

Field	Type	Req	Label
`requirement`	Data		Requirement

Relationships

No outgoing relationships.

Opportunity Item

Stores items for an Opportunity.

Naming: child row (hash) · 18 fields · 1 inbound ref · Parent(s): Opportunity.items

Key fields

Field	Type	Req	Label
`qty`	Float		Qty
`rate`	Currency	yes	Rate
`base_amount`	Currency	yes	Amount (Company Currency)
`amount`	Currency	yes	Amount
`base_rate`	Currency	yes	Rate (Company Currency)

Relationships

Field	Type	References
`brand`	Link	Brand
`item_code`	Link	Item
`item_group`	Link	Item Group
`uom`	Link	UOM

Opportunity Lost Reason Detail

Stores lost reasons for an Opportunity.

Naming: child row (hash) · 1 fields · 1 inbound ref · Parent(s): Opportunity.lost_reasons

Relationships

Field	Type	References	Req
`lost_reason`	Link	Opportunity Lost Reason

Prospect Lead

Associates leads with a Prospect so several contacts from the same organization can be grouped together.

Naming: child row (hash) · 7 fields · 1 inbound ref · Parent(s): Prospect.leads

Key fields

Field	Type	Label
`lead_name`	Data	Lead Name
`status`	Data	Status
`email`	Data	Email
`mobile_no`	Data	Mobile No
`lead_owner`	Data	Lead Owner

Relationships

Field	Type	References	Req
`lead`	Link	Lead	yes

Prospect Opportunity

Associates opportunities with a Prospect, keeping the organization’s active deals separate from its lead list.

Naming: child row (hash) · 9 fields · 1 inbound ref · Parent(s): Prospect.opportunities

Key fields

Field	Type	Label
`amount`	Currency	Amount
`stage`	Data	Stage
`probability`	Percent	Probability
`expected_closing`	Date	Closing
`deal_owner`	Data	Deal Owner

Relationships

Field	Type	References
`contact_person`	Link	Contact (fw)
`currency`	Link	Currency (fw)
`opportunity`	Link	Opportunity