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C&P Data Dictionary: HISTORY_CLIENT


 

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HISTORY_CLIENT is the data file that stores the Client Diary Entries. Each HISTORY_CLIENT record contains a single Client Diary Entry. It is a data file used for the printable version of the Client History. Each HISTORY record has fields for the person's initials that added the entry (HC_ADDED_BY) the date and time of the entry (HC_DATE) and a description of the entry (HC_DESC) for each client diary entry. These amount fields are updated when entries are posted.

See related data files:   JE   SUB_CLASSES


Field Name:

Type:

Length:

Index:

Description:

HC_SEQ

sequence

X

HC_CLIENT_NUM

char

10

X

client number

HC_NUM

short num

0dp

record ID number

HC_ADDED_BY

char

4

who added

HC_DATE

date & time

(#FDT)

X

date, time of entry

HC_SUBJECT

char

80

what happened?

HC_OK

short int

(0 to 255)

X

resolved? (yes/no)

HC_FOR

char

4

who is this record for?

HC_DESC

char

2000

user-defined notes

HC_MAIL_TO

char

2000

send e-mail to

HC_CC

char

80

HC_BCC

char

80

HC_NOTIFIED

short int

(0 to 255)

email sent?

HC_INV_NUM char
10
  A/R invoice for reference
HC_KIND short int
(0 to 255)
x
0=diary 1=call 2=meeting
HC_AUTO_DIARY short int
(0 to 255)
  system-added diary entry (0=no 1=yes)

LEGEND:

Type
indicates whether a field contains characters (i.e., "char") which contains any combination of letters or numbers, numbers (which has a set number of decimal places), or integers (i.e., numbers that range from 0 to 255 only).

Length
shows the size of a field. Character fields have lengths that are fixed, depending on their purpose. Description and note fields have a length of 32000, which make them variable-length; their actual size depends on how much data is entered into them.

Index
indicates fields that are indexed in the database, which makes them key fields for finding and sorting data. For best performances on reporting and exporting, searches should made on index fields first.

Need help exporting? See the Exporting Data from Clients & Profits tech note.



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