Understanding Delivered System Data for BO Search and Quick CreateThis chapter discusses the predefined system data that is used by the business object (BO) search and quick create process.
Understanding Delivered System Data for BO Search and Quick CreateThis section discusses the following delivered system data:
Field definitions.
Quick create templates.
Quick create definitions.
Search roles.
Search definitions.
Search criteria.
Adapter definitions.
Delivered System Data
PeopleSoft Enterprise CRM delivers system data for business object searches and quick create definitions that are delivered as part of the PeopleSoft Enterprise CRM suite of products. Before defining new searches or quick create definitions, examine the delivered system data to fully understand the setup requirements.
See Understanding BO Search and Quick Create Setup.
Field Definitions
This section provides a summary list of the fields that are provided by PeopleSoft Enterprise CRM. For more detail on how a field is defined in the system, access the Field page and search for the field description.
See Defining Fields.
|
Field Description |
Field Name |
Role Types |
|
Account |
RBTACCTNO |
|
|
Account ID |
RBTACCTID |
|
|
Address Address 1 |
CO_CONCAT ADDRESS 1 |
|
|
AGREEMENT ID |
AGREEMENT_CODE |
|
|
ATM Card |
ATM_CARD_NO |
|
|
Birthday |
BIRTHDATE |
|
|
City |
CITY |
|
|
Company ID |
COMPANYID |
Partner (11) |
|
Country |
COUNTRY |
|
|
Currency |
CURRENCY_CD |
|
|
Customer ID |
CUST_ID |
|
|
Department |
DEPTID |
Worker (4) |
|
Department Name |
DESCR |
Worker (4) |
|
Department Set ID |
SETID_DEPT |
Worker (4) |
|
|
CM_CONCAT |
|
|
Employee ID |
EMPLID |
Worker (4) |
|
Extension |
EXTENSION |
Worker (4) |
|
Financial Account |
FIN_ACCOUNT_ID |
|
|
First Name |
FIRST_NAME |
|
|
Job Code |
JOBCODE |
Worker (4) |
|
Job Code Set ID |
SETID_JOBCODE |
Worker (4) |
|
Last Name |
LAST_NAME |
|
|
Location |
LOCATION |
Worker |
|
Location Name |
RC_LOC_DESCR |
Worker |
|
Location Set ID |
SETID_LOCATION |
Worker |
|
Name |
BO_NAME_DISPLAY |
|
|
National ID |
NATIONAL_ID |
Worker (4) |
|
Phone |
CM_CONCAT |
|
|
Physical Location |
PHYSICAL_LOCATION |
Worker (4) |
|
PIN |
PERSON_PIN |
|
|
Postal |
POSTAL |
|
|
Serial Number |
SERIAL_ID |
|
|
Service Phone |
RBTPHONENUMBER |
|
|
SIN |
SIN |
|
|
Site ID |
SITE_ID |
Site (3) |
|
SSN/TIN |
TIN |
|
|
State |
STATE |
|
|
Suffix |
NAME_SUFFIX |
Worker (4) Contact (8) Individual Consumer (9) Ship To Individual (45) Sold To Individual (46) Bill To Individual (47) |
|
TIN Type |
TINTYPE |
|
Quick Create Definitions and Templates
This section provides a summary list of the quick create definitions and quick create templates that are provided by PeopleSoft Enterprise CRM. For more detail on a quick create definition or quick create template, access the Quick Create or Quick Create Template page and search for the quick create definition or quick create template definition.
See Defining Quick Create Templates, Setting Up Quick Create Definitions.
|
Quick Create Definition |
Quick Create Template |
|
|
RBW Client |
RBW Client |
|
|
RC FSI Contact |
RC FSI Consumer |
|
|
RC FSI Consumer with Contact |
||
|
The Company with Contact |
||
|
The FSI Alt Capacity with Cont |
||
|
The FSI Partnership with Cont |
||
|
RC Person |
The Company with Contact |
|
|
The Consumer |
||
|
The Consumer with Contact |
||
|
RSF Company |
The Company (BC) |
|
|
RSF Consumer |
The Consumer (BC) |
|
|
The Bill To Company |
The Bill To Company |
|
|
The Bill To Company and Cont |
The Bill To Company |
|
|
The Bill To Company with Cont |
||
|
The Bill To Company with Cont |
The Bill To Company with Cont |
|
|
The Bill To Consumer |
The Bill To Consumer |
|
|
The Bill To Consumer and Cont |
The Bill To Consumer |
|
|
The Bill To Consumer with Cont |
||
|
The Bill To Consumer with Cont |
The Bill To Consumer with Cont |
|
|
The Bill To Customer |
The Bill To Company |
|
|
The Bill To Consumer |
||
|
The Bill To Customer and Cont |
The Bill To Company |
|
|
The Bill To Company with Cont |
||
|
The Bill To Consumer |
||
|
The Bill To Consumer with Cont |
||
|
The Bill To Customer with Cont |
The Bill To Company with Cont |
|
|
The Bill to Consumer |
||
|
The Bill To Consumer with Cont |
||
|
The Company |
The Company |
|
|
The Company and Contact |
The Company |
|
|
The Company with Contact |
||
|
The Company and Site |
The Company |
|
|
The Company with Site (BC) |
||
|
The Site (ENG) |
||
|
The Company with Contact |
The Company with Contact |
|
|
The Company with Site |
The Company with Site (BC) |
|
|
The Consumer |
The Consumer |
|
|
The Consumer and Contact |
The Consumer |
|
|
The Consumer with Contact |
||
|
The Consumer with Contact |
The Consumer with Contact |
|
|
The Consumer with Site |
The Company with Site (BC) |
|
|
The Customer |
The Company |
|
|
The Consumer |
||
|
The Customer and Contact |
The Company |
|
|
The Company with Contact |
||
|
The Consumer |
||
|
The Consumer with Contact |
||
|
The Customer with Contact |
The Company with Contact |
|
|
The Consumer |
||
|
The Consumer with Contact |
||
|
The Customer with Site |
The Company with Site (BC) |
|
|
The Consumer with Site (BC) |
||
|
The FSI Alt Capacity |
The FSI Alt Capacity |
|
|
The FSI Alt Capacity with Cont |
The FSI Alt Capacity with Cont |
|
|
The FSI Company |
The FSI Company |
|
|
The FSI Company and Contact |
The FSI Company |
|
|
The FSI Company with Contact |
||
|
The FSI Company with Contact |
The FSI Company with Contact |
|
|
The FSI Consumer |
The FSI Consumer |
|
|
The FSI Consumer and Contact |
The FSI Consumer |
|
|
The FSI Consumer with Contact |
||
|
The FSI Consumer with Contact |
The FSI Consumer with Contact |
|
|
The FSI Cust (Org) and Cont |
The FSI Alt Capacity |
|
|
The FSI Alt Capacity with Cont |
||
|
The FSI Company |
||
|
The FSI Company with Contact |
||
|
The FSI Consumer |
||
|
The FSI Consumer with Contact |
||
|
The FSI Partnership |
||
|
The FSI Partnership with Cont |
||
|
The FSI Cust (Org) with Cont |
The FSI Alt Capacity with Cont |
|
|
The FSI Company with Contact |
||
|
The FSI Consumer |
||
|
The FSI Consumer with Contact |
||
|
The FSI Partnership with Cont |
||
|
The FSI Customer |
The FSI Alt Capacity |
|
|
The FSI Company |
||
|
The FSI Partnership |
||
|
The FSI Partnership |
The FSI Partnership |
|
|
The FSI Partnership with Cont |
The FSI Partnership with Cont |
|
|
The FSI Site with Contact |
The FSI Site with Contact |
|
|
The OC Sold-To Cust and Contact |
The Company with Site (BC) |
|
|
The Sold To Company |
||
|
The Sold To Company with Cont |
||
|
The Sold To Consumer |
||
|
The Sold To Consumer with Cont |
||
|
The Ship To Company |
The Ship To Company |
|
|
The Ship To Company and Cont |
The Ship To Company |
|
|
The Ship To Company with Cont |
||
|
The Ship To Company with Cont |
The Ship To Company with Cont |
|
|
The Ship To Consumer |
The Ship To Consumer |
|
|
The Ship To Consumer and Cont |
The Ship To Consumer |
|
|
The Ship To Consumer with Cont |
||
|
The Ship To Consumer with Cont |
The Ship To Consumer with Cont |
|
|
The Ship To Customer |
The Ship To Company |
|
|
The Ship To Consumer |
||
|
The Ship To Customer and Cont |
The Ship To Company |
|
|
The Ship To Company with Cont |
||
|
The Ship To Consumer |
||
|
The Ship To Consumer with Cont |
||
|
The Ship To Customer with Cont |
The Ship To Company with Cont |
|
|
The Ship To Consumer |
||
|
The Ship To Consumer with Cont |
||
|
The Site |
The Site(ENG) |
|
|
The Site with Contact |
The Site with Contact |
|
|
The Sold To Co. with Cont/Site |
The Sold To Company |
|
|
The Sold To Company with Cont |
||
|
The Sold To Company with Site |
||
|
The Sold To Company |
The Sold To Company |
|
|
The Sold To Company and Cont |
The Sold To Company |
|
|
The Sold To Company with Cont |
||
|
The Sold To Company with Cont |
The Sold To Company with Cont |
|
|
The Sold To Company with Site |
The Sold To Company |
|
|
The Sold To Company with Site |
||
|
The Sold To Cons with Con/Site |
The Sold To Consumer |
|
|
The Sold To Consumer with Cont |
||
|
The Sold To Consumer with Site |
||
|
The Sold To Consumer |
The Sold To Consumer |
|
|
The Sold To Consumer and Cont |
The Sold To Consumer |
|
|
The Sold To Consumer with Cont |
||
|
The Sold To Consumer with Cont |
The Sold To Consumer with Cont |
|
|
The Sold To Customer |
The Sold To Company |
|
|
The Sold To Consumer |
||
|
The Sold To Customer and Cont |
The Sold To Company |
|
|
The Sold To Company with Cont |
||
|
The Sold To Consumer |
||
|
The Sold To Consumer with Cont |
||
|
The Sold To Customer with Cont |
The Sold To Company with Cont |
|
|
The Sold To Consumer |
||
|
The Sold To Consumer with Cont |
||
|
The Worker |
The Worker |
Search Roles
This section provides a summary list of the search roles that are provided by PeopleSoft Enterprise CRM. For more detail on how a search role is defined in the system, access the Search Role page and search for the role.
See Viewing Roles that Use a Search Field, Associating Search Fields with a Role Type.
360 (COM) Company
360 (COM) Consumer
360 (COM) Cont of Company
360 (COM) Cont of Consumer
360 (ENG) Company
360 (ENG) Consumer
360 (ENG) Cont of Company
360 (ENG) Cont of Consumer
360 (FSI) Alternate Capacity
360 (FSI) Company
360 (FSI) Consumer
360 (FSI) Cont of Company
360 (FSI) Cont of Consumer
360 (FSI) Cont of Partnership
360 (FSI) Cont of Alt Cap
360 (FSI) Partnership
360 (GBL) Company
360 (GBL) Consumer
360 (GBL) Cont of Company
360 (GBL) Cont of Consumer
360 (GBL) Cont of Site
360 (GBL) Site
360 (INS) Consumer
360 (INS) Cont of Company
360 (INS) Cont of Consumer
360 Partner
CDM Bill To Organization
CDM Consumer with Cust ID
CDM Contact
CDM Ship To Organization
CDM Worker
FS Company
FS Consumer
OC (COM/ENG) Company
OC (COM/ENG) Consumer
OC (COM/ENG) Cont of Sld To Co
OC (COM/ENG) Cont of SldTo Con
OC (COM/ENG) Sold To Co w/Prim
OC (COM/ENG) Sold To Con
OC Sold To Company
RA Contact
RA Worker (N)
RB Recipient
RB Representing
RB Sender
RC COM Consumer
RC COM Contact of Company
RC COM Contact of Consumer
RC Company
RC Company Site
RC Consumer
RC Consumer Site
RC Consumer with PIN
RC Contact (D)
RC Contact of Alt. Capacity
RC Contact of Company
RC Contact of Company with PIN
RC Contact of Consumer
RC Contact of Consumer with PIN
RC Contact of Partnership
RC Contact of Site
RC FSI Consumer
RC FSI Contact of Company
RC FSI Contact of Consumer
RC Site of Company
RC Worker
RC Worker Helpdesk
RG Contact (N)
RG Worker (N)
RO Site
RQ Contact (N)
RQ Worker (N)
RSF Client
RSF Consumer
RSF Contact
RSF Contact of Company
RSF Contact of Consumer
RSF Partner
RSF Worker (sales Rep)
RV Account Owner (Ind)
RV Account Owner (Org)
RV Account Owner (Rep)
RV Account Owner Company
RV Account Owner Partnership
RV Account Owner Person
The Account
The Account with Bill To (D)
The Alt Capacity
The Alt Capacity with Cust ID
The Alt Capacity with Primary
The Bill To Comp with Primary
The Bill To Company
The Bill To Cons with Primary
The Bill To Consumer
The Bill To Consumer (N)
The Bill To Site
The Company
The Company of Contact (DN)
The Company with Cust ID
The Company with Primary
The Consumer
The Consumer (D)
The Consumer (N)
The Consumer of Contact (DN)
The Consumer with Cust ID
The Contact
The Contact of Account
The Contact of Alt Cap
The Contact of Alt Cap (D)
The Contact of Bill To Comp
The Contact of Bill To Comp (D)
The Contact of Bill To Cons
The Contact of Bill To Cons(D)
The Contact of Company
The Contact of Company (D)
The Contact of Company (ND)
The Contact of Company (NS)
The Contact of Consumer
The Contact of Consumer (D)
The Contact of Consumer (ND)
The Contact of Consumer (NS)
The Contact of Partner
The Contact of Partner (D)
The Contact of Partner (ND)
The Contact of Partner (NS)
The Contact of Partnership
The Contact of Partnership(D)
The Contact of Ship To Comp
The Contact of Ship To Comp(D)
The Contact of Ship To Cons
The Contact of Ship To Cons(D)
The Contact of Site
The Contact of Site (D)
The Contact of Sold To Comp
The Contact of Sold To Comp(D)
The Contact of Sold To Cons
The Contact of Sold To Cons(D)
The Partner
The Partner of Contact (DN)
The Partner with Company ID
The Partner with Primary
The Partnership
The Partnership with Cust ID
The Person
The Ship To Comp with Primary
The Ship To Company
The Ship To Cons with Primary
The Ship To Consumer
The Ship To Consumer (N)
The Ship To Site
The Site
The Site of Company
The Site of Consumer (N)
The Site with Primary
The Site with Site ID
The Sold To Comp with Primary
The Sold To Company
The Sold To Cons with Primary
The Sold To Consumer
The Sold To Consumer (N)
The Sold To Site
The Worker
The Worker (S Name)
WN Consumer
Search Definitions
This section provides a summary list of the search definitions that are provided by PeopleSoft Enterprise CRM. For more detail on how a search is defined in the system, access the Search page and search for the search definition that is listed below.
See Defining BO Searches.
360 BO all details (COM)
360 BO all details (ENG)
360 BO all details (FSI)
360 BO all details (GBL)
360 BO all details (INS)
360 Company (GBL)
360 Contact (COM)
360 Contact (ENG)
360 Contact (FSI)
360 Contact (GBL)
360 Organization (COM)
360 Organization (ENG)
360 Organization (FSI)
360 Organization (GBL)
360 Partner and Partner Cont
360 Partner Company
360 Person (COM)
360 Person (ENG)
360 Person (FSI)
360 Person (GBL)
360 Worker
CDM Alt Capacity with Cust ID
CDM Bill To Customer
CDM Company with Cust ID
CDM Consumer with Cust ID
CDM Contact
CDM Customer with Cust ID
CDM Customer with Cust ID FSI
CDM Partner
CDM Partnership with Cust ID
CDM Ship To Customer
CDM Site
CDM Worker
ERMS ConfgSrchRecipient
ERMS ConfgSrch Sender
ERMS Contacts
ERMS Customer and Partner
ERMS Email - External
ERMS Email - External (D)
ERMS Email - Partner
ERMS Email - Partner (D)
ERMS Search Contact
ERMS Search Customer
FS Company and Consumer
FS Customer
FS Person
FS Sold To Company and Cons
FSI Customer
FSI Customer and Contact
OC (COM/ENG) Consumer
OC (COM/ENG) Customer
OC (COM/ENG) Sld to Prim
OC (COM/ENG) Sold To Customer
OC (FSI/INS) Customer
OC Config Search Contact
OC Sold To Company
OC Sold To Customer
RA Partner Contact
RA Sponsor
RA Sponsor no Partner
RA Team
RA Team no Partner
RA Worker (N)
RA Worker and Partner Contact
RB Inbound Representing
RB Inbound Sender
RB Representing
RB Representing QC
RB Sender
RB Sender QC
RBW Client
RC COM Customer All Details
RC COM Person
RC COM Site and Person
RC Company and Cons.
RC Company Site
RC Company with Contact
RC Config. Search Contact
RC Contact
RC Contact of Company
RC Contact of Site
RC Customer All Details
RC FSI Contact of Cust
RC FSI Cust (Org) with Cont
RC FSI Customer
RC FSI Person
RC Person
RC Person PIN Prompt
RC Person with PIN
RC Site
RC Worker
RC Worker Helpdesk
RG Worker (N)
RG Worker and Contact (N)
RI Config Search Contact
RO Site
RQ Worker (N)
RQ Worker and Contact (N)
RSF Assigned To
RSF Contact
RSF Contact Consumer
RSF Contact Search
RSF Customer
RSF Customer No QC
RSF Partner with Cont Multi
RSF Referred By
RSF Site
RSF Site no QC
RSF Worker
RV Account Owner (Ind)
RV Account Owner (Org)
RV Account Owner (Rep)
RV Account Owner Company
RV Account Owner Partnership
RV Account Owner Person
The Account
The Account with Bill To
The Account with Prim Bill To
The Account with Sold To
The Alternate Capacity
The Bill To Comp and Primary
The Bill To Comp with Primary
The Bill To Company
The Bill To Company with Cont
The Bill To Cons and Primary
The Bill To Consumer
The Bill To Consumer with Cont
The Bill To Cust All Details
The Bill To Customer
The Bill To Customer (no QC)
The Bill To Customer with Cont
The Bill To Person
The Company
The Company (No QC)
The Company and Primary
The Company with Contact
The Company with Primary
The Company with Site
The Consumer
The Consumer and Primary
The Consumer with Contact
The Consumer with Primary
The Contact of Bill To Comp
The Contact of Bill To Comp(C)
The Contact of Bill To Cons
The Contact of Bill To Cons(C)
The Contact of Bill To Cust
The Contact of Bill To Cust(C)
The Contact of Company
The Contact of Company (C)
The Contact of Consumer
The Contact of Consumer (C)
The Contact of Customer
The Contact of Customer (C)
The Contact of Partner
The Contact of Partner (C)
The Contact of Ship To Comp
The Contact of Ship To Comp(C)
The Contact of Ship To Cons
The Contact of Ship To Cons(C)
The Contact of Ship To Cust
The Contact of Ship To Cust(C)
The Contact of Sold To Comp
The Contact of Sold To Comp(C)
The Contact of Sold To Cons
The Contact of Sold To Cons(C)
The Contact of Sold To Cust
The Contact of Sold To Cust(C)
The Customer
The Customer (No QC)
The Customer All Details
The Customer and Partner
The Customer with Cont (no QC)
The Customer with Contact
The FSI (Org) Person
The FSI Contact of Cust (Org)
The FSI Contact of Cust (Org)C
The FSI Cust (Org) with Cont
The FSI Customer (Org)
The FSI Organization
The FSI Person
The Organization Person
The Partner
The Partner (no QC)
The Partner and Primary
The Partner with Contact
The Partner with Primary
The Partnership
The Person
The Ship To Comp and Primary
The Ship To Comp with Primary
The Ship To Company
The Ship To Company with Cont
The Ship To Cons and Primary
The Ship To Consumer
The Ship To Consumer with Cont
The Ship To Cust All Details
The Ship To Customer
The Ship To Customer (no QC)
The Ship To Customer with Cont
The Ship To Person
The Site
The Sold To Comp and Primary
The Sold To Comp with Primary
The Sold To Company
The Sold To Company with Cont
The Sold To Cons and Primary
The Sold To Consumer
The Sold To Consumer with Cont
The Sold To Cust All Details
The Sold To Customer
The Sold To Customer with Cont
The Sold To Person
The Worker
The Worker (no QC)
The Worker and Cons with Cont
WM Client
Criteria Fields
This section provides a summary list of the criteria fields provided by PeopleSoft Enterprise CRM. For more detail on how a criteria field is defined in the system, access the Criteria page and search for the criteria description.
See Defining Search Criteria Fields.
|
Criteria Description |
Field |
|
360 Degree View (COM) |
Name |
|
First Name |
|
|
Last Name |
|
|
Customer ID |
|
|
Account |
|
|
Service Phone |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
360 Degree View (ENG) |
Name |
|
First Name |
|
|
Last Name |
|
|
Customer ID |
|
|
Account |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
360 Degree View (FSI) |
Name |
|
First Name |
|
|
Last Name |
|
|
Customer ID |
|
|
SSN/TIN |
|
|
Account |
|
|
Financial Account |
|
|
ATM Card |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
360 Degree View (GBL) |
Name |
|
First Name |
|
|
Last Name |
|
|
Customer ID |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
360 Degree View (HRHD) |
Employee ID |
|
First Name |
|
|
Last Name |
|
|
National ID |
|
|
Country |
|
|
State |
|
|
City |
|
|
360 Degree View (INS) |
Name |
|
First Name |
|
|
Last Name |
|
|
Customer ID |
|
|
SSN/TIN |
|
|
Account |
|
|
Financial Account |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
360 Degree View (ITHD) |
Employee ID |
|
First Name |
|
|
Last Name |
|
|
Department Name |
|
|
360 Degree View Partner |
Name |
|
First Name |
|
|
Last Name |
|
|
Customer ID |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
CDM Bill To Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Customer ID |
|
|
Address |
|
|
CDM Contact |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
CDM Contact Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Customer ID |
|
|
CDM Contact Customer FSI |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Customer ID |
|
|
CDM Person Partner |
Name |
|
Phone |
|
|
|
|
|
State |
|
|
Postal |
|
|
Country |
|
|
Company ID |
|
|
CDM Ship To Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
Customer ID |
|
|
CDM Site |
Name |
|
Address |
|
|
Phone |
|
|
Site ID |
|
|
CDM Site Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Customer ID |
|
|
CDM Site Customer FSI |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Customer ID |
|
|
CDM Worker |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Person ID |
|
|
Employee ID |
|
|
CDM Worker Asgmnt Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
ERMS ConfgSrch Recipient |
Name |
|
First Name |
|
|
Last Name |
|
|
|
|
|
Address |
|
|
ERMS ConfgSrch Representing |
Name |
|
First Name |
|
|
Last Name |
|
|
ERMS ConfgSrch Sender |
First Name |
|
Last Name |
|
|
ERMS Email |
Name |
|
First Name |
|
|
Last Name |
|
|
Address |
|
|
ERMS Email - External |
First Name |
|
Last Name |
|
|
Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
ERMS Email - External Represnt |
Name |
|
Phone |
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
ERMS Email - Internal |
First Name |
|
Last Name |
|
|
|
|
|
Phone |
|
|
Person ID |
|
|
Employee ID |
|
|
ERMS Email - Partner |
First Name |
|
Last Name |
|
|
Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
ERMS Email — Partner Represent |
Name |
|
Phone |
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
ERMS Search Contact |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
ERMS Search Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
ERMS Search Partner |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
ERMS Search Partner Contact |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
Postal |
|
|
State |
|
|
Country |
|
|
FS Config Search Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
FS Config Search Sold To Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
FS Contact of Customer |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
FS Contact of Sold To Customer |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
FS Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
FS Customer (No Contact) |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
FS Employee |
Employee ID |
|
First Name |
|
|
Last Name |
|
|
Department |
|
|
Location |
|
|
Physical Location |
|
|
Phone |
|
|
|
|
|
FS Partner |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
FS Partner Company Contact |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
FS Provider Group Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
FS Sold To Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
FS Sold To Customer (No Cont) |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
FS Worker |
First Name |
|
Last Name |
|
|
Department |
|
|
Location |
|
|
Phone |
|
|
|
|
|
FSI Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
Address |
|
|
City |
|
|
State |
|
|
PIN |
|
|
FSI Customer and Contact |
Name |
|
First Name |
|
|
Last Name |
|
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
Address |
|
|
City |
|
|
State |
|
|
PIN |
|
|
FSI Person |
First Name |
|
Last Name |
|
|
Address |
|
|
City |
|
|
State |
|
|
PIN |
|
|
Phone |
|
|
OC (COM/ENG) Consumer |
First Name |
|
Last Name |
|
|
Account |
|
|
FSI (COM/ENG) Customer |
Name |
|
Account ID |
|
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
Address |
|
|
OC (FSI/INS) Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
OC Capture Partner Contact |
Last Name |
|
First Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
OC Contact of Partner |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
OC Contact of Sold To Customer |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
OC Order Capture Partner |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
OC Sold To Cont (Config. Srch) |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
OC Sold To Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RA Owner Partner Contact |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Employee ID |
|
|
Person ID |
|
|
RA Owner Worker |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Employee ID |
|
|
Person ID |
|
|
RA Owner Worker/Partner Cntct |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Employee ID |
|
|
Person ID |
|
|
RA Partner Only |
Name |
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RA Recipient |
Name |
|
First Name |
|
|
Last Name |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RA Recipient no Partner |
Name |
|
First Name |
|
|
Last Name |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RA Sponsor |
Name |
|
Last Name |
|
|
First Name |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
RA Sponsor no Partner |
Name |
|
Last Name |
|
|
First Name |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
RA Team |
Name |
|
First Name |
|
|
Last Name |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RA Team no Partner |
Name |
|
First Name |
|
|
Last Name |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RB Inbound Representing |
Name |
|
First Name |
|
|
Last Name |
|
|
RB Inbound Sender |
Name |
|
First Name |
|
|
Last Name |
|
|
|
|
|
RB Representing |
Name |
|
Customer ID |
|
|
RB Representing QC |
Name |
|
Customer ID |
|
|
RB Sender |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
RB Sender QC |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
RBC recipient search |
Name |
|
First Name |
|
|
Last Name |
|
|
|
|
|
Address |
|
|
RBW Client |
Salutation |
|
First Name |
|
|
Middle Name |
|
|
Last Name |
|
|
Suffix |
|
|
RC Bill To Contact |
Name |
|
RC Bill To Customer |
Name |
|
Last Name |
|
|
First Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Country |
|
|
RC COM Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Address |
|
|
City |
|
|
State |
|
|
Country |
|
|
Postal |
|
|
Account |
|
|
Service Phone |
|
|
RC Company Site |
Name |
|
Address |
|
|
SIN |
|
|
RC Config. Search Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RC Contact |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RC Contact Note |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RC Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
PIN |
|
|
SIN |
|
|
Serial Number |
|
|
Agreement ID |
|
|
RC Customer (name split) |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
PIN |
|
|
SIN |
|
|
Serial Number |
|
|
Agreement ID |
|
|
RC Customer Note |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RC Employee |
Employee ID |
|
First Name |
|
|
Last Name |
|
|
Department Name |
|
|
Location Name |
|
|
Physical Location |
|
|
Phone |
|
|
|
|
|
RC Employee Config. Search |
Employee ID |
|
First Name |
|
|
Last Name |
|
|
Department Name |
|
|
Location Name |
|
|
Physical Location |
|
|
Phone |
|
|
|
|
|
RC FSI Contact |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RC FSI Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
Account |
|
|
RC GOV Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Country |
|
|
RC HR Employee |
Employee ID |
|
National ID |
|
|
First Name |
|
|
Last Name |
|
|
Department Name |
|
|
Location Name |
|
|
Physical Location |
|
|
Phone |
|
|
|
|
|
City |
|
|
State |
|
|
Country |
|
|
RC Partner |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
RC Person Config. Search |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RC Person PIN |
First Name |
|
Last Name |
|
|
PIN |
|
|
RC Report Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Address |
|
|
RC Site |
Name |
|
Address |
|
|
State |
|
|
City |
|
|
Country |
|
|
Postal |
|
|
RG Employee |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Employee ID |
|
|
Person ID |
|
|
RG Employee and Contact |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Employee ID |
|
|
Person ID |
|
|
RG Owner |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Employee ID |
|
|
Person ID |
|
|
RG Requester |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Employee ID |
|
|
Person ID |
|
|
RI Interaction View(GBL) |
Name |
|
First Name |
|
|
Last Name |
|
|
Customer ID |
|
|
Phone |
|
|
|
|
|
RI Person Config. Search |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RO Site |
Name |
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
Site ID |
|
|
RQ Employee |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Employee ID |
|
|
Person ID |
|
|
RQ Worker and Contact |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Employee ID |
|
|
Person ID |
|
|
RSF Assigned To |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RSF Contact Search |
Name |
|
Address |
|
|
Phone |
|
|
RSF Customer No QC |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
Address |
|
|
RSF Lead Import Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
Address |
|
|
RSF Partner |
Name |
|
First Name |
|
|
Last Name |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RSF Partner Rep |
Name |
|
First Name |
|
|
Last Name |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
RSF Referred By (worker/cons) |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Set ID |
|
|
RSF Sales Contact |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
Postal |
|
|
State |
|
|
Country |
|
|
RSF Sales Customer |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
Address |
|
|
RSF Sales Customer No QC |
Name |
|
First Name |
|
|
Last Name |
|
|
Phone |
|
|
Address |
|
|
RSF Sales Rep (Worker) |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
RSF Site |
Name |
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
Site ID |
|
|
RSF Site no QC |
Name |
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
Site ID |
|
|
The Alt Capacity |
Name |
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
The Bill To Company |
Name |
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
The Bill To Consumer |
First Name |
|
Last Name |
|
|
|
|
|
Phone |
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
The Company |
Name |
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
The Consumer |
First Name |
|
Last Name |
|
|
|
|
|
Phone |
|
|
Address |
|
|
State |
|
|
City |
|
|
Postal |
|
|
Country |
|
|
The Contact |
First Name |
|
Last Name |
|
|
|
|
|
Phone |
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
The Contact of Partner (C) |
First Name |
|
Last Name |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
The Partner |
Name |
|
First Name |
|
|
Last Name |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
The Partnership |
Name |
|
Address |
|
|
City |
|
|
Country |
|
|
State |
|
|
Postal |
|
|
The Person |
First Name |
|
Last Name |
|
|
|
|
|
Phone |
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
The Ship To Company |
Name |
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
The Ship To Consumer |
First Name |
|
Last Name |
|
|
|
|
|
Phone |
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
The Site |
Name |
|
Address |
|
|
Phone |
|
|
Site ID |
|
|
The Sold To Company |
Name |
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
The Sold To Consumer |
First Name |
|
Last Name |
|
|
|
|
|
Phone |
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
|
|
Country |
|
|
The Worker |
First Name |
|
Last Name |
|
|
|
|
|
Employee ID |
|
|
Person ID |
|
|
Phone |
|
|
WM Client |
First Name |
|
Last Name |
|
|
Phone |
|
|
|
|
|
Address |
|
|
City |
|
|
State |
|
|
Postal |
Adapter Definitions
This section provides a summary list of the adapter definitions that are provided by PeopleSoft Enterprise CRM. For more detail on how each adapter is defined in the system, access the Adapter page and search for the adapter description.
See Defining Fields for Transaction Subpages, Specifying Basic Search Criteria Fields.
360 Communication
360 Energy
360 Financial Services
360 Global
360 HRHD
360 Insurance
360 ITHD
360 Partner
CDM Alternate Capacity
CDM Company
CDM Partner
CDM Partner Distributed Sec
CDM Partnership
CDM Person
CDM Relationship Viewer
CDM Service Location
CDM Site
CDM Worker
CDM Worker Copy
CDM Worker Create
ERMS ConfgSrch Inbound Email
ERMS ConfgSrch Outbound Email
ERMS Email - External
ERMS Email - Internal
ERMS Email - Partner
ERMS Outbound Email
ERMS Search HelpDesk Case
ERMS Search OrderCaseSale etc
ERMS Search Recipient
ERMS Search Service Order
FS Agreement External Create
FS Agreement External Update
FS Agreement Internal
FS Agreement Search
FS Dashboard
FS Dispatch Performance
FS Expenses by Customer
FS Installed Asset
FS Installed Asset Search
FS Installed Product Create
FS Installed Product Search
FS Installed Product Update
FS Material Orders Search
FS Mean Time to Repair
FS My Service Order
FS My Service Order Search
FS Provider Group
FS Review PM Search
FS Service Order Aging
FS Service Order Create
FS Service Order Search
FS Service Order Update
FS Set Up Tree
FSI Access Trace Search
FSI Billing Account
FSI Financial Account Search
FSI Modify Account
FSI Review Modify Account
FSI Security Matrix Search
GBL Map Dashboard
INS Financial Account Search
OC (COM/ENG) Customer
OC (FSI/INS) Customer
OC Customer Srch (Search Page)
OC Order Capture
OC Order Capture (PARTNER)
OC RX Site
RA Audience
RA Marketing
RA Marketing Calendar
RA Marketing Content
RA Marketing no Partner
RA Marketing Offers
RA Marketing Partner
RA Mkt Calendar no Partner
RBC Correspondence Search
RC Case Related Cases Search
RC Case Search
RC Communications
RC Financial Services
RC Government
RC Helpdesk
RC HRHelpdesk
RC Report Case by Age
RC Report Cases by Customer
RC Report Cases by Priority
RC Report Dashboard
RC Report Service Level Mgmt
RC RMA
RC Support
RG Change Management
RI Interaction List Search
RI Interaction Personalize
RQ Quality Defects
RQ Quality Defects Setup
RQ Quality Fixes
RSF Leads
RSF Opportunity
RSF Sales Lead Import Results
RSF Search Leads
RSF Search Opportunities
RSF Search Referrals
RY Dialogs Marketing Objects
RY Dialogs no Partner
RY Dialogs Partner
WM Asset/Liability
WM Client at Risk
WM Client Relationship
WM Household Mameber
WM Product of Interest