ClientManager · Reference Data

Reference Tables, A–Z

Ref_* Table Entity Using It Description
Ref_ActivityResponse Activity Resource How this person responded to the activity invite.Test
Ref_ActivityStatus Activity Where this activity stands in its workflow.Pending, Scheduled, Unspecified
Ref_ActivityType Activity What kind of activity this is (call, meeting, appointment, etc.).Appointment, Email, Follow-up, Meeting, Phone Call - Incoming
Lead Task What kind of activity this task represents.Appointment, Email, Follow-up, Meeting, Phone Call - Incoming
Ref_AdditionalInfo_Company Company Extra Info Which built-in extra info field this value belongs to.Incorporation State, Office Hours, Year Started
Ref_AdditionalInfo_Employee Employee Extra Info Which built-in extra info field this value belongs to.High School
Ref_AdditionalInfo_LeadInfo Lead Extra Info Which built-in extra info field this value belongs to.General, Name of Partner, Note
Ref_AdditionalInfo_Project Project Extra Info Which built-in extra info field this value belongs to.Year Built
Ref_AdditionalInfo_Property Property Extra Info Which built-in extra info field this value belongs to.No active reference values in this environment yet.
Ref_AdditionalInfo_Site Site Extra Info Which built-in extra info field this value belongs to (API keys, integration settings, etc.).Google Map API Key, Google Translate API Key, SendGrid Key, Stripe Key
Ref_AddressType Company Address What kind of address this is (mailing, billing, etc.).Billing Address, Business Location, Mailing Address, PO Box, Warehouse Address
Contact Address What kind of address this is (mailing, billing, etc.).Billing Address, Business Location, Mailing Address, PO Box, Warehouse Address
Project Address What kind of address this is (job site, billing, etc.).Billing Address, Business Location, Mailing Address, PO Box, Warehouse Address
Ref_AppModule Site Module Which application module this record enables for the tenant.No active reference values in this environment yet.
Ref_AssetCategory Asset What kind of asset this is.Computer Equipment, Furnitures, Office Equipment, Vehicle
Ref_AssetDepreciationMethod Asset How the asset's value is depreciated over time.Straight-Line
Ref_AssetLocation Asset Where the asset is physically kept.Main Office, Warehouse
Ref_AssetServiceType Asset Service History The kind of service performed on the asset.Cleaning, Maintenance, Repairs
Ref_AssetStatus Asset The asset's current status (in use, disposed, allocated, etc.).Allocated, Disposed, New, Test Status 2
Ref_AttachmentType Asset Attachment What kind of file this attachment is.Asset Attachment, Campaign Expense Attachment, Communication Attachment, Company Attachment, Contact Attachment
Communication Attachment What kind of file this attachment is.Asset Attachment, Campaign Expense Attachment, Communication Attachment, Company Attachment, Contact Attachment
Company Attachment What kind of file this attachment is.Asset Attachment, Campaign Expense Attachment, Communication Attachment, Company Attachment, Contact Attachment
Expense Item Attachment What kind of file this attachment is.Asset Attachment, Campaign Expense Attachment, Communication Attachment, Company Attachment, Contact Attachment
Project Attachment What kind of file this attachment is.Asset Attachment, Campaign Expense Attachment, Communication Attachment, Company Attachment, Contact Attachment
Property Attachment What kind of file this attachment is.Asset Attachment, Campaign Expense Attachment, Communication Attachment, Company Attachment, Contact Attachment
Property History Attachment What kind of file this attachment is.Asset Attachment, Campaign Expense Attachment, Communication Attachment, Company Attachment, Contact Attachment
Service Request Attachment What kind of file this attachment is.Asset Attachment, Campaign Expense Attachment, Communication Attachment, Company Attachment, Contact Attachment
User Attachment What kind of file this attachment is.Asset Attachment, Campaign Expense Attachment, Communication Attachment, Company Attachment, Contact Attachment
Ref_AuditType Audit Log The kind of change this audit entry recorded (added, updated, deleted).Added, Deleted, Updated
Ref_Behavior Project Resource DISC-style behavioral profile, used to tailor communication style.C - Compliant, Analytical, D - Dominant, Driver, Choleric, I - Influencing, Expressive, Not Applicable, S - Steady, Relater, Amiable
Ref_BidType Opportunity How this opportunity is priced (fixed bid, per hour, etc.).Fixed Bid, Per Day, Per Hour, Per Month, Per Performance
Ref_BillableStatus Journal Entry Item Whether this time/cost is billable to the client.Billable, Has Been Billed, Not Billable
Ref_CampaignStatus Campaign Where the campaign is in its lifecycle.Aborted, Completed, In Progress, Planned, Unspecified
Ref_CampaignType Campaign What kind of marketing campaign this is.Advertisement, Banner Ads, Conference, Direct Mail, Email
Ref_Category Cost Item The cost category this line item belongs to.API & Integrations, Appliances, Backend Development, Cabinetry, Carpentry
Estimate Item The cost category this estimate line item belongs to.API & Integrations, Appliances, Backend Development, Cabinetry, Carpentry
Estimate Phase Category The cost category this estimate phase grouping belongs to.API & Integrations, Appliances, Backend Development, Cabinetry, Carpentry
Time Record The cost category this time entry is billed against.API & Integrations, Appliances, Backend Development, Cabinetry, Carpentry
Timesheet The cost category this weekly timesheet entry is billed against.API & Integrations, Appliances, Backend Development, Cabinetry, Carpentry
Ref_ChargeUnit Asset The unit this asset is billed or charged by.test
Ref_ChecklistType Checklist What kind of checklist this is (onboarding, off-boarding, etc.).Staff Off-Boarding, Staff On-Boarding, Test Type B, Type 3
Ref_ClockReason Time Clock Why this clock entry was made or adjusted.Adjust Time Entry, New Entry
Ref_ClockType Time Clock The kind of clock event this is (clock in, clock out, meal start, etc.).Clock In, Clock Out, Drive End, Drive Start, Meal End
Ref_Color Asset The asset's color.White
Ref_CommunicationType Communication The channel this communication was sent through (email, SMS, etc.).Email, SMS / Text
Ref_Community Project The neighborhood or development the project is located in.No active reference values in this environment yet.
Ref_CompanyCheckboxType Company Option Which built-in yes/no company flag this record represents.Woman-Owned
Ref_CompanyDateType Company Date What this date on the company record represents.Date Incorporated
Ref_CompanyTag Company Tag The tag applied to this company.8(a) Business Dev, Client, Competitor, Federal Gov't, HUB
Ref_Complexion Contact The contact's complexion.Dark, Fair, Pale White, Unspecified
Ref_ContactCheckboxType Contact Option Which built-in yes/no contact flag this record represents.Willing to travel
Ref_ContactDateType Contact Date What this date on the contact record represents.Graduated - High School
Ref_ContactMethod Contact The contact's preferred way of being reached.Email, Phone, Postal Mail
Lead The lead's preferred way of being reached.Email, Phone, Postal Mail
Ref_ContactRelationshipType Contact Relationship How these two contacts are related to each other.Cousin, Guardian, Parent, Sibling, Son
Ref_CostAssemblyType Cost Assembly The category this bundled cost assembly falls under.5" Gutters, 3x4 downs, At-Home Service, Basement Egress, Bath Room Assembly, Bathroom Plumbing
Ref_Country Bank Account The country where this bank account is held.__TEST, Australia, Canada, USA
Bill Payment The country associated with this payment.__TEST, Australia, Canada, USA
Check The country associated with this check.__TEST, Australia, Canada, USA
Company The company's country.__TEST, Australia, Canada, USA
Company Address The country for this address.__TEST, Australia, Canada, USA
Contact The contact's country of citizenship.__TEST, Australia, Canada, USA
Contact The contact's country of residence.__TEST, Australia, Canada, USA
Contact Address The country for this address.__TEST, Australia, Canada, USA
Contact Education The country where this education was completed.__TEST, Australia, Canada, USA
Contact Work History The country where this job was held.__TEST, Australia, Canada, USA
Credit Memo The country associated with this credit memo.__TEST, Australia, Canada, USA
Event Location The country where the event is held.__TEST, Australia, Canada, USA
Invoice The country associated with this invoice.__TEST, Australia, Canada, USA
Lead The lead's country.__TEST, Australia, Canada, USA
Order The country associated with this order.__TEST, Australia, Canada, USA
Project The country for the project's billing address.__TEST, Australia, Canada, USA
Project The country where the project is located.__TEST, Australia, Canada, USA
Project Address The country for this address.__TEST, Australia, Canada, USA
Property The country where the property is located.__TEST, Australia, Canada, USA
Property The county field's foreign key oddly points at Ref_Country rather than Ref_County here — likely a schema mix-up alongside the correct Ref_County constraint on the same column below.__TEST, Australia, Canada, USA
Purchase Order The country associated with this purchase order.__TEST, Australia, Canada, USA
Quote The country associated with this quote.__TEST, Australia, Canada, USA
Site The tenant's home country.__TEST, Australia, Canada, USA
Site Config The default country for this tenant site.__TEST, Australia, Canada, USA
Ref_County Property The county the property is located in.Fairfax, Loudoun Country
Ref_CredentialType Company Credential The kind of credential this is (license, certification, etc.).Business License, Drivers License, Local Business License, Loudoun Business License, Passport
Contact Credential The kind of credential this is (license, certification, etc.).Business License, Drivers License, Local Business License, Loudoun Business License, Passport
Ref_Currency Expense Item The currency this expense was incurred in.Afghani, Australian Dollar, Brazilian Real, Bulgarian Lev, Canadian Dollar
Site The tenant's default currency.Afghani, Australian Dollar, Brazilian Real, Bulgarian Lev, Canadian Dollar
Ref_Dumpster Project Which dumpster was placed on site for this project.No active reference values in this environment yet.
Ref_EducationType Contact Education The level of education this record represents.Associate, Bachelors, Doctorate, High School, Masters
Ref_EmailTemplateCategory Email Template The category this email template is grouped under.First Touch Emails, General, Hiring, Internal Notification, Sales
Ref_EmployeeCheckboxType Employee Option Which built-in yes/no employee flag this record represents.Is Republicn
Ref_EmployeeDateType Employee Date What this date on the employee record represents.First Date, Married
Ref_Ethnicity Contact The contact's ethnicity.Asian, Black or African American, Hispanic or Latino, Native Hawaiian or Other Pacific Islander, Unspecified
Ref_EventType Event What kind of event this is.Company Event, Game, Training
Ref_ExpenseCategory Expense Item The category this expense falls under.Air Fare, Hotel, Office Supplies, Parking
Ref_ExpenseStatus Expense Item Where this expense is in the approval/reimbursement process.Approved, New Expense, Paid, Rejected, Submitted
Ref_Frequency Company Account Info How often the company is billed or pays.Daily, Hourly, Monthly, Quarterly, Semi-Annually
Property How often HOA dues are billed for this property.Daily, Hourly, Monthly, Quarterly, Semi-Annually
Ref_Function Role Function The system function this role is being granted access to.Acronyms, Action Verb, Activity Info, Activity Response, Activity Status
Ref_Gender Contact The contact's gender.Female, Male, Unspecified/Other
Lead The lead's gender.Female, Male, Unspecified/Other
Ref_HouseType Project The type of house at the project site.No active reference values in this environment yet.
Ref_ImageType Company Image What kind of image this is (logo size variant, etc.).Large Logo, Medium Logo, Small Logo
Ref_ImportantDateType Important Date What this important date represents (anniversary, birthday, etc.).Birthday Greeting, Client Anniversary, Employment Anniversary, Wedding Anniversary
Ref_IndustryType Company The industry the company operates in.Agriculture, Apparel, Banking, Biotechnology, Chemicals
Lead The industry this lead's business operates in.Agriculture, Apparel, Banking, Biotechnology, Chemicals
Ref_InsuranceType Company Insurance The type of insurance policy this is.Commercial Auto, General Liability, Product Liability, Professional Liability, Umbrella Policy
Ref_InvoiceMethod Project How the project is invoiced (percentage of completion, per item, etc.).Payment Item Method, Percentage of Completion
Ref_JobRole Cost Item The labor role associated with this cost item.Asbestos - Advanced Health & Safety, Cabinetry - Auburn Ridge, Carpenter - 1-man crew - Adam, Earl, PJ, Carpenter - 2-man crew, Carpenter - Dave Luecht
Estimate Item The labor role associated with this line item.Asbestos - Advanced Health & Safety, Cabinetry - Auburn Ridge, Carpenter - 1-man crew - Adam, Earl, PJ, Carpenter - 2-man crew, Carpenter - Dave Luecht
Ref_Jurisdiction Project The permitting jurisdiction the project falls under.No active reference values in this environment yet.
Ref_KBCategory Knowledge Base Article The category this help article is filed under.General, Lead, Organization, Person, Project
Ref_Language Contact Language The language the contact speaks.Arabic, Bengali, Bulgarian, Cambodian (Khmer), Cantonese (Chinese)
Ref_LeadGroup Lead A personal or informal mailing-list grouping (e.g. Family, NZ Friends) — not a pipeline concept like Lead Status/Source. Unlike every other reference table on this page, a row here can belong to one specific staff member (not just one site): a row with no owner is shared and visible to everyone at the site, but a row with an owner is visible only to the staff member who created it. New values are almost always added inline via the “+” button on the Lead form's Group field, not through Reference Admin.Family, NZ Friends, Work Friends - Store
Ref_LeadRating Lead How promising the lead is judged to be.Cold, Hot, Warm
Ref_LeadSource Lead How the lead reached the business.Employee Referral, Remodeling Magazine, Remodeling Show, Unspecified, Vendor Referral
Ref_LeadStatus Lead Where the lead is in the pipeline.Contacted, Converted, Lost, New, Qualified
Ref_LeadTag Lead Tag The tag applied to this lead.Business Owner, Homeowner, Important
Ref_Lockbox Project Which lockbox provides site access for this project.No active reference values in this environment yet.
Ref_LostReason Lead Why this lead was lost, if it didn't convert.No active reference values in this environment yet.
Project Why this project was lost, if it didn't proceed.No active reference values in this environment yet.
Ref_MaritalStatus Contact The contact's marital status.Divorced, Married, Single, Unspecified
Ref_MilitaryServiceBranch Contact Military Service Which branch of the military the contact served in.Air Force, Air Force Reserve, Air national Guard, Army, Army National Guard
Ref_Month Company Account Info The month the company's annual payment is due.APR, AUG, DEC, FEB, JAN
Contact Work History The month this job ended.APR, AUG, DEC, FEB, JAN
Contact Work History The month this job started.APR, AUG, DEC, FEB, JAN
Site The month the tenant's fiscal year begins.APR, AUG, DEC, FEB, JAN
Ref_NoteType Project Note What kind of note this is.Test Note Type, Unspecified
Ref_OpportunityStage Opportunity Where this opportunity is in the sales pipeline.Closed - Lost, Closed - Won, Contract Sent, Follow-up, Identify Decision Makers
Ref_OrganizationType Company The company's legal structure (LLC, S-Corp, etc.).Federal Government, Incorporated, Limited Liability Company, Local Government, S-Corp
Ref_OwnershipType Company Whether the company is privately held, public, a subsidiary, etc.Private, Public, Subsidiary, Unspecified
Ref_PaymentMethod Bill Payment How this bill was paid.American Express, Cash, Check, Credit Card, Diners
Expense Item How this expense was originally paid.American Express, Cash, Check, Credit Card, Diners
Expense Item How the employee was reimbursed for this expense.American Express, Cash, Check, Credit Card, Diners
Payment Receipt How this payment was made.American Express, Cash, Check, Credit Card, Diners
Ref_PaymentTerm Bill The payment terms for this bill.Due Unpon Receipt
Company The default payment terms extended to this company.Due Unpon Receipt
Credit Memo The payment terms tied to this credit memo.Due Unpon Receipt
Invoice The payment terms for this invoice.Due Unpon Receipt
Purchase Order The payment terms for this purchase order.Due Unpon Receipt
Ref_PayrollItem Time Record The payroll item this time entry maps to.Test payroll item
Ref_PermitType Permit The kind of permit this is.No active reference values in this environment yet.
Ref_Priority Activity How urgent this activity is.Critical, High, Low, Normal
Lead Task How urgent this task is.Critical, High, Low, Normal
Opportunity How urgent or important this opportunity is.Critical, High, Low, Normal
Service Request How urgent this service request is.Critical, High, Low, Normal
Ref_Proficiency Contact Language How well the contact reads this language.Beginner, Expert, Intermediate
Contact Language How well the contact speaks this language.Beginner, Expert, Intermediate
Contact Language How well the contact writes this language.Beginner, Expert, Intermediate
Contact Skill How skilled the contact is in this area.Beginner, Expert, Intermediate
Ref_ProjectCategory Opportunity The broad category of project this opportunity falls under.Construction & Remodeling, Home Services, Sales & Marketing, Technology & Software, Technology Services
Project The broad category this project falls under.Construction & Remodeling, Home Services, Sales & Marketing, Technology & Software, Technology Services
Ref_ProjectCheckboxType Project Option Which built-in yes/no project flag this record represents.Do Not Call, Do Not Email, Exclude From Accounting Integration, Exclude from Mailings, Exclude From Scheduler
Ref_ProjectDateType Project Date What this date on the project record represents.Actual End, Actual Start, Budget Review, Confirmation Printed, Desired Start
Ref_ProjectStatus Project Where the project is in its lifecycle.Initial Visit, New
Ref_ProjectType Opportunity The specific type of project this opportunity is for.Bathroom Remodel, Commercial Build-Out, Handyman, Lawn & Garden, Office Cleaning
Project The specific type of project this is.Bathroom Remodel, Commercial Build-Out, Handyman, Lawn & Garden, Office Cleaning
Ref_PropertyArchitecturalType Property The architectural style of the property.No active reference values in this environment yet.
Ref_PropertyCoolingType Property The type of cooling system the property has.Central Air
Ref_PropertyHeatingType Property The type of heating system the property has.Central Heating & Cooling
Ref_PropertyInternetTvType Property The property's internet/TV provider or service type.Cox, Direct TV, Test, Test Again, Verizon FIOS
Ref_PropertyParkingType Property The kind of parking available at the property.Carport, Double Car, Single Car
Ref_PropertyRoofType Property The property's roofing material.Asphalt Shingles, Membrane Roofing, Metal, Slate Shingles, Tile
Ref_PropertyStructureType Property The structural style of the property.Apartment, A-Type, Bungalow, Cape Cod, Condominium
Ref_PropertyType Property The kind of property this is.Commercial Building, Community Association, Condo, Single Family , Student Housing
Ref_ProposalType Project Proposal What kind of proposal this is (main proposal, change order, etc.).Change Order, Main Proposal, Partner Plan
Ref_Race Contact The contact's race.Aboriginal, African American, Black Asian, European American (White), Native American
Ref_Recurrence Event How often this event repeats.Annually, Daily, Every 2 years, Every 3 years, Hourly
Project How often this project recurs, for recurring service work.Annually, Daily, Every 2 years, Every 3 years, Hourly
Ref_ReferralIncentive Project The incentive offered for the referral that led to this project.Invenctive 1
Ref_ReferralType Project How this project was referred to the business.No active reference values in this environment yet.
Ref_RelationshipType Company Contact How this contact is related to the company.Daughter, Partner, Unspecified
Employee Dependent How this dependent is related to the employee.Daughter, Partner, Unspecified
Ref_ReminderType Project Date How far ahead of the date to send a reminder.1 Day, 14 Days, 3 Days, 5 Days, 7 Days
Ref_ReportGroup Report The category this report is filed under.Remodeling
Ref_RequestStatus Service Request Where this service request stands.Assigned, Completed\Resolved, On-Hold, Rejected, Reviewed
Ref_RequestType Service Request What kind of service request this is.Emergency Repair, Follow-Up Visit, General Service Call, Inspection, Installation
Ref_ResourceType Project Resource The role this person plays on the project.Client, Company Contract Signer, Designer/Artist, Estimator, External Project Manager
Ref_Restroom Project Which restroom facility was provided on site.No active reference values in this environment yet.
Ref_ScheduleStatus Project Schedule The status of this scheduled item.No active reference values in this environment yet.
Ref_ShipMethod Credit Memo How any related items were shipped.FedEx, Unspecified, USPS
Invoice How the invoiced items were shipped.FedEx, Unspecified, USPS
Purchase Order How the ordered items were shipped.FedEx, Unspecified, USPS
Quote How the quoted items would be shipped.FedEx, Unspecified, USPS
Ref_Signage Project Which yard sign was placed at the project site.No active reference values in this environment yet.
Ref_SiteCheckboxType Site Option Which built-in yes/no site flag this record represents.Is Woman-Owned
Ref_SiteDateType Site Date What this date on the site record represents.No active reference values in this environment yet.
Ref_SiteDropLookupOption Site Drop Lookup The specific option selected from the tenant-defined drop-down.No active reference values in this environment yet.
Ref_SiteDropLookupType Site Drop Lookup Which tenant-defined drop-down list this option belongs to.No active reference values in this environment yet.
Ref_Skill Contact Skill The specific skill this record refers to.Agile/SCRUM Methodology, C#, F#, Management, Oracle
Ref_TaskStatus Lead Task Where this task stands (not started, in progress, completed, etc.).Completed, Deferred, In Progress, Not Started, Waiting
Task Where this task stands (not started, in progress, completed, etc.).Completed, Deferred, In Progress, Not Started, Waiting
Ref_Tax Estimate Item The tax rate applied to the equipment portion of this line item.VA Sales Tax
Estimate Item The tax rate applied to the labor portion of this line item.VA Sales Tax
Estimate Item The tax rate applied to the material portion of this line item.VA Sales Tax
Estimate Item The tax rate applied to the subcontractor portion of this line item.VA Sales Tax
Invoice Item The tax rate applied to this line item.VA Sales Tax
Ref_TeamRole Team Member This person's role on the team.Coach, Manager
Ref_TemplateType Document Template What kind of document this template generates.Email Template 1
Ref_Timeframe Project The expected timeframe for the project.No active reference values in this environment yet.
Ref_TimeZone Company The company's local time zone.Alaska, Arizonna, Chihuahua, Eastern Time (US & Canada), Hawaii
Company Address The time zone at this address.Alaska, Arizonna, Chihuahua, Eastern Time (US & Canada), Hawaii
Contact The contact's local time zone, used for scheduling and communication timing.Alaska, Arizonna, Chihuahua, Eastern Time (US & Canada), Hawaii
Contact Address The time zone at this address.Alaska, Arizonna, Chihuahua, Eastern Time (US & Canada), Hawaii
Event The time zone the event is scheduled in.Alaska, Arizonna, Chihuahua, Eastern Time (US & Canada), Hawaii
Project Address The time zone at this address.Alaska, Arizonna, Chihuahua, Eastern Time (US & Canada), Hawaii
Ref_TrainingType Training The category this training record falls under.No active reference values in this environment yet.
Ref_UnitOfMeasure Cost Assembly The unit this assembly is priced and measured by.Per Category Thousand, Per Cubic Foot, Per Cubic Yard, Per Day, Per Each
Cost Item The unit this cost item is priced and measured by.Per Category Thousand, Per Cubic Foot, Per Cubic Yard, Per Day, Per Each
Estimate Item The unit this line item is priced and measured by.Per Category Thousand, Per Cubic Foot, Per Cubic Yard, Per Day, Per Each
Ref_VendorType Company The kind of vendor this company is, if applicable.Unspecified
Ref_WarrantyType Project Warranty The kind of warranty work this record covers.Internal Warranty Work, Vendor Warranty Work, Warranty Check, Warranty Work Order