How to use derived tables?

The Derived Tables feature gives a number of options to cross-refer fields within the CRM. For example, whilst an Opportunity or Task is held at the Account level you can add a Custom Field to the form to link it to a particular Contact within the Account. This means you can record which is the main Contact for that Opportunity of Task.

The Derived Tables are “hard coded” into your CRM so you do not need to create a new Dropdown List – nor do they appear on the Look Up Table lists. You will need to type them into the Custom Field table using the text format as shown in the list below.

Adding a derived table

1. In Settings/System Settings go to Custom Fields.
2. Click on the name of the form/table you wish to add the Derived Table to, e.g. Opportunity.
3. Create a new Custom Field and set the Type field to text.
   
4. In the Look Up Table field add the Derived Table you wish to use in the same text format as shown in the list below (the fields are not case sensitive):

   Derived Table	List Details
   ActivateCampaigns	List of all the active campaigns in your marketing system
   Users	List of user login initials on your system
   LiveUsers	List of “live” user login initials on your system
   ContactName	List of contacts in the associated account
   ContactPhone	List of contacts combined with their phone and mobile numbers in the associated account
   OpportunityName	List of opportunities in the associated account

   The field will initially suggest that you need to create this table – but just save the changes and the CRM will accept your new table.
5. If you then take a look at the form/table you have customised, the Derived Table will appear. In the example below and new field of ContactName with a dropdown list of all the Account’s contacts has been created within the Oportunity. Selected the Contact for the Opportunity and save. You will then be able to run reports on any of these fields.