Ask the SalesLogix Guru about Account Names
Posted by
R.J. Samp on Mon, Jan 09, 2012 @ 01:12 PM
SalesLogix User Question
Can you please help me clarify the Account table in SalesLogix? It currently shows more than four fields that contain the client name.
R.J., the SalesLogix Guru, Answer
ACCOUNT: This is the Company Name, which is also stored in the AccountSummary and Contact tables, as well as History and Activity records (AccountName field).
DESCRIPTION: Not used too often.
ACCOUNT_UC: Don't use. SalesLogix will store the Upper Case (UC) Account field value for searching.
AKA: "Also Known As." This is not used too often, and can be displayed as, "PKA," "DIP," "Nickname," and "Slang Name." I've often created an Account Alias table to handle all of the variants (E.g., Notre Dame, The University of Notre Dame, Fighting Irish, ND, Fightin' Irish, Golden Domers, etc.)
DIVISION: This is really the Division Of field (E.g., Account = Chevrolet Motor Car Division Division, (of) = General Motors). Some systems will store the Account.ParentID's Account field here.
Speaking of names, think about a Nickname field and a Phonetic Name field for your Contacts. For example:
Robert James Samp, Jr.
Nickname: RJ