PHC GO + Redtail CRM

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Contact Category

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Salutation

Date of Birth

Referred By

Servicing Advisor

Writing Advisor

Job Title

Gender

Client Since

Date of Birth Reminder

Tax ID

Marital Status

Anniversary

Email Address

Email Type

Phone Number

Phone Type

Country Code

Street Address

Secondary Address

City

State

Country

Zip Code

Address Type

IDRequired

Name

Description

Assigned To

Stage

Email Address

Projected Revenue

Actual Revenue

Probability

Amount

Close Date

Opportunity Type

Choose the series of Order:

Resume:Required

Issue Date:Required

Due Date:

Recurrence:Required

Nº of Occurrences:

Payment Terms:

Customer Name:Required

Customer Number:

Country:

City:

Address:

Postal Code:

Mobile phone number:

E-mail:

Tax Number:

Abbreviated Name:

Reference:

Designation:

Unit Price:

Quantity:

Tax Included:

Tax Exemption Code:

Tax Percentage:

Tax Region:

Name:Required

Number:

Country:

City:

Address:

Postal Code:

E-mail:

Tax Number:

Abbreviated Name:

Option:Required

E-mail Subject:

E-mail Body:

Delete wrong tax numbers?

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Document observations:

Invoicing address:

Invoicing address 2:

Invoicing postal code:

Invoicing locality:

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Global discount

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Tax Included:

Tax Exemption Code:

Tax Percentage:

Tax Region:

Discount 1

Discount 2

Warehouse:

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Additional field 2:

Shipping Reference:

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Shipping Unit Price:

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Tax Percentage in Shipping Price:

Shipping Tax Region:

Shipping Fee Discount 1:

Shipping Fee Discount 2:

Shipping additional Field:

Shipping additional Field 2:

Reference:Required

Designation:Required

Unit Code:

Family:

Unit Price:

Tax included:

Unit Price 2:

Tax included 2:

Unit Price 3:

Tax included 3:

Unit Price 4:

Tax included 4:

Unit Price 5:

Tax included 5:

Agreed Price:

Tax Included Agreed Price:

Tax Exemption Code:

Tax Percentage:

Tax Region:

Is Service:

Stock:

Observations:

Component(s) reference:

Component(s) designation:

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Component(s) fixed quantity:

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Summary:Required

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Priority:

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Summary:

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Reference:Required

Designation:

Unit Code:

Family:

Category

Brand

Model

Unit Price1:

Tax included1:

Unit Price2:

Tax included2:

Unit Price3:

Tax included3:

Unit Price4:

Tax included4:

Unit Price 5:

Tax included 5:

Agreed Price:

Tax Included Agreed Price:

Tax Exemption Code:

Tax Percentage:

Tax Region:

Is Service:

Stock:

Observations:

Component(s) reference:

Component(s) designation:

Component(s) quantity:

Component(s) fixed quantity:

Component(s) observations:

Options:Required

Analysis id:Required

Number:

Name:

Value:

SubjectRequired

Start DateRequired

End DateRequired

All DayRequired

Activity Type

Activity Category

Location

Description

Email Address

Priority

Importance

NameRequired

Description

Assigned To

Stage

Email Address

Projected Revenue

Actual Revenue

Probability

Amount

Close Date

Opportunity Type

Document Type:Required

Document Number:Required

Reason for Cancellation:Required

Name:Required

Number:

Country:

City:

Address:

Postal Code:

Email:

Mobile Phone:

Tax Number:

IBAN:

Observations:

Customer Name:Required

Country:

City:

Address:

Postal Code:

E-mail:

Tax Number:

Abbreviated Name:

Document Type:Required

Document Number:

Reference:Required

Designation:

Unit Price:Required

Quantity:Required

Tax Included:

Tax Percentage:

Tax Region:

Discount 1

Discount 2

Additional field:

Additional field 2:

Warehouse:

Shipping Reference:

Shipping Designation:

Shipping Unit Price:

Shipping Quantity:

Tax included in shipping price:

Tax Percentage in Shipping Price:

Shipping Tax Region:

Shipping Fee Discount 1:

Shipping Fee Discount 2:

Shipping additional Field:

Shipping additional Field 2:

Entity:Required

ItemVO:

Name:Required

Number:

Country:

City:

Address:

Postal Code:

Email:

Mobile Phone:

Tax Number:

IBAN:

Observations:

TitleRequired

Description

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Participant E-mail:Required

Location Name:

Entity:Required