Solar Lead App

 

Solar Leads by Utechservs Inc.

Custom Solar Leads App by Utechservs Inc
Custom Solar Leads App created by Utechservs Inc for use with Solar provider partners in the US. Further customization can be requested at support@utechservs.com with the subject line Custom Solar Leads App.
Data Summary
  • 2 Tables
  • 34 Columns
  • 0 Slices
UX Summary
  • 2 Views
  • 0 Format Rules
Behavior Summary
  • 7 Actions
  • 0 Workflow Rules
Solar Leads by Utechservs Inc.
Custom Solar Leads App by Utechservs Inc
Custom Solar Leads App created by Utechservs Inc for use with Solar provider partners in the US. Further customization can be requested at support@utechservs.com with the subject line Custom Solar Leads App.
1.000111
/appsheet/data/Submission-5469387
Custom Apps
Marketing
Technology
Yes
No
No
The App is a display app with limited functionality. More info is available at Utechservs Inc.
We understand that privacy online is important to all users of our Sites, especially when conducting business. This statement governs our privacy policies with respect to those users of our Sites (“Visitors”) who visit without transacting business and Visitors who register to transact business on the Site and make use of the various services offered by Utechservs SEO & Web Services. “Personally Identifiable Information” Refers to any information that identifies or can be used to identify, contact, or locate the person to whom such information pertains, including, but not limited to, name, address, phone number, fax number, email address, financial profiles, social security number, and credit card information. Personally, Identifiable Information does not include information that is collected anonymously (that is, without identification of the individual user) or demographic information not connected to an identified individual. What Personally Identifiable Information is collected? We may collect basic user profile information from all of our Visitors. We collect the following additional information from our Authorized Customers: the names, addresses, phone numbers and email addresses of Authorized Customers, the nature and size of the business, and the nature and size of the advertising inventory that the Authorized Customer intends to purchase or sell. What organizations are collecting the information? In addition to our direct collection of information, our third-party service vendors (such as credit card companies, clearinghouses, and banks) who may provide such services as credit, insurance, and escrow services may collect this information from our Visitors and Authorized Customers. We do not control how these third parties use such information, but we do ask them to disclose how they use personal information provided to them from Visitors and Authorized Customers. Some of these third parties may be intermediaries that act solely as links in the distribution chain, and do not store, retain, or use the information given to them. How does the Site use Personally Identifiable Information? We use Personally Identifiable Information to customize the Site, make appropriate service offerings, and fulfill buying and selling requests on the Site. We may email Visitors and Authorized Customers about research or purchase and selling opportunities on the Site or information related to the subject matter of the Site. We may also use Personally Identifiable Information to contact Visitors and Authorized Customers in response to specific inquiries or to provide requested information. To whom may the information may be shared? Personally Identifiable Information about Authorized Customers may be shared with other Authorized Customers who wish to evaluate potential transactions with other Authorized Customers. We may share aggregated information about our Visitors, including the demographics of our Visitors and Authorized Customers, with our affiliated agencies and third-party vendors. We also offer the opportunity to “opt-out” of receiving information or being contacted by us or by any agency acting on our behalf. How is Personally Identifiable Information stored? Personally Identifiable Information collected by Utechservs is securely stored and is not accessible to third parties or employees of Utechservs except for use as indicated above. What choices are available to Visitors regarding the collection, use, and distribution of the information? Visitors and Authorized Customers may opt-out of receiving unsolicited information from or being contacted by us and/or our vendors and affiliated agencies by responding to emails as instructed, or by contacting us on our contact page. Are Cookies Used on the Site? Cookies are used for a variety of reasons. We use Cookies to obtain information about the preferences of our Visitors and the services they select. We also use Cookies for security purposes to protect our Authorized Customers. For example, if an Authorized Customer is logged on and the site is unused for more than 10 minutes, we will automatically log the Authorized Customer off. How does Utechservs use login information? Utechservs uses login information, including, but not limited to, IP addresses, ISPs, and browser types, to analyze trends, administer the Site, track a user’s movement and use, and gather broad demographic information. What partners or service providers have access to Personally Identifiable Information from Visitors and/or Authorized Customers on the Site? Utechservs has entered into and will continue to enter into partnerships and other affiliations with a number of vendors. Such vendors may have access to certain Personally Identifiable Information on a need-to-know basis for evaluating Authorized Customers for service eligibility. Our privacy policy does not cover their collection or use of this information. Disclosure of Personally Identifiable Information to comply with law. We will disclose Personally Identifiable Information in order to comply with a court order or subpoena or a request from a law enforcement agency to release information. We will also disclose Personally Identifiable Information when reasonably necessary to protect the safety of our Visitors and Authorized Customers. How does the Site keep Personally Identifiable Information secure? All of our employees are familiar with our security policy and practices. The Personally Identifiable Information of our Visitors and Authorized Customers is only accessible to a limited number of qualified employees who are given a password in order to gain access to the information. We audit our security systems and processes on a regular basis. Sensitive information, such as credit card numbers or social security numbers, is protected by encryption protocols, in place to protect information sent over the Internet. While we take commercially reasonable measures to maintain a secure site, electronic communications and databases are subject to errors, tampering, and break-ins, and we cannot guarantee or warrant that such events will not take place and we will not be liable to Visitors or Authorized Customers for any such occurrences. How can Visitors correct any inaccuracies in Personally Identifiable Information? Visitors and Authorized Customers may contact us to update Personally Identifiable Information about them or to correct any inaccuracies by emailing us from our websites. Can a Visitor delete or deactivate Personally Identifiable Information collected by the Site? We provide Visitors and Authorized Customers with a mechanism to delete/deactivate Personally Identifiable Information from the Site’s database by contacting us through our contact page.. However, because of backups and records of deletions, it may be impossible to delete a Visitor’s entry without retaining some residual information. An individual who requests to have Personally Identifiable Information deactivated will have this information functionally deleted, and we will not sell, transfer, or use Personally Identifiable Information relating to that individual in any way moving forward. What happens if the Privacy Policy Changes? We will let our Visitors and Authorized Customers know about changes to our privacy policy by posting such changes on the Site. However, if we are changing our privacy policy in a manner that might cause disclosure of Personally Identifiable Information that a Visitor or Authorized Customer has previously requested not be disclosed, we will contact such Visitor or Authorized Customer to allow such Visitor or Authorized Customer to prevent such disclosure. Links: This website may contain links to other websites. Please note that when you click on one of these links, you are moving to another website. We encourage you to read the privacy statements of these linked sites as their privacy policies may differ from ours.
The purpose of this App is to display incoming solar leads in real-time and ensure the fastest response time along with a master record of produced leads.
Created and Designed by Utechservs Inc. as an initial deployment to learn ideal usage patterns for future releases.

Data

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Tables

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 _Per User Settings
_Per User Settings
NEVER
No
en-US
_Per User Settings_Schema
UPDATES_ONLY
_Per User Settings
native
_Default
  1. _RowNumber
No
No
 Solar Leads Master
Solar Leads Master
ALWAYS
Yes
en-US
Solar Leads Master_Schema
ALL_CHANGES
Solar Leads Master
Solar Leads Master
google
_Default
  1. _RowNumber
No
No

Columns

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 _Per User Settings_Schema
_Per User Settings_Schema
ALWAYS

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Column 1: _RowNumber

_RowNumber
ALWAYS
Number
{ “MaxValue”: null, “MinValue”: null, “StepValue”: null, “NumericDigits”: null, “ShowThousandsSeparator”: true, “NumberDisplayMode”: “Auto”, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
Yes
Yes
No
0
Reset on edit? No
Yes
No
No
Yes
Yes
No
en-US
No
No
No

Column 2: _EMAIL

_EMAIL
ALWAYS
Email
{ “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
USEREMAIL()
No
Yes
No
0
Reset on edit? No
No
No
No
Yes
Yes
No
en-US
No
No
No

Column 3: _NAME

_NAME
ALWAYS
Name
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
USERNAME()
No
Yes
No
0
Reset on edit? No
No
No
No
Yes
Yes
No
en-US
No
No
No

Column 4: _LOCATION

_LOCATION
ALWAYS
LatLong
{ “RealTime”: false, “PublishIfRowKey”: null, “KMLFileUrl”: null, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
Yes
No
0
Reset on edit? No
No
No
No
Yes
Yes
No
en-US
No
No
No

Column 5: Options Heading

Options Heading
ALWAYS
Show
{ “Category”: “Text”, “Content”: “\”These options control the content and behavior of the app\””, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
Yes
Yes
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

Column 6: Option 1

Option 1
ALWAYS
Text
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
Yes
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

Column 7: Option 2

Option 2
ALWAYS
Number
{ “MaxValue”: null, “MinValue”: null, “StepValue”: null, “NumericDigits”: null, “ShowThousandsSeparator”: true, “NumberDisplayMode”: “Auto”, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
Yes
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

Column 8: Country Option

Country Option
ALWAYS
Enum
{ “EnumValues”: [ “Australia”, “Brazil”, “Canada” ], “AllowOtherValues”: false, “AutoCompleteOtherValues”: true, “BaseType”: “Text”, “BaseTypeQualifier”: “{\r\n \”MaxLength\”: null,\r\n \”MinLength\”: null,\r\n \”LongTextFormatting\”: \”Plain Text\”,\r\n \”IsMulticolumnKey\”: false,\r\n \”Valid_If\”: null,\r\n \”Error_Message_If_Invalid\”: null,\r\n \”Show_If\”: null,\r\n \”Required_If\”: null,\r\n \”Editable_If\”: null,\r\n \”Reset_If\”: null,\r\n \”Suggested_Values\”: null\r\n}”, “EnumInputMode”: “Auto”, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
Yes
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

Column 9: Language Option

Language Option
ALWAYS
Enum
{ “EnumValues”: [ “English”, “French”, “Tamil” ], “AllowOtherValues”: false, “AutoCompleteOtherValues”: true, “BaseType”: “Text”, “BaseTypeQualifier”: “{\r\n \”MaxLength\”: null,\r\n \”MinLength\”: null,\r\n \”LongTextFormatting\”: \”Plain Text\”,\r\n \”IsMulticolumnKey\”: false,\r\n \”Valid_If\”: null,\r\n \”Error_Message_If_Invalid\”: null,\r\n \”Show_If\”: null,\r\n \”Required_If\”: null,\r\n \”Editable_If\”: null,\r\n \”Reset_If\”: null,\r\n \”Suggested_Values\”: null\r\n}”, “EnumInputMode”: “Auto”, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
Yes
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

Column 10: Option 5

Option 5
ALWAYS
Text
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
Yes
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

Column 11: Option 6

Option 6
ALWAYS
Number
{ “MaxValue”: null, “MinValue”: null, “StepValue”: null, “NumericDigits”: null, “ShowThousandsSeparator”: true, “NumberDisplayMode”: “Auto”, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
Yes
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

Column 12: Option 7

Option 7
ALWAYS
Text
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
Yes
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

Column 13: Option 8

Option 8
ALWAYS
Text
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
Yes
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

Column 14: Option 9

Option 9
ALWAYS
Text
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
Yes
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

Column 15: _THISUSER

_THISUSER
ALWAYS
Text
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
Yes
No
0
Reset on edit? No
onlyvalue
No
Yes
Yes
Yes
Yes
No
en-US
No
No
No
 Solar Leads Master_Schema
Solar Leads Master_Schema
ALWAYS

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Column 1: _RowNumber

_RowNumber
ALWAYS
Number of this row
Number
{ “MaxValue”: null, “MinValue”: null, “StepValue”: null, “NumericDigits”: null, “ShowThousandsSeparator”: true, “NumberDisplayMode”: “Auto”, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
Yes
Yes
No
0
Reset on edit? No
Yes
No
No
Yes
Yes
No
en-US
No
No
No

Column 2: First Name

First Name
ALWAYS
Name
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
Yes
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
Yes
No
No

Column 3: Last Name

Last Name
ALWAYS
Name
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
Yes
No
No

Column 4: Timestamp

Timestamp
ALWAYS
Text
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
Yes
Yes
No
Yes
No
en-US
Yes
No
No

Column 5: Source

Source
ALWAYS
Enum
{ “EnumValues”: [ “Call Rail”, “Calculator”, “Text AHP”, “Web Funnel” ], “AllowOtherValues”: true, “AutoCompleteOtherValues”: true, “BaseType”: “Text”, “BaseTypeQualifier”: “{\r\n \”MaxLength\”: null,\r\n \”MinLength\”: null,\r\n \”LongTextFormatting\”: \”Plain Text\”,\r\n \”IsMulticolumnKey\”: false,\r\n \”Valid_If\”: null,\r\n \”Error_Message_If_Invalid\”: null,\r\n \”Show_If\”: null,\r\n \”Required_If\”: null,\r\n \”Editable_If\”: null,\r\n \”Reset_If\”: null,\r\n \”Suggested_Values\”: null\r\n}”, “EnumInputMode”: “Auto”, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
Yes
No
No

Column 6: Email

Email
ALWAYS
Email
{ “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
Yes
No
Yes

Column 7: Phone number

Phone number
ALWAYS
Phone
{ “Callable”: true, “Textable”: true, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
Yes
No
Yes

Column 8: Address

Address
ALWAYS
Address
{ “GeocodingEnabled”: true, “KMLFileUrl”: null, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
Yes
No
Yes

Column 9: City

City
ALWAYS
Text
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
Yes
No
No

Column 10: Zip

Zip
ALWAYS
Text
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
Yes
No
No

Column 11: Reason for Calling

Reason for Calling
ALWAYS
Text
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
Yes
No
No

Column 12: Best Contact Day

Best Contact Day
ALWAYS
Text
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
Yes
No
No

Column 13: Best Time

Best Time
ALWAYS
Text
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
Yes
No
No

Column 14: El Bill

El Bill
ALWAYS
Price
{ “CurrencySymbol”: “$”, “MaxValue”: null, “MinValue”: null, “StepValue”: null, “DecimalDigits”: 0, “NumericDigits”: null, “ShowThousandsSeparator”: true, “NumberDisplayMode”: “Auto”, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

Column 15: Own home?

Own home?
ALWAYS
Yes/No
{ “YesLabel”: “”, “NoLabel”: “”, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

Column 16: Contacted?

Contacted?
ALWAYS
Yes/No
{ “YesLabel”: “”, “NoLabel”: “”, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

Column 17: Notes

Notes
ALWAYS
Text
{ “MaxLength”: null, “MinLength”: null, “LongTextFormatting”: “Plain Text”, “IsMulticolumnKey”: false, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
Yes
No
No

Column 18: Converted?

Converted?
ALWAYS
Yes/No
{ “YesLabel”: “”, “NoLabel”: “”, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

Column 19: Gross Sale?

Gross Sale?
ALWAYS
Price
{ “CurrencySymbol”: “$”, “MaxValue”: null, “MinValue”: null, “StepValue”: null, “DecimalDigits”: 2, “NumericDigits”: null, “ShowThousandsSeparator”: true, “NumberDisplayMode”: “Auto”, “Valid_If”: null, “Error_Message_If_Invalid”: null, “Show_If”: null, “Required_If”: null, “Editable_If”: null, “Reset_If”: null, “Suggested_Values”: null }
No
No
No
0
Reset on edit? No
No
No
No
No
Yes
No
en-US
No
No
No

UX

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Views

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 Solar Leads Master_Detail
Solar Leads Master_Detail
System
detail
Automatic
ref
{ “MainSlideshowImageColumn”: “**auto**”, “DetailContentColumn”: “**none**”, “HeaderColumns”: [], “QuickEditColumns”: [], “ColumnOrder”: [], “ImageStyle”: “Fill”, “Layout”: {}, “UseCardLayout”: false, “DisplayMode”: “Automatic”, “MaxNestedRows”: 5, “SlideshowMode”: true, “SortBy”: [], “PrimarySortColumn”: null, “IsPrimarySortDescending”: false, “Events”: [], “Icon”: “fa-indent”, “IconRunnerUps”: null, “MenuOrder”: 1 }
ALWAYS
1
 Solar Leads Master_Form
Solar Leads Master_Form
System
form
ref
{ “ColumnOrder”: null, “AutoSave”: false, “AutoReopen”: false, “FinishView”: “**Automatic**”, “RowKey”: “”, “FormStyle”: “Automatic”, “PageStyle”: “Automatic”, “FormFooterStyle”: “Bottom”, “MaxNestedRows”: 5, “Events”: [ { “EventType”: “Form Saved”, “EventAction”: “**auto**” } ], “Icon”: “fa-edit”, “IconRunnerUps”: null, “MenuOrder”: 1 }
ALWAYS
1

Format Rules

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Behavior

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Actions

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 Delete
Delete
Yes
Yes
Yes
Display_Prominently
1
{“InputParametersUsed”:null,”Prominence”:”Display_Prominently”,”NeedsConfirmation”:true,”ConfirmationMessage”:””,”ModifiesData”:true,”BulkApplicable”:true}
DELETE_RECORD
No
Solar Leads Master
No
ADVANCED
 Edit
Edit
No
Yes
No
Display_Overlay
1
{“Prominence”:”Display_Overlay”,”NeedsConfirmation”:false,”ConfirmationMessage”:””,”ModifiesData”:true,”BulkApplicable”:false}
EDIT_RECORD
No
Solar Leads Master
No
ALWAYS
 Compose Email (Email)
Compose Email (Email)
No
No
No
Display_Inline
1
{“EmailTo”:”[Email]”,”Subject”:null,”Body”:null,”Prominence”:”Display_Inline”,”NeedsConfirmation”:false,”ConfirmationMessage”:””,”ModifiesData”:false,”BulkApplicable”:false}
EMAIL
Email
Email
NOT(ISBLANK([Email]))
No
Solar Leads Master
No
ALWAYS
 Call Phone (Phone number)
Call Phone (Phone number)
No
No
No
Display_Inline
1
{“Number”:”[Phone number]”,”Prominence”:”Display_Inline”,”NeedsConfirmation”:false,”ConfirmationMessage”:””,”ModifiesData”:false,”BulkApplicable”:false}
CALL
Phone number
Phone number
NOT(ISBLANK([Phone number]))
No
Phone call
Solar Leads Master
No
ALWAYS
 Send SMS (Phone number)
Send SMS (Phone number)
No
No
No
Display_Inline
1
{“Number”:”[Phone number]”,”Message”:””,”Prominence”:”Display_Inline”,”NeedsConfirmation”:false,”ConfirmationMessage”:””,”ModifiesData”:false,”BulkApplicable”:false}
SMS
Phone number
Phone number
NOT(ISBLANK([Phone number]))
No
Text message
Solar Leads Master
No
ALWAYS
 View Map (Address)
View Map (Address)
No
No
No
Do_Not_Display
1
{“NavigateTarget”:”CONCATENATE(\”#page=map&table=Solar%20Leads%20Master&mapcolumn=Address&row=\”, ENCODEURL([_THISROW]))”,”Prominence”:”Do_Not_Display”,”NeedsConfirmation”:false,”ConfirmationMessage”:””,”ModifiesData”:false,”BulkApplicable”:false}
NAVIGATE_APP
Address
Address
NOT(ISBLANK([Address]))
No
Solar Leads Master
No
ALWAYS
 Add
Add
Yes
Yes
No
Display_Overlay
1
{“Prominence”:”Display_Overlay”,”NeedsConfirmation”:false,”ConfirmationMessage”:””,”ModifiesData”:true,”BulkApplicable”:true}
ADD_RECORD
No
Solar Leads Master
Yes
ALWAYS