“ProjectGuide”
This provider name is implemented by the classSupported Entities
| Name | Description |
|---|---|
| ”suggestedAppointment” | Follow-ups |
| ”onlyInstance” | Created only |
| ”appointment” | Follow-ups |
| ”milestone” | Milestones only |
| ”suggestedDocument” | Documents |
| ”document” | Documents |
Supported Columns
| Name | Restriction | Description | OrderBy |
|---|---|---|---|
| getAllRows | bool | GetAll: Get all rows of archive - use with care, you may be fetching the whole database | |
| getNoRows | bool | GetNone: Do not get any rows from the archive | |
| projectId | int | Project ID: Database ID of project record | x |
| milestone | None | milestone: milestone | |
| completed | bool | Completed: Displays a checkbox showing if an appointment is completed | x |
| date | date | Date: Displays start date of a follow-up / sale date of a sale | x |
| text | string | Text: Displays a descriptive text for the item | x |
| stageName | string | Stage: Name of sale stages | x |
| stageId | int | Stage ID: Database ID of a sale stage. | x |
| stageOrderBy | int | Sort order for stages: Sort algorithm for sales stages | x |
| suggestedItemId | int | Database ID (suggestion): The database ID of an entity (follow-up or document) that originates in a suggestion | x |
| suggestedItemText | string | Name of entity (suggestion): The name of an entity (follow-up or document) that originates in a suggestion | x |
| suggestedItemOrderBy | int | Sort order for suggestions: Sort algorithm for suggestions | x |
| suggestedItemTooltip | string | Description: Description of a suggested item | x |
| instanceItemId | None | Follow-up ID (suggestion): The database ID of a follow-up that originates in a suggestion | |
| instanceItemText | None | Instance name (suggestion): Description of a follow-up or heading in a document that originates in a suggestion | |
| hasInstance | None | Has instance: Does this suggested item have an instance? | |
| deleted | bool | Deleted: Has this suggestion been deleted by the administrator? | x |
| isMilestone | None | Milestone: Shows whether or not the follow-ups in this row are milestones | |
| appointmentInstance/completed | None | Completed: Displays a checkbox showing if an appointment is completed | |
| appointmentInstance/icon | None | Category: Displays the icon for an activity type | |
| appointmentInstance/date | None | Date: Displays start date of a follow-up / sale date of a sale | |
| appointmentInstance/time | None | Time: Time | |
| appointmentInstance/type | None | Type: Displays the type of an activity | |
| appointmentInstance/recordType | None | Record type : Shows the record type | |
| appointmentInstance/text | None | Text: Displays a descriptive text for the item | |
| appointmentInstance/associateId | None | ID: Displays the login ID of the associate who owns the activity. | |
| appointmentInstance/contactId | None | Company ID: Database ID of company | |
| appointmentInstance/personId | None | Contact ID: Database ID of the contact row | |
| appointmentInstance/projectId | None | Project ID: Database ID of project record | |
| appointmentInstance/saleId | None | Sale ID: The database ID of the sale record | |
| appointmentInstance/userGroup | None | User group : The user group that owns the record | |
| appointmentInstance/who | None | Who: Contact and/or company | |
| appointmentInstance/updatedBy | None | Updated by: The user who last updated the data | |
| appointmentInstance/updatedByFullName | None | Updated by - Full name: The user who last updated the data | |
| appointmentInstance/updatedDate | None | Updated: The date/time the data was last updated in UTC. | |
| appointmentInstance/registeredBy | None | Registered by: The user who registered the data | |
| appointmentInstance/registeredByFullName | None | Registered by - Full name: The user who registered the data | |
| appointmentInstance/registeredDate | None | Registered date: The date/time the data was registered in UTC. | |
| appointmentInstance/appointmentId | None | DB ID: Displays the database ID of a row | |
| appointmentInstance/endDate | None | End date: Displays the deadline for a follow-up/sale | |
| appointmentInstance/priority | None | Priority: Displays the priority of the activity | |
| appointmentInstance/alarm | None | Has alarm: Displays the alarm state of a follow-up | |
| appointmentInstance/isFree | None | Is free: Displays whether the appointment should be considered free or busy | |
| appointmentInstance/recurring | None | Repeating: Displays an icon indicating if the follow-up is part of a repeating follow-up | |
| appointmentInstance/booking | None | Invitation: Displays an icon if the follow-up is an invitation. All invitations will be displayed in a tooltip. | |
| appointmentInstance/excludeParticipants | None | Exclude attendees: Don’t show all participant meetings | |
| appointmentInstance/intention | None | Intention: Displays the intention of the follow-up type | |
| appointmentInstance/location | None | Location: Display the location where the follow-up will take place. | |
| appointmentInstance/recurrenceRuleId | None | RR-ID: Repetition rule ID of follow-up | |
| appointmentInstance/rawType | None | Type: Type field for appointment, not decoded or formatted | |
| appointmentInstance/rawStatus | None | Status: Status field for the follow-up, not decoded or formatted | |
| appointmentInstance/cautionWarning | None | Warning: Warning for invitations with potential problems: not properly synchronized with an external calendar, unsupported repetition pattern, e-mail notification failed, or other problems. | |
| appointmentInstance/visibleInDiary | None | ExcludeBook: Is the activity visible in the diary? | |
| appointmentInstance/endTime | None | End time: End time of an activity | |
| appointmentInstance/suggestedAppointmentId | None | Follow-up ID (suggestion): The database ID of a follow-up that originates in a suggestion | |
| appointmentInstance/completedDate | None | Completed date: Displays the actual date a follow-up/sale was marked as completed | |
| appointmentInstance/isMilestone | None | Milestone: Shows whether or not the follow-ups in this row are milestones | |
| appointmentInstance/invitedPersonId | None | ID of invited person: appointment.invitedpersonid record - utility for rd | |
| appointmentInstance/recordTypeText | None | Activity type: The type of the activity (appointment, phone call, etc) | |
| appointmentInstance/joinVideomeetUrl | None | Video meeting URL: URL for joining the video meeting | |
| appointmentInstance/duration | None | Duration: The duration of the chat session | |
| appointmentInstance/createdByWorkflow | None | Created by flow: Created by flow | |
| appointmentInstance/visibleFor | None | Visible for | |
| appointmentInstance/appointmentPublish/isPublished | None | Published: Displays an icon indicating if the project or sale has been published | |
| appointmentInstance/appointmentPublish/publishedFrom | None | From date: Start date for publishing. The record will not be visible prior to this date | |
| appointmentInstance/appointmentPublish/publishedTo | None | To date: End date for publishing. The record will not be visible after this date | |
| appointmentInstance/appointmentPublish/publishedBy | None | Published by: Published by | |
| appointmentInstance/contact/contactId | None | Company ID: Database ID of company | |
| appointmentInstance/contact/name | None | Company name | |
| appointmentInstance/contact/department | None | Department | |
| appointmentInstance/contact/nameDepartment | None | Company: Displays the company an activity is linked to | |
| appointmentInstance/contact/hasInfoText | None | Has note: Displays an icon indicating if there is additional information available about the contact | |
| appointmentInstance/contact/hasInterests | None | Has interests: Displays an Icon indicating if the contact has active interests | |
| appointmentInstance/contact/associateId | None | Our contact: Displays our contact | |
| appointmentInstance/contact/category | None | Category | |
| appointmentInstance/contact/categoryGroup | None | Category group | |
| appointmentInstance/contact/companyCategoryRank | None | Category rank | |
| appointmentInstance/contact/business | None | Business | |
| appointmentInstance/contact/country | None | Country: This criterion corresponds to the Country field on the Company card. | |
| appointmentInstance/contact/countryId | None | Country ID: Country ID | |
| appointmentInstance/contact/number | None | Number | |
| appointmentInstance/contact/code | None | Code | |
| appointmentInstance/contact/orgnr | None | VAT No. | |
| appointmentInstance/contact/stop | None | Stop | |
| appointmentInstance/contact/contactNoMail | None | No mailings (company) | |
| appointmentInstance/contact/updatedBy | None | Updated by: The user who last updated the data | |
| appointmentInstance/contact/updatedByFullName | None | Updated by - Full name: The user who last updated the data | |
| appointmentInstance/contact/updatedDate | None | Updated: The date/time the data was last updated in UTC. | |
| appointmentInstance/contact/registeredBy | None | Registered by: The user who registered the data | |
| appointmentInstance/contact/registeredByFullName | None | Registered by - Full name: The user who registered the data | |
| appointmentInstance/contact/registeredDate | None | Registered date: The date/time the data was registered in UTC. | |
| appointmentInstance/contact/contactSource | None | Source: Source (Company) | |
| appointmentInstance/contact/contactDeleted | None | Deleted: Deleted | |
| appointmentInstance/contact/phone/formattedNumber | None | Phone : Displays phone number | |
| appointmentInstance/contact/activeErpLinks | None | ERP connected: Is there an active ERP Sync? | |
| appointmentInstance/contact/deletedDate | None | Deleted date: Deleted date | |
| appointmentInstance/contact/mainContact | None | Main contact: Main contact for this company | |
| appointmentInstance/contact/forceCompany | None | Dummy: Dummy |
Supported Columns (cont.)
| Name | Restriction | Description | OrderBy |
|---|---|---|---|
| appointmentInstance/contact/contactPhone/formattedNumber | None | Telephone - Phone: Displays phone number | |
| appointmentInstance/contact/contactPhone/description | None | Telephone - Description: Phone number description | |
| appointmentInstance/contact/contactFax/formattedNumber | None | Fax - Phone: Displays phone number | |
| appointmentInstance/contact/contactFax/description | None | Fax - Description: Phone number description | |
| appointmentInstance/contact/searchPhone/formattedNumber | None | Searchphone - Phone: Displays phone number | |
| appointmentInstance/contact/searchPhone/description | None | Searchphone - Description: Phone number description | |
| appointmentInstance/contact/email/emailProtocol | None | Protocol: E-mail protocol, such as SMTP | |
| appointmentInstance/contact/email/emailAddress | None | ||
| appointmentInstance/contact/email/emailDescription | None | Description | |
| appointmentInstance/contact/email/emailId | None | ID | |
| appointmentInstance/contact/email/emailLastSent | None | Last sent: The date and time an e-mail was last sent to this address | |
| appointmentInstance/contact/email/emailBounceCount | None | Bounce count: Bounce count for this e-mail address | |
| appointmentInstance/contact/email/emailLastBounce | None | Last bounce: Date and time for last bounce to this e-mail address | |
| appointmentInstance/contact/email/emailHasBounced | None | Has bounced: This checkbox is active if delivery to this e-mail address has failed. | |
| appointmentInstance/contact/postAddress/addressId | None | Postal address - Address ID: Database ID for the address record | |
| appointmentInstance/contact/postAddress/line1 | None | Postal address - Address 1: First line of the address | |
| appointmentInstance/contact/postAddress/line2 | None | Postal address - Address 2: Second line of the address | |
| appointmentInstance/contact/postAddress/line3 | None | Postal address - Address 3: Third line of the address | |
| appointmentInstance/contact/postAddress/county | None | Postal address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country’s address format. | |
| appointmentInstance/contact/postAddress/city | None | Postal address - City: This criterion corresponds to the City field on the Company card. | |
| appointmentInstance/contact/postAddress/zip | None | Postal address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | |
| appointmentInstance/contact/postAddress/state | None | Postal address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country’s address format. | |
| appointmentInstance/contact/postAddress/wgs84latitude | None | Postal address - Latitude: Latitude | |
| appointmentInstance/contact/postAddress/wgs84longitude | None | Postal address - Longitude: Longitude | |
| appointmentInstance/contact/postAddress/formattedAddress | None | Postal address - : | |
| appointmentInstance/contact/postAddress/formattedMultiLineAddress | None | Postal address - : | |
| appointmentInstance/contact/streetAddress/addressId | None | Street address - Address ID: Database ID for the address record | |
| appointmentInstance/contact/streetAddress/line1 | None | Street address - Address 1: First line of the address | |
| appointmentInstance/contact/streetAddress/line2 | None | Street address - Address 2: Second line of the address | |
| appointmentInstance/contact/streetAddress/line3 | None | Street address - Address 3: Third line of the address | |
| appointmentInstance/contact/streetAddress/county | None | Street address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country’s address format. | |
| appointmentInstance/contact/streetAddress/city | None | Street address - City: This criterion corresponds to the City field on the Company card. | |
| appointmentInstance/contact/streetAddress/zip | None | Street address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | |
| appointmentInstance/contact/streetAddress/state | None | Street address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country’s address format. | |
| appointmentInstance/contact/streetAddress/wgs84latitude | None | Street address - Latitude: Latitude | |
| appointmentInstance/contact/streetAddress/wgs84longitude | None | Street address - Longitude: Longitude | |
| appointmentInstance/contact/streetAddress/formattedAddress | None | Street address - : | |
| appointmentInstance/contact/streetAddress/formattedMultiLineAddress | None | Street address - : | |
| appointmentInstance/contact/restrictionAddress/addressId | None | Search address - Address ID: Database ID for the address record | |
| appointmentInstance/contact/restrictionAddress/line1 | None | Search address - Address 1: First line of the address | |
| appointmentInstance/contact/restrictionAddress/line2 | None | Search address - Address 2: Second line of the address | |
| appointmentInstance/contact/restrictionAddress/line3 | None | Search address - Address 3: Third line of the address | |
| appointmentInstance/contact/restrictionAddress/county | None | Search address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country’s address format. | |
| appointmentInstance/contact/restrictionAddress/city | None | Search address - City: This criterion corresponds to the City field on the Company card. | |
| appointmentInstance/contact/restrictionAddress/zip | None | Search address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | |
| appointmentInstance/contact/restrictionAddress/state | None | Search address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country’s address format. | |
| appointmentInstance/contact/restrictionAddress/wgs84latitude | None | Search address - Latitude: Latitude | |
| appointmentInstance/contact/restrictionAddress/wgs84longitude | None | Search address - Longitude: Longitude | |
| appointmentInstance/contact/restrictionAddress/formattedAddress | None | Search address - : | |
| appointmentInstance/contact/restrictionAddress/formattedMultiLineAddress | None | Search address - : | |
| appointmentInstance/contact/url/URLAddress | None | URL | |
| appointmentInstance/contact/url/URLDescription | None | Description | |
| appointmentInstance/contact/contactAssociate/firstName | None | First name: Displays the contact’s first name | |
| appointmentInstance/contact/contactAssociate/lastName | None | Last name: Displays the contact’s last name | |
| appointmentInstance/contact/contactAssociate/middleName | None | Middle Name : Displays the contact’s middle name. | |
| appointmentInstance/contact/contactAssociate/fullName | None | Full name: Displays full name of user (first, middle, last - according to settings) | |
| appointmentInstance/contact/contactAssociate/contactId | None | Company ID: Database ID of the company the user belongs to | |
| appointmentInstance/contact/contactAssociate/personId | None | Contact ID: Database ID of the contact row | |
| appointmentInstance/contact/contactAssociate/mrMrs | None | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | |
| appointmentInstance/contact/contactAssociate/title | None | Title: Displays whether the contact is addressed as Mr or Ms | |
| appointmentInstance/contact/contactAssociate/associateDbId | None | ID | |
| appointmentInstance/contact/contactAssociate/contactName | None | Owning company: Name of the company the user belongs to | |
| appointmentInstance/contact/contactAssociate/contactDepartment | None | Owning department: Name of the department at the company the user belongs to | |
| appointmentInstance/contact/contactAssociate/usergroup | None | Primary group: The user’s primary user group | |
| appointmentInstance/contact/contactAssociate/usergroupId | None | Group ID: The user’s primary user group | |
| appointmentInstance/contact/contactAssociate/contactFullName | None | Owner: Name and department of the company the user belongs to | |
| appointmentInstance/contact/contactAssociate/contactCategory | None | Category: Category | |
| appointmentInstance/contact/contactAssociate/role | None | Role : Role | |
| appointmentInstance/contact/contactAssociate/assocName | None | User ID : User ID | |
| appointmentInstance/contact/contactAssociate/assocTooltip | None | Description : Description | |
| appointmentInstance/contact/contactAssociate/assocType | None | Type: Type of user: associate, external user, system user, anonymous account | |
| appointmentInstance/contact/contactAssociate/ejUserId | None | Service user ID: The database ID of a Service user | |
| appointmentInstance/contact/contactAssociate/simultaneousEjUser | None | Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded | |
| appointmentInstance/contact/contactAssociate/ejDisplayName | None | Nickname: User’s nickname in Service | |
| appointmentInstance/contact/contactAssociate/ejStatus | None | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
| appointmentInstance/contact/contactAssociate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | |
| appointmentInstance/contact/contactAssociate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | |
| appointmentInstance/contact/contactAssociate/isActive | None | Active: Is this user active, and should be able to log in? | |
| appointmentInstance/contact/contactAssociate/isActiveText | None | Active status: Is this user active, and should be able to log in? | |
| appointmentInstance/contact/contactAssociate/portraitThumbnail | None | Person image: Person image | |
| appointmentInstance/contact/contactAssociate/otherGroups | None | Other groups: Other groups | |
| appointmentInstance/contact/contactAssociate/userName | None | User name: User name | |
| appointmentInstance/contact/contactAssociate/personEmail | None | ||
| appointmentInstance/contact/contactAssociate/locationAddress | None | Location: Location | |
| appointmentInstance/contact/contactAssociate/isLocation | None | Is a location: Is a location | |
| appointmentInstance/contact/contactInterestIds | None | Company Interest: This criterion corresponds to the Interests tab on the Company card. | |
| appointmentInstance/contact/contactUdef/SuperOffice:1 | None | companyshorttext: tooltipshorttext | |
| appointmentInstance/contact/contactUdef/SuperOffice:2 | None | companylongtext: tooltiplongtext | |
| appointmentInstance/contact/contactUdef/SuperOffice:3 | None | companynumber | |
| appointmentInstance/contact/contactUdef/SuperOffice:4 | None | companydate | |
| appointmentInstance/contact/contactUdef/SuperOffice:5 | None | companyunlimiteddate: tooltipunlimiteddate | |
| appointmentInstance/contact/contactUdef/SuperOffice:6 | None | companycheckbox | |
| appointmentInstance/contact/contactUdef/SuperOffice:7 | None | companydropdownlistbox | |
| appointmentInstance/contact/contactUdef/SuperOffice:8 | None | companydecimal | |
| appointmentInstance/contact/contactUdef/SuperOffice:9 | None | page1saleonly | |
| appointmentInstance/contact/contactUdef/SuperOffice:10 | None | page1marketingonly | |
| appointmentInstance/contact/contactUdef/SuperOffice:11 | None | page1adminonly | |
| appointmentInstance/contact/contactUdef/SuperOffice:12 | None | Udlist one: Static tooltip for udlist one | |
| appointmentInstance/contact/contactUdef/SuperOffice:13 | None | Udlist two: Static tooltip for udlist two | |
| appointmentInstance/contact/contactExtra/x_contact_integer | None | Extra Integer: Custom integer field |
Supported Columns (cont.)
| Name | Restriction | Description | OrderBy |
|---|---|---|---|
| appointmentInstance/contact/contactExtra/x_contact_hidden_integer | None | Extra hidden integer: Custom integer field - hidden | |
| appointmentInstance/contact/contactExtra/x_contact_default_integer | None | Extra Default Integer: Custom integer field with default value 123. | |
| appointmentInstance/contact/contactExtra/x_contact_float | None | Extra Float: Custom float field with 3 decimals | |
| appointmentInstance/contact/contactExtra/x_contact_longtext | None | Extra LongText: Custom long text field. DO not keep HTML. 3 Line text area editor | |
| appointmentInstance/contact/contactExtra/x_contact_dropdown | None | Extra Long Dropdown: Custom long text field with dropdown: Volvo, Saab, etc. | |
| appointmentInstance/contact/contactExtra/x_contact_date | None | Extra date: Custom date field. User current as default. | |
| appointmentInstance/contact/contactExtra/x_contact_datetime | None | Extra DateTime: Custom Date Time field. No default value. External | |
| appointmentInstance/contact/contactExtra/x_contact_time | None | Extra time: Custom time field. | |
| appointmentInstance/contact/contactExtra/x_contact_boolean | None | Extra boolean: Custom boolean field. | |
| appointmentInstance/contact/contactExtra/x_contact_timespan | None | Extra timespan: Custom timespan field. Hours and minutes in 10 units | |
| appointmentInstance/contact/contactExtra/x_contact_shorttext | None | Extra short text: Custom short text field. Keep HTML tags. | |
| appointmentInstance/contact/contactExtra/x_contact_short_dropdown | None | Extra short dropdown: Custom short text with dropdown list. Red, Green or Blue or Purple. External. | |
| appointmentInstance/contact/contactExtra/x_contact_contact_relation | None | Extra Company: Custom company relation. Do not show one-to-many relations. Show function buttons | |
| appointmentInstance/contact/contactExtra/x_contact_request_relation | None | Extra Request relation: Request relation on company | |
| appointmentInstance/contact/contactExtra/x_contact_contact | None | Extra contact relation: Contact relation on company | |
| appointmentInstance/contact/contactExtra/y_organization/x_name | None | Organization - Name: Name | |
| appointmentInstance/contact/NumberOfActivities | None | Number of activities | |
| appointmentInstance/contact/NumberOfActivitiesInPeriod | None | Number of activities in last 90 days | |
| appointmentInstance/contact/NumberOfNotCompletedActivities | None | Number of non-completed activities | |
| appointmentInstance/contact/NumberOfNotCompletedActivitiesInPeriod | None | Number of non-completed activities in last 90 days | |
| appointmentInstance/contact/LastActivity | None | Date of last activity | |
| appointmentInstance/contact/LastCompletedActivity | None | Date of last completed activity | |
| appointmentInstance/contact/LastDoByActivity | None | Date of last non-completed activity | |
| appointmentInstance/contact/NumberOfSales | None | Number of sales | |
| appointmentInstance/contact/NumberOfSalesInPeriod | None | Number of sales in last 90 days | |
| appointmentInstance/contact/NumberOfNotCompletedSales | None | Number of non-completed sales | |
| appointmentInstance/contact/NumberOfNotCompletedSalesInPeriod | None | Number of non-completed sales in last 90 days | |
| appointmentInstance/contact/LastSale | None | Date of last sale | |
| appointmentInstance/contact/LastCompletedSale | None | Date of last completed sale | |
| appointmentInstance/contact/LastDoBySale | None | Date of last non-completed sale | |
| appointmentInstance/contact/NumberOfTickets | None | Number of requests | |
| appointmentInstance/contact/NumberOfTicketsInPeriod | None | Number of requests in last 90 days | |
| appointmentInstance/contact/NumberOfNotCompletedTickets | None | Number of non-completed requests | |
| appointmentInstance/contact/NumberOfNotCompletedTicketsInPeriod | None | Number of non-completed requests in last 90 days | |
| appointmentInstance/contact/LastTicket | None | Date of last request | |
| appointmentInstance/contact/LastCompletedTicket | None | Date of last completed request | |
| appointmentInstance/contact/LastDoByTicket | None | Date of last non-completed request | |
| appointmentInstance/contact/SaintStatus1 | None | Neglected customer: Denne kunden har det vært 0 salgsaktiviteter på i perioden. | |
| appointmentInstance/contact/SaintStatus2 | None | C-company: Kundens navn starter med bokstaven C | |
| appointmentInstance/contact/saintSaleStatus | None | With status | |
| appointmentInstance/contact/saintAmountClass | None | Amount class | |
| appointmentInstance/contact/saintActivityType | None | SAINT type | |
| appointmentInstance/contact/saintDirection | None | Direction | |
| appointmentInstance/contact/saintIntention | None | Intention | |
| appointmentInstance/contact/saintTicketStatus | None | Status | |
| appointmentInstance/contact/saintTicketCategory | None | Category | |
| appointmentInstance/person/personId | None | DB ID: Displays the database ID of a contact | |
| appointmentInstance/person/firstName | None | First name: Displays the contact’s first name | |
| appointmentInstance/person/lastName | None | Last name: Displays the contact’s last name | |
| appointmentInstance/person/middleName | None | Middle name: Displays the contact’s middle name. | |
| appointmentInstance/person/fullName | None | Contact: Displays the contact to which an item is linked | |
| appointmentInstance/person/contactId | None | Company ID: Database ID of company | |
| appointmentInstance/person/hasInfoText | None | Has note: Displays an icon indicating if there is additional information available about the contact | |
| appointmentInstance/person/hasInterests | None | Has interests: Displays an Icon indicating if the contact has active interests | |
| appointmentInstance/person/personHasInterests | None | Has interests: Displays an Icon indicating if the contact has active interests | |
| appointmentInstance/person/mrMrs | None | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | |
| appointmentInstance/person/position | None | Position | |
| appointmentInstance/person/personNumber | None | Number: Displays the contact’s number | |
| appointmentInstance/person/title | None | Title: Displays the contact’s job title | |
| appointmentInstance/person/personCountry | None | Country: Country | |
| appointmentInstance/person/personCountryId | None | Country ID: Country ID | |
| appointmentInstance/person/personNoMail | None | No Mailings: Displays the contact’s No Mailings checkbox | |
| appointmentInstance/person/rank | None | Rank: Displays a contact’s current rank | |
| appointmentInstance/person/birthdate | None | Birthdate: Displays the contact’s date of birth | |
| appointmentInstance/person/associateType | None | User type: Displays an icon indicating if a contact is an associate or external contact with log-in rights and currently online. This information is updated only once while the archive is loading. | |
| appointmentInstance/person/useAsMailingAddress | None | Use as postal address: Use as postal address | |
| appointmentInstance/person/personSource | None | Source: Source (Contact) | |
| appointmentInstance/person/retired | None | Former employee: Indicates whether the contact has retired/left the company | |
| appointmentInstance/person/birthYear | None | Birth year: Displays contact’s birth year | |
| appointmentInstance/person/birthMonth | None | Birth month: Displays contact’s birth month | |
| appointmentInstance/person/birthDay | None | Birth day: Displays contact’s birth day (day of month) | |
| appointmentInstance/person/kanaFirstName | None | First name, kana: Contact’s first name, in kana alphabet | |
| appointmentInstance/person/kanaLastName | None | Last name, kana: Contact’s last name, in kana alphabet | |
| appointmentInstance/person/personUpdatedBy | None | Updated by: The user who last updated the data | |
| appointmentInstance/person/personUpdatedByFullName | None | Updated by - Full name: The user who last updated the data | |
| appointmentInstance/person/personUpdatedDate | None | Updated: The date/time the data was last updated in UTC. | |
| appointmentInstance/person/personRegisteredBy | None | Registered by: The user who registered the data | |
| appointmentInstance/person/personRegisteredByFullName | None | Registered by - Full name: The user who registered the data | |
| appointmentInstance/person/personRegisteredDate | None | Registered date: The date/time the data was registered in UTC. | |
| appointmentInstance/person/portraitThumbnail | None | Person image: Person image | |
| appointmentInstance/person/personActiveErpLinks | None | ERP connected: Is there an active ERP Sync? | |
| appointmentInstance/person/ticketPriority | None | Service priority: Default service priority for this contact | |
| appointmentInstance/person/supportLanguage | None | Preferred language: Preferred language used for reply templates and more | |
| appointmentInstance/person/supportAssociate | None | Our service contact: Default service contact for this contact | |
| appointmentInstance/person/supportAssociateFullName | None | Our service contact - Full name: Default service contact for this contact | |
| appointmentInstance/person/personAssociateId | None | Our contact: Displays our contact | |
| appointmentInstance/person/personAssociateFullName | None | Our contact - Full name: Displays our contact | |
| appointmentInstance/person/personCategory | None | Category | |
| appointmentInstance/person/personCategoryGroup | None | Category group | |
| appointmentInstance/person/personCategoryRank | None | !!Category rank | |
| appointmentInstance/person/personBusiness | None | Business | |
| appointmentInstance/person/leadStatus | None | Lead status | |
| appointmentInstance/person/leadstatusRank | None | !!Lead status RANK | |
| appointmentInstance/person/personDeletedDate | None | Deleted date: Deleted date | |
| appointmentInstance/person/hasCompany | None | Has company: The contact is associated with a company | |
| appointmentInstance/person/isProjectMember | None | Is project member: This person is a project member | |
| appointmentInstance/person/isStakeholder | None | Is stakeholder: This person is a sale stakeholder | |
| appointmentInstance/person/updatedByWorkflow | None | Updated by flow: Updated by flow | |
| appointmentInstance/person/whenUpdatedByWorkflow | None | When updated by flow: When updated by flow | |
| appointmentInstance/person/createdByForm | None | Created by form: Created by form |
Supported Columns (cont.)
| Name | Restriction | Description | OrderBy |
|---|---|---|---|
| appointmentInstance/person/phone/formattedNumber | None | Phone : Displays phone number | |
| appointmentInstance/person/personDirectPhone/formattedNumber | None | Direct - Phone: Displays phone number | |
| appointmentInstance/person/personDirectPhone/description | None | Direct - Description: Phone number description | |
| appointmentInstance/person/personMobilePhone/formattedNumber | None | Mobile - Phone: Displays phone number | |
| appointmentInstance/person/personMobilePhone/description | None | Mobile - Description: Phone number description | |
| appointmentInstance/person/personPrivate/formattedNumber | None | Private - Phone: Displays phone number | |
| appointmentInstance/person/personPrivate/description | None | Private - Description: Phone number description | |
| appointmentInstance/person/personPager/formattedNumber | None | Other - Phone: Displays phone number | |
| appointmentInstance/person/personPager/description | None | Other - Description: Phone number description | |
| appointmentInstance/person/personDirectFax/formattedNumber | None | Fax - Phone: Displays phone number | |
| appointmentInstance/person/personDirectFax/description | None | Fax - Description: Phone number description | |
| appointmentInstance/person/searchPhone/formattedNumber | None | Phone : Displays phone number | |
| appointmentInstance/person/searchPhone/description | None | Description: Phone number description | |
| appointmentInstance/person/personInfo/textId | None | Text ID | |
| appointmentInstance/person/personInfo/infoText | None | Information: Displays the text entered in the description field | |
| appointmentInstance/person/email/emailProtocol | None | Protocol: E-mail protocol, such as SMTP | |
| appointmentInstance/person/email/emailAddress | None | ||
| appointmentInstance/person/email/emailDescription | None | Description | |
| appointmentInstance/person/email/emailId | None | ID | |
| appointmentInstance/person/email/emailLastSent | None | Last sent: The date and time an e-mail was last sent to this address | |
| appointmentInstance/person/email/emailBounceCount | None | Bounce count: Bounce count for this e-mail address | |
| appointmentInstance/person/email/emailLastBounce | None | Last bounce: Date and time for last bounce to this e-mail address | |
| appointmentInstance/person/email/emailHasBounced | None | Has bounced: This checkbox is active if delivery to this e-mail address has failed. | |
| appointmentInstance/person/personUrl/URLAddress | None | URL | |
| appointmentInstance/person/personUrl/URLDescription | None | Description | |
| appointmentInstance/person/personAddress/addressId | None | Contact address - Address ID: Database ID for the address record | |
| appointmentInstance/person/personAddress/line1 | None | Contact address - Address 1: First line of the address | |
| appointmentInstance/person/personAddress/line2 | None | Contact address - Address 2: Second line of the address | |
| appointmentInstance/person/personAddress/line3 | None | Contact address - Address 3: Third line of the address | |
| appointmentInstance/person/personAddress/county | None | Contact address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country’s address format. | |
| appointmentInstance/person/personAddress/city | None | Contact address - City: This criterion corresponds to the City field on the Company card. | |
| appointmentInstance/person/personAddress/zip | None | Contact address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | |
| appointmentInstance/person/personAddress/state | None | Contact address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country’s address format. | |
| appointmentInstance/person/personAddress/wgs84latitude | None | Contact address - Latitude: Latitude | |
| appointmentInstance/person/personAddress/wgs84longitude | None | Contact address - Longitude: Longitude | |
| appointmentInstance/person/personAddress/formattedAddress | None | Contact address - : | |
| appointmentInstance/person/personAddress/formattedMultiLineAddress | None | Contact address - : | |
| appointmentInstance/person/restrictionAddress/addressId | None | Search address - Address ID: Database ID for the address record | |
| appointmentInstance/person/restrictionAddress/line1 | None | Search address - Address 1: First line of the address | |
| appointmentInstance/person/restrictionAddress/line2 | None | Search address - Address 2: Second line of the address | |
| appointmentInstance/person/restrictionAddress/line3 | None | Search address - Address 3: Third line of the address | |
| appointmentInstance/person/restrictionAddress/county | None | Search address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country’s address format. | |
| appointmentInstance/person/restrictionAddress/city | None | Search address - City: This criterion corresponds to the City field on the Company card. | |
| appointmentInstance/person/restrictionAddress/zip | None | Search address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | |
| appointmentInstance/person/restrictionAddress/state | None | Search address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country’s address format. | |
| appointmentInstance/person/restrictionAddress/wgs84latitude | None | Search address - Latitude: Latitude | |
| appointmentInstance/person/restrictionAddress/wgs84longitude | None | Search address - Longitude: Longitude | |
| appointmentInstance/person/restrictionAddress/formattedAddress | None | Search address - : | |
| appointmentInstance/person/restrictionAddress/formattedMultiLineAddress | None | Search address - : | |
| appointmentInstance/person/personInterestIds | None | Contact interest: This criterion corresponds to a contact’s interests. It is available via the Contact dialog’s Interests tab. | |
| appointmentInstance/person/personUdef/SuperOffice:1 | None | contactshorttext: tooltipshorttext | |
| appointmentInstance/person/personUdef/SuperOffice:2 | None | contactlongtext: tooltiplongtext | |
| appointmentInstance/person/personUdef/SuperOffice:3 | None | contactnumber | |
| appointmentInstance/person/personUdef/SuperOffice:4 | None | contactdate | |
| appointmentInstance/person/personUdef/SuperOffice:5 | None | contactunlimiteddate: tooltipunlimiteddate | |
| appointmentInstance/person/personUdef/SuperOffice:6 | None | contactcheckbox | |
| appointmentInstance/person/personUdef/SuperOffice:7 | None | contactdropdownlistbox | |
| appointmentInstance/person/personUdef/SuperOffice:8 | None | contactdecimal | |
| appointmentInstance/person/personUdef/SuperOffice:9 | None | page1saleonly | |
| appointmentInstance/person/personUdef/SuperOffice:10 | None | page1marketingonly | |
| appointmentInstance/person/personUdef/SuperOffice:11 | None | page1adminonly | |
| appointmentInstance/person/personExtra/x_person_integer | None | Extra Integer: Custom person integer | |
| appointmentInstance/person/personExtra/x_person_hidden_integer | None | Extra hidden integer: Custom integer field that is hidden | |
| appointmentInstance/person/personExtra/x_person_float | None | Extra float: Custom float field | |
| appointmentInstance/person/personExtra/x_person_longtext | None | Extra Long Text: Custom long text field on person, keep HTML tags. Simple input, not text area. Default value = ‘Hello there’ | |
| appointmentInstance/person/personExtra/x_person_date | None | Extra date: Custom date field on person. Default value = 28.03.2019 | |
| appointmentInstance/person/personExtra/x_person_datetime | None | Extra DateTime: Custom person date and time field. No default | |
| appointmentInstance/person/personExtra/x_person_time | None | Extra time: Custom time field on person. Current time as default | |
| appointmentInstance/person/personExtra/x_person_boolean | None | Extra Boolean: Custom boolean field on person. Default checked | |
| appointmentInstance/person/personExtra/x_person_timespan | None | Extra timespan: Custom timespan on person. Minutes only in 15 units | |
| appointmentInstance/person/personExtra/x_person_shorttext | None | Extra short text: Custom short text on person. With index. Do not keep HTML tags | |
| appointmentInstance/person/personExtra/x_person_shorttext_list | None | Extra short dropdown: Custom Short text dropdown field on person: black, white, transparent | |
| appointmentInstance/person/personExtra/x_person_user_relation | None | Extra user relation: Custom person-user relation field | |
| appointmentInstance/person/personExtra/x_person_category_relation | None | Extra category relation: Custom person-category relation | |
| appointmentInstance/person/personExtra/x_person_priority_relation | None | Extra priority relation: Custom person-priority relation | |
| appointmentInstance/person/personExtra/x_person_request_relation | None | Extra request relation: Request relation on contact | |
| appointmentInstance/person/personExtra/x_person_appointment_relation | None | Extra appointment relation: Appointment relation on person | |
| appointmentInstance/person/personExtra/x_person_contact_relation | None | Extra company relation: Company relation on contact | |
| appointmentInstance/person/personExtra/y_rental/id | None | Rental - id: Displays the row’s primary key (y_rental) | |
| appointmentInstance/person/personExtra/y_rental/x_start | None | Rental - Start rental: Start rental | |
| appointmentInstance/person/personExtra/y_rental/x_end | None | Rental - End: End | |
| appointmentInstance/person/personExtra/y_rental/x_amount | None | Rental - Amount: Number to rent. Default = 1 | |
| appointmentInstance/person/personExtra/y_rental/x_contact | None | Rental - Renter: Company that rents equipment | |
| appointmentInstance/person/personExtra/y_rental/y_equipment/x_name | None | Rental - Equipment - Name: Equpment name custom field. Cannot be null., show in table | |
| appointmentInstance/person/personExtra/y_car/id | None | Car - id: Displays the row’s primary key (y_car) | |
| appointmentInstance/person/personAssociate/firstName | None | First name: Displays the contact’s first name | |
| appointmentInstance/person/personAssociate/lastName | None | Last name: Displays the contact’s last name | |
| appointmentInstance/person/personAssociate/middleName | None | Middle Name : Displays the contact’s middle name. | |
| appointmentInstance/person/personAssociate/fullName | None | Full name: Displays full name of user (first, middle, last - according to settings) | |
| appointmentInstance/person/personAssociate/contactId | None | Company ID: Database ID of the company the user belongs to | |
| appointmentInstance/person/personAssociate/personId | None | Contact ID: Database ID of the contact row | |
| appointmentInstance/person/personAssociate/mrMrs | None | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | |
| appointmentInstance/person/personAssociate/title | None | Title: Displays whether the contact is addressed as Mr or Ms | |
| appointmentInstance/person/personAssociate/associateDbId | None | ID | |
| appointmentInstance/person/personAssociate/contactName | None | Owning company: Name of the company the user belongs to | |
| appointmentInstance/person/personAssociate/contactDepartment | None | Owning department: Name of the department at the company the user belongs to | |
| appointmentInstance/person/personAssociate/usergroup | None | Primary group: The user’s primary user group | |
| appointmentInstance/person/personAssociate/usergroupId | None | Group ID: The user’s primary user group | |
| appointmentInstance/person/personAssociate/contactFullName | None | Owner: Name and department of the company the user belongs to | |
| appointmentInstance/person/personAssociate/contactCategory | None | Category: Category |
Supported Columns (cont.)
| Name | Restriction | Description | OrderBy |
|---|---|---|---|
| appointmentInstance/person/personAssociate/role | None | Role : Role | |
| appointmentInstance/person/personAssociate/assocName | None | User ID : User ID | |
| appointmentInstance/person/personAssociate/assocTooltip | None | Description : Description | |
| appointmentInstance/person/personAssociate/assocType | None | Type: Type of user: associate, external user, system user, anonymous account | |
| appointmentInstance/person/personAssociate/ejUserId | None | Service user ID: The database ID of a Service user | |
| appointmentInstance/person/personAssociate/simultaneousEjUser | None | Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded | |
| appointmentInstance/person/personAssociate/ejDisplayName | None | Nickname: User’s nickname in Service | |
| appointmentInstance/person/personAssociate/ejStatus | None | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
| appointmentInstance/person/personAssociate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | |
| appointmentInstance/person/personAssociate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | |
| appointmentInstance/person/personAssociate/isActive | None | Active: Is this user active, and should be able to log in? | |
| appointmentInstance/person/personAssociate/isActiveText | None | Active status: Is this user active, and should be able to log in? | |
| appointmentInstance/person/personAssociate/portraitThumbnail | None | Person image: Person image | |
| appointmentInstance/person/personAssociate/otherGroups | None | Other groups: Other groups | |
| appointmentInstance/person/personAssociate/userName | None | User name: User name | |
| appointmentInstance/person/personAssociate/personEmail | None | ||
| appointmentInstance/person/personAssociate/locationAddress | None | Location: Location | |
| appointmentInstance/person/personAssociate/isLocation | None | Is a location: Is a location | |
| appointmentInstance/person/correspondingAssociate/firstName | None | First name: Displays the contact’s first name | |
| appointmentInstance/person/correspondingAssociate/lastName | None | Last name: Displays the contact’s last name | |
| appointmentInstance/person/correspondingAssociate/middleName | None | Middle Name : Displays the contact’s middle name. | |
| appointmentInstance/person/correspondingAssociate/fullName | None | Full name: Displays full name of user (first, middle, last - according to settings) | |
| appointmentInstance/person/correspondingAssociate/contactId | None | Company ID: Database ID of the company the user belongs to | |
| appointmentInstance/person/correspondingAssociate/personId | None | Contact ID: Database ID of the contact row | |
| appointmentInstance/person/correspondingAssociate/mrMrs | None | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | |
| appointmentInstance/person/correspondingAssociate/title | None | Title: Displays whether the contact is addressed as Mr or Ms | |
| appointmentInstance/person/correspondingAssociate/associateDbId | None | ID | |
| appointmentInstance/person/correspondingAssociate/contactName | None | Owning company: Name of the company the user belongs to | |
| appointmentInstance/person/correspondingAssociate/contactDepartment | None | Owning department: Name of the department at the company the user belongs to | |
| appointmentInstance/person/correspondingAssociate/usergroup | None | Primary group: The user’s primary user group | |
| appointmentInstance/person/correspondingAssociate/usergroupId | None | Group ID: The user’s primary user group | |
| appointmentInstance/person/correspondingAssociate/contactFullName | None | Owner: Name and department of the company the user belongs to | |
| appointmentInstance/person/correspondingAssociate/contactCategory | None | Category: Category | |
| appointmentInstance/person/correspondingAssociate/role | None | Role : Role | |
| appointmentInstance/person/correspondingAssociate/assocName | None | User ID : User ID | |
| appointmentInstance/person/correspondingAssociate/assocTooltip | None | Description : Description | |
| appointmentInstance/person/correspondingAssociate/assocType | None | Type: Type of user: associate, external user, system user, anonymous account | |
| appointmentInstance/person/correspondingAssociate/ejUserId | None | Service user ID: The database ID of a Service user | |
| appointmentInstance/person/correspondingAssociate/simultaneousEjUser | None | Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded | |
| appointmentInstance/person/correspondingAssociate/ejDisplayName | None | Nickname: User’s nickname in Service | |
| appointmentInstance/person/correspondingAssociate/ejStatus | None | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
| appointmentInstance/person/correspondingAssociate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | |
| appointmentInstance/person/correspondingAssociate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | |
| appointmentInstance/person/correspondingAssociate/isActive | None | Active: Is this user active, and should be able to log in? | |
| appointmentInstance/person/correspondingAssociate/isActiveText | None | Active status: Is this user active, and should be able to log in? | |
| appointmentInstance/person/correspondingAssociate/portraitThumbnail | None | Person image: Person image | |
| appointmentInstance/person/correspondingAssociate/otherGroups | None | Other groups: Other groups | |
| appointmentInstance/person/correspondingAssociate/userName | None | User name: User name | |
| appointmentInstance/person/correspondingAssociate/personEmail | None | ||
| appointmentInstance/person/correspondingAssociate/locationAddress | None | Location: Location | |
| appointmentInstance/person/correspondingAssociate/isLocation | None | Is a location: Is a location | |
| appointmentInstance/person/isMailingRecipient | None | Is mailing recipient: isMailingRecipient | |
| appointmentInstance/person/hasStoreConsent | None | Consent - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers. | |
| appointmentInstance/person/withdrawnStoreConsent | None | Consent is withdrawn - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers. | |
| appointmentInstance/person/hasEmarketingConsent | None | Consent - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes. | |
| appointmentInstance/person/withdrawnEmarketingConsent | None | Consent is withdrawn - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes. | |
| appointmentInstance/person/subscription | None | Subscription: Subscription for marketing | |
| appointmentInstance/person/legalBaseStore | None | Legal basis - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers. | |
| appointmentInstance/person/legalBaseEmarketing | None | Legal basis - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes. | |
| appointmentInstance/person/consentSourceStore | None | Source - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers. | |
| appointmentInstance/person/consentSourceEmarketing | None | Source - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes. | |
| appointmentInstance/appointmentUdef/SuperOffice:1 | None | followupshorttext | |
| appointmentInstance/appointmentUdef/SuperOffice:2 | None | followuplongtext | |
| appointmentInstance/appointmentUdef/SuperOffice:3 | None | followupnumber | |
| appointmentInstance/appointmentUdef/SuperOffice:4 | None | followupdate | |
| appointmentInstance/appointmentUdef/SuperOffice:5 | None | followupunlimiteddate | |
| appointmentInstance/appointmentUdef/SuperOffice:6 | None | followupcheckbox | |
| appointmentInstance/appointmentUdef/SuperOffice:7 | None | followupdropdownlistbox | |
| appointmentInstance/appointmentUdef/SuperOffice:8 | None | followupdecimal | |
| appointmentInstance/project/completed | None | Completed: Displays a check mark indicating if the project has been completed. | |
| appointmentInstance/project/projectId | None | DB ID: Displays the database ID for a project row | |
| appointmentInstance/project/name | None | Project name: Displays the Project’s name | |
| appointmentInstance/project/number | None | Number: Displays the project’s number | |
| appointmentInstance/project/type | None | Project type: Displays the project’s type | |
| appointmentInstance/project/status | None | Status: Displays the project’s status | |
| appointmentInstance/project/statusRank | None | Status rank: Rank of the project status in the status list | |
| appointmentInstance/project/associateId | None | ID: Displays login ID of the associate who owns the project | |
| appointmentInstance/project/hasInfoText | None | Info: Displays an icon indicating if the project has a description text. The text itself will be displayed in a tooltip. | |
| appointmentInstance/project/icon | None | Category: Displays the icon for an activity type | |
| appointmentInstance/project/text | None | Text: Displays a descriptive text for the item | |
| appointmentInstance/project/description | None | Description : Description | |
| appointmentInstance/project/updatedBy | None | Updated by: The user who last updated the data | |
| appointmentInstance/project/updatedByFullName | None | Updated by - Full name: The user who last updated the data | |
| appointmentInstance/project/updatedDate | None | Updated: The date/time the data was last updated in UTC. | |
| appointmentInstance/project/registeredBy | None | Registered by: The user who registered the data | |
| appointmentInstance/project/registeredByFullName | None | Registered by - Full name: The user who registered the data | |
| appointmentInstance/project/registeredDate | None | Registered date: The date/time the data was registered in UTC. | |
| appointmentInstance/project/hasGuide | None | Guided: Does this sale have a Sales Guide | |
| appointmentInstance/project/nextMilestone | None | Next milestone: Date of next non-completed activity that is marked as a milestone | |
| appointmentInstance/project/endDate | None | End date: End date of project | |
| appointmentInstance/project/imageThumbnail | None | Thumbnail: Scaled-down image of project image | |
| appointmentInstance/project/activeErpLinks | None | ERP connected: Is there an active ERP Sync? | |
| appointmentInstance/project/eventId | None | Event ID: Event ID | |
| appointmentInstance/project/startDate | None | Start date: Project start date | |
| appointmentInstance/project/projectPublish/isPublished | None | Published: Displays an icon indicating if the project or sale has been published | |
| appointmentInstance/project/projectPublish/publishedFrom | None | From date: Start date for publishing. The record will not be visible prior to this date | |
| appointmentInstance/project/projectPublish/publishedTo | None | To date: End date for publishing. The record will not be visible after this date | |
| appointmentInstance/project/projectPublish/publishedBy | None | Published by: Published by | |
| appointmentInstance/project/projectEvent/isExternalEvent | None | Event: Is this an external event | |
| appointmentInstance/project/projectEvent/eventDate | None | Event date: Event date |
Supported Columns (cont.)
| Name | Restriction | Description | OrderBy |
|---|---|---|---|
| appointmentInstance/project/projectEvent/hasSignOn | None | Sign On: Does this event have the Sign On function enabled | |
| appointmentInstance/project/projectEvent/hasSignOff | None | Sign Off: Does this event have the Sign Off function enabled | |
| appointmentInstance/project/projectUrl/URLAddress | None | URL | |
| appointmentInstance/project/projectUrl/URLDescription | None | Description | |
| appointmentInstance/project/projectAssociate/firstName | None | First name: Displays the contact’s first name | |
| appointmentInstance/project/projectAssociate/lastName | None | Last name: Displays the contact’s last name | |
| appointmentInstance/project/projectAssociate/middleName | None | Middle Name : Displays the contact’s middle name. | |
| appointmentInstance/project/projectAssociate/fullName | None | Full name: Displays full name of user (first, middle, last - according to settings) | |
| appointmentInstance/project/projectAssociate/contactId | None | Company ID: Database ID of the company the user belongs to | |
| appointmentInstance/project/projectAssociate/personId | None | Contact ID: Database ID of the contact row | |
| appointmentInstance/project/projectAssociate/mrMrs | None | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | |
| appointmentInstance/project/projectAssociate/title | None | Title: Displays whether the contact is addressed as Mr or Ms | |
| appointmentInstance/project/projectAssociate/associateDbId | None | ID | |
| appointmentInstance/project/projectAssociate/contactName | None | Owning company: Name of the company the user belongs to | |
| appointmentInstance/project/projectAssociate/contactDepartment | None | Owning department: Name of the department at the company the user belongs to | |
| appointmentInstance/project/projectAssociate/usergroup | None | Primary group: The user’s primary user group | |
| appointmentInstance/project/projectAssociate/usergroupId | None | Group ID: The user’s primary user group | |
| appointmentInstance/project/projectAssociate/contactFullName | None | Owner: Name and department of the company the user belongs to | |
| appointmentInstance/project/projectAssociate/contactCategory | None | Category: Category | |
| appointmentInstance/project/projectAssociate/role | None | Role : Role | |
| appointmentInstance/project/projectAssociate/assocName | None | User ID : User ID | |
| appointmentInstance/project/projectAssociate/assocTooltip | None | Description : Description | |
| appointmentInstance/project/projectAssociate/assocType | None | Type: Type of user: associate, external user, system user, anonymous account | |
| appointmentInstance/project/projectAssociate/ejUserId | None | Service user ID: The database ID of a Service user | |
| appointmentInstance/project/projectAssociate/simultaneousEjUser | None | Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded | |
| appointmentInstance/project/projectAssociate/ejDisplayName | None | Nickname: User’s nickname in Service | |
| appointmentInstance/project/projectAssociate/ejStatus | None | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
| appointmentInstance/project/projectAssociate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | |
| appointmentInstance/project/projectAssociate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | |
| appointmentInstance/project/projectAssociate/isActive | None | Active: Is this user active, and should be able to log in? | |
| appointmentInstance/project/projectAssociate/isActiveText | None | Active status: Is this user active, and should be able to log in? | |
| appointmentInstance/project/projectAssociate/portraitThumbnail | None | Person image: Person image | |
| appointmentInstance/project/projectAssociate/otherGroups | None | Other groups: Other groups | |
| appointmentInstance/project/projectAssociate/userName | None | User name: User name | |
| appointmentInstance/project/projectAssociate/personEmail | None | ||
| appointmentInstance/project/projectAssociate/locationAddress | None | Location: Location | |
| appointmentInstance/project/projectAssociate/isLocation | None | Is a location: Is a location | |
| appointmentInstance/project/projectUdef/SuperOffice:1 | None | projectshorttext | |
| appointmentInstance/project/projectUdef/SuperOffice:2 | None | projectlongtext | |
| appointmentInstance/project/projectUdef/SuperOffice:3 | None | projectnumber | |
| appointmentInstance/project/projectUdef/SuperOffice:4 | None | projectdate | |
| appointmentInstance/project/projectUdef/SuperOffice:5 | None | projectunlimiteddate | |
| appointmentInstance/project/projectUdef/SuperOffice:6 | None | projectcheckbox | |
| appointmentInstance/project/projectUdef/SuperOffice:7 | None | projectdropdownlistbox | |
| appointmentInstance/project/projectUdef/SuperOffice:8 | None | projectdecimal | |
| appointmentInstance/project/projectUdef/SuperOffice:9 | None | page1saleandmarketing | |
| appointmentInstance/project/projectUdef/SuperOffice:10 | None | page1saleandadmin | |
| appointmentInstance/project/NumberOfActivities | None | Number of activities | |
| appointmentInstance/project/NumberOfActivitiesInPeriod | None | Number of activities in last 90 days | |
| appointmentInstance/project/NumberOfNotCompletedActivities | None | Number of non-completed activities | |
| appointmentInstance/project/NumberOfNotCompletedActivitiesInPeriod | None | Number of non-completed activities in last 90 days | |
| appointmentInstance/project/LastActivity | None | Date of last activity | |
| appointmentInstance/project/LastCompletedActivity | None | Date of last completed activity | |
| appointmentInstance/project/LastDoByActivity | None | Date of last non-completed activity | |
| appointmentInstance/project/NumberOfSales | None | Number of sales | |
| appointmentInstance/project/NumberOfSalesInPeriod | None | Number of sales in last 90 days | |
| appointmentInstance/project/NumberOfNotCompletedSales | None | Number of non-completed sales | |
| appointmentInstance/project/NumberOfNotCompletedSalesInPeriod | None | Number of non-completed sales in last 90 days | |
| appointmentInstance/project/LastSale | None | Date of last sale | |
| appointmentInstance/project/LastCompletedSale | None | Date of last completed sale | |
| appointmentInstance/project/LastDoBySale | None | Date of last non-completed sale | |
| appointmentInstance/project/SaintStatus3 | None | Not completed activites with intention sale: Number of not completed activities for intention sale > 0. | |
| appointmentInstance/project/saintSaleStatus | None | With status | |
| appointmentInstance/project/saintAmountClass | None | Amount class | |
| appointmentInstance/project/saintActivityType | None | SAINT type | |
| appointmentInstance/project/saintDirection | None | Direction | |
| appointmentInstance/project/saintIntention | None | Intention | |
| appointmentInstance/project/saintTicketStatus | None | Status | |
| appointmentInstance/project/saintTicketCategory | None | Category | |
| appointmentInstance/project/project/textId | None | Text ID | |
| appointmentInstance/project/project/infoText | None | Information: Displays the text entered in the description field | |
| appointmentInstance/sale/completed | None | Completed: Displays a checkbox showing if an appointment is completed | |
| appointmentInstance/sale/icon | None | Category: Displays the icon for an activity type | |
| appointmentInstance/sale/date | None | Date: Displays start date of a follow-up / sale date of a sale | |
| appointmentInstance/sale/time | None | Time: Time | |
| appointmentInstance/sale/type | None | Type: Displays the type of an activity | |
| appointmentInstance/sale/recordType | None | Record type : Shows the record type | |
| appointmentInstance/sale/text | None | Text: Displays a descriptive text for the item | |
| appointmentInstance/sale/associateId | None | ID: Displays the login ID of the associate who owns the activity. | |
| appointmentInstance/sale/contactId | None | Company ID: Database ID of company | |
| appointmentInstance/sale/personId | None | Contact ID: Database ID of the contact row | |
| appointmentInstance/sale/projectId | None | Project ID: Database ID of project record | |
| appointmentInstance/sale/saleId | None | Sale ID: The database ID of the sale record | |
| appointmentInstance/sale/userGroup | None | User group : The user group that owns the record | |
| appointmentInstance/sale/who | None | Who: Contact and/or company | |
| appointmentInstance/sale/updatedBy | None | Updated by: The user who last updated the data | |
| appointmentInstance/sale/updatedByFullName | None | Updated by - Full name: The user who last updated the data | |
| appointmentInstance/sale/updatedDate | None | Updated: The date/time the data was last updated in UTC. | |
| appointmentInstance/sale/registeredBy | None | Registered by: The user who registered the data | |
| appointmentInstance/sale/registeredByFullName | None | Registered by - Full name: The user who registered the data | |
| appointmentInstance/sale/registeredDate | None | Registered date: The date/time the data was registered in UTC. | |
| appointmentInstance/sale/currencyId | None | Currency ID: The currency list item ID | |
| appointmentInstance/sale/currency | None | Currency: The currency of the sale | |
| appointmentInstance/sale/credited | None | Credited: The user to be credited with the sale | |
| appointmentInstance/sale/lossReason | None | Reason (lost): The reason for losing the sale | |
| appointmentInstance/sale/source | None | Source: The source (lead) of the sale | |
| appointmentInstance/sale/competitor | None | Competitor: The competitor who won the sale | |
| appointmentInstance/sale/heading | None | Sale: The name of the sale | |
| appointmentInstance/sale/amount | None | Amount: The gross sales total | |
| appointmentInstance/sale/amountWeighted | None | Weighted amount: Virtual field calculated from amount * probability percent. |
Supported Columns (cont.)
| Name | Restriction | Description | OrderBy |
|---|---|---|---|
| appointmentInstance/sale/earning | None | Profit: Gross profit (gross sales total - cost) for the sale | |
| appointmentInstance/sale/earningPercent | None | Profit as % : The profit as a percentage of the gross sales total | |
| appointmentInstance/sale/probPercent | None | Probability as %: Probability as % | |
| appointmentInstance/sale/originalStage | None | Stage when closed: Stage when closed | |
| appointmentInstance/sale/stage | None | Stage: Displays the stage of the sale | |
| appointmentInstance/sale/stageName | None | Stage name: Displays the stage of the sale | |
| appointmentInstance/sale/saleStatus | None | Status: The status of the sale - open, lost or sold | |
| appointmentInstance/sale/stageRank | None | Stage rank: Rank of the sale stage in the stage list | |
| appointmentInstance/sale/saleType | None | Sale type: Sale type, from list | |
| appointmentInstance/sale/saleTypeId | None | Sale type ID: Sale type, from list | |
| appointmentInstance/sale/stageId | None | Sale stage ID: Displays the stage of the sale | |
| appointmentInstance/sale/nextDueDate | None | Next activity: Date for next activity for a sale, updated live from the sale’s activities | |
| appointmentInstance/sale/reopenDate | None | Reopen date: Displays the reopen date for the sale | |
| appointmentInstance/sale/stalledComment | None | Reason (stalled): The reason the sale has been stalled | |
| appointmentInstance/sale/saleTypeCategory | None | Sale type category: Sale type category | |
| appointmentInstance/sale/soldReason | None | Reason (sold): Reason (sold) | |
| appointmentInstance/sale/saleNumber | None | Number: Number | |
| appointmentInstance/sale/hasStakeholders | None | Has stakeholders: Does this sale have stakeholders | |
| appointmentInstance/sale/stakeholdersEnabled | None | Stakeholders enabled: Possibility to add stakeholders to the sale | |
| appointmentInstance/sale/hasQuote | None | Has quote?: Does the sale have a quote attached? | |
| appointmentInstance/sale/hasGuide | None | Guided: Does this sale have a Sales Guide | |
| appointmentInstance/sale/description | None | Description: The long description field on Sale | |
| appointmentInstance/sale/activeErpLinks | None | ERP connected: Is there an active ERP Sync? | |
| appointmentInstance/sale/createdByWorkflow | None | Created by flow: Created by flow | |
| appointmentInstance/sale/amountInBaseCurrency | None | Amount (BaseCurrency): The gross sales total | |
| appointmentInstance/sale/amountWeightedInBaseCurrency | None | Weighted amount (BaseCurrency): Virtual field calculated from amount * probability percent. | |
| appointmentInstance/sale/daysInStage | None | Days in stage: Total number of days in this stage | |
| appointmentInstance/sale/saleCycle | None | Sale cycle: Number of days from a sale was registered until it was closed (sold or lost) | |
| appointmentInstance/sale/visibleFor | None | Visible for | |
| appointmentInstance/sale/sale/textId | None | Text ID | |
| appointmentInstance/sale/sale/description | None | Text: Displays the text entered in the description field | |
| appointmentInstance/sale/salePublish/isPublished | None | Published: Displays an icon indicating if the project or sale has been published | |
| appointmentInstance/sale/salePublish/publishedFrom | None | From date: Start date for publishing. The record will not be visible prior to this date | |
| appointmentInstance/sale/salePublish/publishedTo | None | To date: End date for publishing. The record will not be visible after this date | |
| appointmentInstance/sale/salePublish/publishedBy | None | Published by: Published by | |
| appointmentInstance/sale/associate/firstName | None | First name: Displays the contact’s first name | |
| appointmentInstance/sale/associate/lastName | None | Last name: Displays the contact’s last name | |
| appointmentInstance/sale/associate/middleName | None | Middle Name : Displays the contact’s middle name. | |
| appointmentInstance/sale/associate/fullName | None | Full name: Displays full name of user (first, middle, last - according to settings) | |
| appointmentInstance/sale/associate/contactId | None | Company ID: Database ID of the company the user belongs to | |
| appointmentInstance/sale/associate/personId | None | Contact ID: Database ID of the contact row | |
| appointmentInstance/sale/associate/mrMrs | None | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | |
| appointmentInstance/sale/associate/title | None | Title: Displays whether the contact is addressed as Mr or Ms | |
| appointmentInstance/sale/associate/associateDbId | None | ID | |
| appointmentInstance/sale/associate/contactName | None | Owning company: Name of the company the user belongs to | |
| appointmentInstance/sale/associate/contactDepartment | None | Owning department: Name of the department at the company the user belongs to | |
| appointmentInstance/sale/associate/usergroup | None | Primary group: The user’s primary user group | |
| appointmentInstance/sale/associate/usergroupId | None | Group ID: The user’s primary user group | |
| appointmentInstance/sale/associate/contactFullName | None | Owner: Name and department of the company the user belongs to | |
| appointmentInstance/sale/associate/contactCategory | None | Category: Category | |
| appointmentInstance/sale/associate/role | None | Role : Role | |
| appointmentInstance/sale/associate/assocName | None | User ID : User ID | |
| appointmentInstance/sale/associate/assocTooltip | None | Description : Description | |
| appointmentInstance/sale/associate/assocType | None | Type: Type of user: associate, external user, system user, anonymous account | |
| appointmentInstance/sale/associate/ejUserId | None | Service user ID: The database ID of a Service user | |
| appointmentInstance/sale/associate/simultaneousEjUser | None | Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded | |
| appointmentInstance/sale/associate/ejDisplayName | None | Nickname: User’s nickname in Service | |
| appointmentInstance/sale/associate/ejStatus | None | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
| appointmentInstance/sale/associate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | |
| appointmentInstance/sale/associate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | |
| appointmentInstance/sale/associate/isActive | None | Active: Is this user active, and should be able to log in? | |
| appointmentInstance/sale/associate/isActiveText | None | Active status: Is this user active, and should be able to log in? | |
| appointmentInstance/sale/associate/portraitThumbnail | None | Person image: Person image | |
| appointmentInstance/sale/associate/otherGroups | None | Other groups: Other groups | |
| appointmentInstance/sale/associate/userName | None | User name: User name | |
| appointmentInstance/sale/associate/personEmail | None | ||
| appointmentInstance/sale/associate/locationAddress | None | Location: Location | |
| appointmentInstance/sale/associate/isLocation | None | Is a location: Is a location | |
| appointmentInstance/sale/saleUdef/SuperOffice:1 | None | saleshorttext | |
| appointmentInstance/sale/saleUdef/SuperOffice:2 | None | salelongtext | |
| appointmentInstance/sale/saleUdef/SuperOffice:3 | None | salenumber | |
| appointmentInstance/sale/saleUdef/SuperOffice:4 | None | saledate | |
| appointmentInstance/sale/saleUdef/SuperOffice:5 | None | saleunlimiteddate | |
| appointmentInstance/sale/saleUdef/SuperOffice:6 | None | salecheckbox | |
| appointmentInstance/sale/saleUdef/SuperOffice:7 | None | saledropdownlistbox | |
| appointmentInstance/sale/saleUdef/SuperOffice:8 | None | saledecimal | |
| appointmentInstance/associate/firstName | None | First name: Displays the contact’s first name | |
| appointmentInstance/associate/lastName | None | Last name: Displays the contact’s last name | |
| appointmentInstance/associate/middleName | None | Middle Name : Displays the contact’s middle name. | |
| appointmentInstance/associate/fullName | None | Full name: Displays full name of user (first, middle, last - according to settings) | |
| appointmentInstance/associate/contactId | None | Company ID: Database ID of the company the user belongs to | |
| appointmentInstance/associate/personId | None | Contact ID: Database ID of the contact row | |
| appointmentInstance/associate/mrMrs | None | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | |
| appointmentInstance/associate/title | None | Title: Displays whether the contact is addressed as Mr or Ms | |
| appointmentInstance/associate/associateDbId | None | ID | |
| appointmentInstance/associate/contactName | None | Owning company: Name of the company the user belongs to | |
| appointmentInstance/associate/contactDepartment | None | Owning department: Name of the department at the company the user belongs to | |
| appointmentInstance/associate/usergroup | None | Primary group: The user’s primary user group | |
| appointmentInstance/associate/usergroupId | None | Group ID: The user’s primary user group | |
| appointmentInstance/associate/contactFullName | None | Owner: Name and department of the company the user belongs to | |
| appointmentInstance/associate/contactCategory | None | Category: Category | |
| appointmentInstance/associate/role | None | Role : Role | |
| appointmentInstance/associate/assocName | None | User ID : User ID | |
| appointmentInstance/associate/assocTooltip | None | Description : Description | |
| appointmentInstance/associate/assocType | None | Type: Type of user: associate, external user, system user, anonymous account | |
| appointmentInstance/associate/ejUserId | None | Service user ID: The database ID of a Service user | |
| appointmentInstance/associate/simultaneousEjUser | None | Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded | |
| appointmentInstance/associate/ejDisplayName | None | Nickname: User’s nickname in Service | |
| appointmentInstance/associate/ejStatus | None | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
| appointmentInstance/associate/credentialType | None | Auth. type: What type of credentials to use when this user logs in |
Supported Columns (cont.)
| Name | Restriction | Description | OrderBy |
|---|---|---|---|
| appointmentInstance/associate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | |
| appointmentInstance/associate/isActive | None | Active: Is this user active, and should be able to log in? | |
| appointmentInstance/associate/isActiveText | None | Active status: Is this user active, and should be able to log in? | |
| appointmentInstance/associate/portraitThumbnail | None | Person image: Person image | |
| appointmentInstance/associate/otherGroups | None | Other groups: Other groups | |
| appointmentInstance/associate/userName | None | User name: User name | |
| appointmentInstance/associate/personEmail | None | ||
| appointmentInstance/associate/locationAddress | None | Location: Location | |
| appointmentInstance/associate/isLocation | None | Is a location: Is a location | |
| appointmentInstance/appointment/text | None | Text: Displays a descriptive text for the item | |
| appointmentInstance/appointment/description | None | Text: Displays the text entered in the description field | |
| appointmentInstance/appointment/title | None | Title | |
| appointmentInstance/appointment/titleHtml | None | !!Title Html | |
| appointmentInstance/appointment/agenda | None | Agenda | |
| appointmentInstance/appointment/agendaHtml | None | !!Agenda Html | |
| appointmentInstance/appointment/isConverted | None | !!Is Converted | |
| appointmentInstance/appointment/textId | None | Text ID | |
| appointmentInstance/appointment/internalNotes | None | Internal notes: Displays the text entered in the description field | |
| appointmentInstance/appointment/internalNotesHtml | None | !!Internal Notes Html | |
| documentInstance/completed | None | Completed: Displays a checkbox showing if an appointment is completed | |
| documentInstance/icon | None | Category: Displays the icon for an activity type | |
| documentInstance/date | None | Date: Displays start date of a follow-up / sale date of a sale | |
| documentInstance/time | None | Time: Time | |
| documentInstance/type | None | Type: Displays the type of an activity | |
| documentInstance/recordType | None | Record type : Shows the record type | |
| documentInstance/text | None | Text: Displays a descriptive text for the item | |
| documentInstance/associateId | None | ID: Displays the login ID of the associate who owns the activity. | |
| documentInstance/contactId | None | Company ID: Database ID of company | |
| documentInstance/personId | None | Contact ID: Database ID of the contact row | |
| documentInstance/projectId | None | Project ID: Database ID of project record | |
| documentInstance/saleId | None | Sale ID: The database ID of the sale record | |
| documentInstance/userGroup | None | User group : The user group that owns the record | |
| documentInstance/who | None | Who: Contact and/or company | |
| documentInstance/updatedBy | None | Updated by: The user who last updated the data | |
| documentInstance/updatedByFullName | None | Updated by - Full name: The user who last updated the data | |
| documentInstance/updatedDate | None | Updated: The date/time the data was last updated in UTC. | |
| documentInstance/registeredBy | None | Registered by: The user who registered the data | |
| documentInstance/registeredByFullName | None | Registered by - Full name: The user who registered the data | |
| documentInstance/registeredDate | None | Registered date: The date/time the data was registered in UTC. | |
| documentInstance/documentId | None | Document ID: Database ID of document record | |
| documentInstance/keywords | None | Keywords | |
| documentInstance/ourref | None | Our ref. | |
| documentInstance/yourref | None | Your ref. | |
| documentInstance/attention | None | Salutation | |
| documentInstance/subject | None | Subject | |
| documentInstance/name | None | File name | |
| documentInstance/mailMergeDraft | None | Mail merge draft : Indicates whether the document is a mail merge template | |
| documentInstance/snum | None | Document number: Serial number of document. It can be generated by the number allocation system for a dedicated document template. | |
| documentInstance/isReport | None | Report: Is this document a saved report run? | |
| documentInstance/suggestedDocumentId | None | Document ID (suggestion): The database ID of a document that originates in a suggestion | |
| documentInstance/isMail | None | ||
| documentInstance/recordTypeText | None | Activity type: The type of the activity (appointment, phone call, etc) | |
| documentInstance/visibleFor | None | Visible for | |
| documentInstance/documentPublish/isPublished | None | Published: Displays an icon indicating if the project or sale has been published | |
| documentInstance/documentPublish/publishedFrom | None | From date: Start date for publishing. The record will not be visible prior to this date | |
| documentInstance/documentPublish/publishedTo | None | To date: End date for publishing. The record will not be visible after this date | |
| documentInstance/documentPublish/publishedBy | None | Published by: Published by | |
| documentInstance/person/personId | None | DB ID: Displays the database ID of a contact | |
| documentInstance/person/firstName | None | First name: Displays the contact’s first name | |
| documentInstance/person/lastName | None | Last name: Displays the contact’s last name | |
| documentInstance/person/middleName | None | Middle name: Displays the contact’s middle name. | |
| documentInstance/person/fullName | None | Contact: Displays the contact to which an item is linked | |
| documentInstance/person/contactId | None | Company ID: Database ID of company | |
| documentInstance/person/hasInfoText | None | Has note: Displays an icon indicating if there is additional information available about the contact | |
| documentInstance/person/hasInterests | None | Has interests: Displays an Icon indicating if the contact has active interests | |
| documentInstance/person/personHasInterests | None | Has interests: Displays an Icon indicating if the contact has active interests | |
| documentInstance/person/mrMrs | None | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | |
| documentInstance/person/position | None | Position | |
| documentInstance/person/personNumber | None | Number: Displays the contact’s number | |
| documentInstance/person/title | None | Title: Displays the contact’s job title | |
| documentInstance/person/personCountry | None | Country: Country | |
| documentInstance/person/personCountryId | None | Country ID: Country ID | |
| documentInstance/person/personNoMail | None | No Mailings: Displays the contact’s No Mailings checkbox | |
| documentInstance/person/rank | None | Rank: Displays a contact’s current rank | |
| documentInstance/person/birthdate | None | Birthdate: Displays the contact’s date of birth | |
| documentInstance/person/associateType | None | User type: Displays an icon indicating if a contact is an associate or external contact with log-in rights and currently online. This information is updated only once while the archive is loading. | |
| documentInstance/person/useAsMailingAddress | None | Use as postal address: Use as postal address | |
| documentInstance/person/personSource | None | Source: Source (Contact) | |
| documentInstance/person/retired | None | Former employee: Indicates whether the contact has retired/left the company | |
| documentInstance/person/birthYear | None | Birth year: Displays contact’s birth year | |
| documentInstance/person/birthMonth | None | Birth month: Displays contact’s birth month | |
| documentInstance/person/birthDay | None | Birth day: Displays contact’s birth day (day of month) | |
| documentInstance/person/kanaFirstName | None | First name, kana: Contact’s first name, in kana alphabet | |
| documentInstance/person/kanaLastName | None | Last name, kana: Contact’s last name, in kana alphabet | |
| documentInstance/person/personUpdatedBy | None | Updated by: The user who last updated the data | |
| documentInstance/person/personUpdatedByFullName | None | Updated by - Full name: The user who last updated the data | |
| documentInstance/person/personUpdatedDate | None | Updated: The date/time the data was last updated in UTC. | |
| documentInstance/person/personRegisteredBy | None | Registered by: The user who registered the data | |
| documentInstance/person/personRegisteredByFullName | None | Registered by - Full name: The user who registered the data | |
| documentInstance/person/personRegisteredDate | None | Registered date: The date/time the data was registered in UTC. | |
| documentInstance/person/portraitThumbnail | None | Person image: Person image | |
| documentInstance/person/personActiveErpLinks | None | ERP connected: Is there an active ERP Sync? | |
| documentInstance/person/ticketPriority | None | Service priority: Default service priority for this contact | |
| documentInstance/person/supportLanguage | None | Preferred language: Preferred language used for reply templates and more | |
| documentInstance/person/supportAssociate | None | Our service contact: Default service contact for this contact | |
| documentInstance/person/supportAssociateFullName | None | Our service contact - Full name: Default service contact for this contact | |
| documentInstance/person/personAssociateId | None | Our contact: Displays our contact | |
| documentInstance/person/personAssociateFullName | None | Our contact - Full name: Displays our contact | |
| documentInstance/person/personCategory | None | Category | |
| documentInstance/person/personCategoryGroup | None | Category group |
Supported Columns (cont.)
| Name | Restriction | Description | OrderBy |
|---|---|---|---|
| documentInstance/person/personCategoryRank | None | !!Category rank | |
| documentInstance/person/personBusiness | None | Business | |
| documentInstance/person/leadStatus | None | Lead status | |
| documentInstance/person/leadstatusRank | None | !!Lead status RANK | |
| documentInstance/person/personDeletedDate | None | Deleted date: Deleted date | |
| documentInstance/person/hasCompany | None | Has company: The contact is associated with a company | |
| documentInstance/person/isProjectMember | None | Is project member: This person is a project member | |
| documentInstance/person/isStakeholder | None | Is stakeholder: This person is a sale stakeholder | |
| documentInstance/person/updatedByWorkflow | None | Updated by flow: Updated by flow | |
| documentInstance/person/whenUpdatedByWorkflow | None | When updated by flow: When updated by flow | |
| documentInstance/person/createdByForm | None | Created by form: Created by form | |
| documentInstance/person/phone/formattedNumber | None | Phone : Displays phone number | |
| documentInstance/person/personDirectPhone/formattedNumber | None | Direct - Phone: Displays phone number | |
| documentInstance/person/personDirectPhone/description | None | Direct - Description: Phone number description | |
| documentInstance/person/personMobilePhone/formattedNumber | None | Mobile - Phone: Displays phone number | |
| documentInstance/person/personMobilePhone/description | None | Mobile - Description: Phone number description | |
| documentInstance/person/personPrivate/formattedNumber | None | Private - Phone: Displays phone number | |
| documentInstance/person/personPrivate/description | None | Private - Description: Phone number description | |
| documentInstance/person/personPager/formattedNumber | None | Other - Phone: Displays phone number | |
| documentInstance/person/personPager/description | None | Other - Description: Phone number description | |
| documentInstance/person/personDirectFax/formattedNumber | None | Fax - Phone: Displays phone number | |
| documentInstance/person/personDirectFax/description | None | Fax - Description: Phone number description | |
| documentInstance/person/searchPhone/formattedNumber | None | Phone : Displays phone number | |
| documentInstance/person/searchPhone/description | None | Description: Phone number description | |
| documentInstance/person/personInfo/textId | None | Text ID | |
| documentInstance/person/personInfo/infoText | None | Information: Displays the text entered in the description field | |
| documentInstance/person/email/emailProtocol | None | Protocol: E-mail protocol, such as SMTP | |
| documentInstance/person/email/emailAddress | None | ||
| documentInstance/person/email/emailDescription | None | Description | |
| documentInstance/person/email/emailId | None | ID | |
| documentInstance/person/email/emailLastSent | None | Last sent: The date and time an e-mail was last sent to this address | |
| documentInstance/person/email/emailBounceCount | None | Bounce count: Bounce count for this e-mail address | |
| documentInstance/person/email/emailLastBounce | None | Last bounce: Date and time for last bounce to this e-mail address | |
| documentInstance/person/email/emailHasBounced | None | Has bounced: This checkbox is active if delivery to this e-mail address has failed. | |
| documentInstance/person/personUrl/URLAddress | None | URL | |
| documentInstance/person/personUrl/URLDescription | None | Description | |
| documentInstance/person/personAddress/addressId | None | Contact address - Address ID: Database ID for the address record | |
| documentInstance/person/personAddress/line1 | None | Contact address - Address 1: First line of the address | |
| documentInstance/person/personAddress/line2 | None | Contact address - Address 2: Second line of the address | |
| documentInstance/person/personAddress/line3 | None | Contact address - Address 3: Third line of the address | |
| documentInstance/person/personAddress/county | None | Contact address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country’s address format. | |
| documentInstance/person/personAddress/city | None | Contact address - City: This criterion corresponds to the City field on the Company card. | |
| documentInstance/person/personAddress/zip | None | Contact address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | |
| documentInstance/person/personAddress/state | None | Contact address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country’s address format. | |
| documentInstance/person/personAddress/wgs84latitude | None | Contact address - Latitude: Latitude | |
| documentInstance/person/personAddress/wgs84longitude | None | Contact address - Longitude: Longitude | |
| documentInstance/person/personAddress/formattedAddress | None | Contact address - : | |
| documentInstance/person/personAddress/formattedMultiLineAddress | None | Contact address - : | |
| documentInstance/person/restrictionAddress/addressId | None | Search address - Address ID: Database ID for the address record | |
| documentInstance/person/restrictionAddress/line1 | None | Search address - Address 1: First line of the address | |
| documentInstance/person/restrictionAddress/line2 | None | Search address - Address 2: Second line of the address | |
| documentInstance/person/restrictionAddress/line3 | None | Search address - Address 3: Third line of the address | |
| documentInstance/person/restrictionAddress/county | None | Search address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country’s address format. | |
| documentInstance/person/restrictionAddress/city | None | Search address - City: This criterion corresponds to the City field on the Company card. | |
| documentInstance/person/restrictionAddress/zip | None | Search address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | |
| documentInstance/person/restrictionAddress/state | None | Search address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country’s address format. | |
| documentInstance/person/restrictionAddress/wgs84latitude | None | Search address - Latitude: Latitude | |
| documentInstance/person/restrictionAddress/wgs84longitude | None | Search address - Longitude: Longitude | |
| documentInstance/person/restrictionAddress/formattedAddress | None | Search address - : | |
| documentInstance/person/restrictionAddress/formattedMultiLineAddress | None | Search address - : | |
| documentInstance/person/personInterestIds | None | Contact interest: This criterion corresponds to a contact’s interests. It is available via the Contact dialog’s Interests tab. | |
| documentInstance/person/personUdef/SuperOffice:1 | None | contactshorttext: tooltipshorttext | |
| documentInstance/person/personUdef/SuperOffice:2 | None | contactlongtext: tooltiplongtext | |
| documentInstance/person/personUdef/SuperOffice:3 | None | contactnumber | |
| documentInstance/person/personUdef/SuperOffice:4 | None | contactdate | |
| documentInstance/person/personUdef/SuperOffice:5 | None | contactunlimiteddate: tooltipunlimiteddate | |
| documentInstance/person/personUdef/SuperOffice:6 | None | contactcheckbox | |
| documentInstance/person/personUdef/SuperOffice:7 | None | contactdropdownlistbox | |
| documentInstance/person/personUdef/SuperOffice:8 | None | contactdecimal | |
| documentInstance/person/personUdef/SuperOffice:9 | None | page1saleonly | |
| documentInstance/person/personUdef/SuperOffice:10 | None | page1marketingonly | |
| documentInstance/person/personUdef/SuperOffice:11 | None | page1adminonly | |
| documentInstance/person/personExtra/x_person_integer | None | Extra Integer: Custom person integer | |
| documentInstance/person/personExtra/x_person_hidden_integer | None | Extra hidden integer: Custom integer field that is hidden | |
| documentInstance/person/personExtra/x_person_float | None | Extra float: Custom float field | |
| documentInstance/person/personExtra/x_person_longtext | None | Extra Long Text: Custom long text field on person, keep HTML tags. Simple input, not text area. Default value = ‘Hello there’ | |
| documentInstance/person/personExtra/x_person_date | None | Extra date: Custom date field on person. Default value = 28.03.2019 | |
| documentInstance/person/personExtra/x_person_datetime | None | Extra DateTime: Custom person date and time field. No default | |
| documentInstance/person/personExtra/x_person_time | None | Extra time: Custom time field on person. Current time as default | |
| documentInstance/person/personExtra/x_person_boolean | None | Extra Boolean: Custom boolean field on person. Default checked | |
| documentInstance/person/personExtra/x_person_timespan | None | Extra timespan: Custom timespan on person. Minutes only in 15 units | |
| documentInstance/person/personExtra/x_person_shorttext | None | Extra short text: Custom short text on person. With index. Do not keep HTML tags | |
| documentInstance/person/personExtra/x_person_shorttext_list | None | Extra short dropdown: Custom Short text dropdown field on person: black, white, transparent | |
| documentInstance/person/personExtra/x_person_user_relation | None | Extra user relation: Custom person-user relation field | |
| documentInstance/person/personExtra/x_person_category_relation | None | Extra category relation: Custom person-category relation | |
| documentInstance/person/personExtra/x_person_priority_relation | None | Extra priority relation: Custom person-priority relation | |
| documentInstance/person/personExtra/x_person_request_relation | None | Extra request relation: Request relation on contact | |
| documentInstance/person/personExtra/x_person_appointment_relation | None | Extra appointment relation: Appointment relation on person | |
| documentInstance/person/personExtra/x_person_contact_relation | None | Extra company relation: Company relation on contact | |
| documentInstance/person/personExtra/y_rental/id | None | Rental - id: Displays the row’s primary key (y_rental) | |
| documentInstance/person/personExtra/y_rental/x_start | None | Rental - Start rental: Start rental | |
| documentInstance/person/personExtra/y_rental/x_end | None | Rental - End: End | |
| documentInstance/person/personExtra/y_rental/x_amount | None | Rental - Amount: Number to rent. Default = 1 | |
| documentInstance/person/personExtra/y_rental/x_contact | None | Rental - Renter: Company that rents equipment | |
| documentInstance/person/personExtra/y_rental/y_equipment/x_name | None | Rental - Equipment - Name: Equpment name custom field. Cannot be null., show in table | |
| documentInstance/person/personExtra/y_car/id | None | Car - id: Displays the row’s primary key (y_car) | |
| documentInstance/person/personAssociate/firstName | None | First name: Displays the contact’s first name | |
| documentInstance/person/personAssociate/lastName | None | Last name: Displays the contact’s last name | |
| documentInstance/person/personAssociate/middleName | None | Middle Name : Displays the contact’s middle name. | |
| documentInstance/person/personAssociate/fullName | None | Full name: Displays full name of user (first, middle, last - according to settings) |
Supported Columns (cont.)
| Name | Restriction | Description | OrderBy |
|---|---|---|---|
| documentInstance/person/personAssociate/contactId | None | Company ID: Database ID of the company the user belongs to | |
| documentInstance/person/personAssociate/personId | None | Contact ID: Database ID of the contact row | |
| documentInstance/person/personAssociate/mrMrs | None | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | |
| documentInstance/person/personAssociate/title | None | Title: Displays whether the contact is addressed as Mr or Ms | |
| documentInstance/person/personAssociate/associateDbId | None | ID | |
| documentInstance/person/personAssociate/contactName | None | Owning company: Name of the company the user belongs to | |
| documentInstance/person/personAssociate/contactDepartment | None | Owning department: Name of the department at the company the user belongs to | |
| documentInstance/person/personAssociate/usergroup | None | Primary group: The user’s primary user group | |
| documentInstance/person/personAssociate/usergroupId | None | Group ID: The user’s primary user group | |
| documentInstance/person/personAssociate/contactFullName | None | Owner: Name and department of the company the user belongs to | |
| documentInstance/person/personAssociate/contactCategory | None | Category: Category | |
| documentInstance/person/personAssociate/role | None | Role : Role | |
| documentInstance/person/personAssociate/assocName | None | User ID : User ID | |
| documentInstance/person/personAssociate/assocTooltip | None | Description : Description | |
| documentInstance/person/personAssociate/assocType | None | Type: Type of user: associate, external user, system user, anonymous account | |
| documentInstance/person/personAssociate/ejUserId | None | Service user ID: The database ID of a Service user | |
| documentInstance/person/personAssociate/simultaneousEjUser | None | Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded | |
| documentInstance/person/personAssociate/ejDisplayName | None | Nickname: User’s nickname in Service | |
| documentInstance/person/personAssociate/ejStatus | None | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
| documentInstance/person/personAssociate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | |
| documentInstance/person/personAssociate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | |
| documentInstance/person/personAssociate/isActive | None | Active: Is this user active, and should be able to log in? | |
| documentInstance/person/personAssociate/isActiveText | None | Active status: Is this user active, and should be able to log in? | |
| documentInstance/person/personAssociate/portraitThumbnail | None | Person image: Person image | |
| documentInstance/person/personAssociate/otherGroups | None | Other groups: Other groups | |
| documentInstance/person/personAssociate/userName | None | User name: User name | |
| documentInstance/person/personAssociate/personEmail | None | ||
| documentInstance/person/personAssociate/locationAddress | None | Location: Location | |
| documentInstance/person/personAssociate/isLocation | None | Is a location: Is a location | |
| documentInstance/person/correspondingAssociate/firstName | None | First name: Displays the contact’s first name | |
| documentInstance/person/correspondingAssociate/lastName | None | Last name: Displays the contact’s last name | |
| documentInstance/person/correspondingAssociate/middleName | None | Middle Name : Displays the contact’s middle name. | |
| documentInstance/person/correspondingAssociate/fullName | None | Full name: Displays full name of user (first, middle, last - according to settings) | |
| documentInstance/person/correspondingAssociate/contactId | None | Company ID: Database ID of the company the user belongs to | |
| documentInstance/person/correspondingAssociate/personId | None | Contact ID: Database ID of the contact row | |
| documentInstance/person/correspondingAssociate/mrMrs | None | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | |
| documentInstance/person/correspondingAssociate/title | None | Title: Displays whether the contact is addressed as Mr or Ms | |
| documentInstance/person/correspondingAssociate/associateDbId | None | ID | |
| documentInstance/person/correspondingAssociate/contactName | None | Owning company: Name of the company the user belongs to | |
| documentInstance/person/correspondingAssociate/contactDepartment | None | Owning department: Name of the department at the company the user belongs to | |
| documentInstance/person/correspondingAssociate/usergroup | None | Primary group: The user’s primary user group | |
| documentInstance/person/correspondingAssociate/usergroupId | None | Group ID: The user’s primary user group | |
| documentInstance/person/correspondingAssociate/contactFullName | None | Owner: Name and department of the company the user belongs to | |
| documentInstance/person/correspondingAssociate/contactCategory | None | Category: Category | |
| documentInstance/person/correspondingAssociate/role | None | Role : Role | |
| documentInstance/person/correspondingAssociate/assocName | None | User ID : User ID | |
| documentInstance/person/correspondingAssociate/assocTooltip | None | Description : Description | |
| documentInstance/person/correspondingAssociate/assocType | None | Type: Type of user: associate, external user, system user, anonymous account | |
| documentInstance/person/correspondingAssociate/ejUserId | None | Service user ID: The database ID of a Service user | |
| documentInstance/person/correspondingAssociate/simultaneousEjUser | None | Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded | |
| documentInstance/person/correspondingAssociate/ejDisplayName | None | Nickname: User’s nickname in Service | |
| documentInstance/person/correspondingAssociate/ejStatus | None | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
| documentInstance/person/correspondingAssociate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | |
| documentInstance/person/correspondingAssociate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | |
| documentInstance/person/correspondingAssociate/isActive | None | Active: Is this user active, and should be able to log in? | |
| documentInstance/person/correspondingAssociate/isActiveText | None | Active status: Is this user active, and should be able to log in? | |
| documentInstance/person/correspondingAssociate/portraitThumbnail | None | Person image: Person image | |
| documentInstance/person/correspondingAssociate/otherGroups | None | Other groups: Other groups | |
| documentInstance/person/correspondingAssociate/userName | None | User name: User name | |
| documentInstance/person/correspondingAssociate/personEmail | None | ||
| documentInstance/person/correspondingAssociate/locationAddress | None | Location: Location | |
| documentInstance/person/correspondingAssociate/isLocation | None | Is a location: Is a location | |
| documentInstance/person/isMailingRecipient | None | Is mailing recipient: isMailingRecipient | |
| documentInstance/person/hasStoreConsent | None | Consent - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers. | |
| documentInstance/person/withdrawnStoreConsent | None | Consent is withdrawn - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers. | |
| documentInstance/person/hasEmarketingConsent | None | Consent - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes. | |
| documentInstance/person/withdrawnEmarketingConsent | None | Consent is withdrawn - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes. | |
| documentInstance/person/subscription | None | Subscription: Subscription for marketing | |
| documentInstance/person/legalBaseStore | None | Legal basis - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers. | |
| documentInstance/person/legalBaseEmarketing | None | Legal basis - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes. | |
| documentInstance/person/consentSourceStore | None | Source - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers. | |
| documentInstance/person/consentSourceEmarketing | None | Source - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes. | |
| documentInstance/contact/contactId | None | Company ID: Database ID of company | |
| documentInstance/contact/name | None | Company name | |
| documentInstance/contact/department | None | Department | |
| documentInstance/contact/nameDepartment | None | Company: Displays the company an activity is linked to | |
| documentInstance/contact/hasInfoText | None | Has note: Displays an icon indicating if there is additional information available about the contact | |
| documentInstance/contact/hasInterests | None | Has interests: Displays an Icon indicating if the contact has active interests | |
| documentInstance/contact/associateId | None | Our contact: Displays our contact | |
| documentInstance/contact/category | None | Category | |
| documentInstance/contact/categoryGroup | None | Category group | |
| documentInstance/contact/companyCategoryRank | None | Category rank | |
| documentInstance/contact/business | None | Business | |
| documentInstance/contact/country | None | Country: This criterion corresponds to the Country field on the Company card. | |
| documentInstance/contact/countryId | None | Country ID: Country ID | |
| documentInstance/contact/number | None | Number | |
| documentInstance/contact/code | None | Code | |
| documentInstance/contact/orgnr | None | VAT No. | |
| documentInstance/contact/stop | None | Stop | |
| documentInstance/contact/contactNoMail | None | No mailings (company) | |
| documentInstance/contact/updatedBy | None | Updated by: The user who last updated the data | |
| documentInstance/contact/updatedByFullName | None | Updated by - Full name: The user who last updated the data | |
| documentInstance/contact/updatedDate | None | Updated: The date/time the data was last updated in UTC. | |
| documentInstance/contact/registeredBy | None | Registered by: The user who registered the data | |
| documentInstance/contact/registeredByFullName | None | Registered by - Full name: The user who registered the data | |
| documentInstance/contact/registeredDate | None | Registered date: The date/time the data was registered in UTC. | |
| documentInstance/contact/contactSource | None | Source: Source (Company) | |
| documentInstance/contact/contactDeleted | None | Deleted: Deleted | |
| documentInstance/contact/phone/formattedNumber | None | Phone : Displays phone number | |
| documentInstance/contact/activeErpLinks | None | ERP connected: Is there an active ERP Sync? |
Supported Columns (cont.)
| Name | Restriction | Description | OrderBy |
|---|---|---|---|
| documentInstance/contact/deletedDate | None | Deleted date: Deleted date | |
| documentInstance/contact/mainContact | None | Main contact: Main contact for this company | |
| documentInstance/contact/forceCompany | None | Dummy: Dummy | |
| documentInstance/contact/contactPhone/formattedNumber | None | Telephone - Phone: Displays phone number | |
| documentInstance/contact/contactPhone/description | None | Telephone - Description: Phone number description | |
| documentInstance/contact/contactFax/formattedNumber | None | Fax - Phone: Displays phone number | |
| documentInstance/contact/contactFax/description | None | Fax - Description: Phone number description | |
| documentInstance/contact/searchPhone/formattedNumber | None | Searchphone - Phone: Displays phone number | |
| documentInstance/contact/searchPhone/description | None | Searchphone - Description: Phone number description | |
| documentInstance/contact/email/emailProtocol | None | Protocol: E-mail protocol, such as SMTP | |
| documentInstance/contact/email/emailAddress | None | ||
| documentInstance/contact/email/emailDescription | None | Description | |
| documentInstance/contact/email/emailId | None | ID | |
| documentInstance/contact/email/emailLastSent | None | Last sent: The date and time an e-mail was last sent to this address | |
| documentInstance/contact/email/emailBounceCount | None | Bounce count: Bounce count for this e-mail address | |
| documentInstance/contact/email/emailLastBounce | None | Last bounce: Date and time for last bounce to this e-mail address | |
| documentInstance/contact/email/emailHasBounced | None | Has bounced: This checkbox is active if delivery to this e-mail address has failed. | |
| documentInstance/contact/postAddress/addressId | None | Postal address - Address ID: Database ID for the address record | |
| documentInstance/contact/postAddress/line1 | None | Postal address - Address 1: First line of the address | |
| documentInstance/contact/postAddress/line2 | None | Postal address - Address 2: Second line of the address | |
| documentInstance/contact/postAddress/line3 | None | Postal address - Address 3: Third line of the address | |
| documentInstance/contact/postAddress/county | None | Postal address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country’s address format. | |
| documentInstance/contact/postAddress/city | None | Postal address - City: This criterion corresponds to the City field on the Company card. | |
| documentInstance/contact/postAddress/zip | None | Postal address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | |
| documentInstance/contact/postAddress/state | None | Postal address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country’s address format. | |
| documentInstance/contact/postAddress/wgs84latitude | None | Postal address - Latitude: Latitude | |
| documentInstance/contact/postAddress/wgs84longitude | None | Postal address - Longitude: Longitude | |
| documentInstance/contact/postAddress/formattedAddress | None | Postal address - : | |
| documentInstance/contact/postAddress/formattedMultiLineAddress | None | Postal address - : | |
| documentInstance/contact/streetAddress/addressId | None | Street address - Address ID: Database ID for the address record | |
| documentInstance/contact/streetAddress/line1 | None | Street address - Address 1: First line of the address | |
| documentInstance/contact/streetAddress/line2 | None | Street address - Address 2: Second line of the address | |
| documentInstance/contact/streetAddress/line3 | None | Street address - Address 3: Third line of the address | |
| documentInstance/contact/streetAddress/county | None | Street address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country’s address format. | |
| documentInstance/contact/streetAddress/city | None | Street address - City: This criterion corresponds to the City field on the Company card. | |
| documentInstance/contact/streetAddress/zip | None | Street address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | |
| documentInstance/contact/streetAddress/state | None | Street address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country’s address format. | |
| documentInstance/contact/streetAddress/wgs84latitude | None | Street address - Latitude: Latitude | |
| documentInstance/contact/streetAddress/wgs84longitude | None | Street address - Longitude: Longitude | |
| documentInstance/contact/streetAddress/formattedAddress | None | Street address - : | |
| documentInstance/contact/streetAddress/formattedMultiLineAddress | None | Street address - : | |
| documentInstance/contact/restrictionAddress/addressId | None | Search address - Address ID: Database ID for the address record | |
| documentInstance/contact/restrictionAddress/line1 | None | Search address - Address 1: First line of the address | |
| documentInstance/contact/restrictionAddress/line2 | None | Search address - Address 2: Second line of the address | |
| documentInstance/contact/restrictionAddress/line3 | None | Search address - Address 3: Third line of the address | |
| documentInstance/contact/restrictionAddress/county | None | Search address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country’s address format. | |
| documentInstance/contact/restrictionAddress/city | None | Search address - City: This criterion corresponds to the City field on the Company card. | |
| documentInstance/contact/restrictionAddress/zip | None | Search address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | |
| documentInstance/contact/restrictionAddress/state | None | Search address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country’s address format. | |
| documentInstance/contact/restrictionAddress/wgs84latitude | None | Search address - Latitude: Latitude | |
| documentInstance/contact/restrictionAddress/wgs84longitude | None | Search address - Longitude: Longitude | |
| documentInstance/contact/restrictionAddress/formattedAddress | None | Search address - : | |
| documentInstance/contact/restrictionAddress/formattedMultiLineAddress | None | Search address - : | |
| documentInstance/contact/url/URLAddress | None | URL | |
| documentInstance/contact/url/URLDescription | None | Description | |
| documentInstance/contact/contactAssociate/firstName | None | First name: Displays the contact’s first name | |
| documentInstance/contact/contactAssociate/lastName | None | Last name: Displays the contact’s last name | |
| documentInstance/contact/contactAssociate/middleName | None | Middle Name : Displays the contact’s middle name. | |
| documentInstance/contact/contactAssociate/fullName | None | Full name: Displays full name of user (first, middle, last - according to settings) | |
| documentInstance/contact/contactAssociate/contactId | None | Company ID: Database ID of the company the user belongs to | |
| documentInstance/contact/contactAssociate/personId | None | Contact ID: Database ID of the contact row | |
| documentInstance/contact/contactAssociate/mrMrs | None | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | |
| documentInstance/contact/contactAssociate/title | None | Title: Displays whether the contact is addressed as Mr or Ms | |
| documentInstance/contact/contactAssociate/associateDbId | None | ID | |
| documentInstance/contact/contactAssociate/contactName | None | Owning company: Name of the company the user belongs to | |
| documentInstance/contact/contactAssociate/contactDepartment | None | Owning department: Name of the department at the company the user belongs to | |
| documentInstance/contact/contactAssociate/usergroup | None | Primary group: The user’s primary user group | |
| documentInstance/contact/contactAssociate/usergroupId | None | Group ID: The user’s primary user group | |
| documentInstance/contact/contactAssociate/contactFullName | None | Owner: Name and department of the company the user belongs to | |
| documentInstance/contact/contactAssociate/contactCategory | None | Category: Category | |
| documentInstance/contact/contactAssociate/role | None | Role : Role | |
| documentInstance/contact/contactAssociate/assocName | None | User ID : User ID | |
| documentInstance/contact/contactAssociate/assocTooltip | None | Description : Description | |
| documentInstance/contact/contactAssociate/assocType | None | Type: Type of user: associate, external user, system user, anonymous account | |
| documentInstance/contact/contactAssociate/ejUserId | None | Service user ID: The database ID of a Service user | |
| documentInstance/contact/contactAssociate/simultaneousEjUser | None | Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded | |
| documentInstance/contact/contactAssociate/ejDisplayName | None | Nickname: User’s nickname in Service | |
| documentInstance/contact/contactAssociate/ejStatus | None | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
| documentInstance/contact/contactAssociate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | |
| documentInstance/contact/contactAssociate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | |
| documentInstance/contact/contactAssociate/isActive | None | Active: Is this user active, and should be able to log in? | |
| documentInstance/contact/contactAssociate/isActiveText | None | Active status: Is this user active, and should be able to log in? | |
| documentInstance/contact/contactAssociate/portraitThumbnail | None | Person image: Person image | |
| documentInstance/contact/contactAssociate/otherGroups | None | Other groups: Other groups | |
| documentInstance/contact/contactAssociate/userName | None | User name: User name | |
| documentInstance/contact/contactAssociate/personEmail | None | ||
| documentInstance/contact/contactAssociate/locationAddress | None | Location: Location | |
| documentInstance/contact/contactAssociate/isLocation | None | Is a location: Is a location | |
| documentInstance/contact/contactInterestIds | None | Company Interest: This criterion corresponds to the Interests tab on the Company card. | |
| documentInstance/contact/contactUdef/SuperOffice:1 | None | companyshorttext: tooltipshorttext | |
| documentInstance/contact/contactUdef/SuperOffice:2 | None | companylongtext: tooltiplongtext | |
| documentInstance/contact/contactUdef/SuperOffice:3 | None | companynumber | |
| documentInstance/contact/contactUdef/SuperOffice:4 | None | companydate | |
| documentInstance/contact/contactUdef/SuperOffice:5 | None | companyunlimiteddate: tooltipunlimiteddate | |
| documentInstance/contact/contactUdef/SuperOffice:6 | None | companycheckbox | |
| documentInstance/contact/contactUdef/SuperOffice:7 | None | companydropdownlistbox | |
| documentInstance/contact/contactUdef/SuperOffice:8 | None | companydecimal | |
| documentInstance/contact/contactUdef/SuperOffice:9 | None | page1saleonly | |
| documentInstance/contact/contactUdef/SuperOffice:10 | None | page1marketingonly | |
| documentInstance/contact/contactUdef/SuperOffice:11 | None | page1adminonly |
Supported Columns (cont.)
| Name | Restriction | Description | OrderBy |
|---|---|---|---|
| documentInstance/contact/contactUdef/SuperOffice:12 | None | Udlist one: Static tooltip for udlist one | |
| documentInstance/contact/contactUdef/SuperOffice:13 | None | Udlist two: Static tooltip for udlist two | |
| documentInstance/contact/contactExtra/x_contact_integer | None | Extra Integer: Custom integer field | |
| documentInstance/contact/contactExtra/x_contact_hidden_integer | None | Extra hidden integer: Custom integer field - hidden | |
| documentInstance/contact/contactExtra/x_contact_default_integer | None | Extra Default Integer: Custom integer field with default value 123. | |
| documentInstance/contact/contactExtra/x_contact_float | None | Extra Float: Custom float field with 3 decimals | |
| documentInstance/contact/contactExtra/x_contact_longtext | None | Extra LongText: Custom long text field. DO not keep HTML. 3 Line text area editor | |
| documentInstance/contact/contactExtra/x_contact_dropdown | None | Extra Long Dropdown: Custom long text field with dropdown: Volvo, Saab, etc. | |
| documentInstance/contact/contactExtra/x_contact_date | None | Extra date: Custom date field. User current as default. | |
| documentInstance/contact/contactExtra/x_contact_datetime | None | Extra DateTime: Custom Date Time field. No default value. External | |
| documentInstance/contact/contactExtra/x_contact_time | None | Extra time: Custom time field. | |
| documentInstance/contact/contactExtra/x_contact_boolean | None | Extra boolean: Custom boolean field. | |
| documentInstance/contact/contactExtra/x_contact_timespan | None | Extra timespan: Custom timespan field. Hours and minutes in 10 units | |
| documentInstance/contact/contactExtra/x_contact_shorttext | None | Extra short text: Custom short text field. Keep HTML tags. | |
| documentInstance/contact/contactExtra/x_contact_short_dropdown | None | Extra short dropdown: Custom short text with dropdown list. Red, Green or Blue or Purple. External. | |
| documentInstance/contact/contactExtra/x_contact_contact_relation | None | Extra Company: Custom company relation. Do not show one-to-many relations. Show function buttons | |
| documentInstance/contact/contactExtra/x_contact_request_relation | None | Extra Request relation: Request relation on company | |
| documentInstance/contact/contactExtra/x_contact_contact | None | Extra contact relation: Contact relation on company | |
| documentInstance/contact/contactExtra/y_organization/x_name | None | Organization - Name: Name | |
| documentInstance/contact/NumberOfActivities | None | Number of activities | |
| documentInstance/contact/NumberOfActivitiesInPeriod | None | Number of activities in last 90 days | |
| documentInstance/contact/NumberOfNotCompletedActivities | None | Number of non-completed activities | |
| documentInstance/contact/NumberOfNotCompletedActivitiesInPeriod | None | Number of non-completed activities in last 90 days | |
| documentInstance/contact/LastActivity | None | Date of last activity | |
| documentInstance/contact/LastCompletedActivity | None | Date of last completed activity | |
| documentInstance/contact/LastDoByActivity | None | Date of last non-completed activity | |
| documentInstance/contact/NumberOfSales | None | Number of sales | |
| documentInstance/contact/NumberOfSalesInPeriod | None | Number of sales in last 90 days | |
| documentInstance/contact/NumberOfNotCompletedSales | None | Number of non-completed sales | |
| documentInstance/contact/NumberOfNotCompletedSalesInPeriod | None | Number of non-completed sales in last 90 days | |
| documentInstance/contact/LastSale | None | Date of last sale | |
| documentInstance/contact/LastCompletedSale | None | Date of last completed sale | |
| documentInstance/contact/LastDoBySale | None | Date of last non-completed sale | |
| documentInstance/contact/NumberOfTickets | None | Number of requests | |
| documentInstance/contact/NumberOfTicketsInPeriod | None | Number of requests in last 90 days | |
| documentInstance/contact/NumberOfNotCompletedTickets | None | Number of non-completed requests | |
| documentInstance/contact/NumberOfNotCompletedTicketsInPeriod | None | Number of non-completed requests in last 90 days | |
| documentInstance/contact/LastTicket | None | Date of last request | |
| documentInstance/contact/LastCompletedTicket | None | Date of last completed request | |
| documentInstance/contact/LastDoByTicket | None | Date of last non-completed request | |
| documentInstance/contact/SaintStatus1 | None | Neglected customer: Denne kunden har det vært 0 salgsaktiviteter på i perioden. | |
| documentInstance/contact/SaintStatus2 | None | C-company: Kundens navn starter med bokstaven C | |
| documentInstance/contact/saintSaleStatus | None | With status | |
| documentInstance/contact/saintAmountClass | None | Amount class | |
| documentInstance/contact/saintActivityType | None | SAINT type | |
| documentInstance/contact/saintDirection | None | Direction | |
| documentInstance/contact/saintIntention | None | Intention | |
| documentInstance/contact/saintTicketStatus | None | Status | |
| documentInstance/contact/saintTicketCategory | None | Category | |
| documentInstance/project/completed | None | Completed: Displays a check mark indicating if the project has been completed. | |
| documentInstance/project/projectId | None | DB ID: Displays the database ID for a project row | |
| documentInstance/project/name | None | Project name: Displays the Project’s name | |
| documentInstance/project/number | None | Number: Displays the project’s number | |
| documentInstance/project/type | None | Project type: Displays the project’s type | |
| documentInstance/project/status | None | Status: Displays the project’s status | |
| documentInstance/project/statusRank | None | Status rank: Rank of the project status in the status list | |
| documentInstance/project/associateId | None | ID: Displays login ID of the associate who owns the project | |
| documentInstance/project/hasInfoText | None | Info: Displays an icon indicating if the project has a description text. The text itself will be displayed in a tooltip. | |
| documentInstance/project/icon | None | Category: Displays the icon for an activity type | |
| documentInstance/project/text | None | Text: Displays a descriptive text for the item | |
| documentInstance/project/description | None | Description : Description | |
| documentInstance/project/updatedBy | None | Updated by: The user who last updated the data | |
| documentInstance/project/updatedByFullName | None | Updated by - Full name: The user who last updated the data | |
| documentInstance/project/updatedDate | None | Updated: The date/time the data was last updated in UTC. | |
| documentInstance/project/registeredBy | None | Registered by: The user who registered the data | |
| documentInstance/project/registeredByFullName | None | Registered by - Full name: The user who registered the data | |
| documentInstance/project/registeredDate | None | Registered date: The date/time the data was registered in UTC. | |
| documentInstance/project/hasGuide | None | Guided: Does this sale have a Sales Guide | |
| documentInstance/project/nextMilestone | None | Next milestone: Date of next non-completed activity that is marked as a milestone | |
| documentInstance/project/endDate | None | End date: End date of project | |
| documentInstance/project/imageThumbnail | None | Thumbnail: Scaled-down image of project image | |
| documentInstance/project/activeErpLinks | None | ERP connected: Is there an active ERP Sync? | |
| documentInstance/project/eventId | None | Event ID: Event ID | |
| documentInstance/project/startDate | None | Start date: Project start date | |
| documentInstance/project/projectPublish/isPublished | None | Published: Displays an icon indicating if the project or sale has been published | |
| documentInstance/project/projectPublish/publishedFrom | None | From date: Start date for publishing. The record will not be visible prior to this date | |
| documentInstance/project/projectPublish/publishedTo | None | To date: End date for publishing. The record will not be visible after this date | |
| documentInstance/project/projectPublish/publishedBy | None | Published by: Published by | |
| documentInstance/project/projectEvent/isExternalEvent | None | Event: Is this an external event | |
| documentInstance/project/projectEvent/eventDate | None | Event date: Event date | |
| documentInstance/project/projectEvent/hasSignOn | None | Sign On: Does this event have the Sign On function enabled | |
| documentInstance/project/projectEvent/hasSignOff | None | Sign Off: Does this event have the Sign Off function enabled | |
| documentInstance/project/projectUrl/URLAddress | None | URL | |
| documentInstance/project/projectUrl/URLDescription | None | Description | |
| documentInstance/project/projectAssociate/firstName | None | First name: Displays the contact’s first name | |
| documentInstance/project/projectAssociate/lastName | None | Last name: Displays the contact’s last name | |
| documentInstance/project/projectAssociate/middleName | None | Middle Name : Displays the contact’s middle name. | |
| documentInstance/project/projectAssociate/fullName | None | Full name: Displays full name of user (first, middle, last - according to settings) | |
| documentInstance/project/projectAssociate/contactId | None | Company ID: Database ID of the company the user belongs to | |
| documentInstance/project/projectAssociate/personId | None | Contact ID: Database ID of the contact row | |
| documentInstance/project/projectAssociate/mrMrs | None | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | |
| documentInstance/project/projectAssociate/title | None | Title: Displays whether the contact is addressed as Mr or Ms | |
| documentInstance/project/projectAssociate/associateDbId | None | ID | |
| documentInstance/project/projectAssociate/contactName | None | Owning company: Name of the company the user belongs to | |
| documentInstance/project/projectAssociate/contactDepartment | None | Owning department: Name of the department at the company the user belongs to | |
| documentInstance/project/projectAssociate/usergroup | None | Primary group: The user’s primary user group | |
| documentInstance/project/projectAssociate/usergroupId | None | Group ID: The user’s primary user group | |
| documentInstance/project/projectAssociate/contactFullName | None | Owner: Name and department of the company the user belongs to | |
| documentInstance/project/projectAssociate/contactCategory | None | Category: Category | |
| documentInstance/project/projectAssociate/role | None | Role : Role |
Supported Columns (cont.)
| Name | Restriction | Description | OrderBy |
|---|---|---|---|
| documentInstance/project/projectAssociate/assocName | None | User ID : User ID | |
| documentInstance/project/projectAssociate/assocTooltip | None | Description : Description | |
| documentInstance/project/projectAssociate/assocType | None | Type: Type of user: associate, external user, system user, anonymous account | |
| documentInstance/project/projectAssociate/ejUserId | None | Service user ID: The database ID of a Service user | |
| documentInstance/project/projectAssociate/simultaneousEjUser | None | Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded | |
| documentInstance/project/projectAssociate/ejDisplayName | None | Nickname: User’s nickname in Service | |
| documentInstance/project/projectAssociate/ejStatus | None | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
| documentInstance/project/projectAssociate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | |
| documentInstance/project/projectAssociate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | |
| documentInstance/project/projectAssociate/isActive | None | Active: Is this user active, and should be able to log in? | |
| documentInstance/project/projectAssociate/isActiveText | None | Active status: Is this user active, and should be able to log in? | |
| documentInstance/project/projectAssociate/portraitThumbnail | None | Person image: Person image | |
| documentInstance/project/projectAssociate/otherGroups | None | Other groups: Other groups | |
| documentInstance/project/projectAssociate/userName | None | User name: User name | |
| documentInstance/project/projectAssociate/personEmail | None | ||
| documentInstance/project/projectAssociate/locationAddress | None | Location: Location | |
| documentInstance/project/projectAssociate/isLocation | None | Is a location: Is a location | |
| documentInstance/project/projectUdef/SuperOffice:1 | None | projectshorttext | |
| documentInstance/project/projectUdef/SuperOffice:2 | None | projectlongtext | |
| documentInstance/project/projectUdef/SuperOffice:3 | None | projectnumber | |
| documentInstance/project/projectUdef/SuperOffice:4 | None | projectdate | |
| documentInstance/project/projectUdef/SuperOffice:5 | None | projectunlimiteddate | |
| documentInstance/project/projectUdef/SuperOffice:6 | None | projectcheckbox | |
| documentInstance/project/projectUdef/SuperOffice:7 | None | projectdropdownlistbox | |
| documentInstance/project/projectUdef/SuperOffice:8 | None | projectdecimal | |
| documentInstance/project/projectUdef/SuperOffice:9 | None | page1saleandmarketing | |
| documentInstance/project/projectUdef/SuperOffice:10 | None | page1saleandadmin | |
| documentInstance/project/NumberOfActivities | None | Number of activities | |
| documentInstance/project/NumberOfActivitiesInPeriod | None | Number of activities in last 90 days | |
| documentInstance/project/NumberOfNotCompletedActivities | None | Number of non-completed activities | |
| documentInstance/project/NumberOfNotCompletedActivitiesInPeriod | None | Number of non-completed activities in last 90 days | |
| documentInstance/project/LastActivity | None | Date of last activity | |
| documentInstance/project/LastCompletedActivity | None | Date of last completed activity | |
| documentInstance/project/LastDoByActivity | None | Date of last non-completed activity | |
| documentInstance/project/NumberOfSales | None | Number of sales | |
| documentInstance/project/NumberOfSalesInPeriod | None | Number of sales in last 90 days | |
| documentInstance/project/NumberOfNotCompletedSales | None | Number of non-completed sales | |
| documentInstance/project/NumberOfNotCompletedSalesInPeriod | None | Number of non-completed sales in last 90 days | |
| documentInstance/project/LastSale | None | Date of last sale | |
| documentInstance/project/LastCompletedSale | None | Date of last completed sale | |
| documentInstance/project/LastDoBySale | None | Date of last non-completed sale | |
| documentInstance/project/SaintStatus3 | None | Not completed activites with intention sale: Number of not completed activities for intention sale > 0. | |
| documentInstance/project/saintSaleStatus | None | With status | |
| documentInstance/project/saintAmountClass | None | Amount class | |
| documentInstance/project/saintActivityType | None | SAINT type | |
| documentInstance/project/saintDirection | None | Direction | |
| documentInstance/project/saintIntention | None | Intention | |
| documentInstance/project/saintTicketStatus | None | Status | |
| documentInstance/project/saintTicketCategory | None | Category | |
| documentInstance/project/project/textId | None | Text ID | |
| documentInstance/project/project/infoText | None | Information: Displays the text entered in the description field | |
| documentInstance/associate/firstName | None | First name: Displays the contact’s first name | |
| documentInstance/associate/lastName | None | Last name: Displays the contact’s last name | |
| documentInstance/associate/middleName | None | Middle Name : Displays the contact’s middle name. | |
| documentInstance/associate/fullName | None | Full name: Displays full name of user (first, middle, last - according to settings) | |
| documentInstance/associate/contactId | None | Company ID: Database ID of the company the user belongs to | |
| documentInstance/associate/personId | None | Contact ID: Database ID of the contact row | |
| documentInstance/associate/mrMrs | None | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | |
| documentInstance/associate/title | None | Title: Displays whether the contact is addressed as Mr or Ms | |
| documentInstance/associate/associateDbId | None | ID | |
| documentInstance/associate/contactName | None | Owning company: Name of the company the user belongs to | |
| documentInstance/associate/contactDepartment | None | Owning department: Name of the department at the company the user belongs to | |
| documentInstance/associate/usergroup | None | Primary group: The user’s primary user group | |
| documentInstance/associate/usergroupId | None | Group ID: The user’s primary user group | |
| documentInstance/associate/contactFullName | None | Owner: Name and department of the company the user belongs to | |
| documentInstance/associate/contactCategory | None | Category: Category | |
| documentInstance/associate/role | None | Role : Role | |
| documentInstance/associate/assocName | None | User ID : User ID | |
| documentInstance/associate/assocTooltip | None | Description : Description | |
| documentInstance/associate/assocType | None | Type: Type of user: associate, external user, system user, anonymous account | |
| documentInstance/associate/ejUserId | None | Service user ID: The database ID of a Service user | |
| documentInstance/associate/simultaneousEjUser | None | Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded | |
| documentInstance/associate/ejDisplayName | None | Nickname: User’s nickname in Service | |
| documentInstance/associate/ejStatus | None | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
| documentInstance/associate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | |
| documentInstance/associate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | |
| documentInstance/associate/isActive | None | Active: Is this user active, and should be able to log in? | |
| documentInstance/associate/isActiveText | None | Active status: Is this user active, and should be able to log in? | |
| documentInstance/associate/portraitThumbnail | None | Person image: Person image | |
| documentInstance/associate/otherGroups | None | Other groups: Other groups | |
| documentInstance/associate/userName | None | User name: User name | |
| documentInstance/associate/personEmail | None | ||
| documentInstance/associate/locationAddress | None | Location: Location | |
| documentInstance/associate/isLocation | None | Is a location: Is a location | |
| documentInstance/documentUdef/SuperOffice:1 | None | documentshorttext | |
| documentInstance/documentUdef/SuperOffice:2 | None | documentlongtext | |
| documentInstance/documentUdef/SuperOffice:3 | None | documentnumber | |
| documentInstance/documentUdef/SuperOffice:4 | None | documentdate | |
| documentInstance/documentUdef/SuperOffice:5 | None | documentunlimiteddate | |
| documentInstance/documentUdef/SuperOffice:6 | None | documentcheckbox | |
| documentInstance/documentUdef/SuperOffice:7 | None | documentdropdownlistbox | |
| documentInstance/documentUdef/SuperOffice:8 | None | documentdecimal | |
| documentInstance/sale/completed | None | Completed: Displays a checkbox showing if an appointment is completed | |
| documentInstance/sale/icon | None | Category: Displays the icon for an activity type | |
| documentInstance/sale/date | None | Date: Displays start date of a follow-up / sale date of a sale | |
| documentInstance/sale/time | None | Time: Time | |
| documentInstance/sale/type | None | Type: Displays the type of an activity | |
| documentInstance/sale/recordType | None | Record type : Shows the record type | |
| documentInstance/sale/text | None | Text: Displays a descriptive text for the item | |
| documentInstance/sale/associateId | None | ID: Displays the login ID of the associate who owns the activity. |
Supported Columns (cont.)
| Name | Restriction | Description | OrderBy |
|---|---|---|---|
| documentInstance/sale/contactId | None | Company ID: Database ID of company | |
| documentInstance/sale/personId | None | Contact ID: Database ID of the contact row | |
| documentInstance/sale/projectId | None | Project ID: Database ID of project record | |
| documentInstance/sale/saleId | None | Sale ID: The database ID of the sale record | |
| documentInstance/sale/userGroup | None | User group : The user group that owns the record | |
| documentInstance/sale/who | None | Who: Contact and/or company | |
| documentInstance/sale/updatedBy | None | Updated by: The user who last updated the data | |
| documentInstance/sale/updatedByFullName | None | Updated by - Full name: The user who last updated the data | |
| documentInstance/sale/updatedDate | None | Updated: The date/time the data was last updated in UTC. | |
| documentInstance/sale/registeredBy | None | Registered by: The user who registered the data | |
| documentInstance/sale/registeredByFullName | None | Registered by - Full name: The user who registered the data | |
| documentInstance/sale/registeredDate | None | Registered date: The date/time the data was registered in UTC. | |
| documentInstance/sale/currencyId | None | Currency ID: The currency list item ID | |
| documentInstance/sale/currency | None | Currency: The currency of the sale | |
| documentInstance/sale/credited | None | Credited: The user to be credited with the sale | |
| documentInstance/sale/lossReason | None | Reason (lost): The reason for losing the sale | |
| documentInstance/sale/source | None | Source: The source (lead) of the sale | |
| documentInstance/sale/competitor | None | Competitor: The competitor who won the sale | |
| documentInstance/sale/heading | None | Sale: The name of the sale | |
| documentInstance/sale/amount | None | Amount: The gross sales total | |
| documentInstance/sale/amountWeighted | None | Weighted amount: Virtual field calculated from amount * probability percent. | |
| documentInstance/sale/earning | None | Profit: Gross profit (gross sales total - cost) for the sale | |
| documentInstance/sale/earningPercent | None | Profit as % : The profit as a percentage of the gross sales total | |
| documentInstance/sale/probPercent | None | Probability as %: Probability as % | |
| documentInstance/sale/originalStage | None | Stage when closed: Stage when closed | |
| documentInstance/sale/stage | None | Stage: Displays the stage of the sale | |
| documentInstance/sale/stageName | None | Stage name: Displays the stage of the sale | |
| documentInstance/sale/saleStatus | None | Status: The status of the sale - open, lost or sold | |
| documentInstance/sale/stageRank | None | Stage rank: Rank of the sale stage in the stage list | |
| documentInstance/sale/saleType | None | Sale type: Sale type, from list | |
| documentInstance/sale/saleTypeId | None | Sale type ID: Sale type, from list | |
| documentInstance/sale/stageId | None | Sale stage ID: Displays the stage of the sale | |
| documentInstance/sale/nextDueDate | None | Next activity: Date for next activity for a sale, updated live from the sale’s activities | |
| documentInstance/sale/reopenDate | None | Reopen date: Displays the reopen date for the sale | |
| documentInstance/sale/stalledComment | None | Reason (stalled): The reason the sale has been stalled | |
| documentInstance/sale/saleTypeCategory | None | Sale type category: Sale type category | |
| documentInstance/sale/soldReason | None | Reason (sold): Reason (sold) | |
| documentInstance/sale/saleNumber | None | Number: Number | |
| documentInstance/sale/hasStakeholders | None | Has stakeholders: Does this sale have stakeholders | |
| documentInstance/sale/stakeholdersEnabled | None | Stakeholders enabled: Possibility to add stakeholders to the sale | |
| documentInstance/sale/hasQuote | None | Has quote?: Does the sale have a quote attached? | |
| documentInstance/sale/hasGuide | None | Guided: Does this sale have a Sales Guide | |
| documentInstance/sale/description | None | Description: The long description field on Sale | |
| documentInstance/sale/activeErpLinks | None | ERP connected: Is there an active ERP Sync? | |
| documentInstance/sale/createdByWorkflow | None | Created by flow: Created by flow | |
| documentInstance/sale/amountInBaseCurrency | None | Amount (BaseCurrency): The gross sales total | |
| documentInstance/sale/amountWeightedInBaseCurrency | None | Weighted amount (BaseCurrency): Virtual field calculated from amount * probability percent. | |
| documentInstance/sale/daysInStage | None | Days in stage: Total number of days in this stage | |
| documentInstance/sale/saleCycle | None | Sale cycle: Number of days from a sale was registered until it was closed (sold or lost) | |
| documentInstance/sale/visibleFor | None | Visible for | |
| documentInstance/sale/sale/textId | None | Text ID | |
| documentInstance/sale/sale/description | None | Text: Displays the text entered in the description field | |
| documentInstance/sale/salePublish/isPublished | None | Published: Displays an icon indicating if the project or sale has been published | |
| documentInstance/sale/salePublish/publishedFrom | None | From date: Start date for publishing. The record will not be visible prior to this date | |
| documentInstance/sale/salePublish/publishedTo | None | To date: End date for publishing. The record will not be visible after this date | |
| documentInstance/sale/salePublish/publishedBy | None | Published by: Published by | |
| documentInstance/sale/associate/firstName | None | First name: Displays the contact’s first name | |
| documentInstance/sale/associate/lastName | None | Last name: Displays the contact’s last name | |
| documentInstance/sale/associate/middleName | None | Middle Name : Displays the contact’s middle name. | |
| documentInstance/sale/associate/fullName | None | Full name: Displays full name of user (first, middle, last - according to settings) | |
| documentInstance/sale/associate/contactId | None | Company ID: Database ID of the company the user belongs to | |
| documentInstance/sale/associate/personId | None | Contact ID: Database ID of the contact row | |
| documentInstance/sale/associate/mrMrs | None | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | |
| documentInstance/sale/associate/title | None | Title: Displays whether the contact is addressed as Mr or Ms | |
| documentInstance/sale/associate/associateDbId | None | ID | |
| documentInstance/sale/associate/contactName | None | Owning company: Name of the company the user belongs to | |
| documentInstance/sale/associate/contactDepartment | None | Owning department: Name of the department at the company the user belongs to | |
| documentInstance/sale/associate/usergroup | None | Primary group: The user’s primary user group | |
| documentInstance/sale/associate/usergroupId | None | Group ID: The user’s primary user group | |
| documentInstance/sale/associate/contactFullName | None | Owner: Name and department of the company the user belongs to | |
| documentInstance/sale/associate/contactCategory | None | Category: Category | |
| documentInstance/sale/associate/role | None | Role : Role | |
| documentInstance/sale/associate/assocName | None | User ID : User ID | |
| documentInstance/sale/associate/assocTooltip | None | Description : Description | |
| documentInstance/sale/associate/assocType | None | Type: Type of user: associate, external user, system user, anonymous account | |
| documentInstance/sale/associate/ejUserId | None | Service user ID: The database ID of a Service user | |
| documentInstance/sale/associate/simultaneousEjUser | None | Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded | |
| documentInstance/sale/associate/ejDisplayName | None | Nickname: User’s nickname in Service | |
| documentInstance/sale/associate/ejStatus | None | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
| documentInstance/sale/associate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | |
| documentInstance/sale/associate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | |
| documentInstance/sale/associate/isActive | None | Active: Is this user active, and should be able to log in? | |
| documentInstance/sale/associate/isActiveText | None | Active status: Is this user active, and should be able to log in? | |
| documentInstance/sale/associate/portraitThumbnail | None | Person image: Person image | |
| documentInstance/sale/associate/otherGroups | None | Other groups: Other groups | |
| documentInstance/sale/associate/userName | None | User name: User name | |
| documentInstance/sale/associate/personEmail | None | ||
| documentInstance/sale/associate/locationAddress | None | Location: Location | |
| documentInstance/sale/associate/isLocation | None | Is a location: Is a location | |
| documentInstance/sale/saleUdef/SuperOffice:1 | None | saleshorttext | |
| documentInstance/sale/saleUdef/SuperOffice:2 | None | salelongtext | |
| documentInstance/sale/saleUdef/SuperOffice:3 | None | salenumber | |
| documentInstance/sale/saleUdef/SuperOffice:4 | None | saledate | |
| documentInstance/sale/saleUdef/SuperOffice:5 | None | saleunlimiteddate | |
| documentInstance/sale/saleUdef/SuperOffice:6 | None | salecheckbox | |
| documentInstance/sale/saleUdef/SuperOffice:7 | None | saledropdownlistbox | |
| documentInstance/sale/saleUdef/SuperOffice:8 | None | saledecimal | |
| documentInstance/document/textId | None | Text ID | |
| documentInstance/document/description | None | Text: Displays the text entered in the description field |
Sample
GET /api/v1/archive/ProjectGuide?$select=appointmentInstance/person/personAssociate/mrMrs,appointmentInstance/person/isMailingRecipient,appointmentInstance/sale/who,appointmentInstance/sale/associate/contactDepartment,appointmentInstance/sale/saleUdef/SuperOffice:4
Authorization: Basic dGplMDpUamUw
Accept: application/json; charset=utf-8
Accept-Language: sv