ProjectGuideDocument - SuperOffice

“ProjectGuideDocument”

This provider name is implemented by the class SuperOffice.CRM.ArchiveLists.ProjectGuideDocumentProvider inside NetServer’s SODatabase assembly. Specific provider for Project Guide Items of type Appointment This class provides the needed overrides and concrete implementations needed by the base class to drive the sentry calculations, as well as the specialization with the correct root extender

Supported Entities

Name	Description
”suggestedDocument”	Documents
”onlyInstance”	Created only
”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
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
documentInstance/completed	bool	Completed: Displays a checkbox showing if an appointment is completed	x
documentInstance/icon	listAny	Category: Displays the icon for an activity type	x
documentInstance/date	date	Date: Displays start date of a follow-up / sale date of a sale	x
documentInstance/time	None	Time: Time
documentInstance/type	listAny	Type: Displays the type of an activity	x
documentInstance/recordType	string	Record type : Shows the record type	x
documentInstance/text	positiveString	Text: Displays a descriptive text for the item	x
documentInstance/associateId	associate	ID: Displays the login ID of the associate who owns the activity.	x
documentInstance/contactId	listAny	Company ID: Database ID of company	x
documentInstance/personId	listAny	Contact ID: Database ID of the contact row	x
documentInstance/projectId	listAny	Project ID: Database ID of project record	x
documentInstance/saleId	int	Sale ID: The database ID of the sale record	x
documentInstance/userGroup	userGroup	User group : The user group that owns the record	x
documentInstance/who	None	Who: Contact and/or company
documentInstance/updatedBy	associate	Updated by: The user who last updated the data	x
documentInstance/updatedByFullName	associate	Updated by - Full name: The user who last updated the data	x
documentInstance/updatedDate	date	Updated: The date/time the data was last updated in UTC.	x
documentInstance/registeredBy	associate	Registered by: The user who registered the data	x
documentInstance/registeredByFullName	associate	Registered by - Full name: The user who registered the data	x
documentInstance/registeredDate	date	Registered date: The date/time the data was registered in UTC.	x
documentInstance/documentId	int	Document ID: Database ID of document record	x
documentInstance/keywords	string	Keywords	x
documentInstance/ourref	string	Our ref.	x
documentInstance/yourref	string	Your ref.	x
documentInstance/attention	string	Salutation	x
documentInstance/subject	string	Subject	x
documentInstance/name	string	File name	x
documentInstance/mailMergeDraft	bool	Mail merge draft : Indicates whether the document is a mail merge template	x
documentInstance/snum	int	Document number: Serial number of document. It can be generated by the number allocation system for a dedicated document template.	x
documentInstance/isReport	bool	Report: Is this document a saved report run?
documentInstance/suggestedDocumentId	int	Document ID (suggestion): The database ID of a document that originates in a suggestion	x
documentInstance/isMail	bool	E-mail
documentInstance/recordTypeText	None	Activity type: The type of the activity (appointment, phone call, etc)	x
documentInstance/visibleFor	listAny	Visible for
documentInstance/documentPublish/isPublished	bool	Published: Displays an icon indicating if the project or sale has been published	x
documentInstance/documentPublish/publishedFrom	date	From date: Start date for publishing. The record will not be visible prior to this date	x
documentInstance/documentPublish/publishedTo	date	To date: End date for publishing. The record will not be visible after this date	x
documentInstance/documentPublish/publishedBy	None	Published by: Published by
documentInstance/person/personId	int	DB ID: Displays the database ID of a contact	x
documentInstance/person/firstName	string	First name: Displays the contact’s first name	x
documentInstance/person/lastName	string	Last name: Displays the contact’s last name	x
documentInstance/person/middleName	string	Middle name: Displays the contact’s middle name.	x
documentInstance/person/fullName	string	Contact: Displays the contact to which an item is linked	x
documentInstance/person/contactId	int	Company ID: Database ID of company	x
documentInstance/person/hasInfoText	bool	Has note: Displays an icon indicating if there is additional information available about the contact	x
documentInstance/person/hasInterests	bool	Has interests: Displays an Icon indicating if the contact has active interests	x
documentInstance/person/personHasInterests	bool	Has interests: Displays an Icon indicating if the contact has active interests	x
documentInstance/person/mrMrs	string	Mr/Ms: Displays whether the contact is addressed as Mr or Ms	x
documentInstance/person/position	listAny	Position	x
documentInstance/person/personNumber	string	Number: Displays the contact’s number	x
documentInstance/person/title	string	Title: Displays the contact’s job title	x
documentInstance/person/personCountry	listAny	Country: Country	x
documentInstance/person/personCountryId	int	Country ID: Country ID	x
documentInstance/person/personNoMail	bool	No Mailings: Displays the contact’s No Mailings checkbox	x
documentInstance/person/rank	int	Rank: Displays a contact’s current rank	x
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	bool	Use as postal address: Use as postal address	x
documentInstance/person/personSource	listAny	Source: Source (Contact)	x
documentInstance/person/retired	bool	Former employee: Indicates whether the contact has retired/left the company	x
documentInstance/person/birthYear	int	Birth year: Displays contact’s birth year	x
documentInstance/person/birthMonth	int	Birth month: Displays contact’s birth month	x
documentInstance/person/birthDay	int	Birth day: Displays contact’s birth day (day of month)	x
documentInstance/person/kanaFirstName	string	First name, kana: Contact’s first name, in kana alphabet	x
documentInstance/person/kanaLastName	string	Last name, kana: Contact’s last name, in kana alphabet	x
documentInstance/person/personUpdatedBy	associate	Updated by: The user who last updated the data	x
documentInstance/person/personUpdatedByFullName	associate	Updated by - Full name: The user who last updated the data	x
documentInstance/person/personUpdatedDate	date	Updated: The date/time the data was last updated in UTC.	x
documentInstance/person/personRegisteredBy	associate	Registered by: The user who registered the data	x
documentInstance/person/personRegisteredByFullName	associate	Registered by - Full name: The user who registered the data	x
documentInstance/person/personRegisteredDate	date	Registered date: The date/time the data was registered in UTC.	x
documentInstance/person/portraitThumbnail	None	Person image: Person image
documentInstance/person/personActiveErpLinks	bool	ERP connected: Is there an active ERP Sync?	x
documentInstance/person/ticketPriority	listAny	Service priority: Default service priority for this contact	x
documentInstance/person/supportLanguage	listAny	Preferred language: Preferred language used for reply templates and more	x
documentInstance/person/supportAssociate	associate	Our service contact: Default service contact for this contact	x
documentInstance/person/supportAssociateFullName	associate	Our service contact - Full name: Default service contact for this contact	x
documentInstance/person/personAssociateId	associate	Our contact: Displays our contact	x
documentInstance/person/personAssociateFullName	associate	Our contact - Full name: Displays our contact	x
documentInstance/person/personCategory	listAny	Category	x
documentInstance/person/personCategoryGroup	listAny	Category group	x
documentInstance/person/personCategoryRank	int	!!Category rank	x

Supported Columns (cont.)

Name	Restriction	Description	OrderBy
documentInstance/person/personBusiness	listAny	Business	x
documentInstance/person/leadStatus	listAny	Lead status	x
documentInstance/person/leadstatusRank	int	!!Lead status RANK	x
documentInstance/person/personDeletedDate	datetime	Deleted date: Deleted date
documentInstance/person/hasCompany	bool	Has company: The contact is associated with a company	x
documentInstance/person/isProjectMember	bool	Is project member: This person is a project member	x
documentInstance/person/isStakeholder	bool	Is stakeholder: This person is a sale stakeholder	x
documentInstance/person/updatedByWorkflow	listAny	Updated by flow: Updated by flow	x
documentInstance/person/whenUpdatedByWorkflow	datetime	When updated by flow: When updated by flow	x
documentInstance/person/createdByForm	listAny	Created by form: Created by form	x
documentInstance/person/phone/formattedNumber	string	Phone : Displays phone number
documentInstance/person/personDirectPhone/formattedNumber	string	Direct - Phone: Displays phone number
documentInstance/person/personDirectPhone/description	string	Direct - Description: Phone number description	x
documentInstance/person/personMobilePhone/formattedNumber	string	Mobile - Phone: Displays phone number
documentInstance/person/personMobilePhone/description	string	Mobile - Description: Phone number description	x
documentInstance/person/personPrivate/formattedNumber	string	Private - Phone: Displays phone number
documentInstance/person/personPrivate/description	string	Private - Description: Phone number description	x
documentInstance/person/personPager/formattedNumber	string	Other - Phone: Displays phone number
documentInstance/person/personPager/description	string	Other - Description: Phone number description	x
documentInstance/person/personDirectFax/formattedNumber	string	Fax - Phone: Displays phone number
documentInstance/person/personDirectFax/description	string	Fax - Description: Phone number description	x
documentInstance/person/searchPhone/formattedNumber	string	Phone : Displays phone number
documentInstance/person/searchPhone/description	string	Description: Phone number description	x
documentInstance/person/personInfo/textId	int	Text ID	x
documentInstance/person/personInfo/infoText	positiveString	Information: Displays the text entered in the description field	x
documentInstance/person/email/emailProtocol	string	Protocol: E-mail protocol, such as SMTP	x
documentInstance/person/email/emailAddress	string	E-mail	x
documentInstance/person/email/emailDescription	string	Description	x
documentInstance/person/email/emailId	int	ID	x
documentInstance/person/email/emailLastSent	datetime	Last sent: The date and time an e-mail was last sent to this address	x
documentInstance/person/email/emailBounceCount	int	Bounce count: Bounce count for this e-mail address	x
documentInstance/person/email/emailLastBounce	datetime	Last bounce: Date and time for last bounce to this e-mail address	x
documentInstance/person/email/emailHasBounced	bool	Has bounced: This checkbox is active if delivery to this e-mail address has failed.	x
documentInstance/person/personUrl/URLAddress	string	URL	x
documentInstance/person/personUrl/URLDescription	string	Description	x
documentInstance/person/personAddress/addressId	int	Contact address - Address ID: Database ID for the address record	x
documentInstance/person/personAddress/line1	string	Contact address - Address 1: First line of the address	x
documentInstance/person/personAddress/line2	string	Contact address - Address 2: Second line of the address	x
documentInstance/person/personAddress/line3	string	Contact address - Address 3: Third line of the address	x
documentInstance/person/personAddress/county	string	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.	x
documentInstance/person/personAddress/city	string	Contact address - City: This criterion corresponds to the City field on the Company card.	x
documentInstance/person/personAddress/zip	string	Contact address - Postcode: This criterion corresponds to the Zip Code field on the Company card.	x
documentInstance/person/personAddress/state	string	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.	x
documentInstance/person/personAddress/wgs84latitude	decimal	Contact address - Latitude: Latitude	x
documentInstance/person/personAddress/wgs84longitude	decimal	Contact address - Longitude: Longitude	x
documentInstance/person/personAddress/formattedAddress	None	Contact address - :
documentInstance/person/personAddress/formattedMultiLineAddress	None	Contact address - :
documentInstance/person/restrictionAddress/addressId	int	Search address - Address ID: Database ID for the address record	x
documentInstance/person/restrictionAddress/line1	string	Search address - Address 1: First line of the address	x
documentInstance/person/restrictionAddress/line2	string	Search address - Address 2: Second line of the address	x
documentInstance/person/restrictionAddress/line3	string	Search address - Address 3: Third line of the address	x
documentInstance/person/restrictionAddress/county	string	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.	x
documentInstance/person/restrictionAddress/city	string	Search address - City: This criterion corresponds to the City field on the Company card.	x
documentInstance/person/restrictionAddress/zip	string	Search address - Postcode: This criterion corresponds to the Zip Code field on the Company card.	x
documentInstance/person/restrictionAddress/state	string	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.	x
documentInstance/person/restrictionAddress/wgs84latitude	decimal	Search address - Latitude: Latitude	x
documentInstance/person/restrictionAddress/wgs84longitude	decimal	Search address - Longitude: Longitude	x
documentInstance/person/restrictionAddress/formattedAddress	None	Search address - :
documentInstance/person/restrictionAddress/formattedMultiLineAddress	None	Search address - :
documentInstance/person/personInterestIds	listInterest	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	string	contactshorttext: tooltipshorttext	x
documentInstance/person/personUdef/SuperOffice:2	string	contactlongtext: tooltiplongtext	x
documentInstance/person/personUdef/SuperOffice:3	int	contactnumber	x
documentInstance/person/personUdef/SuperOffice:4	date	contactdate	x
documentInstance/person/personUdef/SuperOffice:5	unlimitedDate	contactunlimiteddate: tooltipunlimiteddate	x
documentInstance/person/personUdef/SuperOffice:6	bool	contactcheckbox	x
documentInstance/person/personUdef/SuperOffice:7	listAny	contactdropdownlistbox	x
documentInstance/person/personUdef/SuperOffice:8	decimal	contactdecimal	x
documentInstance/person/personUdef/SuperOffice:9	string	page1saleonly	x
documentInstance/person/personUdef/SuperOffice:10	string	page1marketingonly	x
documentInstance/person/personUdef/SuperOffice:11	string	page1adminonly	x
documentInstance/person/personExtra/x_person_integer	int	Extra Integer: Custom person integer	x
documentInstance/person/personExtra/x_person_hidden_integer	int	Extra hidden integer: Custom integer field that is hidden	x
documentInstance/person/personExtra/x_person_float	decimal	Extra float: Custom float field	x
documentInstance/person/personExtra/x_person_longtext	string	Extra Long Text: Custom long text field on person, keep HTML tags. Simple input, not text area. Default value = ‘Hello there’	x
documentInstance/person/personExtra/x_person_date	date	Extra date: Custom date field on person. Default value = 28.03.2019	x
documentInstance/person/personExtra/x_person_datetime	datetime	Extra DateTime: Custom person date and time field. No default	x
documentInstance/person/personExtra/x_person_time	None	Extra time: Custom time field on person. Current time as default	x
documentInstance/person/personExtra/x_person_boolean	bool	Extra Boolean: Custom boolean field on person. Default checked	x
documentInstance/person/personExtra/x_person_timespan	timeSpan	Extra timespan: Custom timespan on person. Minutes only in 15 units	x
documentInstance/person/personExtra/x_person_shorttext	string	Extra short text: Custom short text on person. With index. Do not keep HTML tags	x
documentInstance/person/personExtra/x_person_shorttext_list	listAny	Extra short dropdown: Custom Short text dropdown field on person: black, white, transparent	x
documentInstance/person/personExtra/x_person_user_relation	associate	Extra user relation: Custom person-user relation field	x
documentInstance/person/personExtra/x_person_category_relation	listAny	Extra category relation: Custom person-category relation	x
documentInstance/person/personExtra/x_person_priority_relation	listAny	Extra priority relation: Custom person-priority relation	x
documentInstance/person/personExtra/x_person_request_relation	stringorPK	Extra request relation: Request relation on contact	x
documentInstance/person/personExtra/x_person_appointment_relation	stringorPK	Extra appointment relation: Appointment relation on person	x
documentInstance/person/personExtra/x_person_contact_relation	stringorPK	Extra company relation: Company relation on contact	x
documentInstance/person/personExtra/y_rental/id	int	Rental - id: Displays the row’s primary key (y_rental)	x
documentInstance/person/personExtra/y_rental/x_start	date	Rental - Start rental: Start rental	x
documentInstance/person/personExtra/y_rental/x_end	date	Rental - End: End	x
documentInstance/person/personExtra/y_rental/x_amount	int	Rental - Amount: Number to rent. Default = 1	x
documentInstance/person/personExtra/y_rental/x_contact	stringorPK	Rental - Renter: Company that rents equipment	x
documentInstance/person/personExtra/y_rental/y_equipment/x_name	string	Rental - Equipment - Name: Equpment name custom field. Cannot be null., show in table	x
documentInstance/person/personExtra/y_car/id	int	Car - id: Displays the row’s primary key (y_car)	x
documentInstance/person/personAssociate/firstName	string	First name: Displays the contact’s first name	x
documentInstance/person/personAssociate/lastName	string	Last name: Displays the contact’s last name	x
documentInstance/person/personAssociate/middleName	string	Middle Name : Displays the contact’s middle name.	x
documentInstance/person/personAssociate/fullName	string	Full name: Displays full name of user (first, middle, last - according to settings)	x
documentInstance/person/personAssociate/contactId	int	Company ID: Database ID of the company the user belongs to

Supported Columns (cont.)

Name	Restriction	Description	OrderBy
documentInstance/person/personAssociate/personId	int	Contact ID: Database ID of the contact row
documentInstance/person/personAssociate/mrMrs	string	Mr/Ms: Displays whether the contact is addressed as Mr or Ms	x
documentInstance/person/personAssociate/title	string	Title: Displays whether the contact is addressed as Mr or Ms	x
documentInstance/person/personAssociate/associateDbId	associate	ID	x
documentInstance/person/personAssociate/contactName	string	Owning company: Name of the company the user belongs to	x
documentInstance/person/personAssociate/contactDepartment	string	Owning department: Name of the department at the company the user belongs to	x
documentInstance/person/personAssociate/usergroup	userGroup	Primary group: The user’s primary user group	x
documentInstance/person/personAssociate/usergroupId	int	Group ID: The user’s primary user group	x
documentInstance/person/personAssociate/contactFullName	string	Owner: Name and department of the company the user belongs to	x
documentInstance/person/personAssociate/contactCategory	listAny	Category: Category	x
documentInstance/person/personAssociate/role	listAny	Role : Role	x
documentInstance/person/personAssociate/assocName	associate	User ID : User ID	x
documentInstance/person/personAssociate/assocTooltip	string	Description : Description
documentInstance/person/personAssociate/assocType	listAny	Type: Type of user: associate, external user, system user, anonymous account	x
documentInstance/person/personAssociate/ejUserId	int	Service user ID: The database ID of a Service user
documentInstance/person/personAssociate/simultaneousEjUser	bool	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	string	Nickname: User’s nickname in Service	x
documentInstance/person/personAssociate/ejStatus	int	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	x
documentInstance/person/personAssociate/credentialDisplayValue	None	Auth. value: Credential value (public, visible part) to be used when this user logs in	x
documentInstance/person/personAssociate/isActive	bool	Active: Is this user active, and should be able to log in?	x
documentInstance/person/personAssociate/isActiveText	bool	Active status: Is this user active, and should be able to log in?	x
documentInstance/person/personAssociate/portraitThumbnail	None	Person image: Person image
documentInstance/person/personAssociate/otherGroups	userGroup	Other groups: Other groups
documentInstance/person/personAssociate/userName	string	User name: User name	x
documentInstance/person/personAssociate/personEmail	string	E-mail	x
documentInstance/person/personAssociate/locationAddress	string	Location: Location	x
documentInstance/person/personAssociate/isLocation	bool	Is a location: Is a location	x
documentInstance/person/correspondingAssociate/firstName	string	First name: Displays the contact’s first name	x
documentInstance/person/correspondingAssociate/lastName	string	Last name: Displays the contact’s last name	x
documentInstance/person/correspondingAssociate/middleName	string	Middle Name : Displays the contact’s middle name.	x
documentInstance/person/correspondingAssociate/fullName	string	Full name: Displays full name of user (first, middle, last - according to settings)	x
documentInstance/person/correspondingAssociate/contactId	int	Company ID: Database ID of the company the user belongs to
documentInstance/person/correspondingAssociate/personId	int	Contact ID: Database ID of the contact row
documentInstance/person/correspondingAssociate/mrMrs	string	Mr/Ms: Displays whether the contact is addressed as Mr or Ms	x
documentInstance/person/correspondingAssociate/title	string	Title: Displays whether the contact is addressed as Mr or Ms	x
documentInstance/person/correspondingAssociate/associateDbId	associate	ID	x
documentInstance/person/correspondingAssociate/contactName	string	Owning company: Name of the company the user belongs to	x
documentInstance/person/correspondingAssociate/contactDepartment	string	Owning department: Name of the department at the company the user belongs to	x
documentInstance/person/correspondingAssociate/usergroup	userGroup	Primary group: The user’s primary user group	x
documentInstance/person/correspondingAssociate/usergroupId	int	Group ID: The user’s primary user group	x
documentInstance/person/correspondingAssociate/contactFullName	string	Owner: Name and department of the company the user belongs to	x
documentInstance/person/correspondingAssociate/contactCategory	listAny	Category: Category	x
documentInstance/person/correspondingAssociate/role	listAny	Role : Role	x
documentInstance/person/correspondingAssociate/assocName	associate	User ID : User ID	x
documentInstance/person/correspondingAssociate/assocTooltip	string	Description : Description
documentInstance/person/correspondingAssociate/assocType	listAny	Type: Type of user: associate, external user, system user, anonymous account	x
documentInstance/person/correspondingAssociate/ejUserId	int	Service user ID: The database ID of a Service user
documentInstance/person/correspondingAssociate/simultaneousEjUser	bool	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	string	Nickname: User’s nickname in Service	x
documentInstance/person/correspondingAssociate/ejStatus	int	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	x
documentInstance/person/correspondingAssociate/credentialDisplayValue	None	Auth. value: Credential value (public, visible part) to be used when this user logs in	x
documentInstance/person/correspondingAssociate/isActive	bool	Active: Is this user active, and should be able to log in?	x
documentInstance/person/correspondingAssociate/isActiveText	bool	Active status: Is this user active, and should be able to log in?	x
documentInstance/person/correspondingAssociate/portraitThumbnail	None	Person image: Person image
documentInstance/person/correspondingAssociate/otherGroups	userGroup	Other groups: Other groups
documentInstance/person/correspondingAssociate/userName	string	User name: User name	x
documentInstance/person/correspondingAssociate/personEmail	string	E-mail	x
documentInstance/person/correspondingAssociate/locationAddress	string	Location: Location	x
documentInstance/person/correspondingAssociate/isLocation	bool	Is a location: Is a location	x
documentInstance/person/isMailingRecipient	bool	Is mailing recipient: isMailingRecipient	x
documentInstance/person/hasStoreConsent	bool	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	bool	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	bool	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	bool	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	listAny	Subscription: Subscription for marketing	x
documentInstance/person/legalBaseStore	listAny	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.	x
documentInstance/person/legalBaseEmarketing	listAny	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.	x
documentInstance/person/consentSourceStore	listAny	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.	x
documentInstance/person/consentSourceEmarketing	listAny	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.	x
documentInstance/contact/contactId	int	Company ID: Database ID of company	x
documentInstance/contact/name	stringorPK	Company name	x
documentInstance/contact/department	string	Department	x
documentInstance/contact/nameDepartment	string	Company: Displays the company an activity is linked to	x
documentInstance/contact/hasInfoText	bool	Has note: Displays an icon indicating if there is additional information available about the contact	x
documentInstance/contact/hasInterests	bool	Has interests: Displays an Icon indicating if the contact has active interests	x
documentInstance/contact/associateId	associate	Our contact: Displays our contact	x
documentInstance/contact/category	listAny	Category	x
documentInstance/contact/categoryGroup	listAny	Category group	x
documentInstance/contact/companyCategoryRank	int	Category rank	x
documentInstance/contact/business	listAny	Business	x
documentInstance/contact/country	listAny	Country: This criterion corresponds to the Country field on the Company card.	x
documentInstance/contact/countryId	int	Country ID: Country ID	x
documentInstance/contact/number	string	Number	x
documentInstance/contact/code	string	Code	x
documentInstance/contact/orgnr	string	VAT No.	x
documentInstance/contact/stop	bool	Stop	x
documentInstance/contact/contactNoMail	bool	No mailings (company)	x
documentInstance/contact/updatedBy	associate	Updated by: The user who last updated the data	x
documentInstance/contact/updatedByFullName	associate	Updated by - Full name: The user who last updated the data	x
documentInstance/contact/updatedDate	date	Updated: The date/time the data was last updated in UTC.	x
documentInstance/contact/registeredBy	associate	Registered by: The user who registered the data	x
documentInstance/contact/registeredByFullName	associate	Registered by - Full name: The user who registered the data	x
documentInstance/contact/registeredDate	date	Registered date: The date/time the data was registered in UTC.	x
documentInstance/contact/contactSource	listAny	Source: Source (Company)	x
documentInstance/contact/contactDeleted	bool	Deleted: Deleted	x
documentInstance/contact/phone/formattedNumber	string	Phone : Displays phone number
documentInstance/contact/activeErpLinks	bool	ERP connected: Is there an active ERP Sync?	x
documentInstance/contact/deletedDate	datetime	Deleted date: Deleted date

Supported Columns (cont.)

Name	Restriction	Description	OrderBy
documentInstance/contact/mainContact	None	Main contact: Main contact for this company	x
documentInstance/contact/forceCompany	bool	Dummy: Dummy
documentInstance/contact/contactPhone/formattedNumber	string	Telephone - Phone: Displays phone number
documentInstance/contact/contactPhone/description	string	Telephone - Description: Phone number description	x
documentInstance/contact/contactFax/formattedNumber	string	Fax - Phone: Displays phone number
documentInstance/contact/contactFax/description	string	Fax - Description: Phone number description	x
documentInstance/contact/searchPhone/formattedNumber	string	Searchphone - Phone: Displays phone number
documentInstance/contact/searchPhone/description	string	Searchphone - Description: Phone number description	x
documentInstance/contact/email/emailProtocol	string	Protocol: E-mail protocol, such as SMTP	x
documentInstance/contact/email/emailAddress	string	E-mail	x
documentInstance/contact/email/emailDescription	string	Description	x
documentInstance/contact/email/emailId	int	ID	x
documentInstance/contact/email/emailLastSent	datetime	Last sent: The date and time an e-mail was last sent to this address	x
documentInstance/contact/email/emailBounceCount	int	Bounce count: Bounce count for this e-mail address	x
documentInstance/contact/email/emailLastBounce	datetime	Last bounce: Date and time for last bounce to this e-mail address	x
documentInstance/contact/email/emailHasBounced	bool	Has bounced: This checkbox is active if delivery to this e-mail address has failed.	x
documentInstance/contact/postAddress/addressId	int	Postal address - Address ID: Database ID for the address record	x
documentInstance/contact/postAddress/line1	string	Postal address - Address 1: First line of the address	x
documentInstance/contact/postAddress/line2	string	Postal address - Address 2: Second line of the address	x
documentInstance/contact/postAddress/line3	string	Postal address - Address 3: Third line of the address	x
documentInstance/contact/postAddress/county	string	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.	x
documentInstance/contact/postAddress/city	string	Postal address - City: This criterion corresponds to the City field on the Company card.	x
documentInstance/contact/postAddress/zip	string	Postal address - Postcode: This criterion corresponds to the Zip Code field on the Company card.	x
documentInstance/contact/postAddress/state	string	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.	x
documentInstance/contact/postAddress/wgs84latitude	decimal	Postal address - Latitude: Latitude	x
documentInstance/contact/postAddress/wgs84longitude	decimal	Postal address - Longitude: Longitude	x
documentInstance/contact/postAddress/formattedAddress	None	Postal address - :
documentInstance/contact/postAddress/formattedMultiLineAddress	None	Postal address - :
documentInstance/contact/streetAddress/addressId	int	Street address - Address ID: Database ID for the address record	x
documentInstance/contact/streetAddress/line1	string	Street address - Address 1: First line of the address	x
documentInstance/contact/streetAddress/line2	string	Street address - Address 2: Second line of the address	x
documentInstance/contact/streetAddress/line3	string	Street address - Address 3: Third line of the address	x
documentInstance/contact/streetAddress/county	string	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.	x
documentInstance/contact/streetAddress/city	string	Street address - City: This criterion corresponds to the City field on the Company card.	x
documentInstance/contact/streetAddress/zip	string	Street address - Postcode: This criterion corresponds to the Zip Code field on the Company card.	x
documentInstance/contact/streetAddress/state	string	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.	x
documentInstance/contact/streetAddress/wgs84latitude	decimal	Street address - Latitude: Latitude	x
documentInstance/contact/streetAddress/wgs84longitude	decimal	Street address - Longitude: Longitude	x
documentInstance/contact/streetAddress/formattedAddress	None	Street address - :
documentInstance/contact/streetAddress/formattedMultiLineAddress	None	Street address - :
documentInstance/contact/restrictionAddress/addressId	int	Search address - Address ID: Database ID for the address record	x
documentInstance/contact/restrictionAddress/line1	string	Search address - Address 1: First line of the address	x
documentInstance/contact/restrictionAddress/line2	string	Search address - Address 2: Second line of the address	x
documentInstance/contact/restrictionAddress/line3	string	Search address - Address 3: Third line of the address	x
documentInstance/contact/restrictionAddress/county	string	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.	x
documentInstance/contact/restrictionAddress/city	string	Search address - City: This criterion corresponds to the City field on the Company card.	x
documentInstance/contact/restrictionAddress/zip	string	Search address - Postcode: This criterion corresponds to the Zip Code field on the Company card.	x
documentInstance/contact/restrictionAddress/state	string	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.	x
documentInstance/contact/restrictionAddress/wgs84latitude	decimal	Search address - Latitude: Latitude	x
documentInstance/contact/restrictionAddress/wgs84longitude	decimal	Search address - Longitude: Longitude	x
documentInstance/contact/restrictionAddress/formattedAddress	None	Search address - :
documentInstance/contact/restrictionAddress/formattedMultiLineAddress	None	Search address - :
documentInstance/contact/url/URLAddress	string	URL	x
documentInstance/contact/url/URLDescription	string	Description	x
documentInstance/contact/contactAssociate/firstName	string	First name: Displays the contact’s first name	x
documentInstance/contact/contactAssociate/lastName	string	Last name: Displays the contact’s last name	x
documentInstance/contact/contactAssociate/middleName	string	Middle Name : Displays the contact’s middle name.	x
documentInstance/contact/contactAssociate/fullName	string	Full name: Displays full name of user (first, middle, last - according to settings)	x
documentInstance/contact/contactAssociate/contactId	int	Company ID: Database ID of the company the user belongs to
documentInstance/contact/contactAssociate/personId	int	Contact ID: Database ID of the contact row
documentInstance/contact/contactAssociate/mrMrs	string	Mr/Ms: Displays whether the contact is addressed as Mr or Ms	x
documentInstance/contact/contactAssociate/title	string	Title: Displays whether the contact is addressed as Mr or Ms	x
documentInstance/contact/contactAssociate/associateDbId	associate	ID	x
documentInstance/contact/contactAssociate/contactName	string	Owning company: Name of the company the user belongs to	x
documentInstance/contact/contactAssociate/contactDepartment	string	Owning department: Name of the department at the company the user belongs to	x
documentInstance/contact/contactAssociate/usergroup	userGroup	Primary group: The user’s primary user group	x
documentInstance/contact/contactAssociate/usergroupId	int	Group ID: The user’s primary user group	x
documentInstance/contact/contactAssociate/contactFullName	string	Owner: Name and department of the company the user belongs to	x
documentInstance/contact/contactAssociate/contactCategory	listAny	Category: Category	x
documentInstance/contact/contactAssociate/role	listAny	Role : Role	x
documentInstance/contact/contactAssociate/assocName	associate	User ID : User ID	x
documentInstance/contact/contactAssociate/assocTooltip	string	Description : Description
documentInstance/contact/contactAssociate/assocType	listAny	Type: Type of user: associate, external user, system user, anonymous account	x
documentInstance/contact/contactAssociate/ejUserId	int	Service user ID: The database ID of a Service user
documentInstance/contact/contactAssociate/simultaneousEjUser	bool	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	string	Nickname: User’s nickname in Service	x
documentInstance/contact/contactAssociate/ejStatus	int	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	x
documentInstance/contact/contactAssociate/credentialDisplayValue	None	Auth. value: Credential value (public, visible part) to be used when this user logs in	x
documentInstance/contact/contactAssociate/isActive	bool	Active: Is this user active, and should be able to log in?	x
documentInstance/contact/contactAssociate/isActiveText	bool	Active status: Is this user active, and should be able to log in?	x
documentInstance/contact/contactAssociate/portraitThumbnail	None	Person image: Person image
documentInstance/contact/contactAssociate/otherGroups	userGroup	Other groups: Other groups
documentInstance/contact/contactAssociate/userName	string	User name: User name	x
documentInstance/contact/contactAssociate/personEmail	string	E-mail	x
documentInstance/contact/contactAssociate/locationAddress	string	Location: Location	x
documentInstance/contact/contactAssociate/isLocation	bool	Is a location: Is a location	x
documentInstance/contact/contactInterestIds	listInterest	Company Interest: This criterion corresponds to the Interests tab on the Company card.
documentInstance/contact/contactUdef/SuperOffice:1	string	companyshorttext: tooltipshorttext	x
documentInstance/contact/contactUdef/SuperOffice:2	string	companylongtext: tooltiplongtext	x
documentInstance/contact/contactUdef/SuperOffice:3	int	companynumber	x
documentInstance/contact/contactUdef/SuperOffice:4	date	companydate	x
documentInstance/contact/contactUdef/SuperOffice:5	unlimitedDate	companyunlimiteddate: tooltipunlimiteddate	x
documentInstance/contact/contactUdef/SuperOffice:6	bool	companycheckbox	x
documentInstance/contact/contactUdef/SuperOffice:7	listAny	companydropdownlistbox	x
documentInstance/contact/contactUdef/SuperOffice:8	decimal	companydecimal	x
documentInstance/contact/contactUdef/SuperOffice:9	string	page1saleonly	x
documentInstance/contact/contactUdef/SuperOffice:10	string	page1marketingonly	x
documentInstance/contact/contactUdef/SuperOffice:11	string	page1adminonly	x
documentInstance/contact/contactUdef/SuperOffice:12	listAny	Udlist one: Static tooltip for udlist one	x

Supported Columns (cont.)

Name	Restriction	Description	OrderBy
documentInstance/contact/contactUdef/SuperOffice:13	listAny	Udlist two: Static tooltip for udlist two	x
documentInstance/contact/contactExtra/x_contact_integer	int	Extra Integer: Custom integer field	x
documentInstance/contact/contactExtra/x_contact_hidden_integer	int	Extra hidden integer: Custom integer field - hidden	x
documentInstance/contact/contactExtra/x_contact_default_integer	int	Extra Default Integer: Custom integer field with default value 123.	x
documentInstance/contact/contactExtra/x_contact_float	decimal	Extra Float: Custom float field with 3 decimals	x
documentInstance/contact/contactExtra/x_contact_longtext	string	Extra LongText: Custom long text field. DO not keep HTML. 3 Line text area editor	x
documentInstance/contact/contactExtra/x_contact_dropdown	listAny	Extra Long Dropdown: Custom long text field with dropdown: Volvo, Saab, etc.	x
documentInstance/contact/contactExtra/x_contact_date	date	Extra date: Custom date field. User current as default.	x
documentInstance/contact/contactExtra/x_contact_datetime	datetime	Extra DateTime: Custom Date Time field. No default value. External	x
documentInstance/contact/contactExtra/x_contact_time	None	Extra time: Custom time field.	x
documentInstance/contact/contactExtra/x_contact_boolean	bool	Extra boolean: Custom boolean field.	x
documentInstance/contact/contactExtra/x_contact_timespan	timeSpan	Extra timespan: Custom timespan field. Hours and minutes in 10 units	x
documentInstance/contact/contactExtra/x_contact_shorttext	string	Extra short text: Custom short text field. Keep HTML tags.	x
documentInstance/contact/contactExtra/x_contact_short_dropdown	listAny	Extra short dropdown: Custom short text with dropdown list. Red, Green or Blue or Purple. External.	x
documentInstance/contact/contactExtra/x_contact_contact_relation	stringorPK	Extra Company: Custom company relation. Do not show one-to-many relations. Show function buttons	x
documentInstance/contact/contactExtra/x_contact_request_relation	stringorPK	Extra Request relation: Request relation on company	x
documentInstance/contact/contactExtra/x_contact_contact	stringorPK	Extra contact relation: Contact relation on company	x
documentInstance/contact/contactExtra/y_organization/x_name	string	Organization - Name: Name	x
documentInstance/contact/NumberOfActivities	int	Number of activities
documentInstance/contact/NumberOfActivitiesInPeriod	int	Number of activities in last 90 days
documentInstance/contact/NumberOfNotCompletedActivities	int	Number of non-completed activities
documentInstance/contact/NumberOfNotCompletedActivitiesInPeriod	int	Number of non-completed activities in last 90 days
documentInstance/contact/LastActivity	date	Date of last activity
documentInstance/contact/LastCompletedActivity	date	Date of last completed activity
documentInstance/contact/LastDoByActivity	date	Date of last non-completed activity
documentInstance/contact/NumberOfSales	int	Number of sales
documentInstance/contact/NumberOfSalesInPeriod	int	Number of sales in last 90 days
documentInstance/contact/NumberOfNotCompletedSales	int	Number of non-completed sales
documentInstance/contact/NumberOfNotCompletedSalesInPeriod	int	Number of non-completed sales in last 90 days
documentInstance/contact/LastSale	date	Date of last sale
documentInstance/contact/LastCompletedSale	date	Date of last completed sale
documentInstance/contact/LastDoBySale	date	Date of last non-completed sale
documentInstance/contact/NumberOfTickets	int	Number of requests
documentInstance/contact/NumberOfTicketsInPeriod	int	Number of requests in last 90 days
documentInstance/contact/NumberOfNotCompletedTickets	int	Number of non-completed requests
documentInstance/contact/NumberOfNotCompletedTicketsInPeriod	int	Number of non-completed requests in last 90 days
documentInstance/contact/LastTicket	date	Date of last request
documentInstance/contact/LastCompletedTicket	date	Date of last completed request
documentInstance/contact/LastDoByTicket	date	Date of last non-completed request
documentInstance/contact/SaintStatus1	saintStatus	Neglected customer: Denne kunden har det vært 0 salgsaktiviteter på i perioden.
documentInstance/contact/SaintStatus2	saintStatus	C-company: Kundens navn starter med bokstaven C
documentInstance/contact/saintSaleStatus	listAny	With status
documentInstance/contact/saintAmountClass	listAny	Amount class
documentInstance/contact/saintActivityType	listAny	SAINT type
documentInstance/contact/saintDirection	listAny	Direction
documentInstance/contact/saintIntention	listAny	Intention
documentInstance/contact/saintTicketStatus	listAny	Status
documentInstance/contact/saintTicketCategory	listAny	Category
documentInstance/project/completed	bool	Completed: Displays a check mark indicating if the project has been completed.	x
documentInstance/project/projectId	int	DB ID: Displays the database ID for a project row	x
documentInstance/project/name	stringorPK	Project name: Displays the Project’s name	x
documentInstance/project/number	string	Number: Displays the project’s number	x
documentInstance/project/type	listAny	Project type: Displays the project’s type	x
documentInstance/project/status	listAny	Status: Displays the project’s status	x
documentInstance/project/statusRank	None	Status rank: Rank of the project status in the status list	x
documentInstance/project/associateId	associate	ID: Displays login ID of the associate who owns the project	x
documentInstance/project/hasInfoText	bool	Info: Displays an icon indicating if the project has a description text. The text itself will be displayed in a tooltip.	x
documentInstance/project/icon	None	Category: Displays the icon for an activity type	x
documentInstance/project/text	string	Text: Displays a descriptive text for the item	x
documentInstance/project/description	string	Description : Description	x
documentInstance/project/updatedBy	associate	Updated by: The user who last updated the data	x
documentInstance/project/updatedByFullName	associate	Updated by - Full name: The user who last updated the data	x
documentInstance/project/updatedDate	date	Updated: The date/time the data was last updated in UTC.	x
documentInstance/project/registeredBy	associate	Registered by: The user who registered the data	x
documentInstance/project/registeredByFullName	associate	Registered by - Full name: The user who registered the data	x
documentInstance/project/registeredDate	date	Registered date: The date/time the data was registered in UTC.	x
documentInstance/project/hasGuide	bool	Guided: Does this sale have a Sales Guide	x
documentInstance/project/nextMilestone	date	Next milestone: Date of next non-completed activity that is marked as a milestone	x
documentInstance/project/endDate	date	End date: End date of project	x
documentInstance/project/imageThumbnail	None	Thumbnail: Scaled-down image of project image
documentInstance/project/activeErpLinks	bool	ERP connected: Is there an active ERP Sync?	x
documentInstance/project/eventId	int	Event ID: Event ID	x
documentInstance/project/startDate	date	Start date: Project start date	x
documentInstance/project/projectPublish/isPublished	bool	Published: Displays an icon indicating if the project or sale has been published	x
documentInstance/project/projectPublish/publishedFrom	date	From date: Start date for publishing. The record will not be visible prior to this date	x
documentInstance/project/projectPublish/publishedTo	date	To date: End date for publishing. The record will not be visible after this date	x
documentInstance/project/projectPublish/publishedBy	None	Published by: Published by
documentInstance/project/projectEvent/isExternalEvent	bool	Event: Is this an external event	x
documentInstance/project/projectEvent/eventDate	date	Event date: Event date	x
documentInstance/project/projectEvent/hasSignOn	bool	Sign On: Does this event have the Sign On function enabled	x
documentInstance/project/projectEvent/hasSignOff	bool	Sign Off: Does this event have the Sign Off function enabled	x
documentInstance/project/projectUrl/URLAddress	string	URL	x
documentInstance/project/projectUrl/URLDescription	string	Description	x
documentInstance/project/projectAssociate/firstName	string	First name: Displays the contact’s first name	x
documentInstance/project/projectAssociate/lastName	string	Last name: Displays the contact’s last name	x
documentInstance/project/projectAssociate/middleName	string	Middle Name : Displays the contact’s middle name.	x
documentInstance/project/projectAssociate/fullName	string	Full name: Displays full name of user (first, middle, last - according to settings)	x
documentInstance/project/projectAssociate/contactId	int	Company ID: Database ID of the company the user belongs to
documentInstance/project/projectAssociate/personId	int	Contact ID: Database ID of the contact row
documentInstance/project/projectAssociate/mrMrs	string	Mr/Ms: Displays whether the contact is addressed as Mr or Ms	x
documentInstance/project/projectAssociate/title	string	Title: Displays whether the contact is addressed as Mr or Ms	x
documentInstance/project/projectAssociate/associateDbId	associate	ID	x
documentInstance/project/projectAssociate/contactName	string	Owning company: Name of the company the user belongs to	x
documentInstance/project/projectAssociate/contactDepartment	string	Owning department: Name of the department at the company the user belongs to	x
documentInstance/project/projectAssociate/usergroup	userGroup	Primary group: The user’s primary user group	x
documentInstance/project/projectAssociate/usergroupId	int	Group ID: The user’s primary user group	x
documentInstance/project/projectAssociate/contactFullName	string	Owner: Name and department of the company the user belongs to	x
documentInstance/project/projectAssociate/contactCategory	listAny	Category: Category	x
documentInstance/project/projectAssociate/role	listAny	Role : Role	x
documentInstance/project/projectAssociate/assocName	associate	User ID : User ID	x

Supported Columns (cont.)

Name	Restriction	Description	OrderBy
documentInstance/project/projectAssociate/assocTooltip	string	Description : Description
documentInstance/project/projectAssociate/assocType	listAny	Type: Type of user: associate, external user, system user, anonymous account	x
documentInstance/project/projectAssociate/ejUserId	int	Service user ID: The database ID of a Service user
documentInstance/project/projectAssociate/simultaneousEjUser	bool	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	string	Nickname: User’s nickname in Service	x
documentInstance/project/projectAssociate/ejStatus	int	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	x
documentInstance/project/projectAssociate/credentialDisplayValue	None	Auth. value: Credential value (public, visible part) to be used when this user logs in	x
documentInstance/project/projectAssociate/isActive	bool	Active: Is this user active, and should be able to log in?	x
documentInstance/project/projectAssociate/isActiveText	bool	Active status: Is this user active, and should be able to log in?	x
documentInstance/project/projectAssociate/portraitThumbnail	None	Person image: Person image
documentInstance/project/projectAssociate/otherGroups	userGroup	Other groups: Other groups
documentInstance/project/projectAssociate/userName	string	User name: User name	x
documentInstance/project/projectAssociate/personEmail	string	E-mail	x
documentInstance/project/projectAssociate/locationAddress	string	Location: Location	x
documentInstance/project/projectAssociate/isLocation	bool	Is a location: Is a location	x
documentInstance/project/projectUdef/SuperOffice:1	string	projectshorttext	x
documentInstance/project/projectUdef/SuperOffice:2	string	projectlongtext	x
documentInstance/project/projectUdef/SuperOffice:3	int	projectnumber	x
documentInstance/project/projectUdef/SuperOffice:4	date	projectdate	x
documentInstance/project/projectUdef/SuperOffice:5	unlimitedDate	projectunlimiteddate	x
documentInstance/project/projectUdef/SuperOffice:6	bool	projectcheckbox	x
documentInstance/project/projectUdef/SuperOffice:7	listAny	projectdropdownlistbox	x
documentInstance/project/projectUdef/SuperOffice:8	decimal	projectdecimal	x
documentInstance/project/projectUdef/SuperOffice:9	int	page1saleandmarketing	x
documentInstance/project/projectUdef/SuperOffice:10	int	page1saleandadmin	x
documentInstance/project/NumberOfActivities	int	Number of activities
documentInstance/project/NumberOfActivitiesInPeriod	int	Number of activities in last 90 days
documentInstance/project/NumberOfNotCompletedActivities	int	Number of non-completed activities
documentInstance/project/NumberOfNotCompletedActivitiesInPeriod	int	Number of non-completed activities in last 90 days
documentInstance/project/LastActivity	date	Date of last activity
documentInstance/project/LastCompletedActivity	date	Date of last completed activity
documentInstance/project/LastDoByActivity	date	Date of last non-completed activity
documentInstance/project/NumberOfSales	int	Number of sales
documentInstance/project/NumberOfSalesInPeriod	int	Number of sales in last 90 days
documentInstance/project/NumberOfNotCompletedSales	int	Number of non-completed sales
documentInstance/project/NumberOfNotCompletedSalesInPeriod	int	Number of non-completed sales in last 90 days
documentInstance/project/LastSale	date	Date of last sale
documentInstance/project/LastCompletedSale	date	Date of last completed sale
documentInstance/project/LastDoBySale	date	Date of last non-completed sale
documentInstance/project/SaintStatus3	saintStatus	Not completed activites with intention sale: Number of not completed activities for intention sale > 0.
documentInstance/project/saintSaleStatus	listAny	With status
documentInstance/project/saintAmountClass	listAny	Amount class
documentInstance/project/saintActivityType	listAny	SAINT type
documentInstance/project/saintDirection	listAny	Direction
documentInstance/project/saintIntention	listAny	Intention
documentInstance/project/saintTicketStatus	listAny	Status
documentInstance/project/saintTicketCategory	listAny	Category
documentInstance/project/project/textId	int	Text ID	x
documentInstance/project/project/infoText	positiveString	Information: Displays the text entered in the description field	x
documentInstance/associate/firstName	string	First name: Displays the contact’s first name	x
documentInstance/associate/lastName	string	Last name: Displays the contact’s last name	x
documentInstance/associate/middleName	string	Middle Name : Displays the contact’s middle name.	x
documentInstance/associate/fullName	string	Full name: Displays full name of user (first, middle, last - according to settings)	x
documentInstance/associate/contactId	int	Company ID: Database ID of the company the user belongs to
documentInstance/associate/personId	int	Contact ID: Database ID of the contact row
documentInstance/associate/mrMrs	string	Mr/Ms: Displays whether the contact is addressed as Mr or Ms	x
documentInstance/associate/title	string	Title: Displays whether the contact is addressed as Mr or Ms	x
documentInstance/associate/associateDbId	associate	ID	x
documentInstance/associate/contactName	string	Owning company: Name of the company the user belongs to	x
documentInstance/associate/contactDepartment	string	Owning department: Name of the department at the company the user belongs to	x
documentInstance/associate/usergroup	userGroup	Primary group: The user’s primary user group	x
documentInstance/associate/usergroupId	int	Group ID: The user’s primary user group	x
documentInstance/associate/contactFullName	string	Owner: Name and department of the company the user belongs to	x
documentInstance/associate/contactCategory	listAny	Category: Category	x
documentInstance/associate/role	listAny	Role : Role	x
documentInstance/associate/assocName	associate	User ID : User ID	x
documentInstance/associate/assocTooltip	string	Description : Description
documentInstance/associate/assocType	listAny	Type: Type of user: associate, external user, system user, anonymous account	x
documentInstance/associate/ejUserId	int	Service user ID: The database ID of a Service user
documentInstance/associate/simultaneousEjUser	bool	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	string	Nickname: User’s nickname in Service	x
documentInstance/associate/ejStatus	int	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	x
documentInstance/associate/credentialDisplayValue	None	Auth. value: Credential value (public, visible part) to be used when this user logs in	x
documentInstance/associate/isActive	bool	Active: Is this user active, and should be able to log in?	x
documentInstance/associate/isActiveText	bool	Active status: Is this user active, and should be able to log in?	x
documentInstance/associate/portraitThumbnail	None	Person image: Person image
documentInstance/associate/otherGroups	userGroup	Other groups: Other groups
documentInstance/associate/userName	string	User name: User name	x
documentInstance/associate/personEmail	string	E-mail	x
documentInstance/associate/locationAddress	string	Location: Location	x
documentInstance/associate/isLocation	bool	Is a location: Is a location	x
documentInstance/documentUdef/SuperOffice:1	string	documentshorttext	x
documentInstance/documentUdef/SuperOffice:2	string	documentlongtext	x
documentInstance/documentUdef/SuperOffice:3	int	documentnumber	x
documentInstance/documentUdef/SuperOffice:4	date	documentdate	x
documentInstance/documentUdef/SuperOffice:5	unlimitedDate	documentunlimiteddate	x
documentInstance/documentUdef/SuperOffice:6	bool	documentcheckbox	x
documentInstance/documentUdef/SuperOffice:7	listAny	documentdropdownlistbox	x
documentInstance/documentUdef/SuperOffice:8	decimal	documentdecimal	x
documentInstance/sale/completed	bool	Completed: Displays a checkbox showing if an appointment is completed	x
documentInstance/sale/icon	listAny	Category: Displays the icon for an activity type	x
documentInstance/sale/date	date	Date: Displays start date of a follow-up / sale date of a sale	x
documentInstance/sale/time	None	Time: Time
documentInstance/sale/type	listAny	Type: Displays the type of an activity	x
documentInstance/sale/recordType	string	Record type : Shows the record type	x
documentInstance/sale/text	positiveString	Text: Displays a descriptive text for the item	x
documentInstance/sale/associateId	associate	ID: Displays the login ID of the associate who owns the activity.	x
documentInstance/sale/contactId	listAny	Company ID: Database ID of company	x

Supported Columns (cont.)

Name	Restriction	Description	OrderBy
documentInstance/sale/personId	listAny	Contact ID: Database ID of the contact row	x
documentInstance/sale/projectId	listAny	Project ID: Database ID of project record	x
documentInstance/sale/saleId	int	Sale ID: The database ID of the sale record	x
documentInstance/sale/userGroup	userGroup	User group : The user group that owns the record	x
documentInstance/sale/who	None	Who: Contact and/or company
documentInstance/sale/updatedBy	associate	Updated by: The user who last updated the data	x
documentInstance/sale/updatedByFullName	associate	Updated by - Full name: The user who last updated the data	x
documentInstance/sale/updatedDate	date	Updated: The date/time the data was last updated in UTC.	x
documentInstance/sale/registeredBy	associate	Registered by: The user who registered the data	x
documentInstance/sale/registeredByFullName	associate	Registered by - Full name: The user who registered the data	x
documentInstance/sale/registeredDate	date	Registered date: The date/time the data was registered in UTC.	x
documentInstance/sale/currencyId	int	Currency ID: The currency list item ID	x
documentInstance/sale/currency	listAny	Currency: The currency of the sale	x
documentInstance/sale/credited	listAny	Credited: The user to be credited with the sale	x
documentInstance/sale/lossReason	listAny	Reason (lost): The reason for losing the sale	x
documentInstance/sale/source	listAny	Source: The source (lead) of the sale	x
documentInstance/sale/competitor	listAny	Competitor: The competitor who won the sale	x
documentInstance/sale/heading	stringorPK	Sale: The name of the sale	x
documentInstance/sale/amount	decimal	Amount: The gross sales total	x
documentInstance/sale/amountWeighted	decimal	Weighted amount: Virtual field calculated from amount * probability percent.	x
documentInstance/sale/earning	decimal	Profit: Gross profit (gross sales total - cost) for the sale	x
documentInstance/sale/earningPercent	decimal	Profit as % : The profit as a percentage of the gross sales total	x
documentInstance/sale/probPercent	int	Probability as %: Probability as %	x
documentInstance/sale/originalStage	listAny	Stage when closed: Stage when closed	x
documentInstance/sale/stage	listAny	Stage: Displays the stage of the sale	x
documentInstance/sale/stageName	None	Stage name: Displays the stage of the sale	x
documentInstance/sale/saleStatus	listAny	Status: The status of the sale - open, lost or sold	x
documentInstance/sale/stageRank	None	Stage rank: Rank of the sale stage in the stage list	x
documentInstance/sale/saleType	listAny	Sale type: Sale type, from list	x
documentInstance/sale/saleTypeId	None	Sale type ID: Sale type, from list	x
documentInstance/sale/stageId	None	Sale stage ID: Displays the stage of the sale	x
documentInstance/sale/nextDueDate	date	Next activity: Date for next activity for a sale, updated live from the sale’s activities	x
documentInstance/sale/reopenDate	date	Reopen date: Displays the reopen date for the sale	x
documentInstance/sale/stalledComment	listAny	Reason (stalled): The reason the sale has been stalled	x
documentInstance/sale/saleTypeCategory	listAny	Sale type category: Sale type category	x
documentInstance/sale/soldReason	listAny	Reason (sold): Reason (sold)	x
documentInstance/sale/saleNumber	string	Number: Number	x
documentInstance/sale/hasStakeholders	bool	Has stakeholders: Does this sale have stakeholders	x
documentInstance/sale/stakeholdersEnabled	bool	Stakeholders enabled: Possibility to add stakeholders to the sale	x
documentInstance/sale/hasQuote	bool	Has quote?: Does the sale have a quote attached?	x
documentInstance/sale/hasGuide	bool	Guided: Does this sale have a Sales Guide	x
documentInstance/sale/description	string	Description: The long description field on Sale
documentInstance/sale/activeErpLinks	bool	ERP connected: Is there an active ERP Sync?	x
documentInstance/sale/createdByWorkflow	listAny	Created by flow: Created by flow	x
documentInstance/sale/amountInBaseCurrency	None	Amount (BaseCurrency): The gross sales total	x
documentInstance/sale/amountWeightedInBaseCurrency	None	Weighted amount (BaseCurrency): Virtual field calculated from amount * probability percent.	x
documentInstance/sale/daysInStage	int	Days in stage: Total number of days in this stage	x
documentInstance/sale/saleCycle	int	Sale cycle: Number of days from a sale was registered until it was closed (sold or lost)	x
documentInstance/sale/visibleFor	listAny	Visible for
documentInstance/sale/sale/textId	int	Text ID	x
documentInstance/sale/sale/description	positiveString	Text: Displays the text entered in the description field	x
documentInstance/sale/salePublish/isPublished	bool	Published: Displays an icon indicating if the project or sale has been published	x
documentInstance/sale/salePublish/publishedFrom	date	From date: Start date for publishing. The record will not be visible prior to this date	x
documentInstance/sale/salePublish/publishedTo	date	To date: End date for publishing. The record will not be visible after this date	x
documentInstance/sale/salePublish/publishedBy	None	Published by: Published by
documentInstance/sale/associate/firstName	string	First name: Displays the contact’s first name	x
documentInstance/sale/associate/lastName	string	Last name: Displays the contact’s last name	x
documentInstance/sale/associate/middleName	string	Middle Name : Displays the contact’s middle name.	x
documentInstance/sale/associate/fullName	string	Full name: Displays full name of user (first, middle, last - according to settings)	x
documentInstance/sale/associate/contactId	int	Company ID: Database ID of the company the user belongs to
documentInstance/sale/associate/personId	int	Contact ID: Database ID of the contact row
documentInstance/sale/associate/mrMrs	string	Mr/Ms: Displays whether the contact is addressed as Mr or Ms	x
documentInstance/sale/associate/title	string	Title: Displays whether the contact is addressed as Mr or Ms	x
documentInstance/sale/associate/associateDbId	associate	ID	x
documentInstance/sale/associate/contactName	string	Owning company: Name of the company the user belongs to	x
documentInstance/sale/associate/contactDepartment	string	Owning department: Name of the department at the company the user belongs to	x
documentInstance/sale/associate/usergroup	userGroup	Primary group: The user’s primary user group	x
documentInstance/sale/associate/usergroupId	int	Group ID: The user’s primary user group	x
documentInstance/sale/associate/contactFullName	string	Owner: Name and department of the company the user belongs to	x
documentInstance/sale/associate/contactCategory	listAny	Category: Category	x
documentInstance/sale/associate/role	listAny	Role : Role	x
documentInstance/sale/associate/assocName	associate	User ID : User ID	x
documentInstance/sale/associate/assocTooltip	string	Description : Description
documentInstance/sale/associate/assocType	listAny	Type: Type of user: associate, external user, system user, anonymous account	x
documentInstance/sale/associate/ejUserId	int	Service user ID: The database ID of a Service user
documentInstance/sale/associate/simultaneousEjUser	bool	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	string	Nickname: User’s nickname in Service	x
documentInstance/sale/associate/ejStatus	int	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	x
documentInstance/sale/associate/credentialDisplayValue	None	Auth. value: Credential value (public, visible part) to be used when this user logs in	x
documentInstance/sale/associate/isActive	bool	Active: Is this user active, and should be able to log in?	x
documentInstance/sale/associate/isActiveText	bool	Active status: Is this user active, and should be able to log in?	x
documentInstance/sale/associate/portraitThumbnail	None	Person image: Person image
documentInstance/sale/associate/otherGroups	userGroup	Other groups: Other groups
documentInstance/sale/associate/userName	string	User name: User name	x
documentInstance/sale/associate/personEmail	string	E-mail	x
documentInstance/sale/associate/locationAddress	string	Location: Location	x
documentInstance/sale/associate/isLocation	bool	Is a location: Is a location	x
documentInstance/sale/saleUdef/SuperOffice:1	string	saleshorttext	x
documentInstance/sale/saleUdef/SuperOffice:2	string	salelongtext	x
documentInstance/sale/saleUdef/SuperOffice:3	int	salenumber	x
documentInstance/sale/saleUdef/SuperOffice:4	date	saledate	x
documentInstance/sale/saleUdef/SuperOffice:5	unlimitedDate	saleunlimiteddate	x
documentInstance/sale/saleUdef/SuperOffice:6	bool	salecheckbox	x
documentInstance/sale/saleUdef/SuperOffice:7	listAny	saledropdownlistbox	x
documentInstance/sale/saleUdef/SuperOffice:8	decimal	saledecimal	x
documentInstance/document/textId	int	Text ID	x
documentInstance/document/description	positiveString	Text: Displays the text entered in the description field	x

Sample

GET /api/v1/archive/ProjectGuideDocument?$select=documentInstance/person/title,documentInstance/person/hasStoreConsent,documentInstance/contact/contactPhone/formattedNumber,documentInstance/contact/postAddress/zip,documentInstance/sale/associate/middleName
Authorization: Basic dGplMDpUamUw
Accept: application/json; charset=utf-8
Accept-Language: sv

​“ProjectGuideDocument”

​Supported Entities

​Supported Columns

​Supported Columns (cont.)

​Supported Columns (cont.)

​Supported Columns (cont.)

​Supported Columns (cont.)

​Supported Columns (cont.)

​Supported Columns (cont.)

​Sample

“ProjectGuideDocument”

Supported Entities

Supported Columns

Supported Columns (cont.)

Supported Columns (cont.)

Supported Columns (cont.)

Supported Columns (cont.)

Supported Columns (cont.)

Supported Columns (cont.)

Sample