"ConfigurableArchiveAppointment"
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This provider name is implemented by the class
This is the archive Provider for the Configurable appointment Archive.
Supported Entities
Name | Description |
---|---|
"appointment" | Follow-ups |
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 | |
participating | bool | Participating?: Am I among the participants in a meeting? | |
completed | bool | Completed: Displays a checkbox showing if an appointment is completed | x |
icon | listAny | Category: Displays the icon for an activity type | x |
date | date | Date: Displays start date of a follow-up / sale date of a sale | x |
time | None | Time: Time | |
type | listAny | Type: Displays the type of an activity | x |
recordType | string | Record type : Shows the record type | x |
text | positiveString | Text: Displays a descriptive text for the item | x |
associateId | associate | ID: Displays the login ID of the associate who owns the activity. | x |
contactId | listAny | Company ID: Database ID of company | x |
personId | listAny | Contact ID: Database ID of the contact row | x |
projectId | listAny | Project ID: Database ID of project record | x |
saleId | int | Sale ID: The database ID of the sale record | x |
userGroup | userGroup | User group : The user group that owns the record | x |
who | None | Who: Contact and/or company | |
updatedBy | associate | Updated by: The user who last updated the data | x |
updatedByFullName | associate | Updated by - Full name: The user who last updated the data | x |
updatedDate | date | Updated: The date/time the data was last updated in UTC. | x |
registeredBy | associate | Registered by: The user who registered the data | x |
registeredByFullName | associate | Registered by - Full name: The user who registered the data | x |
registeredDate | date | Registered date: The date/time the data was registered in UTC. | x |
appointmentId | int | DB ID: Displays the database ID of a row | x |
endDate | date | End date: Displays the deadline for a follow-up/sale | x |
priority | listAny | Priority: Displays the priority of the activity | x |
alarm | bool | Has alarm: Displays the alarm state of a follow-up | x |
recurring | bool | Repeating: Displays an icon indicating if the follow-up is part of a repeating follow-up | x |
booking | bool | Invitation: Displays an icon if the follow-up is an invitation. All invitations will be displayed in a tooltip. | x |
intention | listAny | Intention: Displays the intention of the follow-up type | x |
location | string | Location: Display the location where the follow-up will take place. | x |
recurrenceRuleId | int | RR-ID: Repetition rule ID of follow-up | x |
rawType | int | Type: Type field for appointment, not decoded or formatted | x |
rawStatus | int | Status: Status field for the follow-up, not decoded or formatted | x |
cautionWarning | listAny | Warning: Warning for invitations with potential problems: not properly synchronized with an external calendar, unsupported repetition pattern, e-mail notification failed, or other problems. | x |
visibleInDiary | bool | ExcludeBook: Is the activity visible in the diary? | x |
endTime | None | End time: End time of an activity | |
suggestedAppointmentId | int | Follow-up ID (suggestion: The database ID of a follow-up that originates in a suggestion | x |
completedDate | date | Completed date: Displays the actual date a follow-up/sale was marked as completed | x |
isMilestone | bool | Milestone: Shows whether or not the follow-ups in this row are milestones | x |
invitedPersonId | int | ID of invited person: appointment.invitedpersonid record - utility for rd | x |
recordTypeText | listAny | Activity type: The type of the activity (appointment, phone call, etc) | x |
joinVideomeetUrl | None | Video meeting URL: URL for joining the video meeting | x |
duration | timeSpan | Duration: The duration of the chat session | |
createdByWorkflow | listAny | Created by flow: Created by flow | x |
visibleFor | listAny | Visible for | |
appointmentPublish/isPublished | bool | Published: Displays an icon indicating if the project or sale has been published | x |
appointmentPublish/publishedFrom | date | From date: Start date for publishing. The record will not be visible prior to this date | x |
appointmentPublish/publishedTo | date | To date: End date for publishing. The record will not be visible after this date | x |
appointmentPublish/publishedBy | None | Published by: Published by | |
contact/contactId | int | Company ID: Database ID of company | x |
contact/name | stringorPK | Company name | x |
contact/department | string | Department | x |
contact/nameDepartment | None | Company: Displays the company an activity is linked to | x |
contact/hasInfoText | bool | Has note: Displays an icon indicating if there is additional information available about the contact | x |
contact/hasInterests | bool | Has interests: Displays an Icon indicating if the contact has active interests | x |
contact/associateId | associate | Our contact: Displays our contact | x |
contact/category | listAny | Category | x |
contact/business | listAny | Business | x |
contact/country | listAny | Country: This criterion corresponds to the Country field on the Company card. | x |
contact/countryId | int | Country ID: Country ID | x |
contact/number | string | Number | x |
contact/code | string | Code | x |
contact/orgnr | string | VAT No. | x |
contact/stop | bool | Stop | x |
contact/contactNoMail | bool | No mailings (company | x |
contact/updatedBy | associate | Updated by: The user who last updated the data | x |
contact/updatedByFullName | associate | Updated by - Full name: The user who last updated the data | x |
contact/updatedDate | date | Updated: The date/time the data was last updated in UTC. | x |
contact/registeredBy | associate | Registered by: The user who registered the data | x |
contact/registeredByFullName | associate | Registered by - Full name: The user who registered the data | x |
contact/registeredDate | date | Registered date: The date/time the data was registered in UTC. | x |
contact/contactSource | listAny | Source: Source (Company) | x |
contact/contactDeleted | bool | Deleted: Deleted | x |
contact/phone/formattedNumber | string | Phone : Displays phone number | |
contact/activeErpLinks | bool | ERP connected: Is there an active ERP Sync? | x |
contact/deletedDate | datetime | Deleted date: Deleted date | |
contact/mainContact | None | Main contact: Main contact for this company | x |
contact/contactPhone/formattedNumber | string | Telephone - Phone: Displays phone number | |
contact/contactPhone/description | string | Telephone - Description: Phone number description | x |
contact/contactFax/formattedNumber | string | Fax - Phone: Displays phone number | |
contact/contactFax/description | string | Fax - Description: Phone number description | x |
contact/searchPhone/formattedNumber | string | Searchphone - Phone: Displays phone number | |
contact/searchPhone/description | string | Searchphone - Description: Phone number description | x |
contact/email/emailProtocol | string | Protocol: E-mail protocol, such as SMTP | x |
contact/email/emailAddress | string | x | |
contact/email/emailDescription | string | Description | x |
contact/email/emailId | int | ID | x |
contact/email/emailLastSent | datetime | Last sent: The date and time an e-mail was last sent to this address | x |
contact/email/emailBounceCount | int | Bounce count: Bounce count for this e-mail address | x |
contact/email/emailLastBounce | datetime | Last bounce: Date and time for last bounce to this e-mail address | x |
contact/email/emailHasBounced | bool | Has bounced: This checkbox is active if delivery to this e-mail address has failed. | x |
contact/postAddress/addressId | int | Postal address - Address ID: Database ID for the address record | x |
contact/postAddress/line1 | string | Postal address - Address 1: First line of the address | x |
contact/postAddress/line2 | string | Postal address - Address 2: Second line of the address | x |
contact/postAddress/line3 | string | Postal address - Address 3: Third line of the address | x |
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 |
contact/postAddress/city | string | Postal address - City: This criterion corresponds to the City field on the Company card. | x |
contact/postAddress/zip | string | Postal address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | x |
Supported Columns (cont.)
Name | Restriction | Description | OrderBy |
---|---|---|---|
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 |
contact/postAddress/wgs84latitude | decimal | Postal address - Latitude: Latitude | x |
contact/postAddress/wgs84longitude | decimal | Postal address - Longitude: Longitude | x |
contact/postAddress/formattedAddress | None | Postal address - {formattedAddress}: {formattedAddress} | |
contact/postAddress/formattedMultiLineAddress | None | Postal address - {formattedAddress}: {formattedAddress} | |
contact/streetAddress/addressId | int | Street address - Address ID: Database ID for the address record | x |
contact/streetAddress/line1 | string | Street address - Address 1: First line of the address | x |
contact/streetAddress/line2 | string | Street address - Address 2: Second line of the address | x |
contact/streetAddress/line3 | string | Street address - Address 3: Third line of the address | x |
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 |
contact/streetAddress/city | string | Street address - City: This criterion corresponds to the City field on the Company card. | x |
contact/streetAddress/zip | string | Street address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | x |
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 |
contact/streetAddress/wgs84latitude | decimal | Street address - Latitude: Latitude | x |
contact/streetAddress/wgs84longitude | decimal | Street address - Longitude: Longitude | x |
contact/streetAddress/formattedAddress | None | Street address - {formattedAddress}: {formattedAddress} | |
contact/streetAddress/formattedMultiLineAddress | None | Street address - {formattedAddress}: {formattedAddress} | |
contact/restrictionAddress/addressId | int | Search address - Address ID: Database ID for the address record | x |
contact/restrictionAddress/line1 | string | Search address - Address 1: First line of the address | x |
contact/restrictionAddress/line2 | string | Search address - Address 2: Second line of the address | x |
contact/restrictionAddress/line3 | string | Search address - Address 3: Third line of the address | x |
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 |
contact/restrictionAddress/city | string | Search address - City: This criterion corresponds to the City field on the Company card. | x |
contact/restrictionAddress/zip | string | Search address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | x |
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 |
contact/restrictionAddress/wgs84latitude | decimal | Search address - Latitude: Latitude | x |
contact/restrictionAddress/wgs84longitude | decimal | Search address - Longitude: Longitude | x |
contact/restrictionAddress/formattedAddress | None | Search address - {formattedAddress}: {formattedAddress} | |
contact/restrictionAddress/formattedMultiLineAddress | None | Search address - {formattedAddress}: {formattedAddress} | |
contact/url/URLAddress | string | URL | x |
contact/url/URLDescription | string | Description | x |
contact/contactAssociate/firstName | string | First name: Displays the contact's first name | x |
contact/contactAssociate/lastName | string | Last name: Displays the contact's last name | x |
contact/contactAssociate/middleName | string | Middle Name : Displays the contact's middle name. | x |
contact/contactAssociate/fullName | string | Full name: Displays full name of user (first, middle, last - according to settings) | x |
contact/contactAssociate/contactId | int | Company ID: Database ID of the company the user belongs to | |
contact/contactAssociate/personId | int | Contact ID: Database ID of the contact row | |
contact/contactAssociate/mrMrs | string | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | x |
contact/contactAssociate/title | string | Title: Displays whether the contact is addressed as Mr or Ms | x |
contact/contactAssociate/associateDbId | associate | ID | x |
contact/contactAssociate/contactName | string | Owning company: Name of the company the user belongs to | x |
contact/contactAssociate/contactDepartment | string | Owning department: Name of the department at the company the user belongs to | x |
contact/contactAssociate/usergroup | userGroup | Primary group: The user's primary user group | x |
contact/contactAssociate/contactFullName | string | Owner: Name and department of the company the user belongs to | x |
contact/contactAssociate/contactCategory | listAny | Category: Category | x |
contact/contactAssociate/role | listAny | Role : Role | x |
contact/contactAssociate/assocName | associate | User ID : User ID | x |
contact/contactAssociate/assocTooltip | string | Description : Description | |
contact/contactAssociate/assocType | listAny | Type: Type of user: associate, external user, system user, anonymous account | x |
contact/contactAssociate/ejUserId | int | Service user ID: The database ID of a Service user | |
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 | |
contact/contactAssociate/ejDisplayName | string | Nick name: User's nick name in Service | x |
contact/contactAssociate/ejStatus | int | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
contact/contactAssociate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | x |
contact/contactAssociate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | x |
contact/contactAssociate/isActive | bool | Active: Is this user active, and should be able to log in? | x |
contact/contactAssociate/isActiveText | bool | Active status: Is this user active, and should be able to log in? | x |
contact/contactAssociate/portraitThumbnail | None | Person image: Person image | |
contact/contactAssociate/otherGroups | userGroup | Other groups: Other groups | |
contact/contactAssociate/userName | string | User name: User name | x |
contact/contactAssociate/personEmail | string | x | |
contact/contactAssociate/locationAddress | string | Location: Location | x |
contact/contactAssociate/isLocation | bool | Is a location: Is a location | x |
contact/contactInterestIds | listInterest | Company Interest: This criterion corresponds to the Interests tab on the Company card. | |
contact/contactUdef/SuperOffice:1 | string | companyshorttext: tooltipshorttext | x |
contact/contactUdef/SuperOffice:2 | string | companylongtext: tooltiplongtext | x |
contact/contactUdef/SuperOffice:3 | int | companynumber | x |
contact/contactUdef/SuperOffice:4 | date | companydate | x |
contact/contactUdef/SuperOffice:5 | unlimitedDate | companyunlimiteddate: tooltipunlimiteddate | x |
contact/contactUdef/SuperOffice:6 | bool | companycheckbox | x |
contact/contactUdef/SuperOffice:7 | listAny | companydropdownlistbox | x |
contact/contactUdef/SuperOffice:8 | decimal | companydecimal | x |
contact/contactUdef/SuperOffice:9 | string | page1saleonly | x |
contact/contactUdef/SuperOffice:10 | string | page1marketingonly | x |
contact/contactUdef/SuperOffice:11 | string | page1adminonly | x |
contact/contactUdef/SuperOffice:12 | listAny | Udlist one: Static tooltip for udlist one | x |
contact/contactUdef/SuperOffice:13 | listAny | Udlist two: Static tooltip for udlist two | x |
contact/contactExtra/x_contact_integer | int | Extra Integer: Custom integer field | x |
contact/contactExtra/x_contact_default_integer | int | Extra Default Integer: Custom integer field with default value 123. | x |
contact/contactExtra/x_contact_float | decimal | Extra Float: Custom float field with 3 decimals | x |
contact/contactExtra/x_contact_longtext | string | Extra LongText: Custom long text field. DO not keep HTML. 3 Line text area editor | x |
contact/contactExtra/x_contact_dropdown | listAny | Extra Long Dropdown: Custom long text field with dropdown: Volvo, Saab, etc. | x |
contact/contactExtra/x_contact_date | date | Extra date: Custom date field. User current as default. | x |
contact/contactExtra/x_contact_datetime | datetime | Extra DateTime: Custom Date Time field. No default value. External | x |
contact/contactExtra/x_contact_time | None | Extra time: Custom time field. | x |
contact/contactExtra/x_contact_boolean | bool | Extra boolean: Custom boolean field. | x |
contact/contactExtra/x_contact_timespan | timeSpan | Extra timespan: Custom timespan field. Hours and minutes in 10 units | x |
contact/contactExtra/x_contact_shorttext | string | Extra short text: Custom short text field. Keep HTML tags. | x |
contact/contactExtra/x_contact_short_dropdown | listAny | Extra short dropdown: Custom short text with dropdown list. Red, Green or Blue or Purple. External. | x |
contact/contactExtra/x_contact_contact_relation | stringorPK | Extra Company: Custom company relation. Do not show one-to-many relations. Show function buttons | x |
contact/contactExtra/x_contact_request_relation | stringorPK | Extra Request relation: Request relation on company | x |
contact/contactExtra/x_contact_contact | stringorPK | Extra contact relation: Contact relation on company | x |
contact/contactExtra/y_organization/x_name | string | Organization - Name | x |
contact/NumberOfActivities | int | Number of activities | |
contact/NumberOfActivitiesInPeriod | int | Number of activities in last 90 days | |
contact/NumberOfNotCompletedActivities | int | Number of non-completed activities | |
contact/NumberOfNotCompletedActivitiesInPeriod | int | Number of non-completed activities in last 90 days | |
contact/LastActivity | date | Date of last activity | |
contact/LastCompletedActivity | date | Date of last completed activity | |
contact/LastDoByActivity | date | Date of last non-completed activity |
Supported Columns (cont.)
Name | Restriction | Description | OrderBy |
---|---|---|---|
contact/NumberOfSales | int | Number of sales | |
contact/NumberOfSalesInPeriod | int | Number of sales in last 90 days | |
contact/NumberOfNotCompletedSales | int | Number of non-completed sales | |
contact/NumberOfNotCompletedSalesInPeriod | int | Number of non-completed sales in last 90 days | |
contact/LastSale | date | Date of last sale | |
contact/LastCompletedSale | date | Date of last completed sale | |
contact/LastDoBySale | date | Date of last non-completed sale | |
contact/NumberOfTickets | int | Number of requests | |
contact/NumberOfTicketsInPeriod | int | Number of requests in last 90 days | |
contact/NumberOfNotCompletedTickets | int | Number of non-completed requests | |
contact/NumberOfNotCompletedTicketsInPeriod | int | Number of non-completed requests in last 90 days | |
contact/LastTicket | date | Date of last request | |
contact/LastCompletedTicket | date | Date of last completed request | |
contact/LastDoByTicket | date | Date of last non-completed request | |
contact/SaintStatus1 | saintStatus | Neglected customer: Denne kunden har det vært 0 salgsaktiviteter på i perioden. | |
contact/SaintStatus2 | saintStatus | C-company: Kundens navn starter med bokstaven C | |
contact/saintSaleStatus | listAny | With status | |
contact/saintAmountClass | listAny | Amount class | |
contact/saintActivityType | listAny | SAINT type | |
contact/saintDirection | listAny | Direction | |
contact/saintIntention | listAny | Intention | |
contact/saintTicketStatus | listAny | Status | |
contact/saintTicketCategory | listAny | Category | |
person/personId | int | DB ID: Displays the database ID of a contact | x |
person/firstName | string | First name: Displays the contact's first name | x |
person/lastName | string | Last name: Displays the contact's last name | x |
person/middleName | string | Middle name: Displays the contact's middle name. | x |
person/fullName | stringorPK | Contact: Displays the contact to which an item is linked | x |
person/contactId | int | Company ID: Database ID of company | x |
person/hasInfoText | bool | Has note: Displays an icon indicating if there is additional information available about the contact | x |
person/hasInterests | bool | Has interests: Displays an Icon indicating if the contact has active interests | x |
person/personHasInterests | bool | Has interests: Displays an Icon indicating if the contact has active interests | x |
person/mrMrs | string | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | x |
person/position | listAny | Position | x |
person/personNumber | string | Number: Displays the contact's number | x |
person/title | string | Title: Displays the contact's job title | x |
person/personCountry | listAny | Country: Country | x |
person/personCountryId | int | Country ID: Country ID | x |
person/personNoMail | bool | No Mailings: Displays the contact's No Mailings checkbox | x |
person/rank | int | Rank: Displays a contact's current rank | x |
person/birthdate | None | Birthdate: Displays the contact's date of birth | |
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. | |
person/useAsMailingAddress | bool | Use as postal address: Use as postal address | x |
person/personSource | listAny | Source: Source (Contact) | x |
person/retired | bool | Former employee: Indicates whether the contact has retired/left the company | x |
person/birthYear | int | Birth year: Displays contact's birth year | x |
person/birthMonth | int | Birth month: Displays contact's birth month | x |
person/birthDay | int | Birth day: Displays contact's birth day (day of month) | x |
person/kanaFirstName | string | First name, kana: Contact's first name, in kana alphabet | x |
person/kanaLastName | string | Last name, kana: Contact's last name, in kana alphabet | x |
person/personUpdatedBy | associate | Updated by: The user who last updated the data | x |
person/personUpdatedByFullName | associate | Updated by - Full name: The user who last updated the data | x |
person/personUpdatedDate | date | Updated: The date/time the data was last updated in UTC. | x |
person/personRegisteredBy | associate | Registered by: The user who registered the data | x |
person/personRegisteredByFullName | associate | Registered by - Full name: The user who registered the data | x |
person/personRegisteredDate | date | Registered date: The date/time the data was registered in UTC. | x |
person/portraitThumbnail | None | Person image: Person image | |
person/personActiveErpLinks | bool | ERP connected: Is there an active ERP Sync? | x |
person/ticketPriority | listAny | Service priority: Default service priority for this contact | x |
person/supportLanguage | listAny | Preferred language: Preferred language used for reply templates and more | x |
person/supportAssociate | associate | Our service contact: Default service contact for this contact | x |
person/supportAssociateFullName | associate | Our service contact - Full name: Default service contact for this contact | x |
person/personAssociateId | associate | Our contact: Displays our contact | x |
person/personAssociateFullName | associate | Our contact - Full name: Displays our contact | x |
person/personCategory | listAny | Category | x |
person/personBusiness | listAny | Business | x |
person/personDeletedDate | datetime | Deleted date: Deleted date | |
person/hasCompany | bool | Has company: The contact is associated with a company | x |
person/isProjectMember | bool | Is project member: This person is a project member | x |
person/isStakeholder | bool | Is stakeholder: This person is a sale stakeholder | x |
person/updatedByWorkflow | listAny | Updated by flow: Updated by flow | x |
person/whenUpdatedByWorkflow | datetime | When updated by flow: When updated by flow | x |
person/createdByForm | listAny | Created by form: Created by form | x |
person/phone/formattedNumber | string | Phone : Displays phone number | |
person/personDirectPhone/formattedNumber | string | Direct - Phone: Displays phone number | |
person/personDirectPhone/description | string | Direct - Description: Phone number description | x |
person/personMobilePhone/formattedNumber | string | Mobile - Phone: Displays phone number | |
person/personMobilePhone/description | string | Mobile - Description: Phone number description | x |
person/personPrivate/formattedNumber | string | Private - Phone: Displays phone number | |
person/personPrivate/description | string | Private - Description: Phone number description | x |
person/personPager/formattedNumber | string | Other - Phone: Displays phone number | |
person/personPager/description | string | Other - Description: Phone number description | x |
person/personDirectFax/formattedNumber | string | Fax - Phone: Displays phone number | |
person/personDirectFax/description | string | Fax - Description: Phone number description | x |
person/searchPhone/formattedNumber | string | Phone : Displays phone number | |
person/searchPhone/description | string | Description: Phone number description | x |
person/personInfo/textId | int | Text ID | x |
person/personInfo/infoText | positiveString | Information: Displays the text entered in the description field | x |
person/email/emailProtocol | string | Protocol: E-mail protocol, such as SMTP | x |
person/email/emailAddress | string | x | |
person/email/emailDescription | string | Description | x |
person/email/emailId | int | ID | x |
person/email/emailLastSent | datetime | Last sent: The date and time an e-mail was last sent to this address | x |
person/email/emailBounceCount | int | Bounce count: Bounce count for this e-mail address | x |
person/email/emailLastBounce | datetime | Last bounce: Date and time for last bounce to this e-mail address | x |
person/email/emailHasBounced | bool | Has bounced: This checkbox is active if delivery to this e-mail address has failed. | x |
person/personUrl/URLAddress | string | URL | x |
person/personUrl/URLDescription | string | Description | x |
person/personAddress/addressId | int | Contact address - Address ID: Database ID for the address record | x |
person/personAddress/line1 | string | Contact address - Address 1: First line of the address | x |
Supported Columns (cont.)
Name | Restriction | Description | OrderBy |
---|---|---|---|
person/personAddress/line2 | string | Contact address - Address 2: Second line of the address | x |
person/personAddress/line3 | string | Contact address - Address 3: Third line of the address | x |
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 |
person/personAddress/city | string | Contact address - City: This criterion corresponds to the City field on the Company card. | x |
person/personAddress/zip | string | Contact address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | x |
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 |
person/personAddress/wgs84latitude | decimal | Contact address - Latitude: Latitude | x |
person/personAddress/wgs84longitude | decimal | Contact address - Longitude: Longitude | x |
person/personAddress/formattedAddress | None | Contact address - {formattedAddress}: {formattedAddress} | |
person/personAddress/formattedMultiLineAddress | None | Contact address - {formattedAddress}: {formattedAddress} | |
person/restrictionAddress/addressId | int | Search address - Address ID: Database ID for the address record | x |
person/restrictionAddress/line1 | string | Search address - Address 1: First line of the address | x |
person/restrictionAddress/line2 | string | Search address - Address 2: Second line of the address | x |
person/restrictionAddress/line3 | string | Search address - Address 3: Third line of the address | x |
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 |
person/restrictionAddress/city | string | Search address - City: This criterion corresponds to the City field on the Company card. | x |
person/restrictionAddress/zip | string | Search address - Postcode: This criterion corresponds to the Zip Code field on the Company card. | x |
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 |
person/restrictionAddress/wgs84latitude | decimal | Search address - Latitude: Latitude | x |
person/restrictionAddress/wgs84longitude | decimal | Search address - Longitude: Longitude | x |
person/restrictionAddress/formattedAddress | None | Search address - {formattedAddress}: {formattedAddress} | |
person/restrictionAddress/formattedMultiLineAddress | None | Search address - {formattedAddress}: {formattedAddress} | |
person/personInterestIds | listInterest | Contact interest: This criterion corresponds to a contact's interests. It is available via the Contact dialog's Interests tab. | |
person/personUdef/SuperOffice:1 | string | contactshorttext: tooltipshorttext | x |
person/personUdef/SuperOffice:2 | string | contactlongtext: tooltiplongtext | x |
person/personUdef/SuperOffice:3 | int | contactnumber | x |
person/personUdef/SuperOffice:4 | date | contactdate | x |
person/personUdef/SuperOffice:5 | unlimitedDate | contactunlimiteddate: tooltipunlimiteddate | x |
person/personUdef/SuperOffice:6 | bool | contactcheckbox | x |
person/personUdef/SuperOffice:7 | listAny | contactdropdownlistbox | x |
person/personUdef/SuperOffice:8 | decimal | contactdecimal | x |
person/personUdef/SuperOffice:9 | string | page1saleonly | x |
person/personUdef/SuperOffice:10 | string | page1marketingonly | x |
person/personUdef/SuperOffice:11 | string | page1adminonly | x |
person/personExtra/x_person_integer | int | Extra Integer: Custom person integer | x |
person/personExtra/x_person_float | decimal | Extra float: Custom float field | x |
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 |
person/personExtra/x_person_date | date | Extra date: Custom date field on person. Default value = 28.03.2019 | x |
person/personExtra/x_person_datetime | datetime | Extra DateTime: Custom person date and time field. No default | x |
person/personExtra/x_person_time | None | Extra time: Custom time field on person. Current time as default | x |
person/personExtra/x_person_boolean | bool | Extra Boolean: Custom boolean field on person. Default checked | x |
person/personExtra/x_person_timespan | timeSpan | Extra timespan: Custom timespan on person. Minutes only in 15 units | x |
person/personExtra/x_person_shorttext | string | Extra short text: Custom short text on person. With index. Do not keep HTML tags | x |
person/personExtra/x_person_shorttext_list | listAny | Extra short dropdown: Custom Short text dropdown field on person: black, white, transparent | x |
person/personExtra/x_person_user_relation | associate | Extra user relation: Custom person-user relation field | x |
person/personExtra/x_person_category_relation | listAny | Extra category relation: Custom person-category relation | x |
person/personExtra/x_person_priority_relation | listAny | Extra priority relation: Custom person-priority relation | x |
person/personExtra/x_person_request_relation | stringorPK | Extra request relation: Request relation on contact | x |
person/personExtra/x_person_appointment_relation | stringorPK | Extra appointment relation: Appointment relation on person | x |
person/personExtra/x_person_contact_relation | stringorPK | Extra company relation: Company relation on contact | x |
person/personExtra/y_rental/id | int | Rental - id: Displays the row's primary key (y_rental) | x |
person/personExtra/y_rental/x_start | date | Rental - Start rental | x |
person/personExtra/y_rental/x_end | date | Rental - End | x |
person/personExtra/y_rental/x_amount | int | Rental - Amount: Number to rent. Default = 1 | x |
person/personExtra/y_rental/x_contact | stringorPK | Rental - Renter: Company that rents equipment | x |
person/personExtra/y_rental/y_equipment/x_name | string | Rental - Equipment - Name: Equpment name custom field. Cannot be null., show in table | x |
person/personExtra/y_car/id | int | Car - id: Displays the row's primary key (y_car) | x |
person/personAssociate/firstName | string | First name: Displays the contact's first name | x |
person/personAssociate/lastName | string | Last name: Displays the contact's last name | x |
person/personAssociate/middleName | string | Middle Name : Displays the contact's middle name. | x |
person/personAssociate/fullName | string | Full name: Displays full name of user (first, middle, last - according to settings) | x |
person/personAssociate/contactId | int | Company ID: Database ID of the company the user belongs to | |
person/personAssociate/personId | int | Contact ID: Database ID of the contact row | |
person/personAssociate/mrMrs | string | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | x |
person/personAssociate/title | string | Title: Displays whether the contact is addressed as Mr or Ms | x |
person/personAssociate/associateDbId | associate | ID | x |
person/personAssociate/contactName | string | Owning company: Name of the company the user belongs to | x |
person/personAssociate/contactDepartment | string | Owning department: Name of the department at the company the user belongs to | x |
person/personAssociate/usergroup | userGroup | Primary group: The user's primary user group | x |
person/personAssociate/contactFullName | string | Owner: Name and department of the company the user belongs to | x |
person/personAssociate/contactCategory | listAny | Category: Category | x |
person/personAssociate/role | listAny | Role : Role | x |
person/personAssociate/assocName | associate | User ID : User ID | x |
person/personAssociate/assocTooltip | string | Description : Description | |
person/personAssociate/assocType | listAny | Type: Type of user: associate, external user, system user, anonymous account | x |
person/personAssociate/ejUserId | int | Service user ID: The database ID of a Service user | |
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 | |
person/personAssociate/ejDisplayName | string | Nick name: User's nick name in Service | x |
person/personAssociate/ejStatus | int | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
person/personAssociate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | x |
person/personAssociate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | x |
person/personAssociate/isActive | bool | Active: Is this user active, and should be able to log in? | x |
person/personAssociate/isActiveText | bool | Active status: Is this user active, and should be able to log in? | x |
person/personAssociate/portraitThumbnail | None | Person image: Person image | |
person/personAssociate/otherGroups | userGroup | Other groups: Other groups | |
person/personAssociate/userName | string | User name: User name | x |
person/personAssociate/personEmail | string | x | |
person/personAssociate/locationAddress | string | Location: Location | x |
person/personAssociate/isLocation | bool | Is a location: Is a location | x |
person/correspondingAssociate/firstName | string | First name: Displays the contact's first name | x |
person/correspondingAssociate/lastName | string | Last name: Displays the contact's last name | x |
person/correspondingAssociate/middleName | string | Middle Name : Displays the contact's middle name. | x |
person/correspondingAssociate/fullName | string | Full name: Displays full name of user (first, middle, last - according to settings) | x |
person/correspondingAssociate/contactId | int | Company ID: Database ID of the company the user belongs to | |
person/correspondingAssociate/personId | int | Contact ID: Database ID of the contact row | |
person/correspondingAssociate/mrMrs | string | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | x |
person/correspondingAssociate/title | string | Title: Displays whether the contact is addressed as Mr or Ms | x |
person/correspondingAssociate/associateDbId | associate | ID | x |
person/correspondingAssociate/contactName | string | Owning company: Name of the company the user belongs to | x |
person/correspondingAssociate/contactDepartment | string | Owning department: Name of the department at the company the user belongs to | x |
Supported Columns (cont.)
Name | Restriction | Description | OrderBy |
---|---|---|---|
person/correspondingAssociate/usergroup | userGroup | Primary group: The user's primary user group | x |
person/correspondingAssociate/contactFullName | string | Owner: Name and department of the company the user belongs to | x |
person/correspondingAssociate/contactCategory | listAny | Category: Category | x |
person/correspondingAssociate/role | listAny | Role : Role | x |
person/correspondingAssociate/assocName | associate | User ID : User ID | x |
person/correspondingAssociate/assocTooltip | string | Description : Description | |
person/correspondingAssociate/assocType | listAny | Type: Type of user: associate, external user, system user, anonymous account | x |
person/correspondingAssociate/ejUserId | int | Service user ID: The database ID of a Service user | |
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 | |
person/correspondingAssociate/ejDisplayName | string | Nick name: User's nick name in Service | x |
person/correspondingAssociate/ejStatus | int | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
person/correspondingAssociate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | x |
person/correspondingAssociate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | x |
person/correspondingAssociate/isActive | bool | Active: Is this user active, and should be able to log in? | x |
person/correspondingAssociate/isActiveText | bool | Active status: Is this user active, and should be able to log in? | x |
person/correspondingAssociate/portraitThumbnail | None | Person image: Person image | |
person/correspondingAssociate/otherGroups | userGroup | Other groups: Other groups | |
person/correspondingAssociate/userName | string | User name: User name | x |
person/correspondingAssociate/personEmail | string | x | |
person/correspondingAssociate/locationAddress | string | Location: Location | x |
person/correspondingAssociate/isLocation | bool | Is a location: Is a location | x |
person/isMailingRecipient | bool | Is mailing recipient: isMailingRecipient | x |
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. | |
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. | |
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. | |
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. | |
person/subscription | listAny | Subscription: Subscription for marketing | x |
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 |
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 |
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 |
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 |
appointmentUdef/SuperOffice:1 | string | followupshorttext | x |
appointmentUdef/SuperOffice:2 | string | followuplongtext | x |
appointmentUdef/SuperOffice:3 | int | followupnumber | x |
appointmentUdef/SuperOffice:4 | date | followupdate | x |
appointmentUdef/SuperOffice:5 | unlimitedDate | followupunlimiteddate | x |
appointmentUdef/SuperOffice:6 | bool | followupcheckbox | x |
appointmentUdef/SuperOffice:7 | listAny | followupdropdownlistbox | x |
appointmentUdef/SuperOffice:8 | decimal | followupdecimal | x |
project/completed | bool | Completed: Displays a check mark indicating if the project has been completed. | x |
project/projectId | int | DB ID: Displays the database ID for a project row | x |
project/name | stringorPK | Project name: Displays the Project's name | x |
project/number | string | Number: Displays the project's number | x |
project/type | listAny | Project type: Displays the project's type | x |
project/status | listAny | Status: Displays the project's status | x |
project/statusRank | None | Status rank: Rank of the project status in the status list | x |
project/associateId | associate | ID: Displays login ID of the associate who owns the project | x |
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 |
project/icon | None | Category: Displays the icon for an activity type | x |
project/text | string | Text: Displays a descriptive text for the item | x |
project/description | string | Description : Description | x |
project/updatedBy | associate | Updated by: The user who last updated the data | x |
project/updatedByFullName | associate | Updated by - Full name: The user who last updated the data | x |
project/updatedDate | date | Updated: The date/time the data was last updated in UTC. | x |
project/registeredBy | associate | Registered by: The user who registered the data | x |
project/registeredByFullName | associate | Registered by - Full name: The user who registered the data | x |
project/registeredDate | date | Registered date: The date/time the data was registered in UTC. | x |
project/hasGuide | bool | Guided: Does this sale have a Sales Guide | x |
project/nextMilestone | date | Next milestone: Date of next non-completed activity that is marked as a milestone | x |
project/endDate | date | End date: End date of project | x |
project/imageThumbnail | None | Thumbnail: Scaled-down image of project image | |
project/activeErpLinks | bool | ERP connected: Is there an active ERP Sync? | x |
project/projectPublish/isPublished | bool | Published: Displays an icon indicating if the project or sale has been published | x |
project/projectPublish/publishedFrom | date | From date: Start date for publishing. The record will not be visible prior to this date | x |
project/projectPublish/publishedTo | date | To date: End date for publishing. The record will not be visible after this date | x |
project/projectPublish/publishedBy | None | Published by: Published by | |
project/projectEvent/isExternalEvent | bool | Event: Is this an external event | x |
project/projectEvent/eventDate | date | Event date: Event date | x |
project/projectEvent/hasSignOn | bool | Sign On: Does this event have the Sign On function enabled | x |
project/projectEvent/hasSignOff | bool | Sign Off: Does this event have the Sign Off function enabled | x |
project/projectUrl/URLAddress | string | URL | x |
project/projectUrl/URLDescription | string | Description | x |
project/projectAssociate/firstName | string | First name: Displays the contact's first name | x |
project/projectAssociate/lastName | string | Last name: Displays the contact's last name | x |
project/projectAssociate/middleName | string | Middle Name : Displays the contact's middle name. | x |
project/projectAssociate/fullName | string | Full name: Displays full name of user (first, middle, last - according to settings) | x |
project/projectAssociate/contactId | int | Company ID: Database ID of the company the user belongs to | |
project/projectAssociate/personId | int | Contact ID: Database ID of the contact row | |
project/projectAssociate/mrMrs | string | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | x |
project/projectAssociate/title | string | Title: Displays whether the contact is addressed as Mr or Ms | x |
project/projectAssociate/associateDbId | associate | ID | x |
project/projectAssociate/contactName | string | Owning company: Name of the company the user belongs to | x |
project/projectAssociate/contactDepartment | string | Owning department: Name of the department at the company the user belongs to | x |
project/projectAssociate/usergroup | userGroup | Primary group: The user's primary user group | x |
project/projectAssociate/contactFullName | string | Owner: Name and department of the company the user belongs to | x |
project/projectAssociate/contactCategory | listAny | Category: Category | x |
project/projectAssociate/role | listAny | Role : Role | x |
project/projectAssociate/assocName | associate | User ID : User ID | x |
project/projectAssociate/assocTooltip | string | Description : Description | |
project/projectAssociate/assocType | listAny | Type: Type of user: associate, external user, system user, anonymous account | x |
project/projectAssociate/ejUserId | int | Service user ID: The database ID of a Service user | |
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 | |
project/projectAssociate/ejDisplayName | string | Nick name: User's nick name in Service | x |
project/projectAssociate/ejStatus | int | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
project/projectAssociate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | x |
project/projectAssociate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | x |
project/projectAssociate/isActive | bool | Active: Is this user active, and should be able to log in? | x |
project/projectAssociate/isActiveText | bool | Active status: Is this user active, and should be able to log in? | x |
project/projectAssociate/portraitThumbnail | None | Person image: Person image | |
project/projectAssociate/otherGroups | userGroup | Other groups: Other groups |
Supported Columns (cont.)
Name | Restriction | Description | OrderBy |
---|---|---|---|
project/projectAssociate/userName | string | User name: User name | x |
project/projectAssociate/personEmail | string | x | |
project/projectAssociate/locationAddress | string | Location: Location | x |
project/projectAssociate/isLocation | bool | Is a location: Is a location | x |
project/projectUdef/SuperOffice:1 | string | projectshorttext | x |
project/projectUdef/SuperOffice:2 | string | projectlongtext | x |
project/projectUdef/SuperOffice:3 | int | projectnumber | x |
project/projectUdef/SuperOffice:4 | date | projectdate | x |
project/projectUdef/SuperOffice:5 | unlimitedDate | projectunlimiteddate | x |
project/projectUdef/SuperOffice:6 | bool | projectcheckbox | x |
project/projectUdef/SuperOffice:7 | listAny | projectdropdownlistbox | x |
project/projectUdef/SuperOffice:8 | decimal | projectdecimal | x |
project/projectUdef/SuperOffice:9 | int | page1saleandmarketing | x |
project/projectUdef/SuperOffice:10 | int | page1saleandadmin | x |
project/NumberOfActivities | int | Number of activities | |
project/NumberOfActivitiesInPeriod | int | Number of activities in last 90 days | |
project/NumberOfNotCompletedActivities | int | Number of non-completed activities | |
project/NumberOfNotCompletedActivitiesInPeriod | int | Number of non-completed activities in last 90 days | |
project/LastActivity | date | Date of last activity | |
project/LastCompletedActivity | date | Date of last completed activity | |
project/LastDoByActivity | date | Date of last non-completed activity | |
project/NumberOfSales | int | Number of sales | |
project/NumberOfSalesInPeriod | int | Number of sales in last 90 days | |
project/NumberOfNotCompletedSales | int | Number of non-completed sales | |
project/NumberOfNotCompletedSalesInPeriod | int | Number of non-completed sales in last 90 days | |
project/LastSale | date | Date of last sale | |
project/LastCompletedSale | date | Date of last completed sale | |
project/LastDoBySale | date | Date of last non-completed sale | |
project/SaintStatus3 | saintStatus | Not completed activites with intention sale: Number of not completed activities for intention sale > 0. | |
project/saintSaleStatus | listAny | With status | |
project/saintAmountClass | listAny | Amount class | |
project/saintActivityType | listAny | SAINT type | |
project/saintDirection | listAny | Direction | |
project/saintIntention | listAny | Intention | |
project/saintTicketStatus | listAny | Status | |
project/saintTicketCategory | listAny | Category | |
project/project/textId | int | Text ID | x |
project/project/infoText | positiveString | Information: Displays the text entered in the description field | x |
sale/completed | bool | Completed: Displays a checkbox showing if an appointment is completed | x |
sale/icon | listAny | Category: Displays the icon for an activity type | x |
sale/date | date | Date: Displays start date of a follow-up / sale date of a sale | x |
sale/time | None | Time: Time | |
sale/type | listAny | Type: Displays the type of an activity | x |
sale/recordType | string | Record type : Shows the record type | x |
sale/text | positiveString | Text: Displays a descriptive text for the item | x |
sale/associateId | associate | ID: Displays the login ID of the associate who owns the activity. | x |
sale/contactId | listAny | Company ID: Database ID of company | x |
sale/personId | listAny | Contact ID: Database ID of the contact row | x |
sale/projectId | listAny | Project ID: Database ID of project record | x |
sale/saleId | int | Sale ID: The database ID of the sale record | x |
sale/userGroup | userGroup | User group : The user group that owns the record | x |
sale/who | None | Who: Contact and/or company | |
sale/updatedBy | associate | Updated by: The user who last updated the data | x |
sale/updatedByFullName | associate | Updated by - Full name: The user who last updated the data | x |
sale/updatedDate | date | Updated: The date/time the data was last updated in UTC. | x |
sale/registeredBy | associate | Registered by: The user who registered the data | x |
sale/registeredByFullName | associate | Registered by - Full name: The user who registered the data | x |
sale/registeredDate | date | Registered date: The date/time the data was registered in UTC. | x |
sale/currencyId | int | Currency ID: The currency list item ID | x |
sale/currency | listAny | Currency: The currency of the sale | x |
sale/credited | listAny | Credited: The user to be credited with the sale | x |
sale/lossReason | listAny | Reason (lost: The reason for losing the sale | x |
sale/source | listAny | Source: The source (lead) of the sale | x |
sale/competitor | listAny | Competitor: The competitor who won the sale | x |
sale/heading | stringorPK | Sale: The name of the sale | x |
sale/amount | decimal | Amount: The gross sales total | x |
sale/amountWeighted | decimal | Weighted amount: Virtual field calculated from amount * probability percent. | x |
sale/earning | decimal | Profit: Gross profit (gross sales total - cost) for the sale | x |
sale/earningPercent | decimal | Profit as % : The profit as a percentage of the gross sales total | x |
sale/probPercent | int | Probability as %: Probability as % | x |
sale/originalStage | listAny | Stage: Displays the stage of the sale | x |
sale/stage | listAny | Stage: Displays the stage of the sale | x |
sale/saleStatus | listAny | Status: The status of the sale - open, lost or sold | x |
sale/stageRank | None | Stage rank: Rank of the sale stage in the stage list | x |
sale/saleType | listAny | Sale type: Sale type, from list | x |
sale/nextDueDate | date | Next activity: Date for next activity for a sale, updated live from the sale's activities | x |
sale/reopenDate | date | Reopen date: Displays the reopen date for the sale | x |
sale/stalledComment | listAny | Reason (stalled: The reason the sale has been stalled | x |
sale/saleTypeCategory | listAny | Sale type category: Sale type category | x |
sale/soldReason | listAny | Reason (sold: Reason (sold) | x |
sale/saleNumber | string | Number: Number | x |
sale/hasStakeholders | bool | Has stakeholders: Does this sale have stakeholders enabled | x |
sale/hasQuote | bool | Has quote?: Does the sale have a quote attached? | x |
sale/hasGuide | bool | Guided: Does this sale have a Sales Guide | x |
sale/description | string | Description: The long description field on Sale | |
sale/activeErpLinks | bool | ERP connected: Is there an active ERP Sync? | x |
sale/createdByWorkflow | listAny | Created by flow: Created by flow | x |
sale/amountInBaseCurrency | None | Amount (BaseCurrency): The gross sales total | x |
sale/amountWeightedInBaseCurrency | None | Weighted amount (BaseCurrency): Virtual field calculated from amount * probability percent. | x |
sale/visibleFor | listAny | Visible for | |
sale/sale/textId | int | Text ID | x |
sale/sale/description | positiveString | Text: Displays the text entered in the description field | x |
sale/salePublish/isPublished | bool | Published: Displays an icon indicating if the project or sale has been published | x |
sale/salePublish/publishedFrom | date | From date: Start date for publishing. The record will not be visible prior to this date | x |
sale/salePublish/publishedTo | date | To date: End date for publishing. The record will not be visible after this date | x |
sale/salePublish/publishedBy | None | Published by: Published by | |
sale/associate/firstName | string | First name: Displays the contact's first name | x |
sale/associate/lastName | string | Last name: Displays the contact's last name | x |
sale/associate/middleName | string | Middle Name : Displays the contact's middle name. | x |
sale/associate/fullName | string | Full name: Displays full name of user (first, middle, last - according to settings) | x |
Supported Columns (cont.)
Name | Restriction | Description | OrderBy |
---|---|---|---|
sale/associate/contactId | int | Company ID: Database ID of the company the user belongs to | |
sale/associate/personId | int | Contact ID: Database ID of the contact row | |
sale/associate/mrMrs | string | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | x |
sale/associate/title | string | Title: Displays whether the contact is addressed as Mr or Ms | x |
sale/associate/associateDbId | associate | ID | x |
sale/associate/contactName | string | Owning company: Name of the company the user belongs to | x |
sale/associate/contactDepartment | string | Owning department: Name of the department at the company the user belongs to | x |
sale/associate/usergroup | userGroup | Primary group: The user's primary user group | x |
sale/associate/contactFullName | string | Owner: Name and department of the company the user belongs to | x |
sale/associate/contactCategory | listAny | Category: Category | x |
sale/associate/role | listAny | Role : Role | x |
sale/associate/assocName | associate | User ID : User ID | x |
sale/associate/assocTooltip | string | Description : Description | |
sale/associate/assocType | listAny | Type: Type of user: associate, external user, system user, anonymous account | x |
sale/associate/ejUserId | int | Service user ID: The database ID of a Service user | |
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 | |
sale/associate/ejDisplayName | string | Nick name: User's nick name in Service | x |
sale/associate/ejStatus | int | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
sale/associate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | x |
sale/associate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | x |
sale/associate/isActive | bool | Active: Is this user active, and should be able to log in? | x |
sale/associate/isActiveText | bool | Active status: Is this user active, and should be able to log in? | x |
sale/associate/portraitThumbnail | None | Person image: Person image | |
sale/associate/otherGroups | userGroup | Other groups: Other groups | |
sale/associate/userName | string | User name: User name | x |
sale/associate/personEmail | string | x | |
sale/associate/locationAddress | string | Location: Location | x |
sale/associate/isLocation | bool | Is a location: Is a location | x |
sale/saleUdef/SuperOffice:1 | string | saleshorttext | x |
sale/saleUdef/SuperOffice:2 | string | salelongtext | x |
sale/saleUdef/SuperOffice:3 | int | salenumber | x |
sale/saleUdef/SuperOffice:4 | date | saledate | x |
sale/saleUdef/SuperOffice:5 | unlimitedDate | saleunlimiteddate | x |
sale/saleUdef/SuperOffice:6 | bool | salecheckbox | x |
sale/saleUdef/SuperOffice:7 | listAny | saledropdownlistbox | x |
sale/saleUdef/SuperOffice:8 | decimal | saledecimal | x |
associate/firstName | string | First name: Displays the contact's first name | x |
associate/lastName | string | Last name: Displays the contact's last name | x |
associate/middleName | string | Middle Name : Displays the contact's middle name. | x |
associate/fullName | string | Full name: Displays full name of user (first, middle, last - according to settings) | x |
associate/contactId | int | Company ID: Database ID of the company the user belongs to | |
associate/personId | int | Contact ID: Database ID of the contact row | |
associate/mrMrs | string | Mr/Ms: Displays whether the contact is addressed as Mr or Ms | x |
associate/title | string | Title: Displays whether the contact is addressed as Mr or Ms | x |
associate/associateDbId | associate | ID | x |
associate/contactName | string | Owning company: Name of the company the user belongs to | x |
associate/contactDepartment | string | Owning department: Name of the department at the company the user belongs to | x |
associate/usergroup | userGroup | Primary group: The user's primary user group | x |
associate/contactFullName | string | Owner: Name and department of the company the user belongs to | x |
associate/contactCategory | listAny | Category: Category | x |
associate/role | listAny | Role : Role | x |
associate/assocName | associate | User ID : User ID | x |
associate/assocTooltip | string | Description : Description | |
associate/assocType | listAny | Type: Type of user: associate, external user, system user, anonymous account | x |
associate/ejUserId | int | Service user ID: The database ID of a Service user | |
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 | |
associate/ejDisplayName | string | Nick name: User's nick name in Service | x |
associate/ejStatus | int | Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only | |
associate/credentialType | None | Auth. type: What type of credentials to use when this user logs in | x |
associate/credentialDisplayValue | None | Auth. value: Credential value (public, visible part) to be used when this user logs in | x |
associate/isActive | bool | Active: Is this user active, and should be able to log in? | x |
associate/isActiveText | bool | Active status: Is this user active, and should be able to log in? | x |
associate/portraitThumbnail | None | Person image: Person image | |
associate/otherGroups | userGroup | Other groups: Other groups | |
associate/userName | string | User name: User name | x |
associate/personEmail | string | x | |
associate/locationAddress | string | Location: Location | x |
associate/isLocation | bool | Is a location: Is a location | x |
appointment/description | positiveString | Text: Displays the text entered in the description field | x |
appointment/title | positiveString | Title | x |
appointment/titleHtml | None | !!Title Html | x |
appointment/agenda | positiveString | Agenda | x |
appointment/agendaHtml | None | !!Agenda Html | x |
appointment/isConverted | None | !!Is Converted | |
appointment/textId | int | Text ID | x |
appointment/internalNotes | positiveString | Internal notes: Displays the text entered in the description field | x |
appointment/internalNotesHtml | positiveString | !!Internal Notes Html | x |
Sample
GET /api/v1/archive/ConfigurableArchiveAppointment?$select=contact/contactAssociate/personEmail,contact/LastTicket,person/personSource,person/personUdef/SuperOffice:9,person/correspondingAssociate/contactFullName
Authorization: Basic dGplMDpUamUw
Accept: application/json; charset=utf-8
Accept-Language: sv
See also: