"SaleHistory"
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This provider name is implemented by the class
Sale histories. Contains all changes to the sale records over time.
Supported Entities
Name | Description |
---|---|
"sale" | Sale |
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 | |
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 |
currencyId | int | Currency ID: The currency list item ID | x |
currency | listAny | Currency: The currency of the sale | x |
credited | listAny | Credited: The user to be credited with the sale | x |
lossReason | listAny | Reason (lost: The reason for losing the sale | x |
source | listAny | Source: The source (lead) of the sale | x |
competitor | listAny | Competitor: The competitor who won the sale | x |
heading | stringorPK | Sale: Displays a descriptive text for the item | x |
amount | decimal | Amount: The gross sales total | x |
amountWeighted | decimal | Weighted amount: Virtual field calculated from amount * probability percent. | x |
earning | decimal | Profit: Gross profit (gross sales total - cost) for the sale | x |
earningPercent | decimal | Profit as % : The profit as a percentage of the gross sales total | x |
probPercent | int | Probability as %: Probability as % | x |
stage | listAny | Stage: Displays the stage of the sale | |
saleStatus | listAny | Status: The status of the sale - open, lost or sold | x |
saleType | listAny | Sale type: Sale type, from list | x |
nextDueDate | date | Next activity: Date for next activity for a sale, updated live from the sale's activities | x |
reopenDate | date | Reopen date: Displays the reopen date for the sale | x |
stalledComment | listAny | Reason (stalled: The reason the sale has been stalled | x |
soldReason | listAny | Reason (sold: Reason (sold) | x |
saleNumber | string | Number: Number | x |
visibleFor | listAny | Visible for | |
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 |
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 |
Supported Columns (cont.)
Name | Restriction | Description | OrderBy |
---|---|---|---|
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 |
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/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 |
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/project/textId | int | Text ID | x |
project/project/infoText | positiveString | Information: Displays the text entered in the description field | x |
Sample
GET /api/v1/archive/SaleHistory?$select=associate/contactId,contact/stop,associate/assocTooltip
Authorization: Basic dGplMDpUamUw
Accept: application/json; charset=utf-8
Accept-Language: sv
See also: