Power BI Connector for SugarCRM

Build 25.0.9454

Notes

Stores user-authored notes and supplemental descriptive information that are linked to CRM records. This table supports collaboration, annotation of activity history, and contextual business documentation.

Columns

Name Type ReadOnly Description
Acase_Id String False

The Identifier (Id) of the case that the note is associated with, when applicable. This Id links the note to customer support and issue resolution workflows.

Account_Id String False

The Id of the account that the note is associated with. This association allows users to attach relevant documentation or updates directly to account records.

Acl_Team_Names String True

The list of team names that are associated with the note for access control and visibility management.

Acl_Team_Set_Id String False

The Id of the team set that governs access permissions for the note. This Id supports shared visibility across multiple teams.

Assigned_User_Id String False

The Id of the user who is assigned to the note. This assignment determines ownership and workflow responsibility for follow-up actions.

Assigned_User_Name String True

The display name of the user who is assigned to the note.

Attachment_Flag Bool True

A Boolean field that returns a value of 'true' when the note serves as an attachment to another record. It returns a value of 'false' when the note stands alone.

Attachment_List String True

A serialized list of attachment references that are associated with the note. This list is used to manage multiple attachments within a single note record.

Base_Rate Decimal False

The currency conversion rate that is used when displaying the note's monetary values in multi-currency environments.

Commentlog String True

The reference to the comment log entries that are associated with the note. Comment logs track internal conversations and context.

Contact_Email String False

The email address of the contact that is associated with the note.

Contact_Id String False

The Id of the contact that the note is associated with. This linkage allows notes to be stored as part of customer interaction history.

Contact_Name String True

The display name of the contact that the note is associated with.

Contact_Phone String True

The phone number of the contact that the note is associated with.

Created_By String True

The Id of the user who created the note record. This information is used for auditing and historical tracking.

Created_By_Name String True

The display name of the user who created the note record.

Currency_Id String False

The Id of the currency that is used for any monetary values referenced in the note or its attachments.

Date_Entered Datetime True

The date and time when the note record was created.

Date_Modified Datetime True

The date and time when the note record was last modified.

Deleted Bool False

A Boolean field that returns a value of 'true' when the note is flagged as deleted. It returns a value of 'false' when the note remains active. This enables soft-delete retention.

Description String False

The main text content of the note. Users often use this field to store detailed explanations, updates, or informational remarks.

Email_Id String False

The Id of the email or email template that the note is associated with. This linkage is used when notes store email attachments or message commentary.

Email_Type String False

The type of email-related module that the note is associated with (for example, 'Emails' or 'EmailTemplates'). This value indicates the source context of file attachments.

Embed_Flag Bool False

A Boolean field that returns a value of 'true' when the note is embedded directly into an email message. It returns a value of 'false' when the note exists as a standalone record.

Entry_Source String True

The origin of the note record, indicating whether it was created within SugarCRM or imported from an external system.

Expense_To_Operation_C Decimal False

A financial tracking value that can be used in custom processes to allocate operational costs.

External_Id String False

The external Id that identifies the note in an integrated external system.

File_Ext String False

The file extension of the attachment that is associated with the note.

File_Mime_Type String False

The content type of the attachment that is associated with the note. This value determines how the file is interpreted and displayed.

File_Size Int True

The size of the attached file in bytes.

File_Source String False

The name of the module where the attached file originated. This helps track attachment provenance.

File_Url String False

The URL or file system path that can be used to retrieve the attached file.

Filename String True

The file name of the attachment that is associated with the note.

Following Bool False

A Boolean field that returns a value of 'true' when the current user is following the note. It returns a value of 'false' when the user is not following it.

Id [KEY] String True

The unique Id of the note record.

Lead_Id String False

The Id of the lead that the note is associated with, when relevant for sales qualification workflows.

Locked_Fields String True

A system-managed list of fields that are restricted from modification to preserve data integrity.

Modified_By_Name String True

The display name of the user who last modified the note record.

Modified_User_Id String True

The Id of the user who last modified the note record.

My_Favorite Bool False

A Boolean field that returns a value of 'true' when the note is marked as a favorite by the current user. It returns a value of 'false' when it is not marked as a favorite.

Name String False

The display name or title of the note. This value is shown in record lists and linked record views.

Note_Parent_Id String False

The Id of another note record to which this note is related. This supports hierarchical or threaded note structures.

Opportunity_Id String False

The Id of the opportunity that the note is associated with, when applicable to sales workflows.

Parent_Id String False

The Id of the parent SugarCRM record that is identified by the Parent_Type field. This links the note to any supported module.

Parent_Name String True

The display name of the parent record that the note is associated with.

Parent_Type String True

The SugarCRM module that the note is associated with (for example, 'Contacts', 'Accounts', or 'Opportunities').

Portal_Flag Bool False

A Boolean field that returns a value of 'true' when the note is created through a customer or partner portal. It returns a value of 'false' when it is created within SugarCRM.

Product_Id String False

The Id of the product that the note is associated with, when relevant for sales or product documentation tracking.

Quote_Id String False

The Id of the quote record that the note is associated with.

Source_Id String False

The Id of the originating record in an external system, when the note is imported through integration.

Source_Meta String False

Additional metadata about the external source of the note. This metadata is typically used to support synchronization logic.

Source_Type String False

The type of external system or process that created or provided the note.

Sync_Key String True

An internal synchronization key that is used to match note records across distributed systems and integrations.

Tag String False

Tags that are assigned to the note for classification, search filtering, and grouping operations.

Team_Count String False

The count of teams that are associated with the note record.

Team_Id String False

The Id of the primary team that is associated with the note record.

Team_Name String False

The name of the primary team that is associated with the note record.

Team_Set_Id String False

The Id of the team set that includes all teams with access to the note.

Upload_Id String False

The Id of the uploaded file that is stored in the uploads directory. This Id is commonly used when the note contains an email attachment.

User_Name String True

The display name of the user who is associated with the note for reference or visibility.

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Build 25.0.9454