CData Python Connector for SugarCRM

Build 25.0.9454

Accounts

Stores information about organizations, companies, or individuals that a business maintains relationships with. This table includes account names, contact details, industry classifications, revenue attributes, and ownership structures that are used for customer management, sales planning, and reporting.

Columns

Name Type ReadOnly Description
Account_Type String False

The type of company or organization that is represented by this account record. This field categorizes the account based on business relationship or operational role, such as customer, partner, or vendor.

Acl_Team_Names String True

The list of team names that are associated with this account record. Each name identifies a team with permission to view or modify the account.

Acl_Team_Set_Id String False

The unique identifier (Id) of the team set that governs access control for this account. The team set determines which users or teams can view, edit, or assign this record.

Affiliated_Business_Or_Jv_C Bool False

A Boolean field that returns a value of 'true' when this account is affiliated with another business or operates as part of a joint venture. It returns a value of 'false' when no affiliation exists.

Affiliationothername_C String False

The name of another affiliated business or organization that is linked to this account record. This field captures the external entity name when multiple affiliations exist.

Agentstarthistorydate_C Date False

The date on which the agent or representative first begins working with this account. This field supports historical tracking of account engagement.

Agenttrax_User_C Bool False

A Boolean field that returns a value of 'true' when the account is linked to an AgentTrax user profile. It returns a value of 'false' when no linkage exists.

Agenttrax_User_Notes_C String False

Additional notes or comments that are related to the AgentTrax user connection for this account. This field stores contextual details about integration settings or user activity.

Agenttraxaccounttype_C String False

The AgentTrax account type that is associated with this account record. This field identifies the classification that is used in the AgentTrax system.

Agenttraxaccttype_C String False

The alternate field that represents the AgentTrax account type. This field can be used when the system requires legacy or compatibility support for integration.

Annual_Revenue String False

The total annual revenue that is reported by this company. This field is used for financial analysis, segmentation, and sales prioritization.

Area_C String False

The geographic area or operational region that is assigned to this account. This field supports territory management and regional performance reporting.

Assigned_User_Id String False

The unique Id of the user who is assigned to manage this account record. The assigned user is responsible for account updates and follow-up actions.

Assigned_User_Name String True

The name of the user who is assigned to this account record. This field corresponds to the Assigned_User_Id field.

Base_Rate Decimal False

The base currency exchange rate that is applied to this account's financial fields. This field supports conversion and reporting across multiple currencies.

Billing_Address_City String False

The city component of the billing address for this account. This field is used for correspondence, invoicing, and location-based reporting.

Billing_Address_Country String False

The country component of the billing address for this account. This field identifies the country used for billing and regulatory purposes.

Billing_Address_Postalcode String False

The postal code that is used for the billing address of this account. This field supports invoice generation and delivery validation.

Billing_Address_State String False

The state, province, or region that is used for the billing address of this account. This field provides regional classification for billing and compliance.

Billing_Address_Street String False

The street address or detailed billing location of this account. This field supports invoice routing, verification, and correspondence.

Business_Center_Id String False

The unique Id of the business center that is associated with this account. The business center represents the regional or operational office that manages the relationship.

Business_Center_Name String True

The name of the business center that is represented by the Business_Center_Id field. This field provides a readable reference for reporting and filtering.

Campaign_Id String False

The unique Id of the marketing campaign that generated or influenced this account. This field enables campaign-to-account attribution analysis.

Campaign_Name String True

The name of the first marketing campaign that is associated with this account. This metadata field is used for lead source and campaign performance tracking.

Cancellation_Date_C Date False

The date on which the account or related agreement is canceled. This field supports retention analysis and renewal reporting.

Claimsratioytdloc_C Decimal False

The year-to-date claims ratio for this account, expressed as a local currency value. This field is used in performance and profitability reporting.

Commentlog String True

The log of comments that are associated with this account. This field supports collaboration and audit tracking for account updates.

Commission_C Decimal False

The commission amount or rate that applies to transactions related to this account. This field supports financial tracking and sales compensation calculations.

Contact_To_Discuss_Audits_C String False

The name or contact information of the individual who should be contacted regarding audit-related matters for this account.

Contact_To_Discuss_Claims_C String False

The name or contact information of the individual who should be contacted for claim-related inquiries or discussions.

Contact_To_Discuss_General_C String False

The name or contact information of the individual who handles general communication for this account.

Contact_To_Discuss_Premiums_C String False

The name or contact information of the individual who should be contacted to discuss account premium details or adjustments.

Contact_To_Discuss_Reporting_C String False

The name or contact information of the individual who manages reporting-related inquiries for this account.

Cplspriorytdloc_C Int False

The prior year-to-date value of claims paid losses for this account, expressed in local currency. This field supports historical claims performance tracking.

Cplsytdloc_C Int False

The current year-to-date value of claims paid losses that is expressed in local currency. This field supports ongoing performance reporting.

Created_By String True

The unique Id of the user who created this account record. This field supports auditing and ownership tracking.

Created_By_Name String True

The name of the user who created this account record. This field provides a readable reference for the Created_By field.

Credit_Reports_Agent_Permiss_C Bool False

A Boolean field that returns a value of 'true' when the agent has permission to access credit reports for this account. It returns a value of 'false' when permission is restricted.

Credit_Reports_Last_Run_Off_C Date False

The date on which the most recent credit report is generated for this account. This field helps users track the recency of credit review activity.

Currency_Id String False

The unique Id of the currency that is associated with this account record. This field determines the currency context for financial values that are displayed throughout the system.

Currytdnetloc_C Decimal False

The current year-to-date net value for this account, expressed in local currency. This field is used for financial performance and revenue analysis.

Cyber_Insurance_Coverage_C Bool False

A Boolean field that returns a value of 'true' when this account includes cyber insurance coverage as part of its policy portfolio. It returns a value of 'false' when no such coverage exists.

Date_Entered Datetime True

The date and time when this account record was originally created in the system. This field supports audit tracking and lifecycle analysis.

Date_Modified Datetime True

The date and time when this account record was most recently modified. This field enables users to track data changes and synchronization status.

Dba_C String False

The 'doing business as' (DBA) name that is associated with this account. This field stores the alternate trade or operating name that is used by the organization.

Deleted Bool False

A Boolean field that returns a value of 'true' when the record has been marked for deletion. It returns a value of 'false' when the record remains active. This field supports soft-delete functionality for recovery and audit purposes.

Description String False

A detailed narrative or full-text description of this account. This field is typically used to store general notes, contextual information, or background history.

Doctype_C String False

The document type classification that is associated with this account. This field is used in systems that integrate with document management or workflow modules.

Dri_Workflow_Template_Id String False

The unique Id of the Customer Journey workflow template that is linked to this account. This field establishes the connection between the account and its associated process template.

Dri_Workflow_Template_Name String True

The name of the Customer Journey workflow template that is associated with this account. This field provides a readable reference for the Dri_Workflow_Template_Id field.

Duns_Num String False

The Dun & Bradstreet (DUNS) number that uniquely identifies this business entity. This field supports third-party data enrichment, compliance checks, and credit verification.

Ec_Purchasing_User_C Bool False

A Boolean field that returns a value of 'true' when the account has access to electronic commerce (EC) purchasing functionality. It returns a value of 'false' when EC purchasing is not enabled.

Email String False

The primary email address that is associated with this account. This field supports communication, campaign targeting, and account notifications.

Email_Addresses_Non_Primary String False

The list of secondary or alternate email addresses that are associated with this account. This field is used for additional contact tracking and communication history.

Email_Opt_Out Bool False

A Boolean field that returns a value of 'true' when the account or its contacts have opted out of email communications. It returns a value of 'false' when email communication is permitted.

Email1 String False

The first email address field that stores the primary contact email for this account. This field can be used by legacy integrations or workflows.

Email2 String False

The secondary email address field for this account. This field stores an alternate contact address that can be used for backup or secondary communication.

Employees String False

The total number of employees for this account. This field can contain a single numeric value or a range (for example, '50 - 100'), allowing flexibility for organizations that report workforce size as an estimate.

Epay_User_C Bool False

A Boolean field that returns a value of 'true' when the account is registered for ePay services. It returns a value of 'false' when electronic payment access is not configured.

Est_Total_Prem_Gen_At_Office_C Decimal False

The estimated total premium amount that is generated at the office associated with this account. This field is used for forecasting and revenue tracking.

Estatement_User_C Bool False

A Boolean field that returns a value of 'true' when the account is enrolled in electronic statement delivery. It returns a value of 'false' when paper statements are preferred.

Estimated_Fntg_Wallet_Share_C String False

The estimated percentage or qualitative assessment of this account's share of funding wallet. This field is used to evaluate market penetration and growth potential.

Facebook String False

The Facebook page or username that is associated with this company. This field enables social media integration and brand engagement tracking.

Fidelity_Pak_User_C Bool False

A Boolean field that returns a value of 'true' when the account participates in the Fidelity PAK program. It returns a value of 'false' when the account is not enrolled.

Fnf_Agencies_Accounts_1_Name String True

The name of the related Fidelity National Financial (FNF) agency account that is linked through this relationship. This field provides a readable reference for the linked account.

Fnf_Agencies_Accounts_1fnf_Agencies_Ida String False

The unique Id of the related FNF agency account that is linked to this record. This field supports integration between agency and corporate data sources.

Following Bool False

A Boolean field that returns a value of 'true' when the current user is following this account record for updates. It returns a value of 'false' when the user is not subscribed to notifications.

Googleplus String False

The Google Plus profile name or Id that is associated with this company. This field supports social profile integration for legacy data synchronization.

Hint_Account_Facebook_Handle String False

The Facebook handle that is associated with this account, as identified by the SugarCRM Hint data-enrichment service.

Hint_Account_Fiscal_Year_End String False

The fiscal year-end date that is recorded for this company. This field is sourced from SugarCRM Hint and is used for financial benchmarking and analysis.

Hint_Account_Founded_Year String False

The year in which the company was founded. This field is populated through SugarCRM Hint data enrichment to provide historical context.

Hint_Account_Industry String False

The industry classification that is assigned to this company. This field is populated by the SugarCRM Hint service to support segmentation and analytics.

Hint_Account_Industry_Tags String False

The list of descriptive tags that categorize this company's industry focus or specialization. Each tag supports enhanced search and segmentation.

Hint_Account_Location String False

The location or headquarters address of this company. This field is provided through SugarCRM Hint enrichment for geographic and market analysis.

Hint_Account_Logo String False

The URL or file reference of the company's logo that is retrieved from the SugarCRM Hint data service. This field supports visual identification within the CRM interface.

Hint_Account_Naics_Code_Lbl String False

The North American Industry Classification System (NAICS) code that is associated with this company. This field is populated through SugarCRM Hint for regulatory and industry analysis.

Hint_Account_Pic String False

The image or logo reference used by SugarCRM Hint to visually represent this company in enriched record displays.

Hint_Account_Size String False

The company size classification, as determined by the SugarCRM Hint service. This field reflects workforce or revenue tiers to support segmentation and sales targeting.

Id [KEY] String True

The unique Id for the account record. This field is system-generated and ensures that each account can be uniquely referenced across related tables.

Industry String False

The industry classification to which this company belongs. This field is used for market segmentation, reporting, and sales targeting.

Invalid_Email Bool False

A Boolean field that returns a value of 'true' when the account's primary email address is marked as invalid. It returns a value of 'false' when the address is valid and deliverable.

Is_Escalated Bool True

A Boolean field that returns a value of 'true' when the account is flagged for escalation. It returns a value of 'false' when no escalation is active.

Jacketsorderedytdloc_C String False

The number or description of jackets that are ordered year-to-date, expressed in local currency or local measurement standards. This field is used in internal performance reporting.

Jv_Or_Afba_Partner_Name_C String False

The name of the joint venture (JV) or Advanced Business Applications partner that is associated with this account. This field supports partner management and affiliate tracking.

Lastaccountingperiod_C String False

The most recent accounting period that is recorded for this account. This field supports reconciliation and financial performance tracking.

Lastupdatedate_C Datetime False

The date and time when account-related data is last updated. This field enables audit tracking and synchronization monitoring.

Local_Tag_C String False

The local classification tag that is applied to this account for internal categorization or regional segmentation.

Locked_Fields String True

The list of fields that are locked from user modification for this account. This field is managed by system policies to preserve data integrity.

Maxliability_C Decimal False

The maximum liability amount that is associated with this account. This field is used for financial risk assessment and policy control.

Modified_By_Name String True

The name of the user who last modified this account record. This field provides a readable reference for audit and ownership tracking.

Modified_User_Id String True

The unique Id of the user who last modified this account record. This field links to the user record responsible for the most recent update.

My_Favorite Bool False

A Boolean field that returns a value of 'true' when the record has been marked as a favorite by the user. It returns a value of 'false' when the record is not marked as a favorite.

Name String False

The full legal or primary name of the company that is represented by this account. This field is the primary display name that is used in lists, reports, and relationship views.

Name_City_State_C String False

The concatenated combination of the account's name, city, and state. This field provides a standardized composite value for reference and search optimization.

Nasid_C String False

The National Agency System Identifier (NASID) that is associated with this account. This field supports identification and cross-system mapping for agencies.

Next_Renewal_Date Date True

The scheduled date for the next renewal of a contract, policy, or agreement that is linked to this account. This field supports forecasting and client retention management.

Ownership String False

The ownership type of the business, such as private, public, or partnership. This field supports compliance reporting and risk profiling.

Parent_Id String False

The unique Id of the parent account that is linked to this record. This field supports hierarchical account structures and roll-up reporting.

Parent_Name String True

The name of the parent account that is associated with this record. This field provides a readable reference for the Parent_Id field.

Perform_Sugar_Action Bool False

A Boolean field that returns a value of 'true' when the system is configured to perform a SugarCRM automation or action for this account. It returns a value of 'false' when no automated action is enabled.

Phone_Alternate String False

The alternate phone number that is associated with this company. This field provides an additional contact option for account communication.

Phone_Fax String False

The fax number that is associated with this company. This field supports fax-based correspondence and legacy communication workflows.

Phone_Office String False

The main office phone number for this company. This field is used as the primary contact number for business communications.

Primarylocation_C Bool False

A Boolean field that returns a value of 'true' when the account represents a primary location. It returns a value of 'false' when the record represents a branch or secondary site.

Prior_Year_Total_Premium_C Decimal False

The total premium amount that was generated in the previous year for this account. This field supports year-over-year financial analysis.

Prioreoynetloc_C Decimal False

The prior end-of-year net value for this account, expressed in local currency. This field supports comparative performance tracking.

Priorytdnetloc_C Decimal False

The prior year-to-date net value for this account, expressed in local currency. This field supports multi-period financial trend analysis.

Prospect_Numb_Sales_Calls_C Int False

The number of sales calls or touchpoints made with this prospect or account. This field helps track engagement level and sales activity.

Prospecting_Next_Step_C String False

The next planned sales or outreach step for this prospect. This field provides action visibility for pipeline management.

Prospecting_Notes_C String False

Additional notes or contextual information that are related to prospecting activities for this account. This field is used for reference and collaboration among sales teams.

Rating String False

An internal or external rating that is assigned to this company to reflect financial standing, reliability, or overall account quality. This field supports comparative analysis.

Reportedpoliciesytdloc_C Int False

The number of reported policies year-to-date, expressed in local currency or equivalent terms. This field supports operational and performance reporting.

Rynoh_Erecon_C Bool False

A Boolean field that returns a value of 'true' when the account is linked to the Rynoh eRecon integration for electronic reconciliation. It returns a value of 'false' when no integration is active.

Service_Level String False

The predefined service level that is associated with this company. This field is used to manage customer tiering and performance expectations.

Shipping_Address_City String False

The city component of the shipping address for this account. This field supports logistics, delivery, and correspondence.

Shipping_Address_Country String False

The country component of the shipping address for this account. This field supports international delivery and compliance validation.

Shipping_Address_Postalcode String False

The postal code that is used for the shipping address of this account. This field supports routing accuracy and fulfillment processing.

Shipping_Address_State String False

The state, province, or regional designation for the shipping address of this account. This field provides location classification for delivery and tax purposes.

Shipping_Address_Street String False

The street address or physical location that is used for shipping purposes. This field provides complete address information for logistics coordination.

Sic_Code String False

The Standard Industrial Classification (SIC) code that identifies this company's primary business activity. This field supports regulatory and industry reporting.

Software_Escrow_Title_C String False

The software escrow title that is associated with this account. This field is used for contractual compliance and escrow agreement management.

Status_C String False

The current operational or relationship status of this account. This field supports workflow routing and status-based reporting.

Sync_Key String True

The synchronization key that links this account to external systems or integrations. This field ensures consistency across synchronized environments.

Tag String False

The tag or keyword that is associated with this account for search and categorization purposes. This field supports filtering and segmentation.

Team_Count String False

The number of teams that is associated with this account record. This field is system-generated and used for access management reporting.

Team_Id String False

The unique Id of the team that owns or has access to this account. This field supports team-based permissions and visibility control.

Team_Name String False

The name of the team that is associated with this account record. This field provides a readable reference for the Team_Id field.

Team_Set_Id String False

The unique Id of the team set that grants access to this account. This field allows multiple teams to share access permissions.

Test_Contact_For_Claims_C String False

The name or contact information of the individual who is designated as the test contact for claims-related correspondence.

Ticker_Symbol String False

The stock-ticker symbol under which this company is publicly traded. This field is used for market research and financial reporting.

Titlepoint_User_C Bool False

A Boolean field that returns a value of 'true' when the account is registered as a TitlePoint user. It returns a value of 'false' when the account is not enrolled.

Titlepoint_User_Notes_C String False

Notes or contextual comments about the account's TitlePoint user configuration. This field provides operational insight for integrated users.

Titlewave_User_C Bool False

A Boolean field that returns a value of 'true' when the account is registered as a TitleWave user. It returns a value of 'false' when the account is not enrolled.

Twitter String False

The Twitter handle or username that is associated with this company. This field supports social-media engagement tracking and brand monitoring.

Website String False

The primary website URL of the company. This field provides a direct reference for public information and online presence.

Widget_Next_Renewal_Date String True

The next renewal date as displayed in the account widget view. This field synchronizes renewal visibility for dashboard and UI components.

Ytdvarianceloc_C Decimal False

The year-to-date variance value for this account, expressed in local currency. This field supports financial performance comparison and variance analysis.

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