Views
Views are similar to tables in the way that data is represented; however, views are read-only.
Queries can be executed against a view as if it were a normal table.
CData Excel Add-In for Act! CRM Views
| Name | Description |
| ActivityCompanies | Query the Companies participating in an Act! CRM Activity. |
| AnalyticsHistory | Gets historical e-marketing information for a given date range. |
| CampaignLeads | Gets contacts leads. |
| CampaignLeadsinfo | Gets opportunities within a campaign within a specified date range. |
| CampaignResults | Gets campaign result information. |
| CampaignSent | Gets campaign sent within a specified date range. |
| CloseReason | Generates opportunity data to summerizes how many times a reason has been closed. |
| CloseReasonDetails | Generates opportunity data to summerizes how many times a reason has been closed. |
| CompanyContacts | Query the Contacts belonging to a Company. |
| CompanyNotes | Query the Notes for a given Act! CRM Company. |
| ContactActivities | Query the Activities for a given Act! CRM Contact. |
| ContactGroups | Query the Act! CRM Groups the Contact belongs to. |
| ContactHistories | Get all the history related to a contact. |
| ForecastByProduct | Generates forecasted opportunity data by given products. |
| ForecastByProductDetails | Generates forecasted opportunity data by a given product.. |
| ForecastByRep | Generates forecasted opportunity data by given users. |
| ForecastByRepDetails | Generates forecasted opportunity data by a given user. |
| GroupNotes | Query the Notes for a given Act! CRM Group. |
| OpportunityCount | Generates a summary of the total number of opportunities within a stage. |
| OpportunityNotes | Query the Notes for a given Act! CRM Opportunity. |
| Pipeline | Gets all opportunity matching the custom filter that are currently being worked. |
| RevenueActualVsPredicted | Generates actual vs predicted opportunity revenue. |
| RevenueCost | Generates opportunity periodic revenue versus cost data for given products. |
| RevenueWonVsLost | Generates opportunty win versus loss data. |
| SalesByProduct | Generates opportunity sales by product data for given products. |
| SalesByProductDetails | Generates opportunity sales by product detail data for a given product. |
| SalesByRep | Generates opportunity sales by user data for given users. |
| SalesByRepDetails | Generates opportunity sales by user data for a given user. |
| StageTime | Generates opportunity data for the average time in a stage. |
| UserActivities | Generates activity sales by user data for given users. |
| UserActivityDetails | Generated schema file. |