Create, update, delete and query the Groups participating in your Act! CRM database.

Table Specific Information

Select

• Id supports the '=' operator.
• Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
• AddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
• AddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
• AddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
• AddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
• AddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
• AddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
• AddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
• AddressLatitude supports the '<=,<,=,!=,>,>=' operator.
• AddressLongitude supports the '<=,<,=,!=,>,>=' operator.
• Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
• EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
• HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
• ParentID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
• HasSubgroups supports the '=' operator.
• RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
• RecordManager supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
• IsPrivate supports the '=' operator.

The add-in uses the Act! CRM API to process search criteria that refer to the supported fields. The add-in processes other filters client-side within the add-in. For example, the following query is processed server side:

SELECT * FROM Groups WHERE Name = 'Group name' 

Insert

To insert a group, you need to specify the Group Name

INSERT INTO Groups (Name, Description) VALUES ('Group Name', 'This is sample group')

Update

Any column where ReadOnly=False can be updated. Specify the Group Id when updating a group

UPDATE Groups SET isPrivate = false, AddressCity = 'Group City', AddressCountry = 'Group Country' WHERE Id = '12345'

Delete

Groups can be deleted by providing an Id and issuing a DELETE statement.

DELETE FROM Groups WHERE Id = '12345'

Columns

Name	Type	ReadOnly	Description
Id [KEY]	String	True	The unique identifier (id) for a group.
Created	Datetime	True	A timestamp when this group was created
Name	String	False	The name of the group.
AddressCity	String	False	An inhabited place of greater size, population, or importance than a town or village.
AddressCountry	String	False	A nation with its own government, occupying a particular territory.
AddressLine1	String	False	Primary street address
AddressLine2	String	False	Secondary street address
AddressLine3	String	False	Miscellaneous street address
AddressPostalCode	String	False	A code of letters and digits added to a postal address to aid in the sorting of mail.
AddressState	String	False	A nation or territory considered as an organized political community under one government.
AddressLatitude	Decimal	False	The angular distance of a place north or south of the earth's equator, or of a celestial object north or south of the celestial equator, usually expressed in degrees and minutes.
AddressLongitude	Decimal	False	The angular distance of a place east or west of the meridian at Greenwich, England, or west of the standard meridian of a celestial object, usually expressed in degrees and minutes.
Description	String	False	A brief written respresentation of a group.
Edited	Datetime	True	Edited date of the group.
EditedBy	String	True	User who edited the group.
HierarchyLevel	Int	False	The level this group appears in its hierarchy.
ParentID	String	True	The group's parent entity.
HasSubgroups	Bool	False	An indicator if this group contains subgroups.
RecordOwner	String	False	Owner user of the record.
RecordManager	String	True	Manager user of the record.
IsPrivate	Boolean	False	Indicator if the group is private.