TDV Adapter for Act! CRM

Build 24.0.9060

CloseReason

Generates opportunity data to summerizes how many times a reason has been closed.

Table Specific Information

Select

The adapter will use the ActCRM API to process WHERE clause conditions built with the following column and operator. The Status is required to make a request and the rest of the filter is executed client-side within the adapter

  • Date supports the '=,>,<,>=,<=' operators.
  • Status supports the '=' operator.

The adapter processes other filters client-side within the adapter. For example, the following queries are processed server side:

SELECT * FROM CloseReason where Status = 'open'

Columns

Name Type Description
Count Integer
Reason String
Status String Status of Activities

The allowed values are open, won, lost, inactive.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
Date Datetime Date Range of Activities By User

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Build 24.0.9060