Tableau Connector for Act! CRM

Build 24.0.9062

ContactNotes

Query and delete the Notes for a given Act! CRM Contact.

Table Specific Information

Select

  • Id supports the '=' operator.
  • ContactId supports the '=' operator.
  • ManageUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • CreateUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IsPrivate supports the '=' operator.
  • NoteText supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • DisplayDate supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentDisplayName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentLastModified supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentPersonal supports the '=' operator.
The connector uses the Act! CRM API to process search criteria that refer to the supported fields. The connector processes other filters client-side within the connector. For example, the following queries are processed server side: 
SELECT * FROM ContactNotes WHERE ContactId = '12345'

Delete

ContactNotes can be deleted by providing ContactId and Id (Note Id) and issuing a DELETE statement. 

DELETE FROM ContactNotes WHERE ContactId = '12345' AND Id = '56789'

Columns

Name Type ReadOnly Description
Id [KEY] String False

The unique identifier (id) for a given note.

ContactId [KEY] String False

The unique identifier (id) for the contact included in the note.

ManageUserID String False

The unique identifier (id) of the user managing the note.

CreateUserID String False

The unique identifier (id) of the user who created the note.

IsPrivate Boolean False

Indicator if the note is private.

NoteText String False

Descriptive text of the note.

NoteTypeID Long False

The id of the type of the note.

DisplayDate Datetime False

Display date of the note.

Created Datetime False

Datetime of the note creation.

Edited Datetime False

Datetime of the last edit of the note.

AttachmentDisplayName String False

Display name of the attachment.

AttachmentFileExtension String False

File extension of the attachment.

AttachmentFileName String False

File name of the attachment.

AttachmentFileSize Long False

File size of the attachment.

AttachmentFileSizeDisplay String False

Display file size of the attachment.

AttachmentFileType String False

Type of the attachment file.

AttachmentLastModified Datetime False

Last modified datetime of the attachment.

AttachmentPersonal Boolean False

Indicator if the attachment is personal.

RecordManager String False

Record Manager of the record.

RecordManagerID String False

The record manager id of the record.

Companies String False

List of companies that are associated to this note entity.

Contacts String False

List of contacts that are associated to this note entity.

Groups String False

List of groups that are associated to this note entity.

Opportunities String False

List of opportunities that are associated to this note entity.

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Build 24.0.9062