Excel Add-In for Act! CRM

Build 24.0.9062

Histories

Get, Create, Update or Delete all history items.

Table Specific Information

Select

  • Id supports the '=' operator.
The 本製品 uses the Act! CRM API to process search criteria that refer to the supported fields. The 本製品 processes other filters client-side within the 本製品. For example, the following queries are processed server side:
SELECT * FROM Histories

SELECT * FROM Histories where ID = '1234' 

Insert

To insert a history, you must specify atleast one contact or company or opportunity or groups along with start time and end time.

INSERT INTO Histories (ContactsAggregate, StartTime, EndTime) VALUES ('9ff95080-7ca2-46ae-8161-04ac83bb20c5, 0ee7ab70-40df-4396-a7ef-132c7555e3ad', '2020-01-27 10:00:000', '2020-01-31 10:00:00')

Update

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

UPDATE Histories SET Regarding = 'Test', isPrivate = false WHERE Id = '12345'

Delete

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

DELETE FROM Histories WHERE Id = '12345'

Columns

Name Type ReadOnly Description
Id [KEY] String True

Id of the history item created

AttachmentDisplayName String True

Name of the attachment related to a history

AttachmentFileExtension String True

FileExtension of the attachment related to a history

AttachmentFileName String True

FileName of the attachment related to a history

AttachmentFileSize Integer True

File Size of the attachment related to a history

AttachmentFileSizeDisplay String True

File Size Display of the attachment related to a history

AttachmentFileType String True

FileType of the attachment related to a history

AttachmentLastModified Datetime True

File Last Modified date of the attachment related to a history

AttachmentPersonal Boolean True

Attachment Personal

CompaniesAggregate String False

Companies associated with a history

ContactsAggregate String False

Contacts associated with a history

Created Datetime True

The datetime when history was created

CreateUserID String True

User Id of the user who craeted the history

Details String False

Details of history

Duration String True

Duration

Edited Datetime True

Datetime when history was last edited

EndTime Datetime False

End Time of history

GroupsAggregate String False

Groups associated with history

HistoryTypeDescription String True

Description of the type of history

HistoryTypeId Integer True

History Type ID

HistoryTypeName String True

Name of history type

TypeID Integer False

Id of history type

IsPrivate Boolean False

Indicates whether history is private or not

ManageUserID String True

User Id of manager

OpportunitiesAggregate String False

Opportunities associated with history

OutlookID String False

Outlook Id

RecordManager String True

Record Manager

RecordManagerID String True

Id of Record Msnager

Regarding String False

Tells what history is about

StartTime Datetime False

Start Time

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Build 24.0.9062