Power BI Connector for Act! CRM

Build 24.0.9060

ContactGroups

Query the Act! CRM Groups the Contact belongs to.

Table Specific Information

Select

  • ContactId 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.
  • Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
  • ParentID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' 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 ContactGroups WHERE ContactId = '12345'

SELECT * FROM ContactGroups WHERE Name = 'Contact name' 

Columns

Name Type Description
Id [KEY] String The unique identifier (id) for a group.
ContactId [KEY] String The unique identifier (id) for the contact included in the group.
Created Datetime A timestamp when this group was created
Name String The name of the group.
AddressCity String An inhabited place of greater size, population, or importance than a town or village.
AddressCountry String A nation with its own government, occupying a particular territory.
AddressLine1 String Primary street address
AddressLine2 String Secondary street address
AddressLine3 String Miscellaneous street address
AddressPostalCode String A code of letters and digits added to a postal address to aid in the sorting of mail.
AddressState String A nation or territory considered as an organized political community under one government.
Description String A brief written respresentation of a group.
Edited Datetime Edited date of the contact.
EditedBy String User who edited the contact.
HierarchyLevel Int The level this group appears in its hierarchy.
ParentID String The group's parent entity.
RecordOwner String Owner user of the record.
HasSubgroups Boolean This readonly property indicates that this group has sub groups.
RecordManager String Record Manager of the record.
RecordManagerID String The record manager id of the record.
ImportDate Datetime This readonly property displays the date that the opportunity was imported into the system.
IsPrivate Boolean Indicates elevated security that only the creator/owner has access to this company.
CustomFields String Custom fields.
AddressLatitude Decimal The Address latitude.
AddressLongitude Decimal The Address longitude.

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Build 24.0.9060