Tableau Connector for Act! CRM

Build 24.0.9060

CompanyNotes

Query the Notes for a given Act! CRM Company.

Table Specific Information

Select

  • CompanyId 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 CompanyNotes WHERE CompanyId = '12345'

Columns

Name Type Description
Id [KEY] String The unique identifier (id) for a given note.
CompanyId [KEY] String The unique identifier (id) for the company included in the note.
ManageUserID String The unique identifier (id) of the user managing the note.
CreateUserID String The unique identifier (id) of the user who created the note.
IsPrivate Boolean Indicator if the note is private.
NoteText String Descriptive text of the note.
NoteTypeID Long The id of the type of the note.
DisplayDate Datetime Display date of the note.
Created Datetime Datetime of the note creation.
Edited Datetime Datetime of the last edit of the note.
AttachmentDisplayName String Display name of the attachment.
AttachmentFileExtension String File extension of the attachment.
AttachmentFileName String File name of the attachment.
AttachmentFileSize Long File size of the attachment.
AttachmentFileSizeDisplay String Display file size of the attachment.
AttachmentFileType String Type of the attachment file.
AttachmentLastModified Datetime Last modified datetime of the attachment.
AttachmentPersonal Boolean Indicator if the attachment is personal.
RecordManager String Record Manager.
RecordManagerId String Record Manager Id.
Companies String List of companies that are associated to this note entity.
Contacts String List of contacts that are associated to this note entity.
Groups String List of groups that are associated to this note entity.
Opportunities String List of opportunities that are associated to this note entity.

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Build 24.0.9060