Excel Add-In 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 add-in will use the Act! CRM 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 add-in

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

The add-in processes other filters client-side within the add-in. 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