Excel Add-In for Act! CRM

Build 24.0.9060

Companies

Create, update, delete and query the Companies created in your Act! CRM database.

Table Specific Information

Select

  • Id 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.
  • BillingAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Division supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Fax supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FaxExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
  • IdStatus supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Industry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • NumberOfEmployees supports the '<=,<,=,!=,>,>=' operator.
  • Phone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PhoneExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ReferredBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Region supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Revenue supports the '<=,<,=,!=,>,>=' operator.
  • ShippingAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • SicCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Territory supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • TickerSymbol supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • TollFreeExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • TollFreePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Website supports the '<=,<,=,!=,>,>=,CONTAINS' operator.

The add-in uses the Act! CRM API to process search criteria that refer to the supported fields. The add-in processes other filters client-side within the add-in. For example, the following queries are processed server side: 

SELECT * FROM Companies WHERE Id = '12345'

SELECT * FROM Companies WHERE Name = 'TSS company'

Insert

To insert a company, you need to specify the Company Name 

INSERT INTO Companies (Name) VALUES ('New Company')

Update

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

UPDATE Companies SET AddressCity = 'Bangalore', AddressCountry = 'India' WHERE Id = '12345'

Delete

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

DELETE FROM Companies WHERE Id = '12345'

Columns

Name Type ReadOnly Description
Id [KEY] String True

The unique identifier (id) for this company.

Created Datetime True

Created date of the company.

Name String False

The company's given name.

AddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

AddressCountry String False

A nation with its own government, occupying a particular territory.

AddressLine1 String False

Primary street address

AddressLine2 String False

Secondary street address

AddressLine3 String False

Miscellaneous street address

AddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

AddressState String False

A nation or territory considered as an organized political community under one government.

BillingAddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

BillingAddressCountry String False

A nation with its own government, occupying a particular territory.

BillingAddressLine1 String False

Primary street address

BillingAddressLine2 String False

Secondary street address

BillingAddressLine3 String False

Miscellaneous street address

BillingAddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

BillingAddressState String False

A nation or territory considered as an organized political community under one government.

Description String False

A brief written representation or account of this company.

Division String False

The name of a smaller part of a parent company tasked with overseeing different types of products or services than those offered by the parent company.

Edited Datetime True

Edited data of the company.

EditedBy String True

User who edited the company record.

Fax String False

The company's fax phone number.

FaxExtension String False

The company's fax phone number extension.

HierarchyLevel Int False

The positional level of where this company lays within a company hierarchy.

IdStatus String False

The relative social or professional position of an individual within a group or organization.

Industry String False

Economic activity concerned with the processing of raw materials and manufacture of goods in factories.

NumberOfEmployees Int False

The total number of employees that this company operates with.

ParentID String True

The unique identifier (id) of the parent company.

Phone String False

The company's phone number.

PhoneExtension String False

The company's phone number extension.

RecordOwner String True

Owner of the company record.

ReferredBy String False

Mention or allude to.

Region String False

A part of a country, of the world, etc., that is different or separate from other parts in some way.

Revenue Decimal False

The amount of money that this company actually receives during a specific period, including discounts and deductions for returned merchandise.

ShippingAddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

ShippingAddressCountry String False

A nation with its own government, occupying a particular territory.

ShippingAddressLine1 String False

Primary street address

ShippingAddressLine2 String False

Secondary street address

ShippingAddressLine3 String False

Miscellaneous street address

ShippingAddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

ShippingAddressState String False

A nation or territory considered as an organized political community under one government.

SicCode String False

Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.

Territory String False

Geographical area.

TickerSymbol String False

An arrangement of characters (usually letters) representing a particular security listed on an exchange or otherwise traded publicly.

TollFreeExtension String False

The company's toll free phone number.

TollFreePhone String False

The company's toll free phone number.

Website String False

The company's website.

AddressLatitude Decimal False

The angular distance of a place north or south of the earth's equator, or of a celestial object north or south of the celestial equator, usually expressed in degrees and minutes.

AddressLongitude Decimal False

The angular distance of a place east or west of the meridian at Greenwich, England, or west of the standard meridian of a celestial object, usually expressed in degrees and minutes.

BillingAddressLatitude Decimal False

The Billing address latitude.

BillingAddressLongitude Decimal False

The Billing address longitude.

ShippingAddressLatitude Decimal False

The Shipping address latitude.

ShippingAddressLongitude Decimal False

The Shipping address longitude.

HasDivisions Boolean False

This readonly property indicates that this company has divisions.

ImportDate Datetime False

This readonly property displays the date that the opportunity was imported into the system.

IsPrivate Boolean False

Indicates elevated security that only the creator/owner has access to this company.

RootParentId String False

The unique identifier (id) of the parent company.

RecordManagerID String False

The record manager.

CustomFields String False

Custom fields.

RecordManager String False

Manager of the activity.

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Build 24.0.9060