Code Assist MCP for Act! CRM

Build 25.0.9539

CloseReasonDetails

Generates opportunity data to summerizes how many times a reason has been closed.

Table Specific Information

Select

The server will use the Act! CRM API to process WHERE clause conditions built with the following column and operator. The server processes the rest of the filter is executed client-side within the server

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

The server processes other filters client-side within the server. For example, the following queries are processed server side:

SELECT * FROM CloseReasonDetails where CloseReason = 'Not specified'

The StatusType is a pseudo column which can be used to filter values for Status column using the following Enum values: open,won,lost,inactive.

SELECT * FROM CloseReasonDetails where StatusType = 'open' and CloseReason = 'Not specified'

Columns

Name Type Description
OppId String Opp Id
OppName String Opp Name
ActualCloseDate Datetime Actual Close Date
ActualValue Integer Actual Value
CloseReason String Close Reason
Status String Status

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
StatusType String StatusType

The allowed values are open, won, lost, inactive.

Date Datetime Date Range of Activities By User

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Build 25.0.9539