ODBC Driver for Act! CRM

Build 26.0.9770

Tasks

Query, create, update and delete the tasks.

Table Specific Information

Select

  • Id supports the '=' operator.
  • IsCleared supports the '=' operator.
  • IsAlarmCleared supports the '=' operator.
  • IsAlarmed supports the '=' operator.
  • OriginalTime supports the '<=,<,=,!=,>,>=' operator.
  • StartTime supports the '<=,<,=,!=,>,>=' operator.
  • EndTime supports the '<=,<,=,!=,>,>=' operator.
  • IsTimeless supports the '=' operator.
  • IsAllDay supports the '=' operator.
  • IsPrivate supports the '=' operator.
  • AttachmentLastModified supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentPersonal supports the '=' operator.
  • Subject supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Created supports the '<=,<,=,!=,>,>=' operator.
  • Edited supports the '<=,<,=,!=,>,>=' operator.
The driver uses the Act! CRM API to process search criteria that refer to the supported fields. The driver processes other filters client-side within the driver. For example, the following queries are processed server side:
SELECT * FROM Tasks WHERE Id = '12345'
SELECT * FROM Tasks WHERE Subject = 'Follow up call'

Insert

To insert a task, you must specify at least one contact, start time and end time.

INSERT INTO Tasks (ActivityTypeName, StartTime, EndTime, ContactsAggregate) VALUES ('To-Do', '2026-01-15T09:00:00', '2026-01-15T09:30:00', '[{\"id\":\"972df268-a4db-41db-bc32-4af89ab3034b\"}]')

Update

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

UPDATE Tasks SET Details = 'abc' WHERE Id = '2a82a5c3-c380-47a4-8b52-0eb003405def01152026'

Delete

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

DELETE FROM Tasks WHERE Id = 'dc75eaa5-c651-4118-93fc-0a4360458ec807022026'

Columns

Name Type ReadOnly Description
Id [KEY] String True

A unique identifier that represents the task.

SeriesID String True

A unique identifier that represents the activity. The id returned is based on whether it is recurring or not: RecurSourceActivityId or ActivityID.

IsCleared Boolean True

Indicates that the task has been cleared.

IsAlarmCleared Boolean True

Boolean value of IsAlarmCleared.

IsAlarmed Boolean False

Turns on/off an alarm for this task.

LeadMinutes Integer False

The number of minutes the alarm will sound before the task is scheduled to start.

AlarmDue String True

Alarm due.

OriginalTime Datetime False

The date and time for which this task was originally scheduled.

StartTime Datetime False

The time the task is to begin.

EndTime Datetime False

The time the task is to end.

Duration String True

The difference between the start time and end time of the task.

ExternalId String False

Provides a unique identifier to an external system.

CalendarUid String False

A unique calendar uid, common for all invited users.

AccessorId String False

The unique id of the activity accessor.

Location String False

Describes the physical location that the task is to take place.

IsTimeless Boolean False

Indicates whether a specified task is to be completed at a specific time-of-day.

IsAllDay Boolean False

Indicates whether the task takes up an entire day.

IsPrivate Boolean False

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

IsRecurring Boolean True

True if the task is recurring, otherwise false.

RecurSpecSeriesStart Datetime True

The start date and time of the recurring task series.

RecurSpecSeriesEnd Datetime True

The end date and time of the recurring task series.

RecurSpecIsEndless Boolean True

Indicates whether the recurring task series has no end date.

RecurSpecMonth Integer True

The month component of the recurrence schedule.

RecurSpecFrequency Integer True

The frequency of the recurrence.

RecurSpecRecurType String True

The type of recurrence (e.g., None, Daily, Weekly, Monthly).

RecurSpecDayDayAsInt Integer True

The day of the recurrence as an integer.

RecurSpecDayDaysOfWeek String True

The days of the week for the recurrence.

RecurSpecDayTypedDay String True

The typed day of the recurrence.

RecurSpecDayDayType String True

The day type of the recurrence.

RecurSpecDayOrdinal String True

The ordinal position of the day in the recurrence (e.g., First, Second, Last).

ActivityPriorityId Integer False

Activity priority value.

ActivityPriorityName String False

Displays the priority of the task.

ActivityTypeId Integer True

Displays the id of the type of the activity.

ActivityTypeName String False

Displays the type of the task.

AttachmentDisplayName String True

Gets presentation name of the attachment.

AttachmentFileExtension String True

Gets the extension of the attachment.

AttachmentFileName String True

Gets a string representing the attachment full path.

AttachmentFileSize Integer True

Gets the size (bytes) of the attachment.

AttachmentFileSizeDisplay String True

Gets the displayable text representation of the attachment.

AttachmentFileType String True

Gets the registered system file type name of the attachment.

AttachmentLastModified Datetime True

Gets the last modified date of the attachment.

AttachmentPersonal Boolean True

Indicates whether the attachment is bound for the personal supplemental files or the workgroup supplemental files.

BannerColor String False

The banner color.

Details String False

Additional detailed information about the task.

Subject String False

A description of the action to be completed.

Created Datetime True

The date and time the task was created.

Edited Datetime True

The date and time the task was last updated.

ScheduledById String False

The id of the task organizer.

ScheduledBy String True

The contact who created this task.

ScheduledForId String False

The id of the task organizer.

ScheduledFor String False

The name of the task organizer.

ScheduledWithCompany String True

Company name of the contact with whom this task was scheduled.

ScheduledWithEmail String True

Business email address of the contact with whom this task was scheduled.

ScheduledWithPhone String True

Phone number of the contact with whom this task was scheduled.

ScheduledWithPhoneExt String True

Phone extension of the contact with whom this task was scheduled.

CompaniesAggregate String False

List of companies that are associated to this task.

ContactsAggregate String False

List of contacts that are associated to this task. At least one contact is required.

GroupsAggregate String False

List of groups that are associated to this task.

OpportunitiesAggregate String False

List of opportunities that are associated to this task.

Copyright (c) 2026 CData Software, Inc. - All rights reserved.
Build 26.0.9770