MCP Server for Vault CRM

Build 25.0.9440

MessageTemplates

Defines reusable templates for consistent messaging across campaigns or workflows.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the message template record, used to track and reference the specific template within the system.

Message Template Type String True

The type of message template, such as 'Email', 'SMS', or 'Letter', specifying the format or medium of the message.

Global ID String True

A globally unique identifier for the message template, ensuring consistent identification across systems and platforms.

Link String False

A URL or hyperlink associated with the message template, directing users to related resources, documents, or external systems.

Message Template Name String False

The name or title of the message template, used to distinguish it from other templates and provide an identifiable label.

Status String False

The current status of the message template, such as 'Active', 'Draft', or 'Inactive', indicating its lifecycle stage.

Created By String True

The individual or system that created the message template record, ensuring traceability and accountability.

Created Date Datetime True

The timestamp when the message template record was initially created, helping to track the creation date for reference or auditing.

Last Modified By String True

The individual or system that made the last modification to the message template, ensuring accountability for updates.

Last Modified Date Datetime True

The timestamp of the last modification made to the message template record, providing an audit trail of changes.

Message Template Id String False

A unique identifier for the specific message template, used for referencing and managing individual templates.

Message Template Text String False

The actual content of the message template, including the text or body used for generating the messages.

Message Template Status String False

The operational status of the message template, such as 'Published' or 'Under Review', indicating whether the template is ready for use.

Vault DNS String False

The DNS or domain name associated with the document repository where the message template is stored in the Vault system.

Vault External Id String False

An external identifier linking the message template to an external system or platform, facilitating integration with other tools or databases.

Vault GUID String False

A globally unique identifier for the message template in the Vault system, ensuring unique and consistent tracking of the template.

Vault Last Modified Date Datetime False

The timestamp of the last modification made to the message template in the Vault system, helping to track updates and changes.

Legacy CRM Id String False

The identifier used in the legacy CRM system to link this message template to earlier records, ensuring continuity across platforms.

Language String False

The language in which the message template is written, helping to localize or customize the template for different regions or audiences.

Owner String False

The individual or team responsible for managing and maintaining the message template, ensuring its accuracy and relevance over time.

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Build 25.0.9440