MCP Server for Vault CRM

Build 25.0.9440

Suggestions

Stores system-generated or user-submitted suggestions, including document recommendations, content delivery improvements, and workflow enhancements.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for each suggestion record within the system.

Suggestion Type String True

Indicates the type or classification of the suggestion, such as behavioral, promotional, or engagement-focused.

Global ID String True

System-generated global identifier that ensures uniqueness across all records, environments, and integrations.

Link String False

System-level reference or hyperlink associated with the suggestion, typically used for navigation or cross-referencing.

Suggestion Name String True

User-friendly name or title assigned to the suggestion for display in the interface.

Status String False

Current state of the suggestion, such as Draft, Active, Completed, or Dismissed.

Created By String True

User who initially created the suggestion record, typically represented by a user ID or username.

Created Date Datetime True

Timestamp indicating when the suggestion record was first created in the system.

Last Modified By String True

User who last updated the suggestion record, useful for auditing and collaboration.

Last Modified Date Datetime True

Date and time of the most recent update to the suggestion record.

Account Priority Score Decimal False

Numeric score representing the importance or priority level of the associated account, typically used for ranking or filtering.

Action Count Decimal False

Total number of user actions or interactions taken in response to the suggestion.

Actioned Decimal False

Count of how many times the suggestion has been marked as actioned or completed by users.

Call Objective CLM ID String False

Identifier linking the suggestion to a specific CLM (Closed Loop Marketing) call objective record.

Call Objective From Date Date False

Start date for the time range during which the related call objective is applicable.

Call Objective On By Default Bool False

Indicates whether the associated call objective should be automatically included by default when viewing or creating related activities.

Call Objective Record Type String False

Specifies the subtype or configuration of the related call objective record.

Call Objective To Date Date False

End date for the duration in which the related call objective remains valid.

Category String False

Categorization of the suggestion used for organization, segmentation, or reporting purposes.

Dismiss Count Decimal False

Total number of times the suggestion has been manually dismissed by users.

Dismissed Decimal False

Binary or flag-style indicator representing whether the suggestion has been dismissed (1) or not (0).

Dismiss Bool False

Boolean flag that controls whether the dismiss option is available for this suggestion in the user interface.

Mark as Complete Bool False

Boolean flag that determines if users are allowed to mark the suggestion as complete from the interface.

Score Bool False

Boolean flag that determines whether a scoring feature is available for this suggestion, often for feedback or effectiveness tracking.

Email Template ID String False

Reference to the unique identifier of the email template associated with the suggestion, typically used to automate email communications.

Email Template Vault ID String False

Unique Vault-specific identifier of the email template used for internal document linking and lifecycle tracking.

Email Template Bool False

Indicates whether the suggestion is associated with an email template, used for automating message content in communications.

Expiration Date Date False

The date after which the suggestion is considered expired and no longer actionable or visible in workflows.

Mark Complete Count Decimal False

The number of times users have marked the suggestion as complete, typically used for engagement or completion tracking.

Marked As Complete Decimal False

Indicates whether the suggestion has been flagged as completed by a user or process, stored as a decimal value for compatibility.

Do Not Display on Homepage Bool False

Boolean flag indicating whether the suggestion should be excluded from homepage display for user-specific views.

Planned Call Date Date False

The scheduled date for a follow-up or action related to the suggestion, often tied to call planning activities.

Posted Date Date False

The date when the suggestion was officially posted or made visible within the system.

Priority String False

Text label indicating the urgency or importance level of the suggestion, such as High, Medium, or Low.

Reason String False

Explanation or justification provided for the suggestion, often used in reporting or approval workflows.

Record Type Name String False

Name of the record type used to classify the suggestion, which helps determine behavior, layout, or workflow.

Suggestion External Id String False

Identifier used to link the suggestion to an external system, allowing for integration and traceability across platforms.

Suppress Reason Bool False

Boolean value that indicates whether the reason for the suggestion should be suppressed from view in user interfaces.

Title String False

Short descriptive title summarizing the content or purpose of the suggestion.

Account String False

Reference to the account entity that the suggestion is related to, typically representing an Healthcare Professional (HCP), Healthcare Organization (HCO), or customer record.

Suggestion Survey String False

Identifier linking the suggestion to a specific survey that can have generated the recommendation or data input.

Owner String False

Identifier of the user or system responsible for managing the suggestion, typically mapped to Vault user IDs.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system, used for historical mapping and data integrity across migrations.

Planned Call Channel String False

Channel intended for the planned follow-up, such as email, phone, or in-person interaction.

Planned Call DateTime Datetime False

The specific date and time scheduled for executing the action or communication tied to the suggestion.

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Build 25.0.9440