CallCycleEntries

Represents individual planned or completed call activities within a specific cycle, often used in territory alignment and planning. Each entry ties to a specific account, rep, and call cycle timeframe.

Columns


Name	Type	ReadOnly	Description
ID [KEY]	String	True	Unique identifier for the call cycle entry record, typically used internally by the system.
Global ID	String	True	System-assigned global identifier that uniquely distinguishes the record across environments, used for integration and deduplication.
Link	String	False	System-generated hyperlink reference pointing to the detailed view of the call cycle entry record.
Call Cycle Entry Name	String	True	User-defined or system-generated name of the call cycle entry, used to easily identify and differentiate records in user interfaces and reports.
Status	String	False	Current lifecycle state of the call cycle entry, such as Planned, Completed, or Cancelled, which determines workflow visibility and reporting.
Created By	String	True	Username or system ID of the user who originally created the call cycle entry record.
Created Date	Datetime	True	Timestamp indicating when the call cycle entry record was initially created in the system.
Last Modified By	String	True	Username or system ID of the user who last updated the call cycle entry.
Last Modified Date	Datetime	True	Timestamp reflecting the last time the call cycle entry record was modified, used for audit and tracking purposes.
Color	String	False	Optional color label assigned to the call cycle entry, which can be used in calendar views for categorization or prioritization.
Day Title	String	False	Descriptive title representing the day associated with the call cycle entry, such as ‘Monday AM Block' or ‘Field Visit Day'.
Day of Week	String	False	Day of the week for which the call cycle entry is scheduled, such as Monday, Tuesday, etc.
Duration	Decimal	False	Length of time (in hours or minutes) allocated to this call cycle entry, used for scheduling and workload calculations.
Mobile ID	String	False	Identifier used by mobile devices to uniquely track this call cycle entry during synchronization between mobile and server environments.
Start Time	String	False	Scheduled start time of the call cycle entry, typically formatted as HH:MM, indicating when the activity begins.
Week	Decimal	False	Numerical representation of the week within a calendar cycle or call cycle period, used for sequencing and analytics.
Account	String	False	Reference to the primary account associated with the call cycle entry, typically a healthcare professional or organization.
Child Account	String	False	Optional reference to a subordinate or affiliated account related to the primary account, used in hierarchical account structures.
Product Priority 1	String	False	Top-priority product to be discussed or promoted during the call cycle activity. This can influence content shown in the call plan.
Product Priority 2	String	False	Second-priority product scheduled for mention during the call cycle, which supports multi-product detailing.
Product Priority 3	String	False	Third-priority product included in the agenda for this call cycle activity, if applicable.
Product Priority 4	String	False	Fourth-priority product for this call cycle entry, typically used when multiple products are to be addressed in a single session.
Product Priority 5	String	False	Fifth-priority product to be covered in the call cycle entry, which is the lowest in planned promotional hierarchy for this visit.
Owner	String	False	User or system account assigned ownership of the call cycle entry, which determines permissions, visibility, and reporting responsibility.
Legacy CRM Id	String	False	Identifier referencing the equivalent record in a legacy Customer Relationship Management (CRM) system, used for backward compatibility or migration tracing.

Power BI Connector for Vault CRM

CallCycleEntries

Columns