Excel Add-In for Vault CRM

Build 25.0.9434

AccountClinicalTrials

Stores information about clinical trials associated with stakeholder accounts, capturing details such as trial names, roles of stakeholders, and participation metrics. This is derived from the 'stakeholder_clinical_trial__v' object.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique system-generated identifier for the Account Clinical Trial record. This is used internally to reference the record within Vault.

Global ID String True

A globally unique identifier assigned to the Account Clinical Trial record, ensuring consistency and traceability across integrated systems.

Link String False

A system-generated hyperlink reference that allows direct access to the record from the Vault interface or via API.

Account Clinical Trial Name String True

The display name of the Account Clinical Trial, typically used for user-friendly identification in reports and user interfaces.

Status String False

The current status of the Account Clinical Trial record, such as Active, Planned, Completed, or Terminated, indicating its phase or progress.

Created By String True

The username or ID of the Vault user who originally created the Account Clinical Trial record.

Created Date Datetime True

The timestamp indicating when the Account Clinical Trial record was first created in the system.

Last Modified By String True

The username or ID of the user who most recently updated the Account Clinical Trial record.

Last Modified Date Datetime True

The timestamp of the most recent update made to the Account Clinical Trial record.

External Id String False

An optional identifier used to link the record with external systems, such as a Customer Relationship Management (CRM) or third-party clinical database.

Participant String False

The name or identifier of the participant associated with the clinical trial for this account. This could be a healthcare provider or institution.

Role String False

The role that the associated account or participant plays in the clinical trial, such as Investigator, Sponsor, or Monitor.

Account ID String False

The unique identifier of the Account linked to this clinical trial record, referencing a record in the Accounts table.

Clinical Trial String False

The identifier or reference to the overarching Clinical Trial entity that this record is part of. This links the account to a specific trial.

Owner String False

The user ID of the record owner, often used for access control or workflow routing within Vault.

Legacy CRM Id String False

An identifier from a legacy CRM system used for data migration or historical tracking of the Account Clinical Trial record.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9434