Excel Add-In for Vault CRM

Build 25.0.9434

AccountLists

Defines groupings of account entities used for segmentation, reporting, or campaign targeting within the Vault system. This is backed by the 'account_list__v' object.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the account list record within the Vault system, primarily used for internal system operations and record referencing.

Global ID String True

System-generated global identifier that ensures universal uniqueness across multiple Vault environments or instances.

Link String False

URL or URI reference that points directly to the detailed account list record within the Vault web interface or API.

Account List Name String False

The display name of the account list, typically used for identifying the list in user interfaces, reports, and filters.

Status String False

Indicates the current lifecycle state of the account list, such as Active, Inactive, or Archived, based on its usability or approval.

Created By String True

Username or system identifier of the user who initially created the account list record.

Created Date Datetime True

Timestamp indicating when the account list record was first created in the Vault system.

Last Modified By String True

Username or system identifier of the user who last modified the account list record.

Last Modified Date Datetime True

Timestamp indicating the most recent modification to the account list record, useful for auditing and version control.

Access String False

Defines the permission level or visibility scope of the account list, such as Owner-only, Team-shared, or Public.

Display Order Decimal False

Numeric value used to control the display sequence of the account list in user-facing dropdowns or sorted views.

Icon Name String False

Name of the icon associated with the account list, used to visually represent it within Vault's UI or mobile interfaces.

Locked Date Datetime False

Timestamp marking when the account list was locked, typically to prevent further edits during a workflow or review process.

Mobile ID String False

Mobile-specific identifier used to sync the account list with external mobile applications or offline systems.

Locked By String False

Username or system identifier of the user who locked the record, often used to trace workflow actions or record freezes.

Owner String False

Reference to the user or group responsible for the account list, used to determine access rights and accountability.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system that was used before migrating data to Vault, facilitating historical data reconciliation.

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Build 25.0.9434