Excel Add-In for Vault CRM

Build 25.0.9434

BusinessEventTargets

Defines the intended targets or stakeholders for business events, linking key activities with accounts, roles, or communication channels for outreach and tracking purposes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the business event target record.

Business Event Target Type String True

Indicates the specific type or classification of the business event target, such as a person, organization, or other target entity, as defined in the Vault object type metadata.

Global ID String True

System-wide globally unique identifier used for cross-environment or cross-system reference of the business event target.

Link String False

System-generated URL or reference pointer that links directly to the business event target record in the Vault system.

Business Event Target Name String True

The name of the business event target entity as displayed in Vault. This could be a person, institution, or other named target.

Status String False

The current lifecycle state of the business event target record (such as Active, Inactive, or Archived) within Vault's status model.

Created By String True

The user who initially created the business event target record in Vault, captured from Vault's system metadata.

Created Date Datetime True

The timestamp indicating when the business event target record was created in the Vault system.

Last Modified By String True

The user who last modified the business event target record, as recorded in Vault's system metadata.

Last Modified Date Datetime True

The date and time when the business event target record was last updated in Vault.

External ID String False

An optional identifier used to associate the business event target with an external system, such as a Customer Relationship Management (CRM) or third-party platform.

Next Visit Date Date False

The scheduled or anticipated date for the next interaction or visit associated with the business event target.

Pre Explain Date Date False

The date on which the pre-explanation activity was completed or scheduled for the business event target, typically preceding a primary visit or event.

Purchase Date Date False

The date when a purchase related to the business event target was made, often used for tracking sales or follow-up cycles.

Remaining Calls Decimal False

The number of planned or allowable calls or interactions still remaining with this business event target, based on business logic or call limits.

Account String False

Reference to the associated account record in Vault that the business event target is linked to, typically identified by a Vault object reference.

Business Event String False

Reference to the parent business event associated with this target, establishing the link between the event and the target record.

Account Name String True

The display name of the account associated with the business event target, used for reporting or human-readable output.

Legacy CRM Id String False

Identifier from a legacy CRM system that was used to track this business event target prior to migration into Vault.

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