Excel Add-In for Vault CRM

Build 25.0.9434

MeetingRequests

Captures requests for meetings between field staff and healthcare professionals.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the meeting request record, used to track and reference each request within the system.

Meeting Request Type String True

The type of the meeting request, such as 'Initial Consultation', 'Follow-Up', 'Strategy Session', classifying the nature of the meeting.

Global ID String True

A globally unique identifier for the meeting request, ensuring consistency across systems and easy cross-referencing.

Link String False

A URL or hyperlink associated with the meeting request, which can link to an external resource or document relevant to the meeting.

Meeting Request Name String True

The name or title of the meeting request, providing a quick reference to the meeting's purpose or topic.

Status String False

The current status of the meeting request, such as 'Pending', 'Confirmed', 'Declined', representing the request's state in the workflow.

Created By String True

The individual or system that created the meeting request record, providing accountability for its entry into the system.

Created Date Datetime True

The timestamp when the meeting request record was created, helping track when the request was first recorded.

Last Modified By String True

The individual or system that last modified the meeting request record, ensuring transparency in updates made.

Last Modified Date Datetime True

The timestamp of the last modification made to the meeting request record, providing an audit trail of changes.

Decline Reason String False

The reason provided for declining the meeting request, if applicable, to understand why the meeting was not accepted.

Duration Decimal False

The duration of the meeting request, specified in minutes or hours, indicating how long the meeting is scheduled to last.

External ID String False

An external identifier for the meeting request, used for linking to external systems or platforms.

Invitee String False

The name of the invitee for the meeting request, typically the person being invited to attend the meeting.

Is Hidden? Bool False

Indicates whether the meeting request is hidden from certain views or users, often used for privacy or internal tracking.

Meeting Type String False

The type of meeting, such as 'Virtual', 'In-Person', or 'Conference Call', indicating the format of the meeting.

Phone String False

The phone number associated with the meeting request, typically the number for contacting the invitee or assignee for phone meetings.

Start Datetime Datetime False

The start date and time for the meeting request, indicating when the meeting is scheduled to begin.

Status Last Modified DateTime Datetime False

The timestamp of the last modification made to the status of the meeting request, helping track when the status changed.

Engage Notification ID String False

An identifier for the engagement notification related to the meeting request, used for tracking notifications sent.

Invitee Email String False

The email address of the invitee, used for sending the meeting request or other notifications.

Invitee Time Zone String False

The time zone of the invitee, used to schedule the meeting according to their local time.

Invitee Locale String False

The locale of the invitee, used to determine language and regional settings for meeting communications.

Meeting Request Status String False

The overall status of the meeting request, such as 'Scheduled', 'Cancelled', 'Completed', representing the meeting's progress.

Account String False

The account associated with the meeting request, which helps categorize the meeting according to the account it pertains to.

Call String False

A reference to the associated call record, if the meeting is part of a call session, providing additional context to the meeting.

Assignee String False

The individual assigned to manage or coordinate the meeting request, ensuring that responsibilities are clear.

Scheduling Email String False

The email address used for sending scheduling-related communications about the meeting, such as invites or reminders.

Owner String False

The owner or person responsible for the meeting request record, ensuring accountability for the management of the meeting.

Legacy CRM Id String False

The identifier used in the legacy CRM system to link the meeting request record to earlier records in older platforms.

HCP Engage Profile ID String False

The ID of the healthcare professional's (HCP) profile associated with the meeting request, linking the request to the specific profile.

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Build 25.0.9434