Excel Add-In for Vault CRM

Build 25.0.9434

MonitoredPhrases

Stores specific phrases that are flagged or tracked during user interactions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the monitored phrase record, used to reference and track the phrase across systems.

Monitored Phrase Type String True

The type or category of the monitored phrase, indicating the specific use case or context, such as 'Search Phrase' or 'Alert Phrase'.

Global ID String True

A globally unique identifier for the monitored phrase record, ensuring consistency and identification across multiple systems.

Link String False

A URL or hyperlink associated with the monitored phrase record, used for linking to external resources or documentation related to the phrase.

Name String True

The name assigned to the monitored phrase, typically a descriptive title used to identify the phrase within the system.

Status String False

The current status of the monitored phrase, such as 'Active', 'Inactive', or 'Under Review', indicating its state within the monitoring process.

Created By String True

The individual or system that created the monitored phrase record, ensuring accountability for its entry into the system.

Created Date Datetime True

The date and time when the monitored phrase record was created, providing context for when the phrase was introduced into the system.

Last Modified By String True

The individual or system that last modified the monitored phrase record, allowing traceability of changes made to the phrase.

Last Modified Date Datetime True

The date and time when the monitored phrase record was last modified, ensuring an audit trail of all changes to the phrase.

Match Type String False

The match type used for the monitored phrase, indicating whether the phrase is matched exactly, partially, or with a wildcard, for example.

Phrase String False

The actual text of the monitored phrase, which is the target for the monitoring and analysis process.

External ID String False

An identifier used to reference the monitored phrase in external systems or databases, ensuring continuity and integration with other tools.

Monitoring Rule String False

The rule associated with the monitored phrase, describing the conditions or parameters under which the phrase is monitored or triggered.

Legacy CRM Id String False

The identifier for the monitored phrase in the legacy CRM system, used to maintain continuity between older and newer systems.

Mobile ID String False

The identifier associated with the mobile version of the monitored phrase record, used for tracking mobile-specific instances of the phrase.

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Build 25.0.9434