Excel Add-In for Vault CRM

Build 25.0.9434

Persons

Stores person-level data, often tied to accounts, HCPs, or CRM users.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the person record, serving as the primary key in the system.

Person Type String True

The type or category of the person, such as 'employee', 'contractor', or 'partner', specifying the nature of their role.

Name String True

The full name of the person, typically used for display purposes in the system.

Status String False

The current status of the person, indicating their active, inactive, or archived state in the system.

Created By String True

The user or system that created the person record, providing insight into who initiated the data entry.

Created Date Datetime True

The date and time when the person record was created, allowing for tracking of when the record was added.

Last Modified By String True

The user or system that last modified the person record, showing who made the most recent changes.

Last Modified Date Datetime True

The date and time when the person record was last modified, helping track the most recent update.

Email String False

The email address associated with the person, used for communication purposes within the system.

First Name String False

The first name of the person, typically used for personalization in communication.

Last Name String False

The last name of the person, typically used for identification purposes.

Image String False

A link to the person's image or avatar, used for displaying a photo or graphical representation.

Manager String False

The person or entity that manages or supervises the individual, identifying their direct supervisor or manager.

Language String False

The primary language spoken or preferred by the person, used to tailor communications or interactions.

Locale String False

The locale setting of the person, indicating their regional preferences such as language and format for dates and numbers.

User String False

The username associated with the person in the system, used for system access and identification.

Timezone String False

The timezone of the person, indicating their geographic time zone for scheduling and event management.

Mobile String False

The mobile phone number of the person, used for contacting them directly.

Global ID String True

A globally unique identifier for the person, ensuring consistency and uniqueness across different systems.

Link String False

A URL or hyperlink associated with the person, providing access to additional resources or details.

Veeva ID String True

The unique identifier associated with the person in Veeva, linking the person record to their Veeva profile.

Outbound Email Status String True

The status of any outbound emails sent to the person, such as 'sent', 'failed', or 'pending'.

Primary Street String False

The primary street address for the person, typically used for mailing purposes.

Primary City String False

The primary city in which the person resides, part of their main address.

Primary State String False

The primary state or province in which the person resides, part of their main address.

Primary Zip Code String False

The primary postal or ZIP code for the person's address, used for geographic location.

Primary Country String False

The primary country in which the person resides, part of their main address.

Secondary Street String False

The secondary street address for the person, used for additional address details if applicable.

Secondary City String False

The secondary city in which the person resides, part of their secondary address.

Secondary State String False

The secondary state or province in which the person resides, part of their secondary address.

Secondary Zip Code String False

The secondary postal or ZIP code for the person's address, used for geographic location of the secondary address.

Secondary Country String False

The secondary country in which the person resides, part of their secondary address.

User Country String False

The country of the person, used for categorizing them based on geographic region.

External ID String False

An external identifier assigned to the person, typically from another system or external database.

Fax String False

The fax number associated with the person, used for communication if required.

Middle Name String False

The middle name of the person, used for full identification purposes.

Mobile ID String False

A unique identifier for the mobile device associated with the person, used for managing device-specific data.

Office Phone String False

The office phone number of the person, used for professional communication.

Owner String False

The owner ID of the record, indicating who is responsible for managing or overseeing the person record.

Prefix String False

The prefix used before the person's name, such as 'Mr.', 'Dr.', or 'Mrs.', for formal addressing.

Suffix String False

The suffix used after the person's name, such as 'Jr.', 'Sr.', or 'III', indicating generational or professional designation.

In Merge String True

Indicates if the person record is in the process of being merged with another record.

Legacy CRM Id String False

The identifier of the person in the legacy CRM system, used for tracking and migration purposes.

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Build 25.0.9434