Excel Add-In for Vault CRM

Build 25.0.9434

Positions

Stores job titles or organizational roles associated with CRM users.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the position record.

Position Type String True

The type of position being tracked, such as primary or secondary role.

Global ID String True

A globally unique identifier used across systems for referencing the position record.

Link String False

A URL or link to more detailed information regarding the position.

Poitions Name String True

The name or title of the position held.

Status String False

The operational status of the position, such as active or inactive.

Created By String True

The identifier of the person or system that created the position record.

Created Date Datetime True

The date and time when the position record was created.

Last Modified By String True

The identifier of the person or system who last modified the position record.

Last Modified Date Datetime True

The date and time when the position record was last modified.

End Date Date False

The end date of the position, indicating when the role was concluded.

External Id String False

An external identifier used to reference the position in other systems.

Institution Type String False

The type of institution associated with the position, such as university, hospital, or company.

Institution String False

The name of the institution or organization where the position was held.

Job Title String False

The specific title or designation of the position held.

Past Position String False

The previous position held, if applicable, related to the current role.

Position Type2 String False

An additional categorization of the position type, if required for reporting or classification.

Primary Position Bool False

Indicates whether this is the primary position for the person.

Record Type Name String False

The type or category of the record, such as 'employment' or 'appointment'.

Start Date Date False

The date when the position commenced.

Account String False

The associated account or entity related to the position.

Owner String False

The owner or responsible entity for managing this position record.

Legacy CRM Id String False

The identifier used in the legacy CRM system for tracking this position.

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Build 25.0.9434