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"ProjectGuide"

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This provider name is implemented by the class SuperOffice.CRM.ArchiveLists.ProjectGuideProvider inside NetServer's SODatabase assembly.

Provider for the Project Guide, common to both Appointment and Document guide items and instances

This provider is a trivial aggregation of the Appointment and Document providers

Supported Entities

Name Description
"suggestedAppointment" Follow-ups
"onlyInstance" Created only
"appointment" Follow-ups
"milestone" Milestones only
"suggestedDocument" Documents
"document" Documents

Supported Columns

Name Restriction Description OrderBy
getAllRows bool GetAll: Get all rows of archive - use with care, you may be fetching the whole database
getNoRows bool GetNone: Do not get any rows from the archive
projectId int Project ID: Database ID of project record x
milestone None milestone: milestone
completed bool Completed: Displays a checkbox showing if an appointment is completed x
date date Date: Displays start date of a follow-up / sale date of a sale x
text string Text: Displays a descriptive text for the item x
stageName string Stage: Name of sale stages x
stageId int Stage ID: Database ID of a sale stage. x
stageOrderBy int Sort order for stages: Sort algorithm for sales stages x
suggestedItemId int Database ID (suggestion: The database ID of an entity (follow-up or document) that originates in a suggestion x
suggestedItemText string Name of entity (suggestion: The name of an entity (follow-up or document) that originates in a suggestion x
suggestedItemOrderBy int Sort order for suggestions: Sort algorithm for suggestions x
suggestedItemTooltip string Description: Description of a suggested item x
instanceItemId None Follow-up ID (suggestion: The database ID of a follow-up that originates in a suggestion
instanceItemText None Instance name (suggestion: Description of a follow-up or heading in a document that originates in a suggestion
hasInstance None Has instance: Does this suggested item have an instance?
deleted bool Deleted: Has this suggestion been deleted by the administrator? x
isMilestone None Milestone: Shows whether or not the follow-ups in this row are milestones
appointmentInstance/completed None Completed: Displays a checkbox showing if an appointment is completed
appointmentInstance/icon None Category: Displays the icon for an activity type
appointmentInstance/date None Date: Displays start date of a follow-up / sale date of a sale
appointmentInstance/time None Time: Time
appointmentInstance/type None Type: Displays the type of an activity
appointmentInstance/recordType None Record type : Shows the record type
appointmentInstance/text None Text: Displays a descriptive text for the item
appointmentInstance/associateId None ID: Displays the login ID of the associate who owns the activity.
appointmentInstance/contactId None Company ID: Database ID of company
appointmentInstance/personId None Contact ID: Database ID of the contact row
appointmentInstance/projectId None Project ID: Database ID of project record
appointmentInstance/saleId None Sale ID: The database ID of the sale record
appointmentInstance/userGroup None User group : The user group that owns the record
appointmentInstance/who None Who: Contact and/or company
appointmentInstance/updatedBy None Updated by: The user who last updated the data
appointmentInstance/updatedByFullName None Updated by - Full name: The user who last updated the data
appointmentInstance/updatedDate None Updated: The date/time the data was last updated in UTC.
appointmentInstance/registeredBy None Registered by: The user who registered the data
appointmentInstance/registeredByFullName None Registered by - Full name: The user who registered the data
appointmentInstance/registeredDate None Registered date: The date/time the data was registered in UTC.
appointmentInstance/appointmentId None DB ID: Displays the database ID of a row
appointmentInstance/endDate None End date: Displays the deadline for a follow-up/sale
appointmentInstance/priority None Priority: Displays the priority of the activity
appointmentInstance/alarm None Has alarm: Displays the alarm state of a follow-up
appointmentInstance/isFree None Is free: Displays whether the appointment should be considered free or busy
appointmentInstance/recurring None Repeating: Displays an icon indicating if the follow-up is part of a repeating follow-up
appointmentInstance/booking None Invitation: Displays an icon if the follow-up is an invitation. All invitations will be displayed in a tooltip.
appointmentInstance/intention None Intention: Displays the intention of the follow-up type
appointmentInstance/location None Location: Display the location where the follow-up will take place.
appointmentInstance/recurrenceRuleId None RR-ID: Repetition rule ID of follow-up
appointmentInstance/rawType None Type: Type field for appointment, not decoded or formatted
appointmentInstance/rawStatus None Status: Status field for the follow-up, not decoded or formatted
appointmentInstance/cautionWarning None Warning: Warning for invitations with potential problems: not properly synchronized with an external calendar, unsupported repetition pattern, e-mail notification failed, or other problems.
appointmentInstance/visibleInDiary None ExcludeBook: Is the activity visible in the diary?
appointmentInstance/endTime None End time: End time of an activity
appointmentInstance/suggestedAppointmentId None Follow-up ID (suggestion: The database ID of a follow-up that originates in a suggestion
appointmentInstance/completedDate None Completed date: Displays the actual date a follow-up/sale was marked as completed
appointmentInstance/isMilestone None Milestone: Shows whether or not the follow-ups in this row are milestones
appointmentInstance/invitedPersonId None ID of invited person: appointment.invitedpersonid record - utility for rd
appointmentInstance/recordTypeText None Activity type: The type of the activity (appointment, phone call, etc)
appointmentInstance/joinVideomeetUrl None Video meeting URL: URL for joining the video meeting
appointmentInstance/duration None Duration: The duration of the chat session
appointmentInstance/createdByWorkflow None Created by flow: Created by flow
appointmentInstance/visibleFor None Visible for
appointmentInstance/appointmentPublish/isPublished None Published: Displays an icon indicating if the project or sale has been published
appointmentInstance/appointmentPublish/publishedFrom None From date: Start date for publishing. The record will not be visible prior to this date
appointmentInstance/appointmentPublish/publishedTo None To date: End date for publishing. The record will not be visible after this date
appointmentInstance/appointmentPublish/publishedBy None Published by: Published by
appointmentInstance/contact/contactId None Company ID: Database ID of company
appointmentInstance/contact/name None Company name
appointmentInstance/contact/department None Department
appointmentInstance/contact/nameDepartment None Company: Displays the company an activity is linked to
appointmentInstance/contact/hasInfoText None Has note: Displays an icon indicating if there is additional information available about the contact
appointmentInstance/contact/hasInterests None Has interests: Displays an Icon indicating if the contact has active interests
appointmentInstance/contact/associateId None Our contact: Displays our contact
appointmentInstance/contact/category None Category
appointmentInstance/contact/business None Business
appointmentInstance/contact/country None Country: This criterion corresponds to the Country field on the Company card.
appointmentInstance/contact/countryId None Country ID: Country ID
appointmentInstance/contact/number None Number
appointmentInstance/contact/code None Code
appointmentInstance/contact/orgnr None VAT No.
appointmentInstance/contact/stop None Stop
appointmentInstance/contact/contactNoMail None No mailings (company
appointmentInstance/contact/updatedBy None Updated by: The user who last updated the data
appointmentInstance/contact/updatedByFullName None Updated by - Full name: The user who last updated the data
appointmentInstance/contact/updatedDate None Updated: The date/time the data was last updated in UTC.
appointmentInstance/contact/registeredBy None Registered by: The user who registered the data
appointmentInstance/contact/registeredByFullName None Registered by - Full name: The user who registered the data
appointmentInstance/contact/registeredDate None Registered date: The date/time the data was registered in UTC.
appointmentInstance/contact/contactSource None Source: Source (Company)
appointmentInstance/contact/contactDeleted None Deleted: Deleted
appointmentInstance/contact/phone/formattedNumber None Phone : Displays phone number
appointmentInstance/contact/activeErpLinks None ERP connected: Is there an active ERP Sync?
appointmentInstance/contact/deletedDate None Deleted date: Deleted date
appointmentInstance/contact/mainContact None Main contact: Main contact for this company
appointmentInstance/contact/contactPhone/formattedNumber None Telephone - Phone: Displays phone number
appointmentInstance/contact/contactPhone/description None Telephone - Description: Phone number description
appointmentInstance/contact/contactFax/formattedNumber None Fax - Phone: Displays phone number
appointmentInstance/contact/contactFax/description None Fax - Description: Phone number description

Supported Columns (cont.)

Name Restriction Description OrderBy
appointmentInstance/contact/searchPhone/formattedNumber None Searchphone - Phone: Displays phone number
appointmentInstance/contact/searchPhone/description None Searchphone - Description: Phone number description
appointmentInstance/contact/email/emailProtocol None Protocol: E-mail protocol, such as SMTP
appointmentInstance/contact/email/emailAddress None E-mail
appointmentInstance/contact/email/emailDescription None Description
appointmentInstance/contact/email/emailId None ID
appointmentInstance/contact/email/emailLastSent None Last sent: The date and time an e-mail was last sent to this address
appointmentInstance/contact/email/emailBounceCount None Bounce count: Bounce count for this e-mail address
appointmentInstance/contact/email/emailLastBounce None Last bounce: Date and time for last bounce to this e-mail address
appointmentInstance/contact/email/emailHasBounced None Has bounced: This checkbox is active if delivery to this e-mail address has failed.
appointmentInstance/contact/postAddress/addressId None Postal address - Address ID: Database ID for the address record
appointmentInstance/contact/postAddress/line1 None Postal address - Address 1: First line of the address
appointmentInstance/contact/postAddress/line2 None Postal address - Address 2: Second line of the address
appointmentInstance/contact/postAddress/line3 None Postal address - Address 3: Third line of the address
appointmentInstance/contact/postAddress/county None Postal address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format.
appointmentInstance/contact/postAddress/city None Postal address - City: This criterion corresponds to the City field on the Company card.
appointmentInstance/contact/postAddress/zip None Postal address - Postcode: This criterion corresponds to the Zip Code field on the Company card.
appointmentInstance/contact/postAddress/state None Postal address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format.
appointmentInstance/contact/postAddress/wgs84latitude None Postal address - Latitude: Latitude
appointmentInstance/contact/postAddress/wgs84longitude None Postal address - Longitude: Longitude
appointmentInstance/contact/postAddress/formattedAddress None Postal address - {formattedAddress}: {formattedAddress}
appointmentInstance/contact/postAddress/formattedMultiLineAddress None Postal address - {formattedAddress}: {formattedAddress}
appointmentInstance/contact/streetAddress/addressId None Street address - Address ID: Database ID for the address record
appointmentInstance/contact/streetAddress/line1 None Street address - Address 1: First line of the address
appointmentInstance/contact/streetAddress/line2 None Street address - Address 2: Second line of the address
appointmentInstance/contact/streetAddress/line3 None Street address - Address 3: Third line of the address
appointmentInstance/contact/streetAddress/county None Street address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format.
appointmentInstance/contact/streetAddress/city None Street address - City: This criterion corresponds to the City field on the Company card.
appointmentInstance/contact/streetAddress/zip None Street address - Postcode: This criterion corresponds to the Zip Code field on the Company card.
appointmentInstance/contact/streetAddress/state None Street address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format.
appointmentInstance/contact/streetAddress/wgs84latitude None Street address - Latitude: Latitude
appointmentInstance/contact/streetAddress/wgs84longitude None Street address - Longitude: Longitude
appointmentInstance/contact/streetAddress/formattedAddress None Street address - {formattedAddress}: {formattedAddress}
appointmentInstance/contact/streetAddress/formattedMultiLineAddress None Street address - {formattedAddress}: {formattedAddress}
appointmentInstance/contact/restrictionAddress/addressId None Search address - Address ID: Database ID for the address record
appointmentInstance/contact/restrictionAddress/line1 None Search address - Address 1: First line of the address
appointmentInstance/contact/restrictionAddress/line2 None Search address - Address 2: Second line of the address
appointmentInstance/contact/restrictionAddress/line3 None Search address - Address 3: Third line of the address
appointmentInstance/contact/restrictionAddress/county None Search address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format.
appointmentInstance/contact/restrictionAddress/city None Search address - City: This criterion corresponds to the City field on the Company card.
appointmentInstance/contact/restrictionAddress/zip None Search address - Postcode: This criterion corresponds to the Zip Code field on the Company card.
appointmentInstance/contact/restrictionAddress/state None Search address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format.
appointmentInstance/contact/restrictionAddress/wgs84latitude None Search address - Latitude: Latitude
appointmentInstance/contact/restrictionAddress/wgs84longitude None Search address - Longitude: Longitude
appointmentInstance/contact/restrictionAddress/formattedAddress None Search address - {formattedAddress}: {formattedAddress}
appointmentInstance/contact/restrictionAddress/formattedMultiLineAddress None Search address - {formattedAddress}: {formattedAddress}
appointmentInstance/contact/url/URLAddress None URL
appointmentInstance/contact/url/URLDescription None Description
appointmentInstance/contact/contactAssociate/firstName None First name: Displays the contact's first name
appointmentInstance/contact/contactAssociate/lastName None Last name: Displays the contact's last name
appointmentInstance/contact/contactAssociate/middleName None Middle Name : Displays the contact's middle name.
appointmentInstance/contact/contactAssociate/fullName None Full name: Displays full name of user (first, middle, last - according to settings)
appointmentInstance/contact/contactAssociate/contactId None Company ID: Database ID of the company the user belongs to
appointmentInstance/contact/contactAssociate/personId None Contact ID: Database ID of the contact row
appointmentInstance/contact/contactAssociate/mrMrs None Mr/Ms: Displays whether the contact is addressed as Mr or Ms
appointmentInstance/contact/contactAssociate/title None Title: Displays whether the contact is addressed as Mr or Ms
appointmentInstance/contact/contactAssociate/associateDbId None ID
appointmentInstance/contact/contactAssociate/contactName None Owning company: Name of the company the user belongs to
appointmentInstance/contact/contactAssociate/contactDepartment None Owning department: Name of the department at the company the user belongs to
appointmentInstance/contact/contactAssociate/usergroup None Primary group: The user's primary user group
appointmentInstance/contact/contactAssociate/contactFullName None Owner: Name and department of the company the user belongs to
appointmentInstance/contact/contactAssociate/contactCategory None Category: Category
appointmentInstance/contact/contactAssociate/role None Role : Role
appointmentInstance/contact/contactAssociate/assocName None User ID : User ID
appointmentInstance/contact/contactAssociate/assocTooltip None Description : Description
appointmentInstance/contact/contactAssociate/assocType None Type: Type of user: associate, external user, system user, anonymous account
appointmentInstance/contact/contactAssociate/ejUserId None Service user ID: The database ID of a Service user
appointmentInstance/contact/contactAssociate/simultaneousEjUser None Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
appointmentInstance/contact/contactAssociate/ejDisplayName None Nick name: User's nick name in Service
appointmentInstance/contact/contactAssociate/ejStatus None Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
appointmentInstance/contact/contactAssociate/credentialType None Auth. type: What type of credentials to use when this user logs in
appointmentInstance/contact/contactAssociate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in
appointmentInstance/contact/contactAssociate/isActive None Active: Is this user active, and should be able to log in?
appointmentInstance/contact/contactAssociate/isActiveText None Active status: Is this user active, and should be able to log in?
appointmentInstance/contact/contactAssociate/portraitThumbnail None Person image: Person image
appointmentInstance/contact/contactAssociate/otherGroups None Other groups: Other groups
appointmentInstance/contact/contactAssociate/userName None User name: User name
appointmentInstance/contact/contactAssociate/personEmail None E-mail
appointmentInstance/contact/contactAssociate/locationAddress None Location: Location
appointmentInstance/contact/contactAssociate/isLocation None Is a location: Is a location
appointmentInstance/contact/contactInterestIds None Company Interest: This criterion corresponds to the Interests tab on the Company card.
appointmentInstance/contact/contactUdef/SuperOffice:1 None companyshorttext: tooltipshorttext
appointmentInstance/contact/contactUdef/SuperOffice:2 None companylongtext: tooltiplongtext
appointmentInstance/contact/contactUdef/SuperOffice:3 None companynumber
appointmentInstance/contact/contactUdef/SuperOffice:4 None companydate
appointmentInstance/contact/contactUdef/SuperOffice:5 None companyunlimiteddate: tooltipunlimiteddate
appointmentInstance/contact/contactUdef/SuperOffice:6 None companycheckbox
appointmentInstance/contact/contactUdef/SuperOffice:7 None companydropdownlistbox
appointmentInstance/contact/contactUdef/SuperOffice:8 None companydecimal
appointmentInstance/contact/contactUdef/SuperOffice:9 None page1saleonly
appointmentInstance/contact/contactUdef/SuperOffice:10 None page1marketingonly
appointmentInstance/contact/contactUdef/SuperOffice:11 None page1adminonly
appointmentInstance/contact/contactUdef/SuperOffice:12 None Udlist one: Static tooltip for udlist one
appointmentInstance/contact/contactUdef/SuperOffice:13 None Udlist two: Static tooltip for udlist two
appointmentInstance/contact/contactExtra/x_contact_integer None Extra Integer: Custom integer field
appointmentInstance/contact/contactExtra/x_contact_default_integer None Extra Default Integer: Custom integer field with default value 123.
appointmentInstance/contact/contactExtra/x_contact_float None Extra Float: Custom float field with 3 decimals
appointmentInstance/contact/contactExtra/x_contact_longtext None Extra LongText: Custom long text field. DO not keep HTML. 3 Line text area editor
appointmentInstance/contact/contactExtra/x_contact_dropdown None Extra Long Dropdown: Custom long text field with dropdown: Volvo, Saab, etc.
appointmentInstance/contact/contactExtra/x_contact_date None Extra date: Custom date field. User current as default.

Supported Columns (cont.)

Name Restriction Description OrderBy
appointmentInstance/contact/contactExtra/x_contact_datetime None Extra DateTime: Custom Date Time field. No default value. External
appointmentInstance/contact/contactExtra/x_contact_time None Extra time: Custom time field.
appointmentInstance/contact/contactExtra/x_contact_boolean None Extra boolean: Custom boolean field.
appointmentInstance/contact/contactExtra/x_contact_timespan None Extra timespan: Custom timespan field. Hours and minutes in 10 units
appointmentInstance/contact/contactExtra/x_contact_shorttext None Extra short text: Custom short text field. Keep HTML tags.
appointmentInstance/contact/contactExtra/x_contact_short_dropdown None Extra short dropdown: Custom short text with dropdown list. Red, Green or Blue or Purple. External.
appointmentInstance/contact/contactExtra/x_contact_contact_relation None Extra Company: Custom company relation. Do not show one-to-many relations. Show function buttons
appointmentInstance/contact/contactExtra/x_contact_request_relation None Extra Request relation: Request relation on company
appointmentInstance/contact/contactExtra/x_contact_contact None Extra contact relation: Contact relation on company
appointmentInstance/contact/contactExtra/y_organization/x_name None Organization - Name
appointmentInstance/contact/NumberOfActivities None Number of activities
appointmentInstance/contact/NumberOfActivitiesInPeriod None Number of activities in last 90 days
appointmentInstance/contact/NumberOfNotCompletedActivities None Number of non-completed activities
appointmentInstance/contact/NumberOfNotCompletedActivitiesInPeriod None Number of non-completed activities in last 90 days
appointmentInstance/contact/LastActivity None Date of last activity
appointmentInstance/contact/LastCompletedActivity None Date of last completed activity
appointmentInstance/contact/LastDoByActivity None Date of last non-completed activity
appointmentInstance/contact/NumberOfSales None Number of sales
appointmentInstance/contact/NumberOfSalesInPeriod None Number of sales in last 90 days
appointmentInstance/contact/NumberOfNotCompletedSales None Number of non-completed sales
appointmentInstance/contact/NumberOfNotCompletedSalesInPeriod None Number of non-completed sales in last 90 days
appointmentInstance/contact/LastSale None Date of last sale
appointmentInstance/contact/LastCompletedSale None Date of last completed sale
appointmentInstance/contact/LastDoBySale None Date of last non-completed sale
appointmentInstance/contact/NumberOfTickets None Number of requests
appointmentInstance/contact/NumberOfTicketsInPeriod None Number of requests in last 90 days
appointmentInstance/contact/NumberOfNotCompletedTickets None Number of non-completed requests
appointmentInstance/contact/NumberOfNotCompletedTicketsInPeriod None Number of non-completed requests in last 90 days
appointmentInstance/contact/LastTicket None Date of last request
appointmentInstance/contact/LastCompletedTicket None Date of last completed request
appointmentInstance/contact/LastDoByTicket None Date of last non-completed request
appointmentInstance/contact/SaintStatus1 None Neglected customer: Denne kunden har det vært 0 salgsaktiviteter på i perioden.
appointmentInstance/contact/SaintStatus2 None C-company: Kundens navn starter med bokstaven C
appointmentInstance/contact/saintSaleStatus None With status
appointmentInstance/contact/saintAmountClass None Amount class
appointmentInstance/contact/saintActivityType None SAINT type
appointmentInstance/contact/saintDirection None Direction
appointmentInstance/contact/saintIntention None Intention
appointmentInstance/contact/saintTicketStatus None Status
appointmentInstance/contact/saintTicketCategory None Category
appointmentInstance/person/personId None DB ID: Displays the database ID of a contact
appointmentInstance/person/firstName None First name: Displays the contact's first name
appointmentInstance/person/lastName None Last name: Displays the contact's last name
appointmentInstance/person/middleName None Middle name: Displays the contact's middle name.
appointmentInstance/person/fullName None Contact: Displays the contact to which an item is linked
appointmentInstance/person/contactId None Company ID: Database ID of company
appointmentInstance/person/hasInfoText None Has note: Displays an icon indicating if there is additional information available about the contact
appointmentInstance/person/hasInterests None Has interests: Displays an Icon indicating if the contact has active interests
appointmentInstance/person/personHasInterests None Has interests: Displays an Icon indicating if the contact has active interests
appointmentInstance/person/mrMrs None Mr/Ms: Displays whether the contact is addressed as Mr or Ms
appointmentInstance/person/position None Position
appointmentInstance/person/personNumber None Number: Displays the contact's number
appointmentInstance/person/title None Title: Displays the contact's job title
appointmentInstance/person/personCountry None Country: Country
appointmentInstance/person/personCountryId None Country ID: Country ID
appointmentInstance/person/personNoMail None No Mailings: Displays the contact's No Mailings checkbox
appointmentInstance/person/rank None Rank: Displays a contact's current rank
appointmentInstance/person/birthdate None Birthdate: Displays the contact's date of birth
appointmentInstance/person/associateType None User type: Displays an icon indicating if a contact is an associate or external contact with log-in rights and currently online. This information is updated only once while the archive is loading.
appointmentInstance/person/useAsMailingAddress None Use as postal address: Use as postal address
appointmentInstance/person/personSource None Source: Source (Contact)
appointmentInstance/person/retired None Former employee: Indicates whether the contact has retired/left the company
appointmentInstance/person/birthYear None Birth year: Displays contact's birth year
appointmentInstance/person/birthMonth None Birth month: Displays contact's birth month
appointmentInstance/person/birthDay None Birth day: Displays contact's birth day (day of month)
appointmentInstance/person/kanaFirstName None First name, kana: Contact's first name, in kana alphabet
appointmentInstance/person/kanaLastName None Last name, kana: Contact's last name, in kana alphabet
appointmentInstance/person/personUpdatedBy None Updated by: The user who last updated the data
appointmentInstance/person/personUpdatedByFullName None Updated by - Full name: The user who last updated the data
appointmentInstance/person/personUpdatedDate None Updated: The date/time the data was last updated in UTC.
appointmentInstance/person/personRegisteredBy None Registered by: The user who registered the data
appointmentInstance/person/personRegisteredByFullName None Registered by - Full name: The user who registered the data
appointmentInstance/person/personRegisteredDate None Registered date: The date/time the data was registered in UTC.
appointmentInstance/person/portraitThumbnail None Person image: Person image
appointmentInstance/person/personActiveErpLinks None ERP connected: Is there an active ERP Sync?
appointmentInstance/person/ticketPriority None Service priority: Default service priority for this contact
appointmentInstance/person/supportLanguage None Preferred language: Preferred language used for reply templates and more
appointmentInstance/person/supportAssociate None Our service contact: Default service contact for this contact
appointmentInstance/person/supportAssociateFullName None Our service contact - Full name: Default service contact for this contact
appointmentInstance/person/personAssociateId None Our contact: Displays our contact
appointmentInstance/person/personAssociateFullName None Our contact - Full name: Displays our contact
appointmentInstance/person/personCategory None Category
appointmentInstance/person/personBusiness None Business
appointmentInstance/person/personDeletedDate None Deleted date: Deleted date
appointmentInstance/person/hasCompany None Has company: The contact is associated with a company
appointmentInstance/person/isProjectMember None Is project member: This person is a project member
appointmentInstance/person/isStakeholder None Is stakeholder: This person is a sale stakeholder
appointmentInstance/person/updatedByWorkflow None Updated by flow: Updated by flow
appointmentInstance/person/whenUpdatedByWorkflow None When updated by flow: When updated by flow
appointmentInstance/person/createdByForm None Created by form: Created by form
appointmentInstance/person/phone/formattedNumber None Phone : Displays phone number
appointmentInstance/person/personDirectPhone/formattedNumber None Direct - Phone: Displays phone number
appointmentInstance/person/personDirectPhone/description None Direct - Description: Phone number description
appointmentInstance/person/personMobilePhone/formattedNumber None Mobile - Phone: Displays phone number
appointmentInstance/person/personMobilePhone/description None Mobile - Description: Phone number description
appointmentInstance/person/personPrivate/formattedNumber None Private - Phone: Displays phone number
appointmentInstance/person/personPrivate/description None Private - Description: Phone number description
appointmentInstance/person/personPager/formattedNumber None Other - Phone: Displays phone number
appointmentInstance/person/personPager/description None Other - Description: Phone number description
appointmentInstance/person/personDirectFax/formattedNumber None Fax - Phone: Displays phone number

Supported Columns (cont.)

Name Restriction Description OrderBy
appointmentInstance/person/personDirectFax/description None Fax - Description: Phone number description
appointmentInstance/person/searchPhone/formattedNumber None Phone : Displays phone number
appointmentInstance/person/searchPhone/description None Description: Phone number description
appointmentInstance/person/personInfo/textId None Text ID
appointmentInstance/person/personInfo/infoText None Information: Displays the text entered in the description field
appointmentInstance/person/email/emailProtocol None Protocol: E-mail protocol, such as SMTP
appointmentInstance/person/email/emailAddress None E-mail
appointmentInstance/person/email/emailDescription None Description
appointmentInstance/person/email/emailId None ID
appointmentInstance/person/email/emailLastSent None Last sent: The date and time an e-mail was last sent to this address
appointmentInstance/person/email/emailBounceCount None Bounce count: Bounce count for this e-mail address
appointmentInstance/person/email/emailLastBounce None Last bounce: Date and time for last bounce to this e-mail address
appointmentInstance/person/email/emailHasBounced None Has bounced: This checkbox is active if delivery to this e-mail address has failed.
appointmentInstance/person/personUrl/URLAddress None URL
appointmentInstance/person/personUrl/URLDescription None Description
appointmentInstance/person/personAddress/addressId None Contact address - Address ID: Database ID for the address record
appointmentInstance/person/personAddress/line1 None Contact address - Address 1: First line of the address
appointmentInstance/person/personAddress/line2 None Contact address - Address 2: Second line of the address
appointmentInstance/person/personAddress/line3 None Contact address - Address 3: Third line of the address
appointmentInstance/person/personAddress/county None Contact address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format.
appointmentInstance/person/personAddress/city None Contact address - City: This criterion corresponds to the City field on the Company card.
appointmentInstance/person/personAddress/zip None Contact address - Postcode: This criterion corresponds to the Zip Code field on the Company card.
appointmentInstance/person/personAddress/state None Contact address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format.
appointmentInstance/person/personAddress/wgs84latitude None Contact address - Latitude: Latitude
appointmentInstance/person/personAddress/wgs84longitude None Contact address - Longitude: Longitude
appointmentInstance/person/personAddress/formattedAddress None Contact address - {formattedAddress}: {formattedAddress}
appointmentInstance/person/personAddress/formattedMultiLineAddress None Contact address - {formattedAddress}: {formattedAddress}
appointmentInstance/person/restrictionAddress/addressId None Search address - Address ID: Database ID for the address record
appointmentInstance/person/restrictionAddress/line1 None Search address - Address 1: First line of the address
appointmentInstance/person/restrictionAddress/line2 None Search address - Address 2: Second line of the address
appointmentInstance/person/restrictionAddress/line3 None Search address - Address 3: Third line of the address
appointmentInstance/person/restrictionAddress/county None Search address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format.
appointmentInstance/person/restrictionAddress/city None Search address - City: This criterion corresponds to the City field on the Company card.
appointmentInstance/person/restrictionAddress/zip None Search address - Postcode: This criterion corresponds to the Zip Code field on the Company card.
appointmentInstance/person/restrictionAddress/state None Search address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format.
appointmentInstance/person/restrictionAddress/wgs84latitude None Search address - Latitude: Latitude
appointmentInstance/person/restrictionAddress/wgs84longitude None Search address - Longitude: Longitude
appointmentInstance/person/restrictionAddress/formattedAddress None Search address - {formattedAddress}: {formattedAddress}
appointmentInstance/person/restrictionAddress/formattedMultiLineAddress None Search address - {formattedAddress}: {formattedAddress}
appointmentInstance/person/personInterestIds None Contact interest: This criterion corresponds to a contact's interests. It is available via the Contact dialog's Interests tab.
appointmentInstance/person/personUdef/SuperOffice:1 None contactshorttext: tooltipshorttext
appointmentInstance/person/personUdef/SuperOffice:2 None contactlongtext: tooltiplongtext
appointmentInstance/person/personUdef/SuperOffice:3 None contactnumber
appointmentInstance/person/personUdef/SuperOffice:4 None contactdate
appointmentInstance/person/personUdef/SuperOffice:5 None contactunlimiteddate: tooltipunlimiteddate
appointmentInstance/person/personUdef/SuperOffice:6 None contactcheckbox
appointmentInstance/person/personUdef/SuperOffice:7 None contactdropdownlistbox
appointmentInstance/person/personUdef/SuperOffice:8 None contactdecimal
appointmentInstance/person/personUdef/SuperOffice:9 None page1saleonly
appointmentInstance/person/personUdef/SuperOffice:10 None page1marketingonly
appointmentInstance/person/personUdef/SuperOffice:11 None page1adminonly
appointmentInstance/person/personExtra/x_person_integer None Extra Integer: Custom person integer
appointmentInstance/person/personExtra/x_person_float None Extra float: Custom float field
appointmentInstance/person/personExtra/x_person_longtext None Extra Long Text: Custom long text field on person, keep HTML tags. Simple input, not text area. Default value = 'Hello there'
appointmentInstance/person/personExtra/x_person_date None Extra date: Custom date field on person. Default value = 28.03.2019
appointmentInstance/person/personExtra/x_person_datetime None Extra DateTime: Custom person date and time field. No default
appointmentInstance/person/personExtra/x_person_time None Extra time: Custom time field on person. Current time as default
appointmentInstance/person/personExtra/x_person_boolean None Extra Boolean: Custom boolean field on person. Default checked
appointmentInstance/person/personExtra/x_person_timespan None Extra timespan: Custom timespan on person. Minutes only in 15 units
appointmentInstance/person/personExtra/x_person_shorttext None Extra short text: Custom short text on person. With index. Do not keep HTML tags
appointmentInstance/person/personExtra/x_person_shorttext_list None Extra short dropdown: Custom Short text dropdown field on person: black, white, transparent
appointmentInstance/person/personExtra/x_person_user_relation None Extra user relation: Custom person-user relation field
appointmentInstance/person/personExtra/x_person_category_relation None Extra category relation: Custom person-category relation
appointmentInstance/person/personExtra/x_person_priority_relation None Extra priority relation: Custom person-priority relation
appointmentInstance/person/personExtra/x_person_request_relation None Extra request relation: Request relation on contact
appointmentInstance/person/personExtra/x_person_appointment_relation None Extra appointment relation: Appointment relation on person
appointmentInstance/person/personExtra/x_person_contact_relation None Extra company relation: Company relation on contact
appointmentInstance/person/personExtra/y_rental/id None Rental - id: Displays the row's primary key (y_rental)
appointmentInstance/person/personExtra/y_rental/x_start None Rental - Start rental
appointmentInstance/person/personExtra/y_rental/x_end None Rental - End
appointmentInstance/person/personExtra/y_rental/x_amount None Rental - Amount: Number to rent. Default = 1
appointmentInstance/person/personExtra/y_rental/x_contact None Rental - Renter: Company that rents equipment
appointmentInstance/person/personExtra/y_rental/y_equipment/x_name None Rental - Equipment - Name: Equpment name custom field. Cannot be null., show in table
appointmentInstance/person/personExtra/y_car/id None Car - id: Displays the row's primary key (y_car)
appointmentInstance/person/personAssociate/firstName None First name: Displays the contact's first name
appointmentInstance/person/personAssociate/lastName None Last name: Displays the contact's last name
appointmentInstance/person/personAssociate/middleName None Middle Name : Displays the contact's middle name.
appointmentInstance/person/personAssociate/fullName None Full name: Displays full name of user (first, middle, last - according to settings)
appointmentInstance/person/personAssociate/contactId None Company ID: Database ID of the company the user belongs to
appointmentInstance/person/personAssociate/personId None Contact ID: Database ID of the contact row
appointmentInstance/person/personAssociate/mrMrs None Mr/Ms: Displays whether the contact is addressed as Mr or Ms
appointmentInstance/person/personAssociate/title None Title: Displays whether the contact is addressed as Mr or Ms
appointmentInstance/person/personAssociate/associateDbId None ID
appointmentInstance/person/personAssociate/contactName None Owning company: Name of the company the user belongs to
appointmentInstance/person/personAssociate/contactDepartment None Owning department: Name of the department at the company the user belongs to
appointmentInstance/person/personAssociate/usergroup None Primary group: The user's primary user group
appointmentInstance/person/personAssociate/contactFullName None Owner: Name and department of the company the user belongs to
appointmentInstance/person/personAssociate/contactCategory None Category: Category
appointmentInstance/person/personAssociate/role None Role : Role
appointmentInstance/person/personAssociate/assocName None User ID : User ID
appointmentInstance/person/personAssociate/assocTooltip None Description : Description
appointmentInstance/person/personAssociate/assocType None Type: Type of user: associate, external user, system user, anonymous account
appointmentInstance/person/personAssociate/ejUserId None Service user ID: The database ID of a Service user
appointmentInstance/person/personAssociate/simultaneousEjUser None Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
appointmentInstance/person/personAssociate/ejDisplayName None Nick name: User's nick name in Service
appointmentInstance/person/personAssociate/ejStatus None Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
appointmentInstance/person/personAssociate/credentialType None Auth. type: What type of credentials to use when this user logs in
appointmentInstance/person/personAssociate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in
appointmentInstance/person/personAssociate/isActive None Active: Is this user active, and should be able to log in?
appointmentInstance/person/personAssociate/isActiveText None Active status: Is this user active, and should be able to log in?

Supported Columns (cont.)

Name Restriction Description OrderBy
appointmentInstance/person/personAssociate/portraitThumbnail None Person image: Person image
appointmentInstance/person/personAssociate/otherGroups None Other groups: Other groups
appointmentInstance/person/personAssociate/userName None User name: User name
appointmentInstance/person/personAssociate/personEmail None E-mail
appointmentInstance/person/personAssociate/locationAddress None Location: Location
appointmentInstance/person/personAssociate/isLocation None Is a location: Is a location
appointmentInstance/person/correspondingAssociate/firstName None First name: Displays the contact's first name
appointmentInstance/person/correspondingAssociate/lastName None Last name: Displays the contact's last name
appointmentInstance/person/correspondingAssociate/middleName None Middle Name : Displays the contact's middle name.
appointmentInstance/person/correspondingAssociate/fullName None Full name: Displays full name of user (first, middle, last - according to settings)
appointmentInstance/person/correspondingAssociate/contactId None Company ID: Database ID of the company the user belongs to
appointmentInstance/person/correspondingAssociate/personId None Contact ID: Database ID of the contact row
appointmentInstance/person/correspondingAssociate/mrMrs None Mr/Ms: Displays whether the contact is addressed as Mr or Ms
appointmentInstance/person/correspondingAssociate/title None Title: Displays whether the contact is addressed as Mr or Ms
appointmentInstance/person/correspondingAssociate/associateDbId None ID
appointmentInstance/person/correspondingAssociate/contactName None Owning company: Name of the company the user belongs to
appointmentInstance/person/correspondingAssociate/contactDepartment None Owning department: Name of the department at the company the user belongs to
appointmentInstance/person/correspondingAssociate/usergroup None Primary group: The user's primary user group
appointmentInstance/person/correspondingAssociate/contactFullName None Owner: Name and department of the company the user belongs to
appointmentInstance/person/correspondingAssociate/contactCategory None Category: Category
appointmentInstance/person/correspondingAssociate/role None Role : Role
appointmentInstance/person/correspondingAssociate/assocName None User ID : User ID
appointmentInstance/person/correspondingAssociate/assocTooltip None Description : Description
appointmentInstance/person/correspondingAssociate/assocType None Type: Type of user: associate, external user, system user, anonymous account
appointmentInstance/person/correspondingAssociate/ejUserId None Service user ID: The database ID of a Service user
appointmentInstance/person/correspondingAssociate/simultaneousEjUser None Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
appointmentInstance/person/correspondingAssociate/ejDisplayName None Nick name: User's nick name in Service
appointmentInstance/person/correspondingAssociate/ejStatus None Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
appointmentInstance/person/correspondingAssociate/credentialType None Auth. type: What type of credentials to use when this user logs in
appointmentInstance/person/correspondingAssociate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in
appointmentInstance/person/correspondingAssociate/isActive None Active: Is this user active, and should be able to log in?
appointmentInstance/person/correspondingAssociate/isActiveText None Active status: Is this user active, and should be able to log in?
appointmentInstance/person/correspondingAssociate/portraitThumbnail None Person image: Person image
appointmentInstance/person/correspondingAssociate/otherGroups None Other groups: Other groups
appointmentInstance/person/correspondingAssociate/userName None User name: User name
appointmentInstance/person/correspondingAssociate/personEmail None E-mail
appointmentInstance/person/correspondingAssociate/locationAddress None Location: Location
appointmentInstance/person/correspondingAssociate/isLocation None Is a location: Is a location
appointmentInstance/person/isMailingRecipient None Is mailing recipient: isMailingRecipient
appointmentInstance/person/hasStoreConsent None Consent - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers.
appointmentInstance/person/withdrawnStoreConsent None Consent is withdrawn - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers.
appointmentInstance/person/hasEmarketingConsent None Consent - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes.
appointmentInstance/person/withdrawnEmarketingConsent None Consent is withdrawn - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes.
appointmentInstance/person/subscription None Subscription: Subscription for marketing
appointmentInstance/person/legalBaseStore None Legal basis - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers.
appointmentInstance/person/legalBaseEmarketing None Legal basis - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes.
appointmentInstance/person/consentSourceStore None Source - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers.
appointmentInstance/person/consentSourceEmarketing None Source - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes.
appointmentInstance/appointmentUdef/SuperOffice:1 None followupshorttext
appointmentInstance/appointmentUdef/SuperOffice:2 None followuplongtext
appointmentInstance/appointmentUdef/SuperOffice:3 None followupnumber
appointmentInstance/appointmentUdef/SuperOffice:4 None followupdate
appointmentInstance/appointmentUdef/SuperOffice:5 None followupunlimiteddate
appointmentInstance/appointmentUdef/SuperOffice:6 None followupcheckbox
appointmentInstance/appointmentUdef/SuperOffice:7 None followupdropdownlistbox
appointmentInstance/appointmentUdef/SuperOffice:8 None followupdecimal
appointmentInstance/project/completed None Completed: Displays a check mark indicating if the project has been completed.
appointmentInstance/project/projectId None DB ID: Displays the database ID for a project row
appointmentInstance/project/name None Project name: Displays the Project's name
appointmentInstance/project/number None Number: Displays the project's number
appointmentInstance/project/type None Project type: Displays the project's type
appointmentInstance/project/status None Status: Displays the project's status
appointmentInstance/project/statusRank None Status rank: Rank of the project status in the status list
appointmentInstance/project/associateId None ID: Displays login ID of the associate who owns the project
appointmentInstance/project/hasInfoText None Info: Displays an icon indicating if the project has a description text. The text itself will be displayed in a tooltip.
appointmentInstance/project/icon None Category: Displays the icon for an activity type
appointmentInstance/project/text None Text: Displays a descriptive text for the item
appointmentInstance/project/description None Description : Description
appointmentInstance/project/updatedBy None Updated by: The user who last updated the data
appointmentInstance/project/updatedByFullName None Updated by - Full name: The user who last updated the data
appointmentInstance/project/updatedDate None Updated: The date/time the data was last updated in UTC.
appointmentInstance/project/registeredBy None Registered by: The user who registered the data
appointmentInstance/project/registeredByFullName None Registered by - Full name: The user who registered the data
appointmentInstance/project/registeredDate None Registered date: The date/time the data was registered in UTC.
appointmentInstance/project/hasGuide None Guided: Does this sale have a Sales Guide
appointmentInstance/project/nextMilestone None Next milestone: Date of next non-completed activity that is marked as a milestone
appointmentInstance/project/endDate None End date: End date of project
appointmentInstance/project/imageThumbnail None Thumbnail: Scaled-down image of project image
appointmentInstance/project/activeErpLinks None ERP connected: Is there an active ERP Sync?
appointmentInstance/project/projectPublish/isPublished None Published: Displays an icon indicating if the project or sale has been published
appointmentInstance/project/projectPublish/publishedFrom None From date: Start date for publishing. The record will not be visible prior to this date
appointmentInstance/project/projectPublish/publishedTo None To date: End date for publishing. The record will not be visible after this date
appointmentInstance/project/projectPublish/publishedBy None Published by: Published by
appointmentInstance/project/projectEvent/isExternalEvent None Event: Is this an external event
appointmentInstance/project/projectEvent/eventDate None Event date: Event date
appointmentInstance/project/projectEvent/hasSignOn None Sign On: Does this event have the Sign On function enabled
appointmentInstance/project/projectEvent/hasSignOff None Sign Off: Does this event have the Sign Off function enabled
appointmentInstance/project/projectUrl/URLAddress None URL
appointmentInstance/project/projectUrl/URLDescription None Description
appointmentInstance/project/projectAssociate/firstName None First name: Displays the contact's first name
appointmentInstance/project/projectAssociate/lastName None Last name: Displays the contact's last name
appointmentInstance/project/projectAssociate/middleName None Middle Name : Displays the contact's middle name.
appointmentInstance/project/projectAssociate/fullName None Full name: Displays full name of user (first, middle, last - according to settings)
appointmentInstance/project/projectAssociate/contactId None Company ID: Database ID of the company the user belongs to
appointmentInstance/project/projectAssociate/personId None Contact ID: Database ID of the contact row
appointmentInstance/project/projectAssociate/mrMrs None Mr/Ms: Displays whether the contact is addressed as Mr or Ms
appointmentInstance/project/projectAssociate/title None Title: Displays whether the contact is addressed as Mr or Ms
appointmentInstance/project/projectAssociate/associateDbId None ID
appointmentInstance/project/projectAssociate/contactName None Owning company: Name of the company the user belongs to
appointmentInstance/project/projectAssociate/contactDepartment None Owning department: Name of the department at the company the user belongs to

Supported Columns (cont.)

Name Restriction Description OrderBy
appointmentInstance/project/projectAssociate/usergroup None Primary group: The user's primary user group
appointmentInstance/project/projectAssociate/contactFullName None Owner: Name and department of the company the user belongs to
appointmentInstance/project/projectAssociate/contactCategory None Category: Category
appointmentInstance/project/projectAssociate/role None Role : Role
appointmentInstance/project/projectAssociate/assocName None User ID : User ID
appointmentInstance/project/projectAssociate/assocTooltip None Description : Description
appointmentInstance/project/projectAssociate/assocType None Type: Type of user: associate, external user, system user, anonymous account
appointmentInstance/project/projectAssociate/ejUserId None Service user ID: The database ID of a Service user
appointmentInstance/project/projectAssociate/simultaneousEjUser None Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
appointmentInstance/project/projectAssociate/ejDisplayName None Nick name: User's nick name in Service
appointmentInstance/project/projectAssociate/ejStatus None Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
appointmentInstance/project/projectAssociate/credentialType None Auth. type: What type of credentials to use when this user logs in
appointmentInstance/project/projectAssociate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in
appointmentInstance/project/projectAssociate/isActive None Active: Is this user active, and should be able to log in?
appointmentInstance/project/projectAssociate/isActiveText None Active status: Is this user active, and should be able to log in?
appointmentInstance/project/projectAssociate/portraitThumbnail None Person image: Person image
appointmentInstance/project/projectAssociate/otherGroups None Other groups: Other groups
appointmentInstance/project/projectAssociate/userName None User name: User name
appointmentInstance/project/projectAssociate/personEmail None E-mail
appointmentInstance/project/projectAssociate/locationAddress None Location: Location
appointmentInstance/project/projectAssociate/isLocation None Is a location: Is a location
appointmentInstance/project/projectUdef/SuperOffice:1 None projectshorttext
appointmentInstance/project/projectUdef/SuperOffice:2 None projectlongtext
appointmentInstance/project/projectUdef/SuperOffice:3 None projectnumber
appointmentInstance/project/projectUdef/SuperOffice:4 None projectdate
appointmentInstance/project/projectUdef/SuperOffice:5 None projectunlimiteddate
appointmentInstance/project/projectUdef/SuperOffice:6 None projectcheckbox
appointmentInstance/project/projectUdef/SuperOffice:7 None projectdropdownlistbox
appointmentInstance/project/projectUdef/SuperOffice:8 None projectdecimal
appointmentInstance/project/projectUdef/SuperOffice:9 None page1saleandmarketing
appointmentInstance/project/projectUdef/SuperOffice:10 None page1saleandadmin
appointmentInstance/project/NumberOfActivities None Number of activities
appointmentInstance/project/NumberOfActivitiesInPeriod None Number of activities in last 90 days
appointmentInstance/project/NumberOfNotCompletedActivities None Number of non-completed activities
appointmentInstance/project/NumberOfNotCompletedActivitiesInPeriod None Number of non-completed activities in last 90 days
appointmentInstance/project/LastActivity None Date of last activity
appointmentInstance/project/LastCompletedActivity None Date of last completed activity
appointmentInstance/project/LastDoByActivity None Date of last non-completed activity
appointmentInstance/project/NumberOfSales None Number of sales
appointmentInstance/project/NumberOfSalesInPeriod None Number of sales in last 90 days
appointmentInstance/project/NumberOfNotCompletedSales None Number of non-completed sales
appointmentInstance/project/NumberOfNotCompletedSalesInPeriod None Number of non-completed sales in last 90 days
appointmentInstance/project/LastSale None Date of last sale
appointmentInstance/project/LastCompletedSale None Date of last completed sale
appointmentInstance/project/LastDoBySale None Date of last non-completed sale
appointmentInstance/project/SaintStatus3 None Not completed activites with intention sale: Number of not completed activities for intention sale > 0.
appointmentInstance/project/saintSaleStatus None With status
appointmentInstance/project/saintAmountClass None Amount class
appointmentInstance/project/saintActivityType None SAINT type
appointmentInstance/project/saintDirection None Direction
appointmentInstance/project/saintIntention None Intention
appointmentInstance/project/saintTicketStatus None Status
appointmentInstance/project/saintTicketCategory None Category
appointmentInstance/project/project/textId None Text ID
appointmentInstance/project/project/infoText None Information: Displays the text entered in the description field
appointmentInstance/sale/completed None Completed: Displays a checkbox showing if an appointment is completed
appointmentInstance/sale/icon None Category: Displays the icon for an activity type
appointmentInstance/sale/date None Date: Displays start date of a follow-up / sale date of a sale
appointmentInstance/sale/time None Time: Time
appointmentInstance/sale/type None Type: Displays the type of an activity
appointmentInstance/sale/recordType None Record type : Shows the record type
appointmentInstance/sale/text None Text: Displays a descriptive text for the item
appointmentInstance/sale/associateId None ID: Displays the login ID of the associate who owns the activity.
appointmentInstance/sale/contactId None Company ID: Database ID of company
appointmentInstance/sale/personId None Contact ID: Database ID of the contact row
appointmentInstance/sale/projectId None Project ID: Database ID of project record
appointmentInstance/sale/saleId None Sale ID: The database ID of the sale record
appointmentInstance/sale/userGroup None User group : The user group that owns the record
appointmentInstance/sale/who None Who: Contact and/or company
appointmentInstance/sale/updatedBy None Updated by: The user who last updated the data
appointmentInstance/sale/updatedByFullName None Updated by - Full name: The user who last updated the data
appointmentInstance/sale/updatedDate None Updated: The date/time the data was last updated in UTC.
appointmentInstance/sale/registeredBy None Registered by: The user who registered the data
appointmentInstance/sale/registeredByFullName None Registered by - Full name: The user who registered the data
appointmentInstance/sale/registeredDate None Registered date: The date/time the data was registered in UTC.
appointmentInstance/sale/currencyId None Currency ID: The currency list item ID
appointmentInstance/sale/currency None Currency: The currency of the sale
appointmentInstance/sale/credited None Credited: The user to be credited with the sale
appointmentInstance/sale/lossReason None Reason (lost: The reason for losing the sale
appointmentInstance/sale/source None Source: The source (lead) of the sale
appointmentInstance/sale/competitor None Competitor: The competitor who won the sale
appointmentInstance/sale/heading None Sale: The name of the sale
appointmentInstance/sale/amount None Amount: The gross sales total
appointmentInstance/sale/amountWeighted None Weighted amount: Virtual field calculated from amount * probability percent.
appointmentInstance/sale/earning None Profit: Gross profit (gross sales total - cost) for the sale
appointmentInstance/sale/earningPercent None Profit as % : The profit as a percentage of the gross sales total
appointmentInstance/sale/probPercent None Probability as %: Probability as %
appointmentInstance/sale/originalStage None Stage: Displays the stage of the sale
appointmentInstance/sale/stage None Stage: Displays the stage of the sale
appointmentInstance/sale/stageName None Stage name: Displays the stage of the sale
appointmentInstance/sale/saleStatus None Status: The status of the sale - open, lost or sold
appointmentInstance/sale/stageRank None Stage rank: Rank of the sale stage in the stage list
appointmentInstance/sale/saleType None Sale type: Sale type, from list
appointmentInstance/sale/saleTypeId None Sale type ID: Sale type, from list
appointmentInstance/sale/stageId None Sale stage ID: Displays the stage of the sale
appointmentInstance/sale/nextDueDate None Next activity: Date for next activity for a sale, updated live from the sale's activities
appointmentInstance/sale/reopenDate None Reopen date: Displays the reopen date for the sale
appointmentInstance/sale/stalledComment None Reason (stalled: The reason the sale has been stalled
appointmentInstance/sale/saleTypeCategory None Sale type category: Sale type category
appointmentInstance/sale/soldReason None Reason (sold: Reason (sold)

Supported Columns (cont.)

Name Restriction Description OrderBy
appointmentInstance/sale/saleNumber None Number: Number
appointmentInstance/sale/hasStakeholders None Has stakeholders: Does this sale have stakeholders enabled
appointmentInstance/sale/hasQuote None Has quote?: Does the sale have a quote attached?
appointmentInstance/sale/hasGuide None Guided: Does this sale have a Sales Guide
appointmentInstance/sale/description None Description: The long description field on Sale
appointmentInstance/sale/activeErpLinks None ERP connected: Is there an active ERP Sync?
appointmentInstance/sale/createdByWorkflow None Created by flow: Created by flow
appointmentInstance/sale/amountInBaseCurrency None Amount (BaseCurrency): The gross sales total
appointmentInstance/sale/amountWeightedInBaseCurrency None Weighted amount (BaseCurrency): Virtual field calculated from amount * probability percent.
appointmentInstance/sale/visibleFor None Visible for
appointmentInstance/sale/sale/textId None Text ID
appointmentInstance/sale/sale/description None Text: Displays the text entered in the description field
appointmentInstance/sale/salePublish/isPublished None Published: Displays an icon indicating if the project or sale has been published
appointmentInstance/sale/salePublish/publishedFrom None From date: Start date for publishing. The record will not be visible prior to this date
appointmentInstance/sale/salePublish/publishedTo None To date: End date for publishing. The record will not be visible after this date
appointmentInstance/sale/salePublish/publishedBy None Published by: Published by
appointmentInstance/sale/associate/firstName None First name: Displays the contact's first name
appointmentInstance/sale/associate/lastName None Last name: Displays the contact's last name
appointmentInstance/sale/associate/middleName None Middle Name : Displays the contact's middle name.
appointmentInstance/sale/associate/fullName None Full name: Displays full name of user (first, middle, last - according to settings)
appointmentInstance/sale/associate/contactId None Company ID: Database ID of the company the user belongs to
appointmentInstance/sale/associate/personId None Contact ID: Database ID of the contact row
appointmentInstance/sale/associate/mrMrs None Mr/Ms: Displays whether the contact is addressed as Mr or Ms
appointmentInstance/sale/associate/title None Title: Displays whether the contact is addressed as Mr or Ms
appointmentInstance/sale/associate/associateDbId None ID
appointmentInstance/sale/associate/contactName None Owning company: Name of the company the user belongs to
appointmentInstance/sale/associate/contactDepartment None Owning department: Name of the department at the company the user belongs to
appointmentInstance/sale/associate/usergroup None Primary group: The user's primary user group
appointmentInstance/sale/associate/contactFullName None Owner: Name and department of the company the user belongs to
appointmentInstance/sale/associate/contactCategory None Category: Category
appointmentInstance/sale/associate/role None Role : Role
appointmentInstance/sale/associate/assocName None User ID : User ID
appointmentInstance/sale/associate/assocTooltip None Description : Description
appointmentInstance/sale/associate/assocType None Type: Type of user: associate, external user, system user, anonymous account
appointmentInstance/sale/associate/ejUserId None Service user ID: The database ID of a Service user
appointmentInstance/sale/associate/simultaneousEjUser None Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
appointmentInstance/sale/associate/ejDisplayName None Nick name: User's nick name in Service
appointmentInstance/sale/associate/ejStatus None Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
appointmentInstance/sale/associate/credentialType None Auth. type: What type of credentials to use when this user logs in
appointmentInstance/sale/associate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in
appointmentInstance/sale/associate/isActive None Active: Is this user active, and should be able to log in?
appointmentInstance/sale/associate/isActiveText None Active status: Is this user active, and should be able to log in?
appointmentInstance/sale/associate/portraitThumbnail None Person image: Person image
appointmentInstance/sale/associate/otherGroups None Other groups: Other groups
appointmentInstance/sale/associate/userName None User name: User name
appointmentInstance/sale/associate/personEmail None E-mail
appointmentInstance/sale/associate/locationAddress None Location: Location
appointmentInstance/sale/associate/isLocation None Is a location: Is a location
appointmentInstance/sale/saleUdef/SuperOffice:1 None saleshorttext
appointmentInstance/sale/saleUdef/SuperOffice:2 None salelongtext
appointmentInstance/sale/saleUdef/SuperOffice:3 None salenumber
appointmentInstance/sale/saleUdef/SuperOffice:4 None saledate
appointmentInstance/sale/saleUdef/SuperOffice:5 None saleunlimiteddate
appointmentInstance/sale/saleUdef/SuperOffice:6 None salecheckbox
appointmentInstance/sale/saleUdef/SuperOffice:7 None saledropdownlistbox
appointmentInstance/sale/saleUdef/SuperOffice:8 None saledecimal
appointmentInstance/associate/firstName None First name: Displays the contact's first name
appointmentInstance/associate/lastName None Last name: Displays the contact's last name
appointmentInstance/associate/middleName None Middle Name : Displays the contact's middle name.
appointmentInstance/associate/fullName None Full name: Displays full name of user (first, middle, last - according to settings)
appointmentInstance/associate/contactId None Company ID: Database ID of the company the user belongs to
appointmentInstance/associate/personId None Contact ID: Database ID of the contact row
appointmentInstance/associate/mrMrs None Mr/Ms: Displays whether the contact is addressed as Mr or Ms
appointmentInstance/associate/title None Title: Displays whether the contact is addressed as Mr or Ms
appointmentInstance/associate/associateDbId None ID
appointmentInstance/associate/contactName None Owning company: Name of the company the user belongs to
appointmentInstance/associate/contactDepartment None Owning department: Name of the department at the company the user belongs to
appointmentInstance/associate/usergroup None Primary group: The user's primary user group
appointmentInstance/associate/contactFullName None Owner: Name and department of the company the user belongs to
appointmentInstance/associate/contactCategory None Category: Category
appointmentInstance/associate/role None Role : Role
appointmentInstance/associate/assocName None User ID : User ID
appointmentInstance/associate/assocTooltip None Description : Description
appointmentInstance/associate/assocType None Type: Type of user: associate, external user, system user, anonymous account
appointmentInstance/associate/ejUserId None Service user ID: The database ID of a Service user
appointmentInstance/associate/simultaneousEjUser None Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
appointmentInstance/associate/ejDisplayName None Nick name: User's nick name in Service
appointmentInstance/associate/ejStatus None Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
appointmentInstance/associate/credentialType None Auth. type: What type of credentials to use when this user logs in
appointmentInstance/associate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in
appointmentInstance/associate/isActive None Active: Is this user active, and should be able to log in?
appointmentInstance/associate/isActiveText None Active status: Is this user active, and should be able to log in?
appointmentInstance/associate/portraitThumbnail None Person image: Person image
appointmentInstance/associate/otherGroups None Other groups: Other groups
appointmentInstance/associate/userName None User name: User name
appointmentInstance/associate/personEmail None E-mail
appointmentInstance/associate/locationAddress None Location: Location
appointmentInstance/associate/isLocation None Is a location: Is a location
appointmentInstance/appointment/description None Text: Displays the text entered in the description field
appointmentInstance/appointment/title None Title
appointmentInstance/appointment/titleHtml None !!Title Html
appointmentInstance/appointment/agenda None Agenda
appointmentInstance/appointment/agendaHtml None !!Agenda Html
appointmentInstance/appointment/isConverted None !!Is Converted
appointmentInstance/appointment/textId None Text ID
appointmentInstance/appointment/internalNotes None Internal notes: Displays the text entered in the description field
appointmentInstance/appointment/internalNotesHtml None !!Internal Notes Html
documentInstance/completed None Completed: Displays a checkbox showing if an appointment is completed
documentInstance/icon None Category: Displays the icon for an activity type
documentInstance/date None Date: Displays start date of a follow-up / sale date of a sale

Supported Columns (cont.)

Name Restriction Description OrderBy
documentInstance/time None Time: Time
documentInstance/type None Type: Displays the type of an activity
documentInstance/recordType None Record type : Shows the record type
documentInstance/text None Text: Displays a descriptive text for the item
documentInstance/associateId None ID: Displays the login ID of the associate who owns the activity.
documentInstance/contactId None Company ID: Database ID of company
documentInstance/personId None Contact ID: Database ID of the contact row
documentInstance/projectId None Project ID: Database ID of project record
documentInstance/saleId None Sale ID: The database ID of the sale record
documentInstance/userGroup None User group : The user group that owns the record
documentInstance/who None Who: Contact and/or company
documentInstance/updatedBy None Updated by: The user who last updated the data
documentInstance/updatedByFullName None Updated by - Full name: The user who last updated the data
documentInstance/updatedDate None Updated: The date/time the data was last updated in UTC.
documentInstance/registeredBy None Registered by: The user who registered the data
documentInstance/registeredByFullName None Registered by - Full name: The user who registered the data
documentInstance/registeredDate None Registered date: The date/time the data was registered in UTC.
documentInstance/documentId None Document ID: Database ID of document record
documentInstance/keywords None Keywords
documentInstance/ourref None Our ref.
documentInstance/yourref None Your ref.
documentInstance/attention None Salutation
documentInstance/subject None Subject
documentInstance/name None File name
documentInstance/mailMergeDraft None Mail merge draft : Indicates whether the document is a mail merge template
documentInstance/snum None Document number: Serial number of document. It can be generated by the number allocation system for a dedicated document template.
documentInstance/isReport None Report: Is this document a saved report run?
documentInstance/suggestedDocumentId None Document ID (suggestion: The database ID of a document that originates in a suggestion
documentInstance/isMail None E-mail
documentInstance/recordTypeText None Activity type: The type of the activity (appointment, phone call, etc)
documentInstance/visibleFor None Visible for
documentInstance/documentPublish/isPublished None Published: Displays an icon indicating if the project or sale has been published
documentInstance/documentPublish/publishedFrom None From date: Start date for publishing. The record will not be visible prior to this date
documentInstance/documentPublish/publishedTo None To date: End date for publishing. The record will not be visible after this date
documentInstance/documentPublish/publishedBy None Published by: Published by
documentInstance/person/personId None DB ID: Displays the database ID of a contact
documentInstance/person/firstName None First name: Displays the contact's first name
documentInstance/person/lastName None Last name: Displays the contact's last name
documentInstance/person/middleName None Middle name: Displays the contact's middle name.
documentInstance/person/fullName None Contact: Displays the contact to which an item is linked
documentInstance/person/contactId None Company ID: Database ID of company
documentInstance/person/hasInfoText None Has note: Displays an icon indicating if there is additional information available about the contact
documentInstance/person/hasInterests None Has interests: Displays an Icon indicating if the contact has active interests
documentInstance/person/personHasInterests None Has interests: Displays an Icon indicating if the contact has active interests
documentInstance/person/mrMrs None Mr/Ms: Displays whether the contact is addressed as Mr or Ms
documentInstance/person/position None Position
documentInstance/person/personNumber None Number: Displays the contact's number
documentInstance/person/title None Title: Displays the contact's job title
documentInstance/person/personCountry None Country: Country
documentInstance/person/personCountryId None Country ID: Country ID
documentInstance/person/personNoMail None No Mailings: Displays the contact's No Mailings checkbox
documentInstance/person/rank None Rank: Displays a contact's current rank
documentInstance/person/birthdate None Birthdate: Displays the contact's date of birth
documentInstance/person/associateType None User type: Displays an icon indicating if a contact is an associate or external contact with log-in rights and currently online. This information is updated only once while the archive is loading.
documentInstance/person/useAsMailingAddress None Use as postal address: Use as postal address
documentInstance/person/personSource None Source: Source (Contact)
documentInstance/person/retired None Former employee: Indicates whether the contact has retired/left the company
documentInstance/person/birthYear None Birth year: Displays contact's birth year
documentInstance/person/birthMonth None Birth month: Displays contact's birth month
documentInstance/person/birthDay None Birth day: Displays contact's birth day (day of month)
documentInstance/person/kanaFirstName None First name, kana: Contact's first name, in kana alphabet
documentInstance/person/kanaLastName None Last name, kana: Contact's last name, in kana alphabet
documentInstance/person/personUpdatedBy None Updated by: The user who last updated the data
documentInstance/person/personUpdatedByFullName None Updated by - Full name: The user who last updated the data
documentInstance/person/personUpdatedDate None Updated: The date/time the data was last updated in UTC.
documentInstance/person/personRegisteredBy None Registered by: The user who registered the data
documentInstance/person/personRegisteredByFullName None Registered by - Full name: The user who registered the data
documentInstance/person/personRegisteredDate None Registered date: The date/time the data was registered in UTC.
documentInstance/person/portraitThumbnail None Person image: Person image
documentInstance/person/personActiveErpLinks None ERP connected: Is there an active ERP Sync?
documentInstance/person/ticketPriority None Service priority: Default service priority for this contact
documentInstance/person/supportLanguage None Preferred language: Preferred language used for reply templates and more
documentInstance/person/supportAssociate None Our service contact: Default service contact for this contact
documentInstance/person/supportAssociateFullName None Our service contact - Full name: Default service contact for this contact
documentInstance/person/personAssociateId None Our contact: Displays our contact
documentInstance/person/personAssociateFullName None Our contact - Full name: Displays our contact
documentInstance/person/personCategory None Category
documentInstance/person/personBusiness None Business
documentInstance/person/personDeletedDate None Deleted date: Deleted date
documentInstance/person/hasCompany None Has company: The contact is associated with a company
documentInstance/person/isProjectMember None Is project member: This person is a project member
documentInstance/person/isStakeholder None Is stakeholder: This person is a sale stakeholder
documentInstance/person/updatedByWorkflow None Updated by flow: Updated by flow
documentInstance/person/whenUpdatedByWorkflow None When updated by flow: When updated by flow
documentInstance/person/createdByForm None Created by form: Created by form
documentInstance/person/phone/formattedNumber None Phone : Displays phone number
documentInstance/person/personDirectPhone/formattedNumber None Direct - Phone: Displays phone number
documentInstance/person/personDirectPhone/description None Direct - Description: Phone number description
documentInstance/person/personMobilePhone/formattedNumber None Mobile - Phone: Displays phone number
documentInstance/person/personMobilePhone/description None Mobile - Description: Phone number description
documentInstance/person/personPrivate/formattedNumber None Private - Phone: Displays phone number
documentInstance/person/personPrivate/description None Private - Description: Phone number description
documentInstance/person/personPager/formattedNumber None Other - Phone: Displays phone number
documentInstance/person/personPager/description None Other - Description: Phone number description
documentInstance/person/personDirectFax/formattedNumber None Fax - Phone: Displays phone number
documentInstance/person/personDirectFax/description None Fax - Description: Phone number description
documentInstance/person/searchPhone/formattedNumber None Phone : Displays phone number
documentInstance/person/searchPhone/description None Description: Phone number description
documentInstance/person/personInfo/textId None Text ID
documentInstance/person/personInfo/infoText None Information: Displays the text entered in the description field

Supported Columns (cont.)

Name Restriction Description OrderBy
documentInstance/person/email/emailProtocol None Protocol: E-mail protocol, such as SMTP
documentInstance/person/email/emailAddress None E-mail
documentInstance/person/email/emailDescription None Description
documentInstance/person/email/emailId None ID
documentInstance/person/email/emailLastSent None Last sent: The date and time an e-mail was last sent to this address
documentInstance/person/email/emailBounceCount None Bounce count: Bounce count for this e-mail address
documentInstance/person/email/emailLastBounce None Last bounce: Date and time for last bounce to this e-mail address
documentInstance/person/email/emailHasBounced None Has bounced: This checkbox is active if delivery to this e-mail address has failed.
documentInstance/person/personUrl/URLAddress None URL
documentInstance/person/personUrl/URLDescription None Description
documentInstance/person/personAddress/addressId None Contact address - Address ID: Database ID for the address record
documentInstance/person/personAddress/line1 None Contact address - Address 1: First line of the address
documentInstance/person/personAddress/line2 None Contact address - Address 2: Second line of the address
documentInstance/person/personAddress/line3 None Contact address - Address 3: Third line of the address
documentInstance/person/personAddress/county None Contact address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format.
documentInstance/person/personAddress/city None Contact address - City: This criterion corresponds to the City field on the Company card.
documentInstance/person/personAddress/zip None Contact address - Postcode: This criterion corresponds to the Zip Code field on the Company card.
documentInstance/person/personAddress/state None Contact address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format.
documentInstance/person/personAddress/wgs84latitude None Contact address - Latitude: Latitude
documentInstance/person/personAddress/wgs84longitude None Contact address - Longitude: Longitude
documentInstance/person/personAddress/formattedAddress None Contact address - {formattedAddress}: {formattedAddress}
documentInstance/person/personAddress/formattedMultiLineAddress None Contact address - {formattedAddress}: {formattedAddress}
documentInstance/person/restrictionAddress/addressId None Search address - Address ID: Database ID for the address record
documentInstance/person/restrictionAddress/line1 None Search address - Address 1: First line of the address
documentInstance/person/restrictionAddress/line2 None Search address - Address 2: Second line of the address
documentInstance/person/restrictionAddress/line3 None Search address - Address 3: Third line of the address
documentInstance/person/restrictionAddress/county None Search address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format.
documentInstance/person/restrictionAddress/city None Search address - City: This criterion corresponds to the City field on the Company card.
documentInstance/person/restrictionAddress/zip None Search address - Postcode: This criterion corresponds to the Zip Code field on the Company card.
documentInstance/person/restrictionAddress/state None Search address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format.
documentInstance/person/restrictionAddress/wgs84latitude None Search address - Latitude: Latitude
documentInstance/person/restrictionAddress/wgs84longitude None Search address - Longitude: Longitude
documentInstance/person/restrictionAddress/formattedAddress None Search address - {formattedAddress}: {formattedAddress}
documentInstance/person/restrictionAddress/formattedMultiLineAddress None Search address - {formattedAddress}: {formattedAddress}
documentInstance/person/personInterestIds None Contact interest: This criterion corresponds to a contact's interests. It is available via the Contact dialog's Interests tab.
documentInstance/person/personUdef/SuperOffice:1 None contactshorttext: tooltipshorttext
documentInstance/person/personUdef/SuperOffice:2 None contactlongtext: tooltiplongtext
documentInstance/person/personUdef/SuperOffice:3 None contactnumber
documentInstance/person/personUdef/SuperOffice:4 None contactdate
documentInstance/person/personUdef/SuperOffice:5 None contactunlimiteddate: tooltipunlimiteddate
documentInstance/person/personUdef/SuperOffice:6 None contactcheckbox
documentInstance/person/personUdef/SuperOffice:7 None contactdropdownlistbox
documentInstance/person/personUdef/SuperOffice:8 None contactdecimal
documentInstance/person/personUdef/SuperOffice:9 None page1saleonly
documentInstance/person/personUdef/SuperOffice:10 None page1marketingonly
documentInstance/person/personUdef/SuperOffice:11 None page1adminonly
documentInstance/person/personExtra/x_person_integer None Extra Integer: Custom person integer
documentInstance/person/personExtra/x_person_float None Extra float: Custom float field
documentInstance/person/personExtra/x_person_longtext None Extra Long Text: Custom long text field on person, keep HTML tags. Simple input, not text area. Default value = 'Hello there'
documentInstance/person/personExtra/x_person_date None Extra date: Custom date field on person. Default value = 28.03.2019
documentInstance/person/personExtra/x_person_datetime None Extra DateTime: Custom person date and time field. No default
documentInstance/person/personExtra/x_person_time None Extra time: Custom time field on person. Current time as default
documentInstance/person/personExtra/x_person_boolean None Extra Boolean: Custom boolean field on person. Default checked
documentInstance/person/personExtra/x_person_timespan None Extra timespan: Custom timespan on person. Minutes only in 15 units
documentInstance/person/personExtra/x_person_shorttext None Extra short text: Custom short text on person. With index. Do not keep HTML tags
documentInstance/person/personExtra/x_person_shorttext_list None Extra short dropdown: Custom Short text dropdown field on person: black, white, transparent
documentInstance/person/personExtra/x_person_user_relation None Extra user relation: Custom person-user relation field
documentInstance/person/personExtra/x_person_category_relation None Extra category relation: Custom person-category relation
documentInstance/person/personExtra/x_person_priority_relation None Extra priority relation: Custom person-priority relation
documentInstance/person/personExtra/x_person_request_relation None Extra request relation: Request relation on contact
documentInstance/person/personExtra/x_person_appointment_relation None Extra appointment relation: Appointment relation on person
documentInstance/person/personExtra/x_person_contact_relation None Extra company relation: Company relation on contact
documentInstance/person/personExtra/y_rental/id None Rental - id: Displays the row's primary key (y_rental)
documentInstance/person/personExtra/y_rental/x_start None Rental - Start rental
documentInstance/person/personExtra/y_rental/x_end None Rental - End
documentInstance/person/personExtra/y_rental/x_amount None Rental - Amount: Number to rent. Default = 1
documentInstance/person/personExtra/y_rental/x_contact None Rental - Renter: Company that rents equipment
documentInstance/person/personExtra/y_rental/y_equipment/x_name None Rental - Equipment - Name: Equpment name custom field. Cannot be null., show in table
documentInstance/person/personExtra/y_car/id None Car - id: Displays the row's primary key (y_car)
documentInstance/person/personAssociate/firstName None First name: Displays the contact's first name
documentInstance/person/personAssociate/lastName None Last name: Displays the contact's last name
documentInstance/person/personAssociate/middleName None Middle Name : Displays the contact's middle name.
documentInstance/person/personAssociate/fullName None Full name: Displays full name of user (first, middle, last - according to settings)
documentInstance/person/personAssociate/contactId None Company ID: Database ID of the company the user belongs to
documentInstance/person/personAssociate/personId None Contact ID: Database ID of the contact row
documentInstance/person/personAssociate/mrMrs None Mr/Ms: Displays whether the contact is addressed as Mr or Ms
documentInstance/person/personAssociate/title None Title: Displays whether the contact is addressed as Mr or Ms
documentInstance/person/personAssociate/associateDbId None ID
documentInstance/person/personAssociate/contactName None Owning company: Name of the company the user belongs to
documentInstance/person/personAssociate/contactDepartment None Owning department: Name of the department at the company the user belongs to
documentInstance/person/personAssociate/usergroup None Primary group: The user's primary user group
documentInstance/person/personAssociate/contactFullName None Owner: Name and department of the company the user belongs to
documentInstance/person/personAssociate/contactCategory None Category: Category
documentInstance/person/personAssociate/role None Role : Role
documentInstance/person/personAssociate/assocName None User ID : User ID
documentInstance/person/personAssociate/assocTooltip None Description : Description
documentInstance/person/personAssociate/assocType None Type: Type of user: associate, external user, system user, anonymous account
documentInstance/person/personAssociate/ejUserId None Service user ID: The database ID of a Service user
documentInstance/person/personAssociate/simultaneousEjUser None Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
documentInstance/person/personAssociate/ejDisplayName None Nick name: User's nick name in Service
documentInstance/person/personAssociate/ejStatus None Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
documentInstance/person/personAssociate/credentialType None Auth. type: What type of credentials to use when this user logs in
documentInstance/person/personAssociate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in
documentInstance/person/personAssociate/isActive None Active: Is this user active, and should be able to log in?
documentInstance/person/personAssociate/isActiveText None Active status: Is this user active, and should be able to log in?
documentInstance/person/personAssociate/portraitThumbnail None Person image: Person image
documentInstance/person/personAssociate/otherGroups None Other groups: Other groups
documentInstance/person/personAssociate/userName None User name: User name
documentInstance/person/personAssociate/personEmail None E-mail
documentInstance/person/personAssociate/locationAddress None Location: Location

Supported Columns (cont.)

Name Restriction Description OrderBy
documentInstance/person/personAssociate/isLocation None Is a location: Is a location
documentInstance/person/correspondingAssociate/firstName None First name: Displays the contact's first name
documentInstance/person/correspondingAssociate/lastName None Last name: Displays the contact's last name
documentInstance/person/correspondingAssociate/middleName None Middle Name : Displays the contact's middle name.
documentInstance/person/correspondingAssociate/fullName None Full name: Displays full name of user (first, middle, last - according to settings)
documentInstance/person/correspondingAssociate/contactId None Company ID: Database ID of the company the user belongs to
documentInstance/person/correspondingAssociate/personId None Contact ID: Database ID of the contact row
documentInstance/person/correspondingAssociate/mrMrs None Mr/Ms: Displays whether the contact is addressed as Mr or Ms
documentInstance/person/correspondingAssociate/title None Title: Displays whether the contact is addressed as Mr or Ms
documentInstance/person/correspondingAssociate/associateDbId None ID
documentInstance/person/correspondingAssociate/contactName None Owning company: Name of the company the user belongs to
documentInstance/person/correspondingAssociate/contactDepartment None Owning department: Name of the department at the company the user belongs to
documentInstance/person/correspondingAssociate/usergroup None Primary group: The user's primary user group
documentInstance/person/correspondingAssociate/contactFullName None Owner: Name and department of the company the user belongs to
documentInstance/person/correspondingAssociate/contactCategory None Category: Category
documentInstance/person/correspondingAssociate/role None Role : Role
documentInstance/person/correspondingAssociate/assocName None User ID : User ID
documentInstance/person/correspondingAssociate/assocTooltip None Description : Description
documentInstance/person/correspondingAssociate/assocType None Type: Type of user: associate, external user, system user, anonymous account
documentInstance/person/correspondingAssociate/ejUserId None Service user ID: The database ID of a Service user
documentInstance/person/correspondingAssociate/simultaneousEjUser None Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
documentInstance/person/correspondingAssociate/ejDisplayName None Nick name: User's nick name in Service
documentInstance/person/correspondingAssociate/ejStatus None Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
documentInstance/person/correspondingAssociate/credentialType None Auth. type: What type of credentials to use when this user logs in
documentInstance/person/correspondingAssociate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in
documentInstance/person/correspondingAssociate/isActive None Active: Is this user active, and should be able to log in?
documentInstance/person/correspondingAssociate/isActiveText None Active status: Is this user active, and should be able to log in?
documentInstance/person/correspondingAssociate/portraitThumbnail None Person image: Person image
documentInstance/person/correspondingAssociate/otherGroups None Other groups: Other groups
documentInstance/person/correspondingAssociate/userName None User name: User name
documentInstance/person/correspondingAssociate/personEmail None E-mail
documentInstance/person/correspondingAssociate/locationAddress None Location: Location
documentInstance/person/correspondingAssociate/isLocation None Is a location: Is a location
documentInstance/person/isMailingRecipient None Is mailing recipient: isMailingRecipient
documentInstance/person/hasStoreConsent None Consent - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers.
documentInstance/person/withdrawnStoreConsent None Consent is withdrawn - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers.
documentInstance/person/hasEmarketingConsent None Consent - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes.
documentInstance/person/withdrawnEmarketingConsent None Consent is withdrawn - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes.
documentInstance/person/subscription None Subscription: Subscription for marketing
documentInstance/person/legalBaseStore None Legal basis - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers.
documentInstance/person/legalBaseEmarketing None Legal basis - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes.
documentInstance/person/consentSourceStore None Source - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers.
documentInstance/person/consentSourceEmarketing None Source - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes.
documentInstance/contact/contactId None Company ID: Database ID of company
documentInstance/contact/name None Company name
documentInstance/contact/department None Department
documentInstance/contact/nameDepartment None Company: Displays the company an activity is linked to
documentInstance/contact/hasInfoText None Has note: Displays an icon indicating if there is additional information available about the contact
documentInstance/contact/hasInterests None Has interests: Displays an Icon indicating if the contact has active interests
documentInstance/contact/associateId None Our contact: Displays our contact
documentInstance/contact/category None Category
documentInstance/contact/business None Business
documentInstance/contact/country None Country: This criterion corresponds to the Country field on the Company card.
documentInstance/contact/countryId None Country ID: Country ID
documentInstance/contact/number None Number
documentInstance/contact/code None Code
documentInstance/contact/orgnr None VAT No.
documentInstance/contact/stop None Stop
documentInstance/contact/contactNoMail None No mailings (company
documentInstance/contact/updatedBy None Updated by: The user who last updated the data
documentInstance/contact/updatedByFullName None Updated by - Full name: The user who last updated the data
documentInstance/contact/updatedDate None Updated: The date/time the data was last updated in UTC.
documentInstance/contact/registeredBy None Registered by: The user who registered the data
documentInstance/contact/registeredByFullName None Registered by - Full name: The user who registered the data
documentInstance/contact/registeredDate None Registered date: The date/time the data was registered in UTC.
documentInstance/contact/contactSource None Source: Source (Company)
documentInstance/contact/contactDeleted None Deleted: Deleted
documentInstance/contact/phone/formattedNumber None Phone : Displays phone number
documentInstance/contact/activeErpLinks None ERP connected: Is there an active ERP Sync?
documentInstance/contact/deletedDate None Deleted date: Deleted date
documentInstance/contact/mainContact None Main contact: Main contact for this company
documentInstance/contact/contactPhone/formattedNumber None Telephone - Phone: Displays phone number
documentInstance/contact/contactPhone/description None Telephone - Description: Phone number description
documentInstance/contact/contactFax/formattedNumber None Fax - Phone: Displays phone number
documentInstance/contact/contactFax/description None Fax - Description: Phone number description
documentInstance/contact/searchPhone/formattedNumber None Searchphone - Phone: Displays phone number
documentInstance/contact/searchPhone/description None Searchphone - Description: Phone number description
documentInstance/contact/email/emailProtocol None Protocol: E-mail protocol, such as SMTP
documentInstance/contact/email/emailAddress None E-mail
documentInstance/contact/email/emailDescription None Description
documentInstance/contact/email/emailId None ID
documentInstance/contact/email/emailLastSent None Last sent: The date and time an e-mail was last sent to this address
documentInstance/contact/email/emailBounceCount None Bounce count: Bounce count for this e-mail address
documentInstance/contact/email/emailLastBounce None Last bounce: Date and time for last bounce to this e-mail address
documentInstance/contact/email/emailHasBounced None Has bounced: This checkbox is active if delivery to this e-mail address has failed.
documentInstance/contact/postAddress/addressId None Postal address - Address ID: Database ID for the address record
documentInstance/contact/postAddress/line1 None Postal address - Address 1: First line of the address
documentInstance/contact/postAddress/line2 None Postal address - Address 2: Second line of the address
documentInstance/contact/postAddress/line3 None Postal address - Address 3: Third line of the address
documentInstance/contact/postAddress/county None Postal address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format.
documentInstance/contact/postAddress/city None Postal address - City: This criterion corresponds to the City field on the Company card.
documentInstance/contact/postAddress/zip None Postal address - Postcode: This criterion corresponds to the Zip Code field on the Company card.
documentInstance/contact/postAddress/state None Postal address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format.
documentInstance/contact/postAddress/wgs84latitude None Postal address - Latitude: Latitude
documentInstance/contact/postAddress/wgs84longitude None Postal address - Longitude: Longitude
documentInstance/contact/postAddress/formattedAddress None Postal address - {formattedAddress}: {formattedAddress}
documentInstance/contact/postAddress/formattedMultiLineAddress None Postal address - {formattedAddress}: {formattedAddress}
documentInstance/contact/streetAddress/addressId None Street address - Address ID: Database ID for the address record
documentInstance/contact/streetAddress/line1 None Street address - Address 1: First line of the address
documentInstance/contact/streetAddress/line2 None Street address - Address 2: Second line of the address

Supported Columns (cont.)

Name Restriction Description OrderBy
documentInstance/contact/streetAddress/line3 None Street address - Address 3: Third line of the address
documentInstance/contact/streetAddress/county None Street address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format.
documentInstance/contact/streetAddress/city None Street address - City: This criterion corresponds to the City field on the Company card.
documentInstance/contact/streetAddress/zip None Street address - Postcode: This criterion corresponds to the Zip Code field on the Company card.
documentInstance/contact/streetAddress/state None Street address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format.
documentInstance/contact/streetAddress/wgs84latitude None Street address - Latitude: Latitude
documentInstance/contact/streetAddress/wgs84longitude None Street address - Longitude: Longitude
documentInstance/contact/streetAddress/formattedAddress None Street address - {formattedAddress}: {formattedAddress}
documentInstance/contact/streetAddress/formattedMultiLineAddress None Street address - {formattedAddress}: {formattedAddress}
documentInstance/contact/restrictionAddress/addressId None Search address - Address ID: Database ID for the address record
documentInstance/contact/restrictionAddress/line1 None Search address - Address 1: First line of the address
documentInstance/contact/restrictionAddress/line2 None Search address - Address 2: Second line of the address
documentInstance/contact/restrictionAddress/line3 None Search address - Address 3: Third line of the address
documentInstance/contact/restrictionAddress/county None Search address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format.
documentInstance/contact/restrictionAddress/city None Search address - City: This criterion corresponds to the City field on the Company card.
documentInstance/contact/restrictionAddress/zip None Search address - Postcode: This criterion corresponds to the Zip Code field on the Company card.
documentInstance/contact/restrictionAddress/state None Search address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format.
documentInstance/contact/restrictionAddress/wgs84latitude None Search address - Latitude: Latitude
documentInstance/contact/restrictionAddress/wgs84longitude None Search address - Longitude: Longitude
documentInstance/contact/restrictionAddress/formattedAddress None Search address - {formattedAddress}: {formattedAddress}
documentInstance/contact/restrictionAddress/formattedMultiLineAddress None Search address - {formattedAddress}: {formattedAddress}
documentInstance/contact/url/URLAddress None URL
documentInstance/contact/url/URLDescription None Description
documentInstance/contact/contactAssociate/firstName None First name: Displays the contact's first name
documentInstance/contact/contactAssociate/lastName None Last name: Displays the contact's last name
documentInstance/contact/contactAssociate/middleName None Middle Name : Displays the contact's middle name.
documentInstance/contact/contactAssociate/fullName None Full name: Displays full name of user (first, middle, last - according to settings)
documentInstance/contact/contactAssociate/contactId None Company ID: Database ID of the company the user belongs to
documentInstance/contact/contactAssociate/personId None Contact ID: Database ID of the contact row
documentInstance/contact/contactAssociate/mrMrs None Mr/Ms: Displays whether the contact is addressed as Mr or Ms
documentInstance/contact/contactAssociate/title None Title: Displays whether the contact is addressed as Mr or Ms
documentInstance/contact/contactAssociate/associateDbId None ID
documentInstance/contact/contactAssociate/contactName None Owning company: Name of the company the user belongs to
documentInstance/contact/contactAssociate/contactDepartment None Owning department: Name of the department at the company the user belongs to
documentInstance/contact/contactAssociate/usergroup None Primary group: The user's primary user group
documentInstance/contact/contactAssociate/contactFullName None Owner: Name and department of the company the user belongs to
documentInstance/contact/contactAssociate/contactCategory None Category: Category
documentInstance/contact/contactAssociate/role None Role : Role
documentInstance/contact/contactAssociate/assocName None User ID : User ID
documentInstance/contact/contactAssociate/assocTooltip None Description : Description
documentInstance/contact/contactAssociate/assocType None Type: Type of user: associate, external user, system user, anonymous account
documentInstance/contact/contactAssociate/ejUserId None Service user ID: The database ID of a Service user
documentInstance/contact/contactAssociate/simultaneousEjUser None Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
documentInstance/contact/contactAssociate/ejDisplayName None Nick name: User's nick name in Service
documentInstance/contact/contactAssociate/ejStatus None Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
documentInstance/contact/contactAssociate/credentialType None Auth. type: What type of credentials to use when this user logs in
documentInstance/contact/contactAssociate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in
documentInstance/contact/contactAssociate/isActive None Active: Is this user active, and should be able to log in?
documentInstance/contact/contactAssociate/isActiveText None Active status: Is this user active, and should be able to log in?
documentInstance/contact/contactAssociate/portraitThumbnail None Person image: Person image
documentInstance/contact/contactAssociate/otherGroups None Other groups: Other groups
documentInstance/contact/contactAssociate/userName None User name: User name
documentInstance/contact/contactAssociate/personEmail None E-mail
documentInstance/contact/contactAssociate/locationAddress None Location: Location
documentInstance/contact/contactAssociate/isLocation None Is a location: Is a location
documentInstance/contact/contactInterestIds None Company Interest: This criterion corresponds to the Interests tab on the Company card.
documentInstance/contact/contactUdef/SuperOffice:1 None companyshorttext: tooltipshorttext
documentInstance/contact/contactUdef/SuperOffice:2 None companylongtext: tooltiplongtext
documentInstance/contact/contactUdef/SuperOffice:3 None companynumber
documentInstance/contact/contactUdef/SuperOffice:4 None companydate
documentInstance/contact/contactUdef/SuperOffice:5 None companyunlimiteddate: tooltipunlimiteddate
documentInstance/contact/contactUdef/SuperOffice:6 None companycheckbox
documentInstance/contact/contactUdef/SuperOffice:7 None companydropdownlistbox
documentInstance/contact/contactUdef/SuperOffice:8 None companydecimal
documentInstance/contact/contactUdef/SuperOffice:9 None page1saleonly
documentInstance/contact/contactUdef/SuperOffice:10 None page1marketingonly
documentInstance/contact/contactUdef/SuperOffice:11 None page1adminonly
documentInstance/contact/contactUdef/SuperOffice:12 None Udlist one: Static tooltip for udlist one
documentInstance/contact/contactUdef/SuperOffice:13 None Udlist two: Static tooltip for udlist two
documentInstance/contact/contactExtra/x_contact_integer None Extra Integer: Custom integer field
documentInstance/contact/contactExtra/x_contact_default_integer None Extra Default Integer: Custom integer field with default value 123.
documentInstance/contact/contactExtra/x_contact_float None Extra Float: Custom float field with 3 decimals
documentInstance/contact/contactExtra/x_contact_longtext None Extra LongText: Custom long text field. DO not keep HTML. 3 Line text area editor
documentInstance/contact/contactExtra/x_contact_dropdown None Extra Long Dropdown: Custom long text field with dropdown: Volvo, Saab, etc.
documentInstance/contact/contactExtra/x_contact_date None Extra date: Custom date field. User current as default.
documentInstance/contact/contactExtra/x_contact_datetime None Extra DateTime: Custom Date Time field. No default value. External
documentInstance/contact/contactExtra/x_contact_time None Extra time: Custom time field.
documentInstance/contact/contactExtra/x_contact_boolean None Extra boolean: Custom boolean field.
documentInstance/contact/contactExtra/x_contact_timespan None Extra timespan: Custom timespan field. Hours and minutes in 10 units
documentInstance/contact/contactExtra/x_contact_shorttext None Extra short text: Custom short text field. Keep HTML tags.
documentInstance/contact/contactExtra/x_contact_short_dropdown None Extra short dropdown: Custom short text with dropdown list. Red, Green or Blue or Purple. External.
documentInstance/contact/contactExtra/x_contact_contact_relation None Extra Company: Custom company relation. Do not show one-to-many relations. Show function buttons
documentInstance/contact/contactExtra/x_contact_request_relation None Extra Request relation: Request relation on company
documentInstance/contact/contactExtra/x_contact_contact None Extra contact relation: Contact relation on company
documentInstance/contact/contactExtra/y_organization/x_name None Organization - Name
documentInstance/contact/NumberOfActivities None Number of activities
documentInstance/contact/NumberOfActivitiesInPeriod None Number of activities in last 90 days
documentInstance/contact/NumberOfNotCompletedActivities None Number of non-completed activities
documentInstance/contact/NumberOfNotCompletedActivitiesInPeriod None Number of non-completed activities in last 90 days
documentInstance/contact/LastActivity None Date of last activity
documentInstance/contact/LastCompletedActivity None Date of last completed activity
documentInstance/contact/LastDoByActivity None Date of last non-completed activity
documentInstance/contact/NumberOfSales None Number of sales
documentInstance/contact/NumberOfSalesInPeriod None Number of sales in last 90 days
documentInstance/contact/NumberOfNotCompletedSales None Number of non-completed sales
documentInstance/contact/NumberOfNotCompletedSalesInPeriod None Number of non-completed sales in last 90 days
documentInstance/contact/LastSale None Date of last sale
documentInstance/contact/LastCompletedSale None Date of last completed sale
documentInstance/contact/LastDoBySale None Date of last non-completed sale
documentInstance/contact/NumberOfTickets None Number of requests

Supported Columns (cont.)

Name Restriction Description OrderBy
documentInstance/contact/NumberOfTicketsInPeriod None Number of requests in last 90 days
documentInstance/contact/NumberOfNotCompletedTickets None Number of non-completed requests
documentInstance/contact/NumberOfNotCompletedTicketsInPeriod None Number of non-completed requests in last 90 days
documentInstance/contact/LastTicket None Date of last request
documentInstance/contact/LastCompletedTicket None Date of last completed request
documentInstance/contact/LastDoByTicket None Date of last non-completed request
documentInstance/contact/SaintStatus1 None Neglected customer: Denne kunden har det vært 0 salgsaktiviteter på i perioden.
documentInstance/contact/SaintStatus2 None C-company: Kundens navn starter med bokstaven C
documentInstance/contact/saintSaleStatus None With status
documentInstance/contact/saintAmountClass None Amount class
documentInstance/contact/saintActivityType None SAINT type
documentInstance/contact/saintDirection None Direction
documentInstance/contact/saintIntention None Intention
documentInstance/contact/saintTicketStatus None Status
documentInstance/contact/saintTicketCategory None Category
documentInstance/project/completed None Completed: Displays a check mark indicating if the project has been completed.
documentInstance/project/projectId None DB ID: Displays the database ID for a project row
documentInstance/project/name None Project name: Displays the Project's name
documentInstance/project/number None Number: Displays the project's number
documentInstance/project/type None Project type: Displays the project's type
documentInstance/project/status None Status: Displays the project's status
documentInstance/project/statusRank None Status rank: Rank of the project status in the status list
documentInstance/project/associateId None ID: Displays login ID of the associate who owns the project
documentInstance/project/hasInfoText None Info: Displays an icon indicating if the project has a description text. The text itself will be displayed in a tooltip.
documentInstance/project/icon None Category: Displays the icon for an activity type
documentInstance/project/text None Text: Displays a descriptive text for the item
documentInstance/project/description None Description : Description
documentInstance/project/updatedBy None Updated by: The user who last updated the data
documentInstance/project/updatedByFullName None Updated by - Full name: The user who last updated the data
documentInstance/project/updatedDate None Updated: The date/time the data was last updated in UTC.
documentInstance/project/registeredBy None Registered by: The user who registered the data
documentInstance/project/registeredByFullName None Registered by - Full name: The user who registered the data
documentInstance/project/registeredDate None Registered date: The date/time the data was registered in UTC.
documentInstance/project/hasGuide None Guided: Does this sale have a Sales Guide
documentInstance/project/nextMilestone None Next milestone: Date of next non-completed activity that is marked as a milestone
documentInstance/project/endDate None End date: End date of project
documentInstance/project/imageThumbnail None Thumbnail: Scaled-down image of project image
documentInstance/project/activeErpLinks None ERP connected: Is there an active ERP Sync?
documentInstance/project/projectPublish/isPublished None Published: Displays an icon indicating if the project or sale has been published
documentInstance/project/projectPublish/publishedFrom None From date: Start date for publishing. The record will not be visible prior to this date
documentInstance/project/projectPublish/publishedTo None To date: End date for publishing. The record will not be visible after this date
documentInstance/project/projectPublish/publishedBy None Published by: Published by
documentInstance/project/projectEvent/isExternalEvent None Event: Is this an external event
documentInstance/project/projectEvent/eventDate None Event date: Event date
documentInstance/project/projectEvent/hasSignOn None Sign On: Does this event have the Sign On function enabled
documentInstance/project/projectEvent/hasSignOff None Sign Off: Does this event have the Sign Off function enabled
documentInstance/project/projectUrl/URLAddress None URL
documentInstance/project/projectUrl/URLDescription None Description
documentInstance/project/projectAssociate/firstName None First name: Displays the contact's first name
documentInstance/project/projectAssociate/lastName None Last name: Displays the contact's last name
documentInstance/project/projectAssociate/middleName None Middle Name : Displays the contact's middle name.
documentInstance/project/projectAssociate/fullName None Full name: Displays full name of user (first, middle, last - according to settings)
documentInstance/project/projectAssociate/contactId None Company ID: Database ID of the company the user belongs to
documentInstance/project/projectAssociate/personId None Contact ID: Database ID of the contact row
documentInstance/project/projectAssociate/mrMrs None Mr/Ms: Displays whether the contact is addressed as Mr or Ms
documentInstance/project/projectAssociate/title None Title: Displays whether the contact is addressed as Mr or Ms
documentInstance/project/projectAssociate/associateDbId None ID
documentInstance/project/projectAssociate/contactName None Owning company: Name of the company the user belongs to
documentInstance/project/projectAssociate/contactDepartment None Owning department: Name of the department at the company the user belongs to
documentInstance/project/projectAssociate/usergroup None Primary group: The user's primary user group
documentInstance/project/projectAssociate/contactFullName None Owner: Name and department of the company the user belongs to
documentInstance/project/projectAssociate/contactCategory None Category: Category
documentInstance/project/projectAssociate/role None Role : Role
documentInstance/project/projectAssociate/assocName None User ID : User ID
documentInstance/project/projectAssociate/assocTooltip None Description : Description
documentInstance/project/projectAssociate/assocType None Type: Type of user: associate, external user, system user, anonymous account
documentInstance/project/projectAssociate/ejUserId None Service user ID: The database ID of a Service user
documentInstance/project/projectAssociate/simultaneousEjUser None Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
documentInstance/project/projectAssociate/ejDisplayName None Nick name: User's nick name in Service
documentInstance/project/projectAssociate/ejStatus None Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
documentInstance/project/projectAssociate/credentialType None Auth. type: What type of credentials to use when this user logs in
documentInstance/project/projectAssociate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in
documentInstance/project/projectAssociate/isActive None Active: Is this user active, and should be able to log in?
documentInstance/project/projectAssociate/isActiveText None Active status: Is this user active, and should be able to log in?
documentInstance/project/projectAssociate/portraitThumbnail None Person image: Person image
documentInstance/project/projectAssociate/otherGroups None Other groups: Other groups
documentInstance/project/projectAssociate/userName None User name: User name
documentInstance/project/projectAssociate/personEmail None E-mail
documentInstance/project/projectAssociate/locationAddress None Location: Location
documentInstance/project/projectAssociate/isLocation None Is a location: Is a location
documentInstance/project/projectUdef/SuperOffice:1 None projectshorttext
documentInstance/project/projectUdef/SuperOffice:2 None projectlongtext
documentInstance/project/projectUdef/SuperOffice:3 None projectnumber
documentInstance/project/projectUdef/SuperOffice:4 None projectdate
documentInstance/project/projectUdef/SuperOffice:5 None projectunlimiteddate
documentInstance/project/projectUdef/SuperOffice:6 None projectcheckbox
documentInstance/project/projectUdef/SuperOffice:7 None projectdropdownlistbox
documentInstance/project/projectUdef/SuperOffice:8 None projectdecimal
documentInstance/project/projectUdef/SuperOffice:9 None page1saleandmarketing
documentInstance/project/projectUdef/SuperOffice:10 None page1saleandadmin
documentInstance/project/NumberOfActivities None Number of activities
documentInstance/project/NumberOfActivitiesInPeriod None Number of activities in last 90 days
documentInstance/project/NumberOfNotCompletedActivities None Number of non-completed activities
documentInstance/project/NumberOfNotCompletedActivitiesInPeriod None Number of non-completed activities in last 90 days
documentInstance/project/LastActivity None Date of last activity
documentInstance/project/LastCompletedActivity None Date of last completed activity
documentInstance/project/LastDoByActivity None Date of last non-completed activity
documentInstance/project/NumberOfSales None Number of sales
documentInstance/project/NumberOfSalesInPeriod None Number of sales in last 90 days
documentInstance/project/NumberOfNotCompletedSales None Number of non-completed sales

Supported Columns (cont.)

Name Restriction Description OrderBy
documentInstance/project/NumberOfNotCompletedSalesInPeriod None Number of non-completed sales in last 90 days
documentInstance/project/LastSale None Date of last sale
documentInstance/project/LastCompletedSale None Date of last completed sale
documentInstance/project/LastDoBySale None Date of last non-completed sale
documentInstance/project/SaintStatus3 None Not completed activites with intention sale: Number of not completed activities for intention sale > 0.
documentInstance/project/saintSaleStatus None With status
documentInstance/project/saintAmountClass None Amount class
documentInstance/project/saintActivityType None SAINT type
documentInstance/project/saintDirection None Direction
documentInstance/project/saintIntention None Intention
documentInstance/project/saintTicketStatus None Status
documentInstance/project/saintTicketCategory None Category
documentInstance/project/project/textId None Text ID
documentInstance/project/project/infoText None Information: Displays the text entered in the description field
documentInstance/associate/firstName None First name: Displays the contact's first name
documentInstance/associate/lastName None Last name: Displays the contact's last name
documentInstance/associate/middleName None Middle Name : Displays the contact's middle name.
documentInstance/associate/fullName None Full name: Displays full name of user (first, middle, last - according to settings)
documentInstance/associate/contactId None Company ID: Database ID of the company the user belongs to
documentInstance/associate/personId None Contact ID: Database ID of the contact row
documentInstance/associate/mrMrs None Mr/Ms: Displays whether the contact is addressed as Mr or Ms
documentInstance/associate/title None Title: Displays whether the contact is addressed as Mr or Ms
documentInstance/associate/associateDbId None ID
documentInstance/associate/contactName None Owning company: Name of the company the user belongs to
documentInstance/associate/contactDepartment None Owning department: Name of the department at the company the user belongs to
documentInstance/associate/usergroup None Primary group: The user's primary user group
documentInstance/associate/contactFullName None Owner: Name and department of the company the user belongs to
documentInstance/associate/contactCategory None Category: Category
documentInstance/associate/role None Role : Role
documentInstance/associate/assocName None User ID : User ID
documentInstance/associate/assocTooltip None Description : Description
documentInstance/associate/assocType None Type: Type of user: associate, external user, system user, anonymous account
documentInstance/associate/ejUserId None Service user ID: The database ID of a Service user
documentInstance/associate/simultaneousEjUser None Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
documentInstance/associate/ejDisplayName None Nick name: User's nick name in Service
documentInstance/associate/ejStatus None Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
documentInstance/associate/credentialType None Auth. type: What type of credentials to use when this user logs in
documentInstance/associate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in
documentInstance/associate/isActive None Active: Is this user active, and should be able to log in?
documentInstance/associate/isActiveText None Active status: Is this user active, and should be able to log in?
documentInstance/associate/portraitThumbnail None Person image: Person image
documentInstance/associate/otherGroups None Other groups: Other groups
documentInstance/associate/userName None User name: User name
documentInstance/associate/personEmail None E-mail
documentInstance/associate/locationAddress None Location: Location
documentInstance/associate/isLocation None Is a location: Is a location
documentInstance/documentUdef/SuperOffice:1 None documentshorttext
documentInstance/documentUdef/SuperOffice:2 None documentlongtext
documentInstance/documentUdef/SuperOffice:3 None documentnumber
documentInstance/documentUdef/SuperOffice:4 None documentdate
documentInstance/documentUdef/SuperOffice:5 None documentunlimiteddate
documentInstance/documentUdef/SuperOffice:6 None documentcheckbox
documentInstance/documentUdef/SuperOffice:7 None documentdropdownlistbox
documentInstance/documentUdef/SuperOffice:8 None documentdecimal
documentInstance/sale/completed None Completed: Displays a checkbox showing if an appointment is completed
documentInstance/sale/icon None Category: Displays the icon for an activity type
documentInstance/sale/date None Date: Displays start date of a follow-up / sale date of a sale
documentInstance/sale/time None Time: Time
documentInstance/sale/type None Type: Displays the type of an activity
documentInstance/sale/recordType None Record type : Shows the record type
documentInstance/sale/text None Text: Displays a descriptive text for the item
documentInstance/sale/associateId None ID: Displays the login ID of the associate who owns the activity.
documentInstance/sale/contactId None Company ID: Database ID of company
documentInstance/sale/personId None Contact ID: Database ID of the contact row
documentInstance/sale/projectId None Project ID: Database ID of project record
documentInstance/sale/saleId None Sale ID: The database ID of the sale record
documentInstance/sale/userGroup None User group : The user group that owns the record
documentInstance/sale/who None Who: Contact and/or company
documentInstance/sale/updatedBy None Updated by: The user who last updated the data
documentInstance/sale/updatedByFullName None Updated by - Full name: The user who last updated the data
documentInstance/sale/updatedDate None Updated: The date/time the data was last updated in UTC.
documentInstance/sale/registeredBy None Registered by: The user who registered the data
documentInstance/sale/registeredByFullName None Registered by - Full name: The user who registered the data
documentInstance/sale/registeredDate None Registered date: The date/time the data was registered in UTC.
documentInstance/sale/currencyId None Currency ID: The currency list item ID
documentInstance/sale/currency None Currency: The currency of the sale
documentInstance/sale/credited None Credited: The user to be credited with the sale
documentInstance/sale/lossReason None Reason (lost: The reason for losing the sale
documentInstance/sale/source None Source: The source (lead) of the sale
documentInstance/sale/competitor None Competitor: The competitor who won the sale
documentInstance/sale/heading None Sale: The name of the sale
documentInstance/sale/amount None Amount: The gross sales total
documentInstance/sale/amountWeighted None Weighted amount: Virtual field calculated from amount * probability percent.
documentInstance/sale/earning None Profit: Gross profit (gross sales total - cost) for the sale
documentInstance/sale/earningPercent None Profit as % : The profit as a percentage of the gross sales total
documentInstance/sale/probPercent None Probability as %: Probability as %
documentInstance/sale/originalStage None Stage: Displays the stage of the sale
documentInstance/sale/stage None Stage: Displays the stage of the sale
documentInstance/sale/stageName None Stage name: Displays the stage of the sale
documentInstance/sale/saleStatus None Status: The status of the sale - open, lost or sold
documentInstance/sale/stageRank None Stage rank: Rank of the sale stage in the stage list
documentInstance/sale/saleType None Sale type: Sale type, from list
documentInstance/sale/saleTypeId None Sale type ID: Sale type, from list
documentInstance/sale/stageId None Sale stage ID: Displays the stage of the sale
documentInstance/sale/nextDueDate None Next activity: Date for next activity for a sale, updated live from the sale's activities
documentInstance/sale/reopenDate None Reopen date: Displays the reopen date for the sale
documentInstance/sale/stalledComment None Reason (stalled: The reason the sale has been stalled
documentInstance/sale/saleTypeCategory None Sale type category: Sale type category
documentInstance/sale/soldReason None Reason (sold: Reason (sold)
documentInstance/sale/saleNumber None Number: Number

Supported Columns (cont.)

Name Restriction Description OrderBy
documentInstance/sale/hasStakeholders None Has stakeholders: Does this sale have stakeholders enabled
documentInstance/sale/hasQuote None Has quote?: Does the sale have a quote attached?
documentInstance/sale/hasGuide None Guided: Does this sale have a Sales Guide
documentInstance/sale/description None Description: The long description field on Sale
documentInstance/sale/activeErpLinks None ERP connected: Is there an active ERP Sync?
documentInstance/sale/createdByWorkflow None Created by flow: Created by flow
documentInstance/sale/amountInBaseCurrency None Amount (BaseCurrency): The gross sales total
documentInstance/sale/amountWeightedInBaseCurrency None Weighted amount (BaseCurrency): Virtual field calculated from amount * probability percent.
documentInstance/sale/visibleFor None Visible for
documentInstance/sale/sale/textId None Text ID
documentInstance/sale/sale/description None Text: Displays the text entered in the description field
documentInstance/sale/salePublish/isPublished None Published: Displays an icon indicating if the project or sale has been published
documentInstance/sale/salePublish/publishedFrom None From date: Start date for publishing. The record will not be visible prior to this date
documentInstance/sale/salePublish/publishedTo None To date: End date for publishing. The record will not be visible after this date
documentInstance/sale/salePublish/publishedBy None Published by: Published by
documentInstance/sale/associate/firstName None First name: Displays the contact's first name
documentInstance/sale/associate/lastName None Last name: Displays the contact's last name
documentInstance/sale/associate/middleName None Middle Name : Displays the contact's middle name.
documentInstance/sale/associate/fullName None Full name: Displays full name of user (first, middle, last - according to settings)
documentInstance/sale/associate/contactId None Company ID: Database ID of the company the user belongs to
documentInstance/sale/associate/personId None Contact ID: Database ID of the contact row
documentInstance/sale/associate/mrMrs None Mr/Ms: Displays whether the contact is addressed as Mr or Ms
documentInstance/sale/associate/title None Title: Displays whether the contact is addressed as Mr or Ms
documentInstance/sale/associate/associateDbId None ID
documentInstance/sale/associate/contactName None Owning company: Name of the company the user belongs to
documentInstance/sale/associate/contactDepartment None Owning department: Name of the department at the company the user belongs to
documentInstance/sale/associate/usergroup None Primary group: The user's primary user group
documentInstance/sale/associate/contactFullName None Owner: Name and department of the company the user belongs to
documentInstance/sale/associate/contactCategory None Category: Category
documentInstance/sale/associate/role None Role : Role
documentInstance/sale/associate/assocName None User ID : User ID
documentInstance/sale/associate/assocTooltip None Description : Description
documentInstance/sale/associate/assocType None Type: Type of user: associate, external user, system user, anonymous account
documentInstance/sale/associate/ejUserId None Service user ID: The database ID of a Service user
documentInstance/sale/associate/simultaneousEjUser None Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
documentInstance/sale/associate/ejDisplayName None Nick name: User's nick name in Service
documentInstance/sale/associate/ejStatus None Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
documentInstance/sale/associate/credentialType None Auth. type: What type of credentials to use when this user logs in
documentInstance/sale/associate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in
documentInstance/sale/associate/isActive None Active: Is this user active, and should be able to log in?
documentInstance/sale/associate/isActiveText None Active status: Is this user active, and should be able to log in?
documentInstance/sale/associate/portraitThumbnail None Person image: Person image
documentInstance/sale/associate/otherGroups None Other groups: Other groups
documentInstance/sale/associate/userName None User name: User name
documentInstance/sale/associate/personEmail None E-mail
documentInstance/sale/associate/locationAddress None Location: Location
documentInstance/sale/associate/isLocation None Is a location: Is a location
documentInstance/sale/saleUdef/SuperOffice:1 None saleshorttext
documentInstance/sale/saleUdef/SuperOffice:2 None salelongtext
documentInstance/sale/saleUdef/SuperOffice:3 None salenumber
documentInstance/sale/saleUdef/SuperOffice:4 None saledate
documentInstance/sale/saleUdef/SuperOffice:5 None saleunlimiteddate
documentInstance/sale/saleUdef/SuperOffice:6 None salecheckbox
documentInstance/sale/saleUdef/SuperOffice:7 None saledropdownlistbox
documentInstance/sale/saleUdef/SuperOffice:8 None saledecimal
documentInstance/document/textId None Text ID
documentInstance/document/description None Text: Displays the text entered in the description field

Sample

GET /api/v1/archive/ProjectGuide?$select=appointmentInstance/contact/updatedByFullName,appointmentInstance/sale/time,appointmentInstance/sale/associate/ejStatus,appointmentInstance/sale/associate/locationAddress,appointmentInstance/associate/contactCategory
Authorization: Basic dGplMDpUamUw
Accept: application/json; charset=utf-8
Accept-Language: sv

See also: IArchiveAgent.

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