Community
Showing results for 
Search instead for 
Do you mean 
Reply

where ACT win store " meeting " " to do" " call data table " data ?

Copper Contributor
Posts: 84
Country: Singapore

where ACT win store " meeting " " to do" " call data table " data ?

Hi all ,

 

I try to access all ACT win SQL table , and i am unable to find the above table , in case some one know where ACT store these information , pls share with me . 

As i have spend already few hour , still unable to find it.

 

So far i manage find those table like company contact opportunty .... but unable to find where is meeting todo call.......table.... pls help. 

 

Paul Yeo 

Avid Listener
Posts: 11
Country: Russia

Re: where ACT win store " meeting " " to do" " call data table " data

Hallo, paulyeo11   You can find call, meeting and to-do in TBL_ACTIVITY.
Copper Contributor
Posts: 84
Country: Singapore

Re: where ACT win store " meeting " " to do" " call data table " data

Hi Sir, Thank you very much for your reply to my post , You are right , Activity table allow me to view the activity type , my second question is , can you share with me below which variable is link to company and contact ? as my purpose is to know my sales staff how many company they visit per month and who they visited ?

 


SQL SELECT "ACCESSOR_ACTIVITYID", ACCESSORID, ACKNOWLEDGED, "ACTIVITY_TYPE",
    ACTIVITYID, ACTIVITYPRIORITYID, ACTIVITYSERIESAPPLIEDID,
    ACTIVITYTYPEID, ALARMED, "ALL_DAY_BANNER", "BANNER_COLOR",
    "BASE_RECORD", CLEARED, "CREATE_DATE", DELETED, DETAILS,
    DURATION, "EDIT_DATE", "END_DATE_TIME", EVENT, "EXTERNAL_ID",
    "INVITATION_SENT", "IS_ACKNOWLEDGED", "IS_ALARMED",
    "IS_ALL_DAY_BANNER", "IS_BASE_RECORD", "IS_CLEARED",
    "IS_DELETED", "IS_EVENT", "IS_INVITATION_SENT", "IS_PRIVATE",
    "IS_RECURENDLESS", "IS_TIMELESS", "LAST_EDITED_BY",
    "LEAD_MINUTES", LOCATION, ORGANIZER, PRIORITY, PRIVATE,
    "RECORD_CREATOR", RECURENDLESS, "RECURRING_END_DATE", REGARDING,
    "START_DATE_TIME", TIMELESS, "TZ_BIAS", "TZ_DAYLIGHT_BIAS",
    "TZ_STANDARD_BIAS", "WF_CONTEXTID", "WF_INSTANCEID"
FROM ACTIVITY;

Bronze Elite Contributor
Posts: 2,115
Country: United_Kingdom

Re: where ACT win store " meeting " " to do" " call data table " data

Hiya,

 

If your looking to report on cleared Activities than you should be querying the History data tables. Activities are for scheduled tasks that have not been completed as yet. Histories store the tasks that have been held e.g. Sales Person scheduled a meeting with a prospect company for the 24th September 2010 and held that meeting. Afterwarsd the sales rep cleared the meeting from his tasklist. This cleared meeting would now be stored in the Histories tables. 

 

However if you are looking to report on what the salesperson has scheduled for the next month or for the rest of this month than the Activities table would be the way to go.

 

Finally, it might be an idea to use the Views rather than manually carrying out all the Joins etc. The History view already contains the relevant joins for the Activity Types and History tyoes and Company etc and could be easier to deal with. 

 

I hope all that makes some sense to you!

Vivek Gargav
Caldere Associates Ltd.
www.caldere.com
vgargav@caldere.com
My Blog
Copper Contributor
Posts: 84
Country: Singapore

Re: where ACT win store " meeting " " to do" " call data table " data

Hi sir , I am using act 2008 premium . And Was told that I need oledb 2.1 .is not able to view activity data. I need 2011 . Kindly confirm pls.
Bronze Elite Contributor
Posts: 2,115
Country: United_Kingdom

Re: where ACT win store " meeting " " to do" " call data table " data

Sorry I should have checked which version you were using, you are correct. OLEDB 2.0 was available from ACT! 2010 (v12) onwards.
Vivek Gargav
Caldere Associates Ltd.
www.caldere.com
vgargav@caldere.com
My Blog