Interaction

A communication, such as an email, phone call or meeting, between parties.

Field Label	API Name	Type	Notes
Applied Process	cloupra__Applied_Process__c	Lookup (Cloupra__Applied_Process__C)
Batch	cloupra__Batch__c	Lookup (Cloupra__Batch__C)
Call Disposition	cloupra__Call_Disposition__c	Lookup (Cloupra__Category__C)
Call Duration	cloupra__Call_Duration__c	Number (6, 0)
Created By ID	CreatedById	Lookup (User)	Required
Created Date	CreatedDate	Datetime	Required
Deleted	IsDeleted	Checkbox	Required
Details	cloupra__Details__c	Textarea (131000)
Direction	cloupra__Direction__c	Lookup (Cloupra__Category__C)
Direction	cloupra__Direction_Picklist__c	Picklist (Outbound; Inbound)
External Id	cloupra__External_Id__c	Text (255)	External ID
IsPhoneCall	cloupra__IsPhoneCall__c	Formula (Checkbox)	Formula: cloupra__Method__r. cloupra__Group_Code__c = 'INTYPHONE' Attribute: Required
Last Activity Date	LastActivityDate	Date
Last Modified By ID	LastModifiedById	Lookup (User)	Required
Last Modified Date	LastModifiedDate	Datetime	Required
Last Referenced Date	LastReferencedDate	Datetime
Last Viewed Date	LastViewedDate	Datetime
Location	cloupra__Location__c	Text (255)
Method	cloupra__Method_Picklist__c	Picklist (Email; Phone Call; SMS; Meeting; Seminar; Post; Web Enquiry; Unknown)
Method	cloupra__Method__c	Lookup (Cloupra__Category__C)
Method Group Code	cloupra__Method_Group_Code__c	Formula (Text)	cloupra__Method__r. cloupra__Group_Code__c
Mood	cloupra__Mood__c	Lookup (Cloupra__Category__C)
Organisation	cloupra__Client__c	Lookup (Account)
Organisation Orgn Type	cloupra__Organisation_Orgn_Type__c	Formula (Text)	Text(cloupra__Client__r. cloupra__Orgn_Type__c)
Outcome	cloupra__Outcome__c	Lookup (Cloupra__Category__C)
Owner Colour	cloupra__Owner_Colour__c	Formula (Text)	Owner:User. cloupra__Team_Member_Colour__c
Owner ID	OwnerId	Lookup (Group, User)	Required
Person	cloupra__Person__c	Lookup (Contact)
Policy	cloupra__Policy__c	Lookup (Cloupra__Policy__C)
Portfolio Holding	cloupra__Portfolio_Holding__c	Lookup (Cloupra__Portfolio_Holding__C)
Primary Division	cloupra__Primary_Division__c	Lookup (Account)
Provider	cloupra__Provider__c	Lookup (Account)
Record ID	Id	Id (18)	Required
Related Activity Id	cloupra__Related_Activity_Id__c	Text (18)	Help text: Stores activity id as an external id when interaction is created from sync interaction trigger. Attribute: External ID
Related Client	cloupra__Related_Client__c	Lookup (Account)
Related Email Message Id	cloupra__Related_Email_Message_Id__c	Text (18)	When an interaction record is created from an Email Message record, this field contains the ID of the related Email Message.
Related Employer	cloupra__Related_Employer__c	Lookup (Account)
Related Interaction	cloupra__Related_Interaction__c	Lookup (Cloupra__Interaction__C)
Related Organisation	cloupra__Related_Organisation__c	Lookup (Account)
Related Person	cloupra__Related_Person__c	Lookup (Contact)
Related Person First Name	cloupra__Related_Person_First_Name__c	Formula (Text)	cloupra__Related_Person__r.FirstName
Related Person Mobile Phone	cloupra__Related_Person_Mobile_Phone__c	Formula (Text)	cloupra__Related_Person__r. MobilePhone
Related Provider	cloupra__Related_Provider__c	Lookup (Account)
Related Service	cloupra__Related_Service__c	Lookup (Cloupra__Service__C)
Service	cloupra__Service__c	Lookup (Cloupra__Service__C)
Source Record	cloupra__Source_Record__c	Text (18)
Subject	Name	Text (80)
Syndicate	cloupra__Syndicate__c	Lookup (Cloupra__Syndicate__C)
System Modstamp	SystemModstamp	Datetime	Required
Task	cloupra__Task__c	Lookup (Cloupra__Task__C)
Type	cloupra__Type__c	Lookup (Cloupra__Category__C)
Until	cloupra__Until__c	Datetime
URL	cloupra__URL__c	Url (255)
When	cloupra__When__c	Datetime
When Relative	cloupra__When_Relative__c	Formula (Text)	IF (     isnull(cloupra__When__c)     ,'Never'     ,IF     (         (TODAY() - datevalue(cloupra__When__c)) == 0         ,'Today'         ,text(TODAY() - datevalue(cloupra__When__c)) & ' days ago'     ) )