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' |
| 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. |
| 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' ) ) |
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