Named account attributes
|
Attribute syntax |
Attribute Name |
Data type |
Example |
|
sdr_o=<text> |
Account ID |
Any text |
sdr_o=21212 |
|
sdr_ofid=<text> |
OFID |
Any text |
sdr_ofid=12345678A90 |
|
sdr_odn=<text> |
Any text |
sdr_odn=Acme |
|
|
sdr_u=<text> |
user-id |
Any text |
|
|
sdr_u.name=<text> |
User Name |
Any text |
sdr_u.name=Jon |
|
sdr_o.Create%20Date=<date> |
Create Date |
Date ( ISO 8601 format) |
sdr_o.Create%20Date=2011-12-20T19:25:58.0Z |
|
sdr_o.Contract%20Renewal%20Date=<date> |
Contract Renewal Date |
Date (ISO 8601 format) |
sdr_o..Contract%20Renewal%20Date=2011-12-20T19:25:58.0Z |
|
sdr_o.Contract%20Value=<number> |
Contract Value (MRR or ARR) |
Number larger than 1 |
sdr_o.Contract%20Value=5000 |
|
sdr_o.Licenses=<number> |
Licenses |
Number larger than 1 |
sdr_o.Licenses=12 |
|
sdr_o.Sales%20Manager=<text> |
Sales Manager |
Any text |
sdr_o.Sales%20Manager=Jon%20Smith |
|
sdr_o.Success%20Manager=<text> |
Success Manager |
Any text |
sdr_o.Success%20Manager=Jon%20Smith |
|
sdr_o.Status=<status type> |
Account Status |
Status type (must be a defined status) |
sdr_o.Status=Paying |
|
sdr_o.Cancellation%20Date=<date> |
Cancellation Date |
Date (ISO 8601 format) |
sdr_o.Cancellation%20Date=2016-10-12T15:26:42.3Z |
|
sdr_o.Account%20Type=<account type> |
Account Type |
Any text |
sdr_o.Account%20Type=Premier |
|
sdr_o.Company%20Size=<number> |
Company Size |
Number larger than 1 |
sdr_o.Company%20Size=800 |
|
sdr_o.Contract%20Start%20Date=<date> |
Contract Start Date |
Date (ISO 8601 format) |
sdr_o.Contract%20Start%20Date=2012-05-16T12:20:25.0Z |
|
sdr_o.Forecast%20Contract%20Value=<number> |
Forecast Contract Value |
Number larger than 1 |
sdr_o.Forecast%20Contract%20Value=25000 |
|
sdr_o.Forecast%20Period=<date> |
Forecast Period |
Date (ISO 8601 format) |
sdr_o.Forecast%20Period=2016-6-11T16:36:47.3Z |
|
sdr_o.Forecast%20State=<text> |
Forecast State |
Any text |
sdr_o.Forecast%20State=Renewing |
|
sdr_o.Last%20Contract%20Value%20Change%20Date=<date> |
Last Contract Value Change Date |
Date (ISO 8601 format) |
sdr_o.Last%20Contract%20Value%20Change%20Date=2011-09-01T18:30:25.0Z |
|
sdr_o.parent_id=<text> |
parent_id |
Any text |
sdr_o.parent_id=12837ASf |
|
sdr_o.product_id=<text> |
product_id |
Any text |
sdr_o.product_id=excelsior%20version_1.5 |
|
sdr_o.Trial%20Expiration%20Date=<date> |
Trial Expiration Date |
Date (ISO 8601 format) |
sdr_o.Trial%20Expiration%20Date=2011-12-20T19:25:58.0Z |
Custom attributes
|
sdr_o.<attribute>=<value> |
account level attribute |
Any text |
sdr_o.accountindustrytype=industrial |
|
sdr_u.<attribute>=<value> |
user level attribute |
Any text |
sdr_u.userphone=555-3232 |
Special attributes
|
sdr_s=<text> |
Service Instance ID |
Any text |
|
|
sdr_u.Key%20Contact=yes |
Key Contact |
Set to "yes" |
(lowercase) |
Modules/Actions
|
sdr_a=<text> |
Action |
Any text |
sdr_a=login |
|
sdr_m=<text> |
Module |
Any text |
sdr_m=dashboard |