Main fact table of visits (tasks) in CRM. Contains all information about completed and planned tasks of representatives — both to contacts and companies. Serves as the central table for most dashboard tabs.
| Field name | Short explanation |
|---|---|
| key_category_id | Client category ID |
| key_client_categ | Client category (from the table crm_owner_v2) |
| key_client_id | Client identifier (contact or company). For companies, multiplied by -1 |
| key_createdate | Task creation date in format: weekday, day, month, year |
| key_date | Visit date adjusted for time zone, in format: weekday, day, month, year |
| key_datefrom | Visit start date and time with GMT offset, in format: dd/mm/yyyy, hh:mm:ss |
| key_datetill | Visit end date, in format: dd/mm/yyyy, hh:mm:ss |
| key_deletecall | Deleted visit flag. If 1 — 'Yes', otherwise 'No' |
| key_direction_id | Identifier of the direction to which the client belongs |
| key_factclosed | Actual task closing date, in format: dd/mm/yyyy, hh:mm:ss |
| key_flag | Client type: 'contact' or 'company' |
| key_gps_accuracy | GPS accuracy |
| key_gps_date | GPS location date, in format: dd/mm/yyyy, hh:mm:ss |
| key_gps_distance | Distance between GPS point (visit completion place) and reference GPS coordinates of the visit place |
| key_isshop | Indicates if the company is a point of sale (IsShop = 1) |
| key_owner_flag | Indicates whether the current client is under the user’s responsibility |
| key_plan_id | Plan identifier linked to the reference crm_task_plan_now |
| key_target_id | Target group identifier from the table crm_targetspec |
| key_task_id | Unique identifier of the visit (task) |
| key_task_isfinish | Visit completion flag |
| key_task_plan | Indicates whether the visit was planned |
| key_taskresult | Visit result (text value) |
| key_taskstart | Actual visit start time, in format: dd/mm/yyyy, hh:mm:ss |
| key_taskstate_id | Identifier of the current state of the visit |