Activity Properties

Used to filter by activity status. Null means all statuses are allowed.

ActivityType is required when Inserting an Activity in TAM

Amount

Broker Code - Lookup Broker

Open/Closed Indicator

Operator ID who closed the record - Lookup WHO OPID

Was it closed successfully? - 'True' or 'False'

Company Code - Lookup Company

CSR Code - Lookup Who OPID

A description for the Activity

Action Code Lookup ACTION CODE

WhoCode that will follow up

Date of follow up - YYYYMMDD

Time of follow up - HH:MM. 24 hour clock

Boolean – Inserts into Outlook Calendar if MAPI integration is enabled *

Future Action Date - YYYYMMDD

Length of Link Data

Offset of Link Data

Link Key - Links to TFLink record

Link Type - 'Archive', 'Email', 'Image', 'Letter', 'Fax', 'Memo', 'Spreadsheet', or 'None'

Marketing Plan Code - Lookup MARKETING PLAN

Maintained for backward compatibility, do not use

Maintained for backward compatibility, do not use

Maintained for backward compatibility, do not use

Maintained for backward compatibility, do not use

Policy Number - Can be just the Policy Number or Policy Slot and Section. Only Policy Slot and section will actually attach the activity to the policy.

Policy Type - Lookup POLICY TYPE CLASS

Producer Code -Lookup PRODUCER

Rejection Reason - Required if closed unsuccessfully

Used to specify whether to return the results in descending order.

Used to specify how to sort filtered results.

Time when filed

Total number of Activities