AccountToDo
IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Access to version 1.6 will be deactivated.
This entity describes a To-Do created by an Autotask user and associated with an Autotask Account. In Autotask, a To-Do is a scheduled item that appears on the user's Autotask calendar. It can be assigned to the creator or to another resource. It requires an Action Type and can be associated with an Opportunity, Ticket, or Contract that is associated with the same Account as the To-Do. Autotask users manage Account To Dos through the CRM module (CRM > To-Dos).
Entity details
You can also retrieve this information with the Web Services API call The getEntityInfo() SOAP API call.
Entity Name: | AccountToDo |
Can Create: | |
Can Update: | |
Can Query: | |
Can Delete: | |
Can Have UDFs: |
Conditions and requirements
Special field attributes
Field | Conditions and Requirements |
---|---|
AccountID | ContactID, ContractID, OpportunityID, and TicketID must reference a Contact, Contract, Opportunity, or Ticket entity with the same AccountID as the AccountToDo. |
CompleteDate | Setting CompleteDate completes the to-do. The To-Do entity does not include an "IsComplete" field. Use the CompleteDate column to query for completed To-Dos. Completed To-Dos can also be queried using the AccountNote entity. |
ContactID | ContactID must reference an Active Autotask Contact associated with the Account referenced by the AccountID field or from the ParentAccount of the Account referenced by the Quote AccountID. |
Field definitions
The following table describes the standard Autotask field objects for this entity.
- To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call The getFieldInfo() SOAP API call.
- For information on entity UDFs, use getUDFInfo().
- For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed.
- LT indicates Local Term.
For more information about fields marked as picklists, review our Understanding picklists article.
Field Name | Label | Datatype | Read Only | Is Required | Reference Name | Picklist |
---|---|---|---|---|---|---|
AccountID | {LT:Account} | long | Account | |||
ActionType | Action Type | integer | ||||
ActivityDescription | Description | string (32000) |
||||
AssignedToResourceID | Assigned To Resource | long | Resource | |||
CompletedDate | Completed Date | datetime | ||||
ContactID | Contact | long | Contact | |||
ContractID | Contract | long | Contract | |||
CreateDateTime | Create Date Time | datetime | ||||
CreatorResourceID | Creator Resource | long | Resource | |||
EndDateTime | End Date Time | datetime | ||||
id | {LT:Account} To Do ID | long | ||||
ImpersonatorCreatorResourceID | Impersonator Creator Resource ID | integer | Resource |
|
||
LastModifiedDate | Last Modified Date | datetime | ||||
OpportunityID | Opportunity | long | Opportunity | |||
StartDateTime | Start Date Time | datetime | ||||
TicketID | Ticket | long | Ticket |