AccountToDo

IMPORTANT  The SOAP API entered a limited enhancement phase in Q4 2020. Access to version 1.6 will eventually be deactivated. At this time, there is no end-of-lifecycle date.

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