Documentation Index

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Fullcast account system fields reference

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These fields are generated by Fullcast rather than imported from your CRM, and they appear only in the territory grid. Add them from the Column Chooser. They describe where an account sits in your hierarchy and what's changed about it inside Fullcast.

Staged changes and moves

These populate when a change (such as a move) has been proposed but not yet committed.

Field

What it means

From Node

The hierarchy node the account is moving out of in a staged move.

To Node

The hierarchy node the account is proposed to move into.

Proposed Change

A description of the change staged on the account before it's committed.

Proposed By

The user who staged the proposed change.

Proposed On

The date and time the change was proposed.

Committed On

The date and time the change was committed and made final.

Proposed Add / Proposed Delete

Flags indicating the account is proposed to be added to, or removed from, a node.

Hierarchy placement

Where the account currently sits in the territory hierarchy.

Field

What it means

Current Node

The hierarchy node the account currently sits in.

Current Node Id

The unique identifier of the current node.

Level 1 – Level 15

The account's path down the territory hierarchy, one column per level from the top of the tree down (up to 15 levels).

Fullcast Ultimate Parent Id

Fullcast's identifier for the top-most parent in the account family.

Named Type

Whether the account is designated a named account or named exception in Fullcast.

Fullcast record stamps

When and by whom the record changed inside Fullcast — separate from your CRM's own values.

Field

What it means

Created / Created By

When the record was created in Fullcast, and by whom.

Modified / Modified By

When the record was last changed in Fullcast, and by whom. This is Fullcast's own timestamp — not your CRM's Last Modified date — and Fullcast uses it to decide what to export.

Notes

Free-form notes users add to an account within Fullcast. Add or view them with the Notes action on the grid.