Auto-generated reference for the AmpleoCRM REST API, entities, and fields.
AmpleoCRM uses Keycloak (self-hosted, EU) as the identity provider via OpenID Connect (OIDC).
The Blazor UI uses cookie-based authentication with OIDC redirect to Keycloak:
GET /Account/Login - redirects to KeycloakPOST /Account/Logout - signs out of cookie + KeycloakFor programmatic access (e.g., Outlook Add-in, integrations), use the token endpoint:
| Endpoint | Method | Description |
|---|---|---|
/api/v1/auth/login |
POST | Authenticate with email and password. Returns access token, refresh token, and expiry. |
/api/v1/auth/refresh |
POST | Exchange a refresh token for a new access token. |
Include the access token in the Authorization header for all API requests:
Keycloak tokens include custom claims used by AmpleoCRM:
| Claim | Description |
|---|---|
sub | Keycloak user ID |
ampleo_tenant_id | Tenant identifier |
ampleo_business_unit_id | Business unit identifier |
ampleo_roles | User roles (comma-separated) |
ampleo_team_ids | Team memberships |
All entity operations use a generic REST API. Replace {entityType} with the entity system name (e.g., Company, Contact).
Base URL: /api/v1/{entityType}
| Method | Endpoint | Description |
|---|---|---|
| GET | /api/v1/{entityType} |
List records with filtering, sorting, and pagination |
| GET | /api/v1/{entityType}/{id} |
Get a single record by ID (UUID) |
| POST | /api/v1/{entityType} |
Create a new record |
| PATCH | /api/v1/{entityType}/{id} |
Partial update of an existing record |
| DELETE | /api/v1/{entityType}/{id} |
Delete a record |
| Parameter | Type | Default | Description |
|---|---|---|---|
page | int | 1 | Page number (1-based) |
pageSize | int | 25 | Results per page (max varies per entity) |
orderBy | string | - | Field name to sort by (camelCase) |
orderDesc | bool | false | Sort descending |
search | string | - | Quick search across searchable fields |
filter | string[] | - | Column filters: filter=field:op=value |
Filters use the format filter=fieldName:operator=value. Multiple filters can be combined.
| Operator | Description | Example |
|---|---|---|
eq | Equals | filter=industry:eq=3 |
neq | Not equals | filter=status:neq=0 |
contains | String contains | filter=name:contains=acme |
gt | Greater than | filter=amount:gt=1000 |
lt | Less than | filter=amount:lt=5000 |
gte | Greater than or equal | filter=amount:gte=1000 |
lte | Less than or equal | filter=amount:lte=5000 |
null | Is null | filter=email:null=true |
Updates use optimistic concurrency via PostgreSQL's xmin system column (exposed as rowVersion).
If the record was modified between read and update, the API returns 409 Conflict.
These endpoints allow clients to discover available entities and their schemas dynamically.
| Method | Endpoint | Description |
|---|---|---|
| GET | /api/v1/$discovery/entities |
List all available entities with field counts and extension info |
| GET | /api/v1/$discovery/entities/{entityType} |
Get field schema for a specific entity (names, types, relationships) |
| GET | /api/v1/$metadata/entities |
List all entity types with display names and CRUD permissions |
| GET | /api/v1/$metadata/entities/{entityType} |
Detailed metadata: fields with labels, types, constraints, sections |
All entity mutations (create, update, delete) are automatically audited. The audit trail is read-only and append-only.
| Method | Endpoint | Description |
|---|---|---|
| GET | /api/v1/{entityType}/{id}/history |
Get audit history for a specific record |
| GET | /api/v1/$audit/recent |
Get recent activity across all entities for the current tenant |
Both endpoints support page and pageSize query parameters.
All 62 entities and their fields, auto-generated from the metadata registry. Fields marked as system are auto-managed and read-only.
| Field | Type | Required | Details |
|---|---|---|---|
category |
Integer | CategoryFilterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
number |
String | NumberMax length: 50 · Searchable · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/AccountType
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
actionType |
Option | TypeOptions: ActionItemType · Filterable | |
completedAt |
DateTime | Completed At | |
createdEntityId |
Lookup | Created Record | |
createdEntityType |
String | Created Entity TypeMax length: 100 | |
details |
Text | DetailsMax length: 4000 | |
isCompleted |
Boolean | CompletedFilterable | |
isSelected |
Boolean | SelectedFilterable | |
meetingNoteId |
Lookup | Meeting Note→ MeetingNote · Filterable | |
name |
String | ActionMax length: 500 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
sortOrder |
Integer | Sort Order | |
suggestedAmount |
Decimal | Amount | |
suggestedCompanyName |
String | CompanyMax length: 200 | |
suggestedDate |
DateTime | Suggested Date | |
suggestedLineDescription |
String | Line DescriptionMax length: 500 | |
suggestedProductName |
String | ProductMax length: 200 | |
suggestedQuantity |
Decimal | Quantity | |
suggestedRecipientEmail |
String | Recipient EmailMax length: 500 | |
suggestedSubject |
String | SubjectMax length: 500 | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ActionItem
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
bulkEmailId |
Lookup | Bulk Email→ BulkEmail · Filterable | |
conversationId |
String | Conversation IDMax length: 500 | |
description |
Html | DescriptionMax length: 4000 | |
duration |
Duration | DurationFilterable | |
exchangeMessageId |
String | Exchange Message IDMax length: 500 | |
exchangeMessageIdRest |
String | Exchange REST IDMax length: 500 | |
internetMessageId |
String | Internet Message IDMax length: 500 · Searchable | |
meetingNoteId |
Lookup | Meeting Note→ MeetingNote | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
priority |
Option | PriorityOptions: ActivityPriority · Filterable | |
regardingId |
PolymorphicLookup | RegardingFilterable | |
scheduledEnd |
DateTime | EndFilterable | |
scheduledStart |
DateTime | StartFilterable | |
status |
Option | StatusOptions: ActivityStatus · Filterable | |
subject |
String | SubjectMax length: 500 · Searchable · Filterable | |
type |
Option | TypeOptions: ActivityType · Filterable | |
clickCountsystem |
Integer | Clicks | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
firstClickedAtsystem |
DateTime | First Clicked | |
firstOpenedAtsystem |
DateTime | First Opened | |
idsystem |
Lookup | IDRead-only via API | |
openCountsystem |
Integer | Opens | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
regardingTypesystem |
String | Regarding TypeMax length: 100 | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
trackingTokensystem |
String | Tracking Token | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Activity
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
activityId |
Lookup | Activity→ Activity | |
contactId |
Lookup | Contact→ Contact | |
participationTypeMask |
Option | RoleOptions: ParticipationTypeMask | |
userId |
Lookup | User→ User | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerIdsystem |
PolymorphicLookup | Owner | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ActivityParticipant
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
assetType |
Option | TypeOptions: AssetType · Filterable | |
companyId |
Lookup | Company→ Company · Filterable | |
contactId |
Lookup | Contact→ Contact · Filterable | |
installedDate |
Date | InstalledFilterable | |
locationId |
Lookup | Location→ Location · Filterable | |
model |
String | ModelMax length: 200 · Filterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
notes |
Text | NotesMax length: 4000 | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
serialNumber |
String | Serial NumberMax length: 100 · Searchable · Filterable | |
status |
Option | StatusOptions: AssetStatus · Filterable | |
warrantyEnd |
Date | Warranty EndFilterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Asset
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
accountTypeId |
Lookup | Account Type→ AccountType · Filterable | |
amount |
Decimal | Amount | |
budgetTemplateId |
Lookup | Budget Template→ BudgetTemplate · Filterable | |
lineType |
Option | Line TypeOptions: BudgetLineType · Filterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
regardingId |
PolymorphicLookup | RegardingFilterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
regardingTypesystem |
String | Regarding TypeMax length: 100 | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Budget
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
description |
Text | DescriptionMax length: 2000 | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/BudgetTemplate
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
emailTemplateId |
Lookup | Email Template→ EmailTemplate | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
recipientListId |
Lookup | Recipient List→ RecipientList | |
scheduledAt |
DateTime | Scheduled At | |
status |
Option | StatusOptions: BulkEmailStatus · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
failureCountsystem |
Integer | Failed | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
sentAtsystem |
DateTime | Sent At | |
successCountsystem |
Integer | Sent | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
totalRecipientssystem |
Integer | Total Recipients | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/BulkEmail
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
decimalPlaces |
Integer | Decimal Places | |
description |
Text | DescriptionMax length: 2000 | |
entityType |
String | Entity TypeMax length: 100 · Filterable | |
format |
Option | FormatOptions: CalculatedFieldFormat | |
isActive |
Boolean | ActiveFilterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
sortOrder |
Integer | Sort Order | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/CalculatedField
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
caseTypeId |
Lookup | Case Type→ ServiceCaseType · Filterable | |
companyId |
Lookup | Company→ Company · Filterable | |
field |
Option | FieldOptions: ConditionField · Filterable | |
priority |
Option | PriorityOptions: CasePriority | |
routingRuleId |
Lookup | Routing Rule→ CaseRoutingRule · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/CaseRoutingCondition
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
assignedToId |
Lookup | Assigned To→ User · Filterable | |
isActive |
Boolean | ActiveFilterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
queueId |
Lookup | Queue→ ServiceQueue · Filterable | |
sortOrder |
Integer | Sort OrderFilterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/CaseRoutingRule
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
accountManagerIdextension |
Lookup | Account Manager→ User | |
address |
String | AddressMax length: 500 | |
allowEmail |
Boolean | Allow EmailFilterable | |
allowMail |
Boolean | Allow MailFilterable | |
allowMarketing |
Boolean | Allow MarketingFilterable | |
allowPhone |
Boolean | Allow PhoneFilterable | |
annualRevenue |
Currency | Company Annual RevenueFilterable | |
city |
String | CityMax length: 100 · Searchable · Filterable | |
companyStartDate |
Date | Founded | |
companyType |
Option | TypeOptions: CompanyType · Filterable | |
country |
String | CountryMax length: 100 · Searchable · Filterable | |
creditRatingextension |
Option | Credit RatingOptions: CreditRating | |
customerNumber |
String | Customer NumberMax length: 50 · Searchable · Filterable | |
customerSinceextension |
DateTime | Customer Since | |
cvrStatus |
String | Registry StatusMax length: 100 | |
description |
Text | DescriptionMax length: 4000 | |
email |
String | EmailMax length: 320 · Searchable · Filterable | |
followUpDate |
DateTime | Follow-up DateFilterable | |
followUpNote |
String | Follow-up NoteMax length: 500 | |
industry |
Option | IndustryOptions: Industry · Filterable | |
industryCode |
String | Industry CodeMax length: 20 | |
industryName |
String | Industry NameMax length: 500 | |
internalNotesextension |
Text | Internal NotesMax length: 4000 | |
legalOwner |
String | Legal OwnerMax length: 500 | |
municipality |
String | MunicipalityMax length: 200 | |
name |
String | Company NameMax length: 200 · Searchable · Filterable | |
numberOfEmployees |
Option | Number of EmployeesOptions: NumberOfEmployees · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
parentCompanyId |
Lookup | Parent Company→ Company · Filterable | |
permissionUpdatedAt |
DateTime | Permission UpdatedFilterable | |
phone |
String | PhoneMax length: 50 · Searchable · Filterable | |
pNumber |
String | P-NumberMax length: 50 · Searchable · Filterable | |
postalCode |
String | Postal CodeMax length: 20 · Filterable | |
publicCompanyIdentifier |
String | Public Company IDMax length: 50 · Searchable · Filterable | |
publicCompanyIdentifierType |
Option | ID TypeOptions: PublicCompanyIdentifierType · Filterable | |
transactionCurrencyId |
Lookup | Currency→ Currency · Filterable | |
vatNumberextension |
String | VAT NumberMax length: 50 | |
website |
String | WebsiteMax length: 500 · Filterable | |
averageDealSizesystem |
Currency | Avg. Deal Size | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
currentFiscalYearRevenuesystem |
Currency | Revenue Current Fiscal Year | |
idsystem |
Lookup | IDRead-only via API | |
lastFiscalYearRevenuesystem |
Currency | Revenue Last Fiscal Year | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
totalPipelinesystem |
Currency | Total Pipeline | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Company
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
assets |
Currency | Total Assets | |
averageNumberOfEmployees |
Integer | Avg. Employees | |
cash |
Currency | Cash | |
companyId |
Lookup | Company→ Company · Filterable | |
currentAssets |
Currency | Current Assets | |
employeeBenefitsExpense |
Currency | Employee Benefits | |
equity |
Currency | Equity | |
grossProfitLoss |
Currency | Gross Profit | |
liabilities |
Currency | Total Liabilities | |
noncurrentAssets |
Currency | Non-current Assets | |
operatingProfit |
Currency | Operating Profit (EBIT) | |
periodEnd |
Date | Period EndFilterable | |
periodStart |
Date | Period StartSearchable · Filterable | |
profitLoss |
Currency | Net Income | |
profitLossBeforeTax |
Currency | Profit Before Tax | |
proposedDividend |
Currency | Proposed Dividend | |
shorttermLiabilities |
Currency | Short-term Liabilities | |
shorttermReceivables |
Currency | Short-term Receivables | |
taxExpense |
Currency | Tax Expense | |
transactionCurrencyId |
Lookup | Currency→ Currency · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/CompanyFinanceLine
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
companyId |
Lookup | Company→ Company · Filterable | |
fiscalYear |
Integer | Fiscal YearFilterable | |
note |
String | NoteMax length: 500 | |
ownerId |
Lookup | Owner→ User · Filterable | |
targetVisits |
Integer | Target Visits | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/CompanyVisitGoal
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
address |
String | AddressMax length: 500 | |
allowEmail |
Boolean | Allow EmailFilterable | |
allowMail |
Boolean | Allow MailFilterable | |
allowMarketing |
Boolean | Allow MarketingFilterable | |
allowPhone |
Boolean | Allow PhoneFilterable | |
alternatePhone1 |
String | Alternate Phone 1Max length: 50 · Filterable | |
alternatePhone2 |
String | Alternate Phone 2Max length: 50 · Filterable | |
city |
String | CityMax length: 100 · Searchable · Filterable | |
companyId |
Lookup | Company→ Company · Filterable | |
consentDateextension |
DateTime | Consent Date | |
country |
String | CountryMax length: 100 · Filterable | |
description |
Text | DescriptionMax length: 4000 | |
email |
String | EmailMax length: 320 · Searchable · Filterable | |
firstName |
String | First NameMax length: 100 · Searchable · Filterable | |
followUpDate |
DateTime | Follow-up DateFilterable | |
followUpNote |
String | Follow-up NoteMax length: 500 | |
fullName |
String | Full NameMax length: 200 · Searchable | |
jobTitle |
String | Job TitleMax length: 200 · Searchable · Filterable | |
lastName |
String | Last NameMax length: 100 · Searchable · Filterable | |
leadSource |
Option | Lead SourceOptions: LeadSource · Filterable | |
linkedInUrlextension |
String | LinkedIn URLMax length: 500 | |
marketingConsentextension |
Boolean | Marketing Consent | |
mobilePhone |
String | Mobile PhoneMax length: 50 · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
permissionUpdatedAt |
DateTime | Permission UpdatedFilterable | |
phone |
String | PhoneMax length: 50 · Searchable · Filterable | |
postalCode |
String | Postal CodeMax length: 20 · Filterable | |
preferredChannelextension |
Option | Preferred ChannelOptions: CommunicationChannel | |
preferredContactMethod |
Option | Preferred Contact MethodOptions: PreferredContactMethod · Filterable | |
status |
Option | StatusOptions: ContactStatus · Filterable | |
twitterHandleextension |
String | Twitter/X HandleMax length: 50 | |
campaignsystem |
String | Campaign | |
consentGivenAtsystem |
DateTime | Consent Given At | |
consentSourcesystem |
String | Consent Source | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
sourcesystem |
String | Source | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Contact
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
companyId |
Lookup | Company→ Company · Filterable | |
contactId |
Lookup | Contact→ Contact · Filterable | |
description |
Text | DescriptionMax length: 4000 | |
endDate |
DateTime | End DateFilterable | |
name |
String | Contract NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
startDate |
DateTime | Start DateFilterable | |
status |
Option | StatusOptions: ContractStatus · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
externalCaseFileIdsystem |
String | External Case File IDMax length: 500 | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
signatureProvidersystem |
String | Signature ProviderMax length: 100 | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Contract
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
contactId |
Lookup | Contact→ Contact · Filterable | |
contractId |
Lookup | Contract→ Contract · Filterable | |
email |
String | EmailMax length: 320 | |
name |
String | NameMax length: 200 · Searchable | |
signingOrder |
Integer | Signing Order | |
status |
Option | StatusOptions: SignerStatus · Filterable | |
userId |
Lookup | User→ User · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
externalSignerIdsystem |
String | External Signer IDMax length: 500 | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
signedAtsystem |
DateTime | Signed At | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ContractSigner
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
content |
Text | Content | |
description |
Text | DescriptionMax length: 2000 | |
entityType |
String | Entity TypeMax length: 100 · Filterable | |
isActive |
Boolean | ActiveFilterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
orientation |
String | OrientationMax length: 20 | |
paperSize |
String | Paper SizeMax length: 20 | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/DocumentTemplate
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
body |
Text | BodyMax length: 100000 | |
description |
Text | DescriptionMax length: 2000 | |
entityType |
String | Entity TypeMax length: 100 | |
fromName |
String | From NameMax length: 200 | |
isActive |
Boolean | Active | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
replyToEmail |
String | Reply-To EmailMax length: 320 | |
subject |
String | SubjectMax length: 500 | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/EmailTemplate
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
accountTypeId |
Lookup | Account Type→ AccountType · Filterable | |
amount |
Currency | AmountFilterable | |
category |
Option | CategoryOptions: ExpenseCategory · Filterable | |
companyId |
Lookup | Company→ Company · Filterable | |
description |
Text | DescriptionMax length: 4000 | |
expenseDate |
Date | Expense DateFilterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
status |
Option | StatusOptions: ExpenseStatus · Filterable | |
transactionCurrencyId |
Lookup | Currency→ Currency · Filterable | |
workTaskId |
Lookup | Work Task→ WorkTask · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Expense
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
completedAt |
DateTime | Completed On | |
dueDate |
DateTime | Due DateFilterable | |
entityType |
String | Entity TypeMax length: 100 · Filterable | |
isCompleted |
Boolean | CompletedFilterable | |
note |
Text | NoteMax length: 2000 | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
recordId |
PolymorphicLookup | Record | |
title |
String | TitleMax length: 200 · Searchable · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/FollowUp
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
content |
Text | Content | |
contentType |
String | Content TypeMax length: 100 | |
documentType |
Option | TypeOptions: DocumentType · Filterable | |
entityType |
String | Entity TypeMax length: 100 · Filterable | |
fileName |
String | File NameMax length: 500 | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
orientation |
String | OrientationMax length: 20 | |
paperSize |
String | Paper SizeMax length: 20 | |
recordId |
Lookup | Source Record | |
sizeBytes |
Integer | File Size | |
templateId |
Lookup | Template→ DocumentTemplate | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/GeneratedDocument
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
actualValue |
Decimal | Actual | |
description |
Text | DescriptionMax length: 2000 | |
fiscalYear |
Integer | Fiscal YearFilterable | |
metric |
Option | MetricOptions: GoalMetric · Filterable | |
month |
Integer | MonthFilterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
Lookup | Owner→ User · Filterable | |
periodType |
Option | Period TypeOptions: GoalPeriodType · Filterable | |
quarter |
Integer | QuarterFilterable | |
targetValue |
Decimal | Target | |
year |
Integer | YearFilterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Goal
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
companyId |
Lookup | Company→ Company · Filterable | |
contactId |
Lookup | Contact→ Contact · Filterable | |
description |
Text | DescriptionMax length: 4000 | |
dueDate |
DateTime | Due DateFilterable | |
invoiceDate |
DateTime | Invoice DateFilterable | |
invoiceNumber |
String | Invoice NumberMax length: 50 · Searchable · Filterable | |
name |
String | Invoice NameMax length: 200 · Searchable · Filterable | |
opportunityId |
Lookup | Opportunity→ Opportunity · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
quoteId |
Lookup | Quote→ Quote · Filterable | |
stage |
Option | StageOptions: InvoiceStage · Filterable | |
totalAmount |
Currency | Total Amount | |
totalAmountIncludingVat |
Currency | Total Incl. VAT | |
totalDiscountAmount |
Currency | Total Discount | |
totalLineAmount |
Currency | Total Before Discount | |
transactionCurrencyId |
Lookup | Currency→ Currency · Filterable | |
vatRate |
Decimal | VAT Rate (%)Min: 0 · Max: 100 | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
serviceAgreementIdsystem |
Lookup | Service Agreement | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Invoice
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
baseAmount |
Currency | Base Amount | |
discountAmount |
Currency | Discount Amount | |
discountType |
Option | Discount TypeOptions: DiscountType | |
discountValue |
Decimal | DiscountMin: 0 | |
extendedAmount |
Currency | Extended Amount | |
invoiceId |
Lookup | Invoice→ Invoice · Filterable | |
productId |
Lookup | Product→ Product · Filterable | |
quantity |
Decimal | QuantityMin: 0 | |
unitPrice |
Currency | Unit Price | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/InvoiceLine
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
category |
Option | CategoryOptions: ArticleCategory · Filterable | |
content |
Text | ContentMax length: 50000 | |
keywords |
String | KeywordsMax length: 500 · Searchable | |
name |
String | TitleMax length: 300 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
status |
Option | StatusOptions: ArticleStatus · Filterable | |
summary |
Text | SummaryMax length: 1000 | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/KnowledgeArticle
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
companyAction |
Option | CompanyOptions: IntakeCompanyAction | |
companyId |
Lookup | Existing Company→ Company | |
companyName |
String | Company NameMax length: 500 · Searchable · Filterable | |
consentGiven |
Boolean | Consent Given | |
contactAction |
Option | ContactOptions: IntakeContactAction | |
contactId |
Lookup | Existing Contact→ Contact | |
country |
String | CountryMax length: 100 · Searchable · Filterable | |
email |
String | EmailMax length: 500 · Searchable · Filterable | |
firstName |
String | First NameMax length: 200 · Searchable | |
jobTitle |
String | Job TitleMax length: 200 | |
lastName |
String | Last NameMax length: 200 · Searchable | |
leadSource |
Option | Lead SourceOptions: LeadSource · Filterable | |
message |
Text | MessageMax length: 4000 | |
opportunityAction |
Option | OpportunityOptions: IntakeOpportunityAction | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
phone |
String | PhoneMax length: 50 | |
publicCompanyIdentifier |
String | Company IDMax length: 50 · Searchable · Filterable | |
publicCompanyIdentifierType |
Option | ID TypeOptions: PublicCompanyIdentifierType · Filterable | |
source |
String | Source TagMax length: 50 | |
subject |
String | SubjectMax length: 500 | |
consentGivenAtsystem |
DateTime | Consent Given At | |
convertedAtsystem |
DateTime | Converted At | |
convertedCompanyIdsystem |
Lookup | Created Company→ Company | |
convertedContactIdsystem |
Lookup | Created Contact→ Contact | |
convertedOpportunityIdsystem |
Lookup | Created Opportunity→ Opportunity | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
formIdsystem |
Lookup | Web Form→ LeadCaptureForm | |
formTypesystem |
Option | Form TypeOptions: LeadFormType | |
idsystem |
Lookup | IdRead-only via API | |
nextFollowUpDatesystem |
DateTime | Next Follow-upFilterable | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
statussystem |
Option | StatusOptions: LeadStatus · Filterable | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Lead
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
captureTarget |
Option | CreatesOptions: CaptureTarget · Filterable | |
consentText |
Text | Consent TextMax length: 2000 | |
createActivity |
Boolean | Create Task | |
defaultCampaign |
String | Default CampaignMax length: 200 | |
fieldConfiguration |
Text | Field ConfigurationMax length: 4000 | |
formType |
Option | Form TypeOptions: WebFormType · Filterable | |
name |
String | NameMax length: 200 | |
notifyUserId |
Lookup | Notify User→ User | |
redirectUrl |
String | Redirect URLMax length: 1000 | |
requireConsent |
Boolean | Require Consent | |
source |
String | Source TagMax length: 50 | |
status |
Option | StatusOptions: LeadCaptureFormStatus · Filterable | |
styling |
Text | Styling (JSON)Max length: 4000 | |
successMessage |
Text | Success MessageMax length: 2000 | |
accessTokensystem |
String | Access Token | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IdRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owner Business Unit | |
ownerIdsystem |
Lookup | Owner | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Updated AtRead-only via API | |
updatedBysystem |
Lookup | Updated ByRead-only via API |
/api/v1/LeadCaptureForm
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
address |
String | AddressMax length: 500 · Searchable | |
city |
String | CityMax length: 200 · Searchable · Filterable | |
companyId |
Lookup | Company→ Company · Filterable | |
contactId |
Lookup | Contact→ Contact · Filterable | |
country |
String | CountryMax length: 100 · Filterable | |
latitude |
Decimal | Latitude | |
longitude |
Decimal | Longitude | |
name |
String | Location NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
postalCode |
String | Postal CodeMax length: 20 · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Location
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
companyId |
Lookup | Company→ Company · Filterable | |
contactId |
Lookup | Contact→ Contact · Filterable | |
date |
DateTime | DateFilterable | |
description |
Text | NotesMax length: 4000 | |
isBillable |
Boolean | BillableFilterable | |
name |
String | DescriptionMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
productId |
Lookup | Product→ Product · Filterable | |
quantity |
Decimal | Quantity | |
serviceCaseId |
Lookup | Case→ ServiceCase · Filterable | |
totalAmount |
Decimal | Total Amount | |
unitPrice |
Decimal | Unit Price | |
workTaskId |
Lookup | Work Task→ WorkTask · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/MaterialUsage
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
altText |
String | Alt TextMax length: 500 | |
contentType |
String | Content TypeMax length: 100 | |
context |
String | ContextMax length: 100 | |
fileName |
String | File NameMax length: 500 | |
fileSize |
Integer | File Size | |
createdAtsystem |
DateTime | Created AtRead-only via API | |
createdBysystem |
Lookup | Created ByRead-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Updated AtRead-only via API | |
updatedBysystem |
Lookup | Updated ByRead-only via API |
/api/v1/MediaFile
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
meetingDate |
DateTime | Meeting DateFilterable | |
noteText |
Text | Meeting NotesMax length: 50000 | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
regardingId |
PolymorphicLookup | RegardingFilterable | |
title |
String | TitleMax length: 500 · Searchable · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
regardingTypesystem |
String | Regarding TypeMax length: 100 | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/MeetingNote
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
actualCloseDate |
DateTime | Actual Close DateFilterable | |
companyId |
Lookup | Company→ Company · Filterable | |
competitor |
String | CompetitorMax length: 200 · Searchable · Filterable | |
contactId |
Lookup | Contact→ Contact · Filterable | |
description |
Text | DescriptionMax length: 4000 | |
expectedCloseDate |
Date | Expected Close DateFilterable | |
expectedRevenue |
Currency | Expected RevenueFilterable | |
followUpDate |
Date | Follow-up DateFilterable | |
followUpNote |
String | Follow-up NoteMax length: 500 | |
latestQuoteId |
Lookup | Latest Quote→ Quote · Filterable | |
leadSource |
Option | Lead SourceOptions: LeadSource · Filterable | |
lostReason |
Option | Lost ReasonOptions: LostReason · Filterable | |
name |
String | Opportunity NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
probability |
Integer | Probability (%)Min: 0 · Max: 100 · Filterable | |
revenueType |
Option | Revenue TypeOptions: RevenueType · Filterable | |
stage |
Option | StageOptions: OpportunityStage · Filterable | |
totalAmount |
Currency | Total Amount | |
totalAmountIncludingVat |
Currency | Total Incl. VAT | |
totalDiscountAmount |
Currency | Total Discount | |
totalLineAmount |
Currency | Total Before Discount | |
transactionCurrencyId |
Lookup | Currency→ Currency · Filterable | |
type |
Option | TypeOptions: OpportunityType · Filterable | |
vatRate |
Decimal | VAT Rate (%)Min: 0 · Max: 100 | |
weightedRevenue |
Currency | Weighted Revenue | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Opportunity
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
baseAmount |
Currency | Base Amount | |
discountAmount |
Currency | Discount Amount | |
discountType |
Option | Discount TypeOptions: DiscountType | |
discountValue |
Decimal | DiscountMin: 0 | |
extendedAmount |
Currency | Extended Amount | |
opportunityId |
Lookup | Opportunity→ Opportunity · Filterable | |
productId |
Lookup | Product→ Product · Filterable | |
quantity |
Decimal | QuantityMin: 0 | |
unitPrice |
Currency | Unit Price | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/OpportunityLine
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
name |
String | NameMax length: 200 · Searchable · Filterable | |
number |
String | NumberMax length: 50 · Searchable · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/PayType
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
description |
Text | DescriptionMax length: 4000 | |
isActive |
Boolean | ActiveFilterable | |
name |
String | Product NameMax length: 200 · Searchable · Filterable | |
productGroupId |
Lookup | Product Group→ ProductGroup · Filterable | |
productNumber |
String | Product NumberMax length: 100 · Searchable · Filterable | |
transactionCurrencyId |
Lookup | Currency→ Currency · Filterable | |
unitPrice |
Currency | Unit PriceFilterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Product
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
groupNumber |
String | Group NumberMax length: 100 · Searchable · Filterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ProductGroup
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
budget |
Currency | BudgetFilterable | |
budgetTemplateId |
Lookup | Budget Template→ BudgetTemplate · Filterable | |
companyId |
Lookup | Company→ Company · Filterable | |
completedDate |
DateTime | Completed DateFilterable | |
contactId |
Lookup | Contact→ Contact · Filterable | |
description |
Text | DescriptionMax length: 4000 | |
endDate |
DateTime | End DateFilterable | |
estimatedHours |
Integer | Estimated HoursFilterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
periodType |
Integer | Period Type | |
priority |
Option | PriorityOptions: ProjectPriority · Filterable | |
progressPercent |
Integer | Progress (%)Filterable | |
startDate |
DateTime | Start DateFilterable | |
status |
Option | StatusOptions: ProjectStatus · Filterable | |
transactionCurrencyId |
Lookup | Currency→ Currency · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Project
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
assignedToId |
Lookup | Assigned To→ User · Filterable | |
budgetTemplateId |
Lookup | Budget Template→ BudgetTemplate · Filterable | |
completedDate |
DateTime | Completed DateFilterable | |
description |
String | Description | |
endDate |
DateTime | End DateFilterable | |
estimatedHours |
Integer | Estimated HoursFilterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
predecessorId |
Lookup | Predecessor→ ProjectActivity · Filterable | |
priority |
Option | PriorityOptions: ProjectActivityPriority · Filterable | |
progressPercent |
Integer | Progress (%)Filterable | |
projectId |
Lookup | Project→ Project · Filterable | |
resourceTypeId |
Lookup | Resource Type→ ResourceType · Filterable | |
startDate |
DateTime | Start DateFilterable | |
status |
Option | StatusOptions: ProjectActivityStatus · Filterable | |
workAreaId |
Lookup | Work Area→ WorkArea · Filterable | |
workGroupId |
Lookup | Work Group→ WorkGroup · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ProjectActivity
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
periodNumber |
Integer | PeriodFilterable | |
periodType |
Option | Period TypeOptions: AllocationPeriodType · Filterable | |
plannedHours |
Decimal | Planned HoursFilterable | |
projectId |
Lookup | Project→ Project · Filterable | |
resourceId |
Lookup | Resource→ User · Filterable | |
resourceTypeId |
Lookup | Resource Type→ ResourceType · Filterable | |
year |
Integer | YearFilterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ProjectAllocation
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
companyId |
Lookup | Company→ Company · Filterable | |
contactId |
Lookup | Contact→ Contact · Filterable | |
description |
Text | DescriptionMax length: 4000 | |
name |
String | Quote NameMax length: 200 · Searchable · Filterable | |
opportunityId |
Lookup | Opportunity→ Opportunity · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
revenueType |
Option | Revenue TypeOptions: RevenueType · Filterable | |
stage |
Option | StageOptions: QuoteStage · Filterable | |
totalAmount |
Currency | Total Amount | |
totalAmountIncludingVat |
Currency | Total Incl. VAT | |
totalDiscountAmount |
Currency | Total Discount | |
totalLineAmount |
Currency | Total Before Discount | |
transactionCurrencyId |
Lookup | Currency→ Currency · Filterable | |
validFrom |
DateTime | Valid FromFilterable | |
validTo |
DateTime | Valid ToFilterable | |
vatRate |
Decimal | VAT Rate (%)Min: 0 · Max: 100 | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Quote
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
baseAmount |
Currency | Base Amount | |
discountAmount |
Currency | Discount Amount | |
discountType |
Option | Discount TypeOptions: DiscountType | |
discountValue |
Decimal | DiscountMin: 0 | |
extendedAmount |
Currency | Extended Amount | |
productId |
Lookup | Product→ Product · Filterable | |
quantity |
Decimal | QuantityMin: 0 | |
quoteId |
Lookup | Quote→ Quote · Filterable | |
unitPrice |
Currency | Unit Price | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/QuoteLine
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
description |
Text | DescriptionMax length: 2000 | |
memberCount |
Integer | Member Count | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
status |
Option | StatusOptions: RecipientListStatus · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/RecipientList
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
displayName |
String | NameMax length: 300 | |
email |
String | EmailMax length: 320 | |
memberId |
PolymorphicLookup | MemberFilterable | |
memberType |
String | Member TypeMax length: 50 | |
recipientListId |
Lookup | Recipient List→ RecipientList | |
status |
Option | StatusOptions: RecipientListMemberStatus · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/RecipientListMember
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
bookingType |
Option | Booking TypeOptions: BookingType · Filterable | |
duration |
Duration | DurationFilterable | |
endDate |
DateTime | EndFilterable | |
isAttention |
Boolean | Attention | |
isLocked |
Boolean | Locked | |
isSystemUpdate |
Boolean | System Update | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
note |
Text | NoteMax length: 2000 | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
resourceId |
Lookup | Resource→ User · Filterable | |
startDate |
DateTime | StartFilterable | |
status |
Option | StatusOptions: BookingStatus · Filterable | |
workTaskId |
Lookup | Work Task→ WorkTask · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ResourceBooking
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
availableHours |
Decimal | Available HoursFilterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
periodNumber |
Integer | PeriodFilterable | |
periodType |
Option | Period TypeOptions: AllocationPeriodType | |
resourceTypeId |
Lookup | Resource Type→ ResourceType · Filterable | |
year |
Integer | YearFilterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ResourceCapacity
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
description |
Text | DescriptionMax length: 2000 | |
isActive |
Boolean | ActiveFilterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Business Unit→ BusinessUnit | |
ownerIdsystem |
PolymorphicLookup | Owner | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ResourceType
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
accountTypeId |
Lookup | Account Type→ AccountType · Filterable | |
amount |
Currency | AmountFilterable | |
companyId |
Lookup | Company→ Company · Filterable | |
description |
Text | DescriptionMax length: 4000 | |
externalReference |
String | External ReferenceMax length: 200 · Searchable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
productGroupId |
Lookup | Product Group→ ProductGroup · Filterable | |
productId |
Lookup | Product→ Product · Filterable | |
revenueDate |
Date | Revenue DateFilterable | |
status |
Option | StatusOptions: RevenueStatus · Filterable | |
transactionCurrencyId |
Lookup | Currency→ Currency · Filterable | |
workTaskId |
Lookup | Work Task→ WorkTask · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Revenue
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
billingMode |
Option | Billing ModeOptions: BillingMode · Filterable | |
billingPeriod |
Option | Billing PeriodOptions: BillingPeriod · Filterable | |
companyId |
Lookup | Company→ Company · Filterable | |
contactId |
Lookup | Contact→ Contact · Filterable | |
endDate |
Date | End DateFilterable | |
locationId |
Lookup | Location→ Location · Filterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
startDate |
Date | Start DateFilterable | |
status |
Option | StatusOptions: ServiceAgreementStatus · Filterable | |
transactionCurrencyId |
Lookup | Currency→ Currency | |
vatRate |
Decimal | VAT Rate | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
initialInvoiceCreatedsystem |
Boolean | Initial Invoice Created | |
lastBilledThroughsystem |
DateTime | Last Billed Through | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
totalAmountsystem |
Currency | Total AmountFilterable | |
totalAmountIncludingVatsystem |
Currency | Total Incl. VAT | |
totalLineAmountsystem |
Currency | Total Line Amount | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ServiceAgreement
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
assetId |
Lookup | Asset→ Asset · Filterable | |
note |
String | NoteMax length: 1000 | |
serviceAgreementId |
Lookup | Service Agreement→ ServiceAgreement · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ServiceAgreementAsset
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
assetId |
Lookup | Asset→ Asset · Filterable | |
assignedToId |
Lookup | Fixed Resource→ User · Filterable | |
dayOfMonth |
Integer | Day of MonthMin: 1 · Max: 31 | |
description |
Text | DescriptionMax length: 4000 | |
duration |
Duration | Duration | |
endDate |
Date | End Date | |
endMode |
Option | EndOptions: RecurrenceEndMode | |
frequency |
Option | FrequencyOptions: RecurrenceFrequency | |
interval |
Integer | IntervalMin: 1 | |
leadTimeDays |
Integer | Lead Time (days)Min: 0 | |
locationId |
Lookup | Location→ Location | |
monthlyMode |
Option | Monthly ModeOptions: RecurrenceMonthlyMode | |
monthOfYear |
Integer | MonthMin: 1 · Max: 12 | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
occurrenceCount |
Integer | OccurrencesMin: 1 | |
onLocation |
Boolean | On Location | |
ordinal |
Option | OrdinalOptions: RecurrenceOrdinal | |
ordinalWeekday |
Option | WeekdayOptions: Weekday | |
priority |
Option | PriorityOptions: WorkTaskPriority | |
recurrenceSummary |
String | RecurrenceMax length: 500 | |
serviceAgreementId |
Lookup | Service Agreement→ ServiceAgreement · Filterable | |
startDate |
Date | Start Date | |
startHour |
Integer | Start HourMin: 0 · Max: 23 | |
startMinute |
Integer | Start MinuteMin: 0 · Max: 59 | |
weekdaysMask |
Integer | Weekdays | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
lastGeneratedThroughsystem |
DateTime | Last Generated Through | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ServiceAgreementLine
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
assignedToId |
Lookup | Assigned To→ User · Filterable | |
caseTypeId |
Lookup | Case Type→ ServiceCaseType · Filterable | |
companyId |
Lookup | Company→ Company · Filterable | |
contactId |
Lookup | Contact→ Contact · Filterable | |
description |
Text | DescriptionMax length: 4000 | |
intakeCompanyName |
String | Submitted CompanyMax length: 500 | |
intakeEmail |
String | Submitted EmailMax length: 500 | |
intakeFirstName |
String | Submitted First NameMax length: 200 | |
intakeJobTitle |
String | Submitted Job TitleMax length: 200 | |
intakeLastName |
String | Submitted Last NameMax length: 200 | |
intakePhone |
String | Submitted PhoneMax length: 50 | |
name |
String | TitleMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
priority |
Option | PriorityOptions: CasePriority · Filterable | |
queueId |
Lookup | Queue→ ServiceQueue · Filterable | |
resolution |
Text | ResolutionMax length: 4000 | |
resolvedAt |
DateTime | Resolved On | |
status |
Option | StatusOptions: CaseStatus · Filterable | |
workAreaId |
Lookup | Work Area→ WorkArea · Filterable | |
workGroupId |
Lookup | Work Group→ WorkGroup · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
formIdsystem |
Lookup | Web Form→ LeadCaptureForm | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ServiceCase
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
description |
Text | DescriptionMax length: 2000 | |
isActive |
Boolean | ActiveFilterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ServiceCaseType
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
description |
Text | DescriptionMax length: 2000 | |
isActive |
Boolean | ActiveFilterable | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/ServiceQueue
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
completedAt |
DateTime | Completed At | |
description |
Text | NotesMax length: 4000 | |
lastResumedAt |
DateTime | Last Resumed At | |
name |
String | TitleMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
pausedAt |
DateTime | Paused At | |
sortOrder |
Integer | Sort Order | |
startedAt |
DateTime | Started At | |
status |
Option | StatusOptions: SubTaskStatus · Filterable | |
totalPauseSeconds |
Duration | Pause Time | |
totalWorkSeconds |
Duration | Work Time | |
workTaskId |
Lookup | Work Task→ WorkTask · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/SubTask
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
description |
Text | DescriptionMax length: 2000 | |
name |
String | Team NameMax length: 200 · Searchable · Filterable | |
ownerId |
Lookup | Responsible→ User | |
businessUnitIdsystem |
Lookup | Business Unit→ BusinessUnit | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/Team
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
allowedEntityTypes |
String | Allowed Entity TypesMax length: 1000 | |
expiresAt |
DateTime | Expires At | |
name |
String | NameMax length: 200 | |
role |
String | RoleMax length: 50 | |
status |
Option | StatusOptions: ApiKeyStatus · Filterable | |
apiKeysystem |
String | API Key | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IdRead-only via API | |
keyHashsystem |
String | Key Hash | |
keyPrefixsystem |
String | Key Prefix | |
lastUsedAtsystem |
DateTime | Last Used | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Updated AtRead-only via API | |
updatedBysystem |
Lookup | Updated ByRead-only via API | |
usageCountsystem |
Integer | Usage Count |
/api/v1/TenantApiKey
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
companyId |
Lookup | Company→ Company · Filterable | |
contactId |
Lookup | Contact→ Contact · Filterable | |
date |
DateTime | DateFilterable | |
description |
Text | NotesMax length: 4000 | |
durationSeconds |
Duration | DurationFilterable | |
endTime |
Time | End Time | |
entryType |
Option | TypeOptions: TimeEntryType · Filterable | |
isBillable |
Boolean | BillableFilterable | |
name |
String | DescriptionMax length: 200 · Searchable · Filterable | |
ownerId |
Lookup | Owner→ User · Filterable | |
payTypeId |
Lookup | Pay Type→ PayType · Filterable | |
regardingId |
PolymorphicLookup | RegardingFilterable | |
startTime |
Time | Start Time | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
isReconciledsystem |
Boolean | ReconciledFilterable | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
reconciledAtsystem |
DateTime | Reconciled On | |
regardingTypesystem |
String | Regarding TypeMax length: 100 | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/TimeEntry
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
address |
String | AddressMax length: 500 | |
city |
String | CityMax length: 200 | |
displayName |
String | Display NameMax length: 200 · Searchable · Filterable | |
employeeNumber |
String | Employee NumberMax length: 50 · Searchable · Filterable | |
hireDate |
DateTime | Hire Date | |
hourlyRateNormal |
Decimal | Hourly Rate (Normal) | |
hourlyRateOvertime |
Decimal | Hourly Rate (Overtime) | |
isActive |
Boolean | ActiveFilterable | |
jobTitle |
String | Job TitleMax length: 200 · Searchable · Filterable | |
mobilePhone |
String | Mobile PhoneMax length: 50 | |
payrollCodeNormal |
String | Payroll Code (Normal)Max length: 20 | |
payrollCodeOvertime |
String | Payroll Code (Overtime)Max length: 20 | |
phone |
String | PhoneMax length: 50 | |
postalCode |
String | Postal CodeMax length: 20 | |
resourceSortIndex |
Integer | Sort OrderFilterable | |
resourceTypeId |
Lookup | Resource Type→ ResourceType · Filterable | |
userType |
Option | LicenseOptions: UserType · Filterable | |
weeklyHours |
Decimal | Weekly HoursFilterable | |
businessUnitIdsystem |
Lookup | Business Unit | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
emailsystem |
String | EmailMax length: 320 · Searchable · Filterable | |
externalIdsystem |
String | External | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Business Unit→ BusinessUnit | |
ownerIdsystem |
PolymorphicLookup | Owner | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/User
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
description |
Text | DescriptionMax length: 2000 | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
projectId |
Lookup | Project→ Project · Filterable | |
sortOrder |
Integer | Sort OrderFilterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/WorkArea
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
description |
Text | DescriptionMax length: 2000 | |
name |
String | NameMax length: 200 · Searchable · Filterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
projectId |
Lookup | Project→ Project · Filterable | |
sortOrder |
Integer | Sort OrderFilterable | |
workAreaId |
Lookup | Work Area→ WorkArea · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
ownerBusinessUnitIdsystem |
Lookup | Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/WorkGroup
· Max page size: 100| Field | Type | Required | Details |
|---|---|---|---|
assignedToId |
Lookup | Primary Resource→ User · Filterable | |
budgetTemplateId |
Lookup | Budget Template→ BudgetTemplate · Filterable | |
caseNumber |
String | Case NumberMax length: 50 · Searchable · Filterable | |
companyId |
Lookup | Company→ Company · Filterable | |
contactId |
Lookup | Contact→ Contact · Filterable | |
description |
Text | DescriptionMax length: 4000 | |
duration |
Duration | DurationFilterable | |
isAttention |
Boolean | Attention | |
isLocked |
Boolean | Locked | |
isSystemUpdate |
Boolean | System Update | |
locationId |
Lookup | Location→ Location · Filterable | |
name |
String | TitleMax length: 200 · Searchable · Filterable | |
onLocation |
Boolean | On LocationFilterable | |
ownerId |
PolymorphicLookup | OwnerFilterable | |
predecessorId |
Lookup | Predecessor→ WorkTask · Filterable | |
priority |
Option | PriorityOptions: WorkTaskPriority · Filterable | |
regardingId |
PolymorphicLookup | RegardingFilterable | |
scheduledEnd |
DateTime | Scheduled EndFilterable | |
scheduledStart |
DateTime | Scheduled StartFilterable | |
status |
Option | StatusOptions: WorkTaskStatus · Filterable | |
syncResourceBookings |
Boolean | Sync Resource Bookings | |
transactionCurrencyId |
Lookup | Currency→ Currency · Filterable | |
workAreaId |
Lookup | Work Area→ WorkArea · Filterable | |
workGroupId |
Lookup | Work Group→ WorkGroup · Filterable | |
createdAtsystem |
DateTime | Created OnRead-only via API | |
createdBysystem |
Lookup | Created By→ User · Read-only via API | |
idsystem |
Lookup | IDRead-only via API | |
netAmountsystem |
Currency | Net AmountFilterable | |
ownerBusinessUnitIdsystem |
Lookup | Owning Business Unit→ BusinessUnit | |
ownerTypesystem |
String | Owner Type | |
primaryResourceBookingIdsystem |
Lookup | Primary Resource Booking→ ResourceBooking | |
regardingTypesystem |
String | Regarding TypeMax length: 100 | |
rowVersionsystem |
Integer | Row VersionRead-only via API | |
serviceAgreementLineIdsystem |
Lookup | Service Agreement Line | |
tenantIdsystem |
Lookup | TenantRead-only via API | |
totalExpensessystem |
Currency | Total ExpensesFilterable | |
totalRevenuesystem |
Currency | Total RevenueFilterable | |
updatedAtsystem |
DateTime | Modified OnRead-only via API | |
updatedBysystem |
Lookup | Modified By→ User · Read-only via API |
/api/v1/WorkTask
· Max page size: 2000Pick-list values used by Option-type fields. The integer value is stored in the database; labels are resolved at the API/UI layer.
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Revenue |
Revenue | |
2 |
Expense |
Expense |
| Value | Name | Label (en) | Active |
|---|---|---|---|
0 |
Task |
Task | |
1 |
Meeting |
Meeting | |
2 |
Email |
||
3 |
Opportunity |
Opportunity |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Low |
Low | |
2 |
Normal |
Normal | |
3 |
High |
High |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Planned |
Planned | |
2 |
Completed |
Completed | |
3 |
Received |
Received | |
4 |
Draft |
Draft | |
5 |
Sent |
Sent |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Task |
Task | |
2 |
Call |
Phone Call | |
3 |
Meeting |
Meeting | |
4 |
Email |
||
5 |
Note |
Note |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Week |
Week | |
2 |
Month |
Month |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Active |
Active | |
2 |
Revoked |
Revoked |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
General |
General | |
2 |
FAQ |
FAQ | |
3 |
Troubleshooting |
Troubleshooting | |
4 |
HowTo |
How-To | |
5 |
Policy |
Policy |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Draft |
Draft | |
2 |
Published |
Published | |
3 |
Archived |
Archived |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Active |
Active | |
2 |
Retired |
Retired |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Equipment |
Equipment | |
2 |
Installation |
Installation | |
3 |
Vehicle |
Vehicle | |
4 |
Software |
Software | |
5 |
Other |
Other |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
AtStart |
At start | |
2 |
PerVisit |
Per visit | |
3 |
PeriodEnd |
End of period |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Monthly |
Monthly | |
2 |
Quarterly |
Quarterly | |
3 |
Yearly |
Yearly |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Planned |
Planned | |
2 |
Confirmed |
Confirmed | |
3 |
Cancelled |
Cancelled |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Work |
Work | |
2 |
Vacation |
Vacation | |
3 |
Sick |
Sick | |
4 |
School |
School | |
5 |
Parental |
Parental Leave | |
6 |
Compensation |
Compensation | |
7 |
Other |
Other |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Record |
Record | |
2 |
Template |
Template |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Draft |
Draft | |
2 |
Scheduled |
Scheduled | |
3 |
Sending |
Sending | |
4 |
Sent |
Sent | |
5 |
Failed |
Failed |
| Value | Name | Label (en) | Active |
|---|---|---|---|
0 |
Number |
Number | |
1 |
Currency |
Currency | |
2 |
Percentage |
Percentage |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Lead |
Lead | |
2 |
ServiceCase |
Service Case |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Low |
Low | |
2 |
Normal |
Normal | |
3 |
High |
High | |
4 |
Critical |
Critical |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
New |
New | |
2 |
InProgress |
In Progress | |
3 |
WaitingOnCustomer |
Waiting on Customer | |
4 |
WaitingOnThirdParty |
Waiting on Third Party | |
5 |
Resolved |
Resolved | |
6 |
Cancelled |
Cancelled |
| Value | Name | Label (en) | Active |
|---|---|---|---|
2 |
Prospect |
Prospect | |
3 |
Customer |
Customer | |
4 |
ExCustomer |
Ex-Customer | |
5 |
Partner |
Partner | |
6 |
Supplier |
Supplier | |
7 |
Vendor |
Vendor | |
8 |
Other |
Other |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Priority |
Priority | |
2 |
CaseType |
Case Type | |
3 |
Company |
Company |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Active |
Active | |
2 |
Inactive |
Inactive |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Draft |
Draft | |
2 |
Ready |
Ready | |
3 |
SentForSignature |
Sent for Signature | |
4 |
Signed |
Signed | |
5 |
Expired |
Expired | |
6 |
Cancelled |
Cancelled |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Amount |
Amount | |
2 |
Percentage |
Percentage |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Generated |
Generated | |
2 |
Uploaded |
Uploaded |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Materials |
Materials | |
2 |
Travel |
Travel | |
3 |
Subcontractor |
Subcontractor | |
4 |
Equipment |
Equipment | |
5 |
Other |
Other |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Active |
Active | |
2 |
Archived |
Archived | |
3 |
Cancelled |
Cancelled |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Revenue |
Revenue | |
2 |
OpportunityWonValue |
Opportunity Won Value | |
3 |
Meetings |
Meetings | |
4 |
OpportunitiesCreated |
Opportunities Created | |
5 |
OpportunitiesWon |
Opportunities Won | |
6 |
LeadsCreated |
Leads Created |
| Value | Name | Label (en) | Active |
|---|---|---|---|
0 |
Year |
Year | |
1 |
FiscalYear |
Fiscal Year | |
2 |
Month |
Month | |
3 |
Quarter |
Quarter | |
4 |
FiscalQuarter |
Fiscal Quarter |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Technology |
Technology | |
2 |
Finance |
Finance | |
3 |
Healthcare |
Healthcare | |
4 |
Manufacturing |
Manufacturing | |
5 |
Retail |
Retail | |
6 |
Services |
Services | |
7 |
Construction |
Construction | |
8 |
Transportation |
Transportation | |
9 |
Education |
Education | |
10 |
Government |
Government | |
99 |
Other |
Other |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
UseExisting |
Use Existing | |
2 |
CreateNew |
Create New | |
3 |
DoNotCreate |
Do Not Create |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
UseExisting |
Use Existing | |
2 |
CreateNew |
Create New | |
3 |
DoNotCreate |
Do Not Create |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
CreateNew |
Create New | |
2 |
DoNotCreate |
Do Not Create |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Draft |
Draft | |
2 |
Active |
Active | |
3 |
Paid |
Paid | |
4 |
Cancelled |
Cancelled |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Active |
Active | |
2 |
Inactive |
Inactive |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Contact |
Contact | |
2 |
Support |
Support | |
3 |
Enquiry |
Enquiry |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Website |
Website | |
2 |
Referral |
Referral | |
3 |
TradeShow |
Trade Show | |
4 |
ColdCall |
Cold Call | |
5 |
Advertisement |
Advertisement | |
6 |
SocialMedia |
Social Media | |
7 |
Partner |
Partner | |
99 |
Other |
Other |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Active |
Active | |
2 |
Qualified |
Qualified | |
3 |
Disqualified |
Disqualified |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Price |
Price | |
2 |
Competitor |
Competitor | |
3 |
NoDecision |
No Decision | |
4 |
Timing |
Timing | |
5 |
Requirements |
Requirements Not Met | |
99 |
Other |
Other |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
OneToTen |
1-10 | |
2 |
ElevenToFifty |
11-50 | |
3 |
FiftyOneToTwoHundred |
51-200 | |
4 |
TwoHundredOneToFiveHundred |
201-500 | |
5 |
FiveHundredOneToThousand |
501-1000 | |
6 |
OverThousand |
1000+ |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Qualification |
Qualification | |
2 |
Proposal |
Proposal | |
3 |
Negotiation |
Negotiation | |
100 |
Won |
Won | |
200 |
Lost |
Lost |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
NewBusiness |
New Business | |
2 |
ExistingCustomer |
Existing Customer | |
3 |
Renewal |
Renewal | |
4 |
Upsell |
Upsell |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
From |
From | |
2 |
To |
To | |
3 |
CC |
CC | |
4 |
BCC |
BCC | |
5 |
Required |
Required | |
6 |
Optional |
Optional | |
7 |
Organizer |
Organizer |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Email |
||
2 |
Phone |
Phone | |
3 |
Mail |
||
4 |
Any |
Any |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Low |
Low | |
2 |
Normal |
Normal | |
3 |
High |
High | |
4 |
Critical |
Critical |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Planning |
Planning | |
2 |
Active |
Active | |
3 |
OnHold |
On Hold | |
4 |
Completed |
Completed | |
5 |
Cancelled |
Cancelled |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Low |
Low | |
2 |
Normal |
Normal | |
3 |
High |
High | |
4 |
Critical |
Critical |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Planning |
Planning | |
2 |
Active |
Active | |
3 |
OnHold |
On Hold | |
4 |
Completed |
Completed | |
5 |
Cancelled |
Cancelled |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
CVR |
CVR | |
2 |
Orgnr_SE |
Org.nr. (SE) | |
3 |
Orgnr_NO |
Org.nr. (NO) | |
4 |
Y_tunnus |
Y-tunnus (FI) | |
5 |
KVK |
KVK (NL) | |
6 |
HRB |
HRB (DE) | |
7 |
CompanyNumber |
Company No. (UK) | |
8 |
SIREN |
SIREN (FR) | |
9 |
NIP |
NIP (PL) | |
10 |
Partita_IVA |
Partita IVA (IT) | |
11 |
CIF |
CIF (ES) | |
99 |
Other |
Company ID |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Draft |
Draft | |
2 |
Sent |
Sent | |
3 |
Accepted |
Accepted | |
4 |
Rejected |
Rejected |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Active |
Active | |
2 |
Unsubscribed |
Unsubscribed | |
3 |
Bounced |
Bounced |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Active |
Active | |
2 |
Inactive |
Inactive |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Never |
No end date | |
2 |
AfterOccurrences |
End after N occurrences | |
3 |
OnDate |
End by date |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Daily |
Daily | |
2 |
Weekly |
Weekly | |
3 |
Monthly |
Monthly | |
4 |
Yearly |
Yearly |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
DayOfMonth |
On day of month | |
2 |
DayOfWeek |
On the … |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
First |
First | |
2 |
Second |
Second | |
3 |
Third |
Third | |
4 |
Fourth |
Fourth | |
5 |
Last |
Last |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Active |
Active | |
2 |
Archived |
Archived | |
3 |
Cancelled |
Cancelled |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Entered |
Entered | |
2 |
Calculated |
Calculated |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Draft |
Draft | |
2 |
Active |
Active | |
3 |
Paused |
Paused | |
4 |
Expired |
Expired | |
5 |
Cancelled |
Cancelled |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Pending |
Pending | |
2 |
Sent |
Sent | |
3 |
Opened |
Opened | |
4 |
Signed |
Signed | |
5 |
Rejected |
Rejected |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
NotStarted |
Not Started | |
2 |
InProgress |
In Progress | |
3 |
Paused |
Paused | |
4 |
Completed |
Completed |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Low |
Low | |
2 |
Normal |
Normal | |
3 |
High |
High |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
New |
New | |
2 |
InProgress |
In Progress | |
3 |
Resolved |
Resolved | |
4 |
Closed |
Closed |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Work |
Work | |
2 |
Travel |
Travel | |
3 |
Administrative |
Administrative | |
4 |
Break |
Break |
| Value | Name | Label (en) | Active |
|---|---|---|---|
0 |
None |
No License | |
1 |
FullUser |
Full User | |
2 |
FieldAgent |
Field Agent |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Contact |
Contact | |
2 |
Support |
Support | |
3 |
Enquiry |
Enquiry |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Monday |
Monday | |
2 |
Tuesday |
Tuesday | |
3 |
Wednesday |
Wednesday | |
4 |
Thursday |
Thursday | |
5 |
Friday |
Friday | |
6 |
Saturday |
Saturday | |
7 |
Sunday |
Sunday |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
Low |
Low | |
2 |
Normal |
Normal | |
3 |
High |
High | |
4 |
Critical |
Critical |
| Value | Name | Label (en) | Active |
|---|---|---|---|
1 |
New |
New | |
2 |
InProgress |
In Progress | |
3 |
OnHold |
On Hold | |
4 |
Completed |
Completed | |
5 |
Cancelled |
Cancelled | |
6 |
Planned |
Planned | |
7 |
Unconfirmed |
Unconfirmed | |
8 |
AwaitingCustomer |
Awaiting Customer | |
9 |
AwaitingSubcontractor |
Awaiting Subcontractor |
This documentation is auto-generated from the entity metadata registry.
Generated at 2026-06-03 08:16 UTC · 62 entities · 1248 fields