Imprezian360 CRM All-In-One
Status: Preview |
Tier: Premium |
Version: v1 |
Name |
Summary |
New Sales Lead Created |
|
New Marketing Campaign Created |
|
New Lead Campaign Members |
|
New Sales Order Created |
|
New Proposal Created |
|
Order Status Has Changed |
|
Order In History |
|
Order In Processing |
|
Order Is Shipping |
|
Proposal Needs Approval |
|
WorkOrder Closed |
|
WorkOrder Created |
|
WorkOrder is Past Due |
|
WorkOrder Status Changed |
Name |
Summary |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Summary: Get Campaign List
Description: Returns a list of campaigns
Syntax:
Imprezian360-CRM.Campaign_GetValues ()
Returns:
Type:array of (string)
Summary: Create New Campaign
Description: Creates a new marketing campaign in the CRM
Syntax:
Imprezian360-CRM.Campaign_PostValue ([Optional]Campaign_PostValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
body |
Campaign_PostValueParameterBody
|
|
False |
Returns:
Type:Campaign_PostValueResponse
Summary: Retrieve Campaign Details
Description: Retrieves the details of a specific campaign request by id
Syntax:
Imprezian360-CRM.Campaign_GetValue (string id)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Campaign ID) |
Campaign ID |
True |
Returns:
Type:Campaign_GetValueResponse
Summary: Update Campaign Data
Description: Updates a marketing campaign in the CRM
Syntax:
Imprezian360-CRM.Campaign_PutValue (string id, [Optional]Campaign_PutValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Campaign ID) |
Campaign ID |
True |
|
body |
Campaign_PutValueParameterBody
|
|
False |
Returns:
Type:Campaign_PutValueResponse
Summary: Get ComLogs
Description: Returns a list of requested communication ID's
Syntax:
Imprezian360-CRM.ComLog_GetValues ()
Returns:
Type:array of (string)
Summary: Create New ComLog
Description: New Communication Entry
Syntax:
Imprezian360-CRM.ComLog_PostValue ([Optional]ComLog_PostValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
body |
|
|
False |
Returns:
Summary: Retrieve ComLog Details
Description: Returns field details
Syntax:
Imprezian360-CRM.ComLog_GetValue (string id)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Communication ID) |
Communication ID |
True |
Returns:
Summary: Update Comlog Data
Description: Updates a communication entry
Syntax:
Imprezian360-CRM.ComLog_PutValue (string id, [Optional]ComLog_PutValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Communication ID) |
Communication ID |
True |
|
body |
|
|
False |
Returns:
Summary: Get Contact List
Description: retrieves a list of contacts
Syntax:
Imprezian360-CRM.Contact_GetValues ()
Returns:
Type:array of (string)
Summary: Create new CRM Contact
Description: Creates a qualified prospect, customer or vendor
Syntax:
Imprezian360-CRM.Contact_PostValue ([Optional]Contact_PostValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
body |
Contact_PostValueParameterBody
|
|
False |
Returns:
Type:Contact_PostValueResponse
Summary: Retrieve CRM Contact Details
Description: Retrieves details about the specified contact
Syntax:
Imprezian360-CRM.Contact_GetValue (string id)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Contact ID) |
Contact ID |
True |
Returns:
Summary: Update CRM Contact Data
Description: Update the specified CRM contact
Syntax:
Imprezian360-CRM.Contact_PutValue (string id, [Optional]Contact_PutValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Contact ID) |
Contact ID |
True |
|
body |
|
|
False |
Returns:
Summary: Get FollowUp List
Description: Retrieve list of followups
Syntax:
Imprezian360-CRM.FollowUp_GetValues ()
Returns:
Type:array of (string)
Summary: Create New FollowUp
Description: Creates a new followup
Syntax:
Imprezian360-CRM.FollowUp_PostValue (FollowUp_PostValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
body |
FollowUp_PostValueParameterBody
|
|
True |
Returns:
Type:FollowUp_PostValueResponse
Summary: Retrieve followup Details
Description: Followup details
Syntax:
Imprezian360-CRM.FollowUp_GetValue (string id)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Follow Up ID) |
Follow Up ID |
True |
Returns:
Type:FollowUp_GetValueResponse
Summary: Update followup Data
Description: Updates a followup
Syntax:
Imprezian360-CRM.FollowUp_PutValue (string id, FollowUp_PutValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Follow Up ID) |
Follow Up ID |
True |
|
body |
FollowUp_PutValueParameterBody
|
|
True |
Returns:
Summary: Get Item List
Description: Returns a list of all items
Syntax:
Imprezian360-CRM.ItemList_GetValues ()
Returns:
Type:array of (string)
Summary: Create New Item
Description: All tags are required to be present, even if blank.
Syntax:
Imprezian360-CRM.ItemList_PostValue ([Optional]ItemList_PostValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
body |
ItemList_PostValueParameterBody
|
|
False |
Returns:
Type:ItemList_PostValueResponse
Summary: Retrieve Item Details
Description: Details about a specific item
Syntax:
Imprezian360-CRM.ItemList_GetValue (string id)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Item Id) |
Item id |
True |
Returns:
Type:ItemList_GetValueResponse
Summary: Update Item Data
Description: Updates an existing item
Syntax:
Imprezian360-CRM.ItemList_PutValue (string id, [Optional]ItemList_PutValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Item ID) |
Item ID |
True |
|
body |
ItemList_PutValueParameterBody
|
|
False |
Returns:
Summary: Get Active Leads
Description: Returns a list of active sales leads
Syntax:
Imprezian360-CRM.Lead_GetValues ()
Returns:
Type:array of (string)
Summary: Create New Lead
Description: Creates a new sales lead
Syntax:
Imprezian360-CRM.Lead_PostValue ([Optional]Lead_PostValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
body |
|
|
False |
Returns:
Summary: Retrieve Lead Details
Description: retrieves the lead details
Syntax:
Imprezian360-CRM.Lead_GetValue (string id)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Lead ID) |
Lead ID |
True |
Returns:
Summary: Update Lead Data
Description: Update an existing sales lead
Syntax:
Imprezian360-CRM.Lead_PutValue (string id, Lead_PutValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Lead ID) |
Lead ID |
True |
|
body |
|
|
True |
Returns:
Summary: Get Member List
Description: Marketing campaign members
Syntax:
Imprezian360-CRM.Members_GetValues (string type)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
type |
string (Supply L, C or B (required))Values: [C, L, B] |
Type of campaign member (Lead, Contact or Both) |
True |
Returns:
Type:array of (string)
Summary: Add New Member
Description: Adds a marketing campaign member
Syntax:
Imprezian360-CRM.Members_PostValue (Members_PostValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
body |
Members_PostValueParameterBody
|
|
True |
Returns:
Type:Members_PostValueResponse
Summary: Retrieve Member Details
Description: retrieve details about a member
Syntax:
Imprezian360-CRM.Members_GetValue (string id)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Id of member) |
Id of member |
True |
Returns:
Summary: Remove Campaign Member
Description: Removes a marketing campaign member
Syntax:
Imprezian360-CRM.Members_PutValue (string id, Members_PutValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Member ID) |
Member ID |
True |
|
body |
|
|
True |
Returns:
Summary: Get Shipment List
Description: Returns a list of shipments
Syntax:
Imprezian360-CRM.Shipping_GetValues ()
Returns:
Type:array of (string)
Summary: Create New Shipment
Description: Creates a shipment
Syntax:
Imprezian360-CRM.Shipping_PostValue (Shipping_PostValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
body |
Shipping_PostValueParameterBody
|
|
True |
Returns:
Type:Shipping_PostValueResponse
Summary: Retrieve Shipment Details
Description: get shipment details
Syntax:
Imprezian360-CRM.Shipping_GetValue (string id)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Order ID) |
desired Order ID |
True |
Returns:
Type:Shipping_GetValueResponse
Summary: Update Shipment Data
Description: Updates an existing shipment
Syntax:
Imprezian360-CRM.Shipping_PutValue (string id, [Optional]Shipping_PutValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Shipment ID) |
Shipment ID |
True |
|
body |
Shipping_PutValueParameterBody
|
|
False |
Returns:
Summary: Get Active Orders
Description: Returns a list of active orders
Syntax:
Imprezian360-CRM.SO_GetValues ()
Returns:
Type:array of (string)
Summary: Create New Order
Description: Creates a new order
Syntax:
Imprezian360-CRM.SO_PostValue (SO_PostValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
body |
|
|
True |
Returns:
Type:SO_PostValueResponse
Summary: Retrieve Order Details
Description: Retrieve details of an order
Syntax:
Imprezian360-CRM.SO_GetValue (string id)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (SalesOrder ID) |
id of salesorder |
True |
Returns:
Type:SO_GetValueResponse
Summary: Update Order Data
Description: Updates an existing order
Syntax:
Imprezian360-CRM.SO_PutValue (string id, SO_PutValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Order ID) |
Order ID |
True |
|
body |
|
|
True |
Returns:
Summary: Get WorkOrder List
Description: List of workorders
Syntax:
Imprezian360-CRM.WorkOrder_GetValues ()
Returns:
Type:array of (string)
Summary: Create New WorkOrder
Description: New Work-Order
Syntax:
Imprezian360-CRM.WorkOrder_PostValue (WorkOrder_PostValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
body |
WorkOrder_PostValueParameterBody
|
|
True |
Returns:
Type:WorkOrder_PostValueResponse
Summary: Retrieve WorkOrder Details
Description: Returns details of a WO
Syntax:
Imprezian360-CRM.WorkOrder_GetValue (string id)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Workorder ID) |
id of workorder |
True |
Returns:
Type:WorkOrder_GetValueResponse
Summary: Update WorkOrder Data
Description: Updates an existing WO
Syntax:
Imprezian360-CRM.WorkOrder_PutValue (string id, [Optional]WorkOrder_PutValueParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (WorkOrder ID) |
Workorder ID |
True |
|
body |
WorkOrder_PutValueParameterBody
|
|
False |
Returns:
Summary: New Sales Lead Created
Description: triggers when a new sales lead is created
Syntax:
Imprezian360-CRM.New-Sales-Lead ()
Returns:
Type:array of (New-Sales-LeadResponseItem)
Summary: New Marketing Campaign Created
Description: triggers when a new marketing campaign is created
Syntax:
Imprezian360-CRM.New-Marketing-Campaign ()
Returns:
Type:array of (New-Marketing-CampaignResponseItem)
Summary: New Lead Campaign Members
Description: triggers when a lead has been added to a campaign
Syntax:
Imprezian360-CRM.New-Members-Leads (integer PromotionID)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
PromotionID |
integer(int32) (Specify the campaign ID) |
Campaign ID |
True |
Returns:
Type:array of (New-Members-LeadsResponseItem)
Summary: New Sales Order Created
Description: triggers when a new sales order is created
Syntax:
Imprezian360-CRM.New-Sales-Order ()
Returns:
Type:array of (New-Sales-OrderResponseItem)
Summary: New Proposal Created
Description: triggers when a new proposal is created
Syntax:
Imprezian360-CRM.New-Proposal-Created ()
Returns:
Type:array of (New-Proposal-CreatedResponseItem)
Summary: Order Status Has Changed
Description: triggers when the custom status of a quote or order changes
Syntax:
Imprezian360-CRM.Order-Status-Changed (string Status)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
Status |
string (Enter the desired SO Status) |
Status Text for Search |
True |
Returns:
Type:array of (Order-Status-ChangedResponseItem)
Summary: Order In History
Description: triggers when an order is complete and in history
Syntax:
Imprezian360-CRM.Order-In-History ()
Returns:
Type:array of (Order-In-HistoryResponseItem)
Summary: Order In Processing
Description: triggers when an order enters the processing phase
Syntax:
Imprezian360-CRM.Order-In-Processing ()
Returns:
Type:array of (Order-In-ProcessingResponseItem)
Summary: Order Is Shipping
Description: triggers when an order enters the shipping phase
Syntax:
Imprezian360-CRM.Order-Is-Shipping ()
Returns:
Type:array of (Order-Is-ShippingResponseItem)
Summary: Proposal Needs Approval
Description: triggers when a proposal enters the approval phase
Syntax:
Imprezian360-CRM.Proposal-Needs-Approval ()
Returns:
Type:array of (Proposal-Needs-ApprovalResponseItem)
Summary: WorkOrder Closed
Description: triggers when a workorder is closed
Syntax:
Imprezian360-CRM.WorkOrder-Closed ()
Returns:
Type:array of (WorkOrder-ClosedResponseItem)
Summary: WorkOrder Created
Description: triggers when a workorder is created
Syntax:
Imprezian360-CRM.WorkOrder-Created ()
Returns:
Type:array of (WorkOrder-CreatedResponseItem)
Summary: WorkOrder is Past Due
Description: triggers when a workorder is past the due date
Syntax:
Imprezian360-CRM.WorkOrder-Past-Due ()
Returns:
Type:array of (WorkOrder-Past-DueResponseItem)
Summary: WorkOrder Status Changed
Description: triggers when the status of the workorder has changed
Syntax:
Imprezian360-CRM.WorkOrder-Status-Changed (string Status)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
Status |
string (The desired WO Status) |
Enter WO Status Text |
True |
Returns:
Type:array of (WorkOrder-Status-ChangedResponseItem)
Summary:
Description:
Properties:
Name |
Type |
Summary |
PromoID |
string
|
PromoID |
Campaign Manager |
string
|
Campaign Manager |
IS INACTIVE |
string
|
IS INACTIVE |
IN HISTORY |
string
|
IN HISTORY |
Used For Discounting |
string
|
Used For Discounting |
Used For Mail Broadcasting |
string
|
Used For Mail Broadcasting |
budget |
string
|
budget |
Promotion Type |
string
|
Promotion Type |
description |
string
|
description |
Employee Name |
string
|
Employee Name |
Start Date |
string
|
Start Date |
Expiration Date |
string
|
Expiration Date |
Revenue |
string
|
Revenue |
Summary:
Description:
Properties:
Name |
Type |
Summary |
description |
string
|
A description of the campaign |
startdate |
string(date)
|
The start date of the campaign |
expires |
string(date)
|
Date the campaign expires |
budget |
number(float)
|
The total budget for the campaign |
promotype |
string
|
The type or category of the campaign (such as Google Search) |
manager |
string
|
The employee who manages the campaign |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
description |
string
|
Updated description for the campaign |
startdate |
string
|
What is the campaign start date |
expires |
string
|
Updated expiration for the campaign |
budget |
number(float)
|
Updated budget for the campaign |
manager |
string
|
Which employee manages the campaign |
history |
boolean
|
Is the campaign in history |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Direction |
string
|
Direction |
account |
string
|
account |
Account Name |
string
|
Account Name |
Contact Name |
string
|
Contact Name |
Start Date |
string
|
Start Date |
End Date |
string
|
End Date |
Employee Name |
string
|
Employee Name |
Type |
string
|
Type |
Length |
string
|
Length |
Subject |
string
|
Subject |
Content |
string
|
Content |
Billed |
string
|
Billed |
Work Order |
string
|
Work Order |
Sales Order |
string
|
Sales Order |
Sales Lead |
string
|
Sales Lead |
Project ID |
string
|
Project ID |
Recipient |
string
|
Recipient |
cc |
string
|
cc |
Bcc |
string
|
Bcc |
CallNumber |
string
|
CallNumber |
RecordID |
string
|
RecordID |
Company Name |
string
|
Company Name |
Summary:
Description:
Properties:
Name |
Type |
Summary |
contactid |
string
|
The contact ID of the communication (blank for lead) |
leadid |
string
|
The Lead ID of the communication (zero for contact based) |
type |
string
|
E-Mail, Phone-call, etc Values: [E-mail, Phone-Call, Fax, Tweet, Facebook, Other] |
subject |
string
|
Subject of communication |
body |
string
|
body |
employee |
string
|
CRM Employee name who performed action |
starttime |
string
|
starttime |
endtime |
string
|
endtime |
workorder |
string
|
Work order number of communication |
project |
string
|
Project linked to communication |
campaign |
string
|
The marketing campaign linked to the communication |
length |
number
|
length |
billed |
boolean
|
Has the communication entry been billed by the CRM |
inbound |
boolean
|
Is communication inbound (false = outbound) |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
type |
string
|
The type of the event Values: [E-mail, Phone-Call, Fax, Tweet, Facebook, Other] |
subject |
string
|
The subject of the event |
body |
string
|
The message content |
employee |
string
|
The employee name that performed the action |
starttime |
string
|
The event start date/time |
endtime |
string
|
The end time of the communication |
workorder |
string
|
The work order number linked to the event |
project |
string
|
The project ID of the communication |
campaign |
string
|
The ID of the linked campaign |
length |
number
|
How long the event took place |
billed |
boolean
|
Has entry been invoiced in the CRM |
inbound |
boolean
|
Was the communication inbound |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
account |
string
|
account |
sal |
string
|
sal |
firstname |
string
|
firstname |
middlename |
string
|
middlename |
title |
string
|
title |
lastname |
string
|
lastname |
company |
string
|
company |
addr1 |
string
|
addr1 |
addr2 |
string
|
addr2 |
city |
string
|
city |
state |
string
|
state |
postal |
string
|
postal |
email1 |
string
|
email1 |
email2 |
string
|
email2 |
email3 |
string
|
email3 |
email4 |
string
|
email4 |
phonetype1 |
string
|
phonetype1 |
phone1 |
string
|
phone1 |
phonetype2 |
string
|
phonetype2 |
phone2 |
string
|
phone2 |
phonetype3 |
string
|
phonetype3 |
phone3 |
string
|
phone3 |
phonetype4 |
string
|
phonetype4 |
phone4 |
string
|
phone4 |
remark |
string
|
remark |
notes |
string
|
notes |
campaign |
string
|
campaign |
category |
string
|
category |
market |
string
|
market |
territory |
string
|
territory |
salesrep |
string
|
salesrep |
lastcontact |
string(date-time)
|
lastcontact |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
sal |
string
|
sal |
firstname |
string
|
firstname |
middlename |
string
|
middlename |
title |
string
|
title |
lastname |
string
|
lastname |
company |
string
|
company |
addr1 |
string
|
addr1 |
addr2 |
string
|
addr2 |
city |
string
|
city |
state |
string
|
state |
postal |
string
|
postal |
email1 |
string
|
email1 |
email2 |
string
|
email2 |
email3 |
string
|
email3 |
email4 |
string
|
email4 |
phonetype1 |
string
|
phonetype1 |
phone1 |
string
|
phone1 |
phonetype2 |
string
|
phonetype2 |
phone2 |
string
|
phone2 |
phonetype3 |
string
|
phonetype3 |
phone3 |
string
|
phone3 |
phonetype4 |
string
|
phonetype4 |
phone4 |
string
|
phone4 |
remark |
string
|
remark |
notes |
string
|
notes |
campaign |
string
|
campaign |
category |
string
|
category |
market |
string
|
market |
territory |
string
|
territory |
salesrep |
string
|
salesrep |
lastcontact |
string(date-time)
|
lastcontact |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
account |
string
|
account |
RecallID |
string
|
RecallID |
Employee Name |
string
|
Employee Name |
SET FOR |
string
|
SET FOR |
SET BY |
string
|
SET BY |
SET ON |
string
|
SET ON |
IS CLEARED |
string
|
IS CLEARED |
Cleared By |
string
|
Cleared By |
Cleared On |
string
|
Cleared On |
ACCOUNT TYPE |
string
|
ACCOUNT TYPE |
Priority |
string
|
Priority |
TYPE |
string
|
TYPE |
Details |
string
|
Details |
Account Name |
string
|
Account Name |
First Name |
string
|
First Name |
Last Name |
string
|
Last Name |
Company Name |
string
|
Company Name |
FollowUp Date |
string
|
FollowUp Date |
Reminder Time |
string
|
Reminder Time |
WORK ORDER |
string
|
WORK ORDER |
Sales Lead |
string
|
Sales Lead |
Project ID |
string
|
Project ID |
Summary:
Description:
Properties:
Name |
Type |
Summary |
contactid |
string
|
The contact ID linked to the followup (blank for lead) |
leadid |
string
|
The lead ID of the followup (0 for contact) |
type |
string
|
The type of the follow up (Call Back, GoToMeeting, etc) |
comments |
string
|
Comments or Instructions related to the followup |
assignedto |
string
|
The employee name assigned to the followup |
setby |
string
|
The employee name that set the followup |
duedate |
string
|
The due date of the followup |
urgent |
boolean
|
Is this followup urgent |
reminderminutes |
number
|
Number of minutes before event for reminder (0 = none) |
cleared |
boolean
|
Is this followup Cleared |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
type |
string
|
The type of the followup (call back, gotomeeting, etc) |
comments |
string
|
Comments or Instructions related to followup |
assignedto |
string
|
Employee name assigned to followup |
setby |
string
|
Name of employee who set the followup |
duedate |
string
|
Due date of followup |
urgent |
string
|
Is this followup Urgent |
reminderminutes |
number
|
Reminder minutes of followup (0=none) |
cleared |
boolean
|
Is this followup cleared |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Code |
string
|
Code |
Model Number |
string
|
Model Number |
Description |
string
|
Description |
Sales Description |
string
|
Sales Description |
Purchase Description |
string
|
Purchase Description |
Item Type |
string
|
Item Type |
Base Price |
string
|
Base Price |
Avg Cost |
string
|
Avg Cost |
Primary Category |
string
|
Primary Category |
Category2 |
string
|
Category2 |
Category3 |
string
|
Category3 |
Category4 |
string
|
Category4 |
Category5 |
string
|
Category5 |
Base UOM |
string
|
Base UOM |
Sell UOM |
string
|
Sell UOM |
Buy UOM |
string
|
Buy UOM |
Base Warehouse |
string
|
Base Warehouse |
On Hand |
string
|
On Hand |
On SO |
string
|
On SO |
Bad |
string
|
Bad |
On WO |
string
|
On WO |
On PO |
string
|
On PO |
Available |
string
|
Available |
Taxable |
string
|
Taxable |
Tax 2 |
string
|
Tax 2 |
Pays Commission |
string
|
Pays Commission |
Fixed Price |
string
|
Fixed Price |
Discounting Prohibited |
string
|
Discounting Prohibited |
Call For Price |
string
|
Call For Price |
Call For Cost |
string
|
Call For Cost |
Gratis Item |
string
|
Gratis Item |
Hidden on Printouts |
string
|
Hidden on Printouts |
Exclude From Margin |
string
|
Exclude From Margin |
Track Serial Numbers |
string
|
Track Serial Numbers |
Serialization Mode |
string
|
Serialization Mode |
Serial Number Required |
string
|
Serial Number Required |
Prohibit Duplicate Serial Numbers |
string
|
Prohibit Duplicate Serial Numbers |
Expiration Date Applies |
string
|
Expiration Date Applies |
Shipping Charges Apply |
string
|
Shipping Charges Apply |
Item must ship seperately |
string
|
Item must ship seperately |
Group Ship Items |
string
|
Group Ship Items |
Drop-Ship From Vendor |
string
|
Drop-Ship From Vendor |
Height |
string
|
Height |
Width |
string
|
Width |
Depth |
string
|
Depth |
Weight |
string
|
Weight |
Box Limit |
string
|
Box Limit |
Lead Time |
string
|
Lead Time |
Last Cost |
string
|
Last Cost |
Reorder Point |
string
|
Reorder Point |
Item Message |
string
|
Item Message |
ON SALE |
string
|
ON SALE |
IS ASSEMBLY |
string
|
IS ASSEMBLY |
Manufacturer Part Number |
string
|
Manufacturer Part Number |
OEM |
string
|
OEM |
BIN Location |
string
|
BIN Location |
Primary Vendor |
string
|
Primary Vendor |
Vendor 1 Part # |
string
|
Vendor 1 Part # |
Vendor 1 Descrip |
string
|
Vendor 1 Descrip |
Vendor 1 Cost |
string
|
Vendor 1 Cost |
Vendor 1 Date Cost Verified |
string
|
Vendor 1 Date Cost Verified |
Vendor 2 |
string
|
Vendor 2 |
Vendor 2 Part # |
string
|
Vendor 2 Part # |
Vendor 2 Descrip |
string
|
Vendor 2 Descrip |
Vendor 2 Cost |
string
|
Vendor 2 Cost |
Vendor 2 Date Cost Verified |
string
|
Vendor 2 Date Cost Verified |
Vendor 3 |
string
|
Vendor 3 |
Vendor 3 Part # |
string
|
Vendor 3 Part # |
Vendor 3 Descrip |
string
|
Vendor 3 Descrip |
Vendor 3 Cost |
string
|
Vendor 3 Cost |
Vendor 3 Date Cost Verified |
string
|
Vendor 3 Date Cost Verified |
Vendor 4 |
string
|
Vendor 4 |
Vendor 4 Part # |
string
|
Vendor 4 Part # |
Vendor 4 Descrip |
string
|
Vendor 4 Descrip |
Vendor 4 Cost |
string
|
Vendor 4 Cost |
Vendor 4 Date Cost Verified |
string
|
Vendor 4 Date Cost Verified |
Vendor 5 |
string
|
Vendor 5 |
Vendor 5 Part # |
string
|
Vendor 5 Part # |
Vendor 5 Descrip |
string
|
Vendor 5 Descrip |
Vendor 5 Cost |
string
|
Vendor 5 Cost |
Vendor 5 Date Cost Verified |
string
|
Vendor 5 Date Cost Verified |
Price Level Mode |
string
|
Price Level Mode |
Price Level 2 |
string
|
Price Level 2 |
Price Level 3 |
string
|
Price Level 3 |
Price Level 4 |
string
|
Price Level 4 |
Price Level 5 |
string
|
Price Level 5 |
Price Level 6 |
string
|
Price Level 6 |
Price Level 7 |
string
|
Price Level 7 |
Price Level 8 |
string
|
Price Level 8 |
Price Level 9 |
string
|
Price Level 9 |
Price Level 10 |
string
|
Price Level 10 |
Price Level 11 |
string
|
Price Level 11 |
Price Level 12 |
string
|
Price Level 12 |
Price Level 13 |
string
|
Price Level 13 |
Price Level 14 |
string
|
Price Level 14 |
Price Level 15 |
string
|
Price Level 15 |
Price Level 16 |
string
|
Price Level 16 |
Price Level 17 |
string
|
Price Level 17 |
Price Level 18 |
string
|
Price Level 18 |
Price Level 19 |
string
|
Price Level 19 |
Price Level 20 |
string
|
Price Level 20 |
Quantity Level 1 |
string
|
Quantity Level 1 |
Quantity Price 1 |
string
|
Quantity Price 1 |
Quantity Price Level 1 |
string
|
Quantity Price Level 1 |
Quantity Level 2 |
string
|
Quantity Level 2 |
Quantity Price 2 |
string
|
Quantity Price 2 |
Quantity Price Level 2 |
string
|
Quantity Price Level 2 |
Quantity Level 3 |
string
|
Quantity Level 3 |
Quantity Price 3 |
string
|
Quantity Price 3 |
Quantity Price Level 3 |
string
|
Quantity Price Level 3 |
Quantity Level 4 |
string
|
Quantity Level 4 |
Quantity Price 4 |
string
|
Quantity Price 4 |
Quantity Price Level 4 |
string
|
Quantity Price Level 4 |
Quantity Level 5 |
string
|
Quantity Level 5 |
Quantity Price 5 |
string
|
Quantity Price 5 |
Quantity Price Level 5 |
string
|
Quantity Price Level 5 |
Quantity Level 6 |
string
|
Quantity Level 6 |
Quantity Price 6 |
string
|
Quantity Price 6 |
Quantity Price Level 6 |
string
|
Quantity Price Level 6 |
Quantity Level 7 |
string
|
Quantity Level 7 |
Quantity Price 7 |
string
|
Quantity Price 7 |
Quantity Price Level 7 |
string
|
Quantity Price Level 7 |
Quantity Level 8 |
string
|
Quantity Level 8 |
Quantity Price 8 |
string
|
Quantity Price 8 |
Quantity Price Level 8 |
string
|
Quantity Price Level 8 |
Quantity Level 9 |
string
|
Quantity Level 9 |
Quantity Price 9 |
string
|
Quantity Price 9 |
Quantity Price Level 9 |
string
|
Quantity Price Level 9 |
Quantity Level 10 |
string
|
Quantity Level 10 |
Quantity Price 10 |
string
|
Quantity Price 10 |
Quantity Price Level 10 |
string
|
Quantity Price Level 10 |
Summary:
Description:
Properties:
Name |
Type |
Summary |
modelno |
string
|
The part number, Model Number or SKU of the item |
descrip |
string
|
Sales description of item |
itemtype |
string
|
The type of the item (Inventory,NonInv,Misc,Discount,Service) Values: [I, N, M, D, S] |
price |
number
|
The sales price of the item |
cost |
number
|
Last and Average cost of item |
vendor |
string
|
The vendor name purchased from |
Summary:
Description:
Properties:
Name |
Type |
Summary |
id |
string New Code ID |
New Code ID |
Summary:
Description:
Properties:
Name |
Type |
Summary |
descrip |
string
|
The updated description for the item |
price |
number
|
The updated price for the item |
cost |
number
|
The updated average and last cost of the item |
vendor |
string
|
The updated vendor for the item |
Summary:
Description:
Properties:
Name |
Type |
Summary |
type |
string
|
type |
leadid |
string
|
leadid |
Category |
string
|
Category |
recordid |
string
|
recordid |
Company Name |
string
|
Company Name |
Salutation |
string
|
Salutation |
First Name |
string
|
First Name |
Last Name |
string
|
Last Name |
Address Line 1 |
string
|
Address Line 1 |
Address Line 2 |
string
|
Address Line 2 |
City |
string
|
City |
State |
string
|
State |
Postal Code |
string
|
Postal Code |
Country |
string
|
Country |
Time-Zone |
string
|
Time-Zone |
Latitude |
string
|
Latitude |
Longitude |
string
|
Longitude |
Title |
string
|
Title |
Contact Type |
string
|
Contact Type |
Sales Rep |
string
|
Sales Rep |
Phone Extension |
string
|
Phone Extension |
Last Contact Date |
string
|
Last Contact Date |
Contact Notes |
string
|
Contact Notes |
Quick Remark |
string
|
Quick Remark |
Created Date |
string
|
Created Date |
Market |
string
|
Market |
Sales Territory |
string
|
Sales Territory |
Primary Email |
string
|
Primary Email |
EMail 2 |
string
|
EMail 2 |
Email 3 |
string
|
Email 3 |
Email 4 |
string
|
Email 4 |
OPTOUT |
string
|
OPTOUT |
Phone1 |
string
|
Phone1 |
Phone2 |
string
|
Phone2 |
Phone3 |
string
|
Phone3 |
Phone4 |
string
|
Phone4 |
Promotion Memberships |
string
|
Promotion Memberships |
Source |
string
|
Source |
Source Notes |
string
|
Source Notes |
Website |
string
|
Website |
|
string
|
|
|
string
|
|
|
string
|
|
Product Interest |
string
|
Product Interest |
Assigned To Rep |
string
|
Assigned To Rep |
Summary:
Description:
Properties:
Name |
Type |
Summary |
sal |
string
|
Mr, Ms, etc |
firstname |
string
|
First Name |
middlename |
string
|
Optional |
title |
string
|
Owner, VP, etc |
lastname |
string
|
Last Name |
company |
string
|
Optional |
addr1 |
string
|
Address Line 1 |
addr2 |
string
|
Optional |
city |
string
|
Address City |
state |
string
|
State or Region |
postal |
string
|
Zip Code or Postal Code |
email1 |
string
|
Email 1 |
email2 |
string
|
Email 2 |
email3 |
string
|
Email 3 |
email4 |
string
|
EMail 4 |
phonetype1 |
string
|
Home, Work, Cell, etc |
phone1 |
string
|
(xxx) xxx-xxxx |
phonetype2 |
string
|
Work, Cell, Fax, etc |
phone2 |
string
|
Phone 2 |
phonetype3 |
string
|
Work, Cell, Fax, etc |
phone3 |
string
|
Phone 3 |
phonetype4 |
string
|
Work, Cell, Fax, Ettc |
phone4 |
string
|
Phone 4 |
remark |
string
|
A short remark |
notes |
string
|
General Notes |
campaign |
string
|
The name (not the ID) of the marketing source |
category |
string
|
Category for the lead (such as Hot Lead, etc) |
role |
string
|
Decision maker, etc |
market |
string
|
Description of market (Industrial, Bakeries, etc) |
territory |
string
|
East, North, etc |
salesrep |
string
|
The sales rep name (blank for unassigned) |
lastcontact |
string
|
date of last contact |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
sal |
string
|
Mr, Ms, Etc |
firstname |
string
|
First Name |
middlename |
string
|
optional |
title |
string
|
VP, Owner, Janitor, etcf |
lastname |
string
|
Required |
company |
string
|
Optional |
addr1 |
string
|
Address Line 1 |
addr2 |
string
|
Address Line 2 |
city |
string
|
Address City |
state |
string
|
State or Region |
postal |
string
|
Zip or postal code |
email1 |
string
|
Email 1 |
email2 |
string
|
Alternate Email |
email3 |
string
|
Alternate EMail |
email4 |
string
|
Alternate EMail |
phonetype1 |
string
|
Cell, Fax, etc |
phone1 |
string
|
(xxx) xxx-xxxx |
phonetype2 |
string
|
Cell, Fax, etc |
phone2 |
string
|
alternate phone |
phonetype3 |
string
|
Cell, Fax, etc |
phone3 |
string
|
alternate phone |
phonetype4 |
string
|
Cell, fax, etc |
phone4 |
string
|
alternate phone |
remark |
string
|
A short remark |
notes |
string
|
General notes |
campaign |
string
|
Description (not ID) of the marketing campaign |
category |
string
|
Hot Lead, etc |
role |
string
|
Decision Maker, etc |
market |
string
|
Description of market (Bakeries, Chemical Factory, etc) |
territory |
string
|
North, South, etc |
salesrep |
string
|
Blank for unassigned |
lastcontact |
string
|
date of last communication |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
recordid |
string
|
Record ID (numeric for lead, alpha for contact) |
title |
string
|
Mr, Ms, etc |
fname |
string
|
First name |
lname |
string
|
Last Name |
addr1 |
string
|
Address Line 1 |
addr2 |
string
|
Address Line 2 |
city |
string
|
Address City |
state |
string
|
State or Province |
zipcode |
string
|
Zip or Postal Code |
|
string
|
|
email2 |
string
|
Email 2 |
email3 |
string
|
Email 3 |
email4 |
string
|
Email 4 |
phone1 |
string
|
Phone 1 |
phone2 |
string
|
Phone 2 |
phone3 |
string
|
Phone 3 |
phone4 |
string
|
Phone 4 |
Summary:
Description:
Properties:
Name |
Type |
Summary |
promoid |
string
|
The ID of the campaign to link to |
recordtype |
string
|
L for Lead, C for Contact Values: [C, L] |
recordid |
string
|
Contact ID or Lead ID tied to campaign |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
operation |
string
|
only Remove supported at this time Values: [remove] |
recordtype |
string
|
L for Lead, C for contact Values: [L, C] |
promoid |
string
|
ID of campaign |
recordid |
string
|
Numeric id of lead or alphanumeric id of contact |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
promoid |
string
|
the Id of the returned promotion |
Summary:
Description:
Properties:
Name |
Type |
Summary |
lead id |
string
|
The returned lead id from the request |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Quote ID |
string
|
The quote Id of the request |
Summary:
Description:
Properties:
Name |
Type |
Summary |
lead id |
string
|
The lead id returned from the request |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Order ID |
string
|
Order ID |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Order ID |
string
|
the order id of the request |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Order ID |
string
|
the order id of the request |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Order ID |
string
|
the order id of the request |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Order ID |
string
|
the order id of the request |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Quote ID |
string
|
the proposal id of the request |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Customer |
string
|
Customer |
Order ID |
string
|
Order ID |
Model Number |
string
|
Model Number |
Descrip |
string
|
Descrip |
Shipped Qty |
string
|
Shipped Qty |
BoxID |
string
|
BoxID |
Tracking |
string
|
Tracking |
Ship Date |
string
|
Ship Date |
Shipped By |
string
|
Shipped By |
SerialData |
string
|
SerialData |
Ship_Company |
string
|
Ship_Company |
Ship_Contact |
string
|
Ship_Contact |
Ship_Addr1 |
string
|
Ship_Addr1 |
Ship_Addr2 |
string
|
Ship_Addr2 |
Ship_City |
string
|
Ship_City |
Ship_State |
string
|
Ship_State |
Ship_ZipCode |
string
|
Ship_ZipCode |
Ship_Phone |
string
|
Ship_Phone |
Carrier |
string
|
Carrier |
ShipmentID |
string
|
ShipmentID |
ItemID |
string
|
ItemID |
Summary:
Description:
Properties:
Name |
Type |
Summary |
orderid |
string
|
ID of order to ship |
shipdate |
string
|
Date of shipment |
carrier |
string
|
UPS, Fedex, etc |
method |
string
|
Ground, Next Day Air, etc |
weight |
number
|
Weight of shipment |
packagetype |
string
|
Other, Box, Envelope, etc |
reference1 |
string
|
PO Number, etc |
reference2 |
string
|
BOL, etc |
trackingnumber |
string
|
Carrier Tracking Number |
trackingurl |
string
|
URL to track shipment |
shippingcost |
number
|
Cost of shipment |
tohistory |
boolean
|
Is this order complete? |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
shipdate |
string
|
date of shipment |
carrier |
string
|
UPS, Fedex, etc |
method |
string
|
Ground, Next Day Air, etc |
weight |
number
|
weight of shipment |
packagetype |
string
|
Box, Envelope, etc |
reference1 |
string
|
PO Number,etc |
reference2 |
string
|
BOL number, etc |
trackingnumber |
string
|
Carrier Tracking Number |
trackingurl |
string
|
Carrier Tracking URL |
shippingcost |
number
|
cost of shipment |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Order ID |
string
|
Order ID |
PROCESSING PHASE |
string
|
PROCESSING PHASE |
Account |
string
|
Account |
Account Name |
string
|
Account Name |
Sales Rep |
string
|
Sales Rep |
Custom Status |
string
|
Custom Status |
Description |
string
|
Description |
Quotation Date |
string
|
Quotation Date |
Close Date |
string
|
Close Date |
Ship Date |
string
|
Ship Date |
Expiration Date |
string
|
Expiration Date |
Terms |
string
|
Terms |
Marketing Campaign |
string
|
Marketing Campaign |
Shipping Warehouse |
string
|
Shipping Warehouse |
FOB |
string
|
FOB |
Deposit Required |
string
|
Deposit Required |
Total Weight |
string
|
Total Weight |
Quote Amount |
string
|
Quote Amount |
Partial Shipments OK |
string
|
Partial Shipments OK |
Invoice Shipping |
string
|
Invoice Shipping |
IN HISTORY |
string
|
IN HISTORY |
IS INACTIVE |
string
|
IS INACTIVE |
In-Pipeline |
string
|
In-Pipeline |
Tax 1 |
string
|
Tax 1 |
Tax 2 |
string
|
Tax 2 |
Is Template |
string
|
Is Template |
Template Name |
string
|
Template Name |
Customer PO |
string
|
Customer PO |
Ship To Company |
string
|
Ship To Company |
Ship To Contact |
string
|
Ship To Contact |
Ship To Addr 1 |
string
|
Ship To Addr 1 |
Ship To Addr 2 |
string
|
Ship To Addr 2 |
Ship To State |
string
|
Ship To State |
Ship To Postal Code |
string
|
Ship To Postal Code |
Ship To Country |
string
|
Ship To Country |
Ship To Phone |
string
|
Ship To Phone |
Ship To EMail |
string
|
Ship To EMail |
Residential |
string
|
Residential |
Formatted Ship To |
string
|
Formatted Ship To |
Paid Amount |
string
|
Paid Amount |
Balance Due |
string
|
Balance Due |
QB Invoice Number |
string
|
QB Invoice Number |
Confirmed Order |
string
|
Confirmed Order |
Commission |
string
|
Commission |
TotalCost |
string
|
TotalCost |
Margin |
string
|
Margin |
Project ID |
string
|
Project ID |
Next Appointment |
string
|
Next Appointment |
Appointment With |
string
|
Appointment With |
linedata: |
array of (Linedata:Item)
|
linedata: |
Summary:
Description:
Properties:
Name |
Type |
Summary |
itemid |
string
|
itemid |
orderqty |
string
|
orderqty |
uom |
string
|
uom |
modelno |
string
|
modelno |
descrip |
string
|
descrip |
comments |
string
|
comments |
shippedqty |
string
|
shippedqty |
price |
string
|
price |
subttl |
string
|
subttl |
total |
string
|
total |
Summary:
Description:
Properties:
Name |
Type |
Summary |
orderid |
string
|
External Order ID |
orderdate |
string
|
Date of Order |
orderdescription |
string
|
External Order Description |
account |
string
|
Account number of customer (blank for new account) |
accountname |
string
|
Name of customer (becomes QB account name) |
salesrep |
string
|
Name of sales rep (blank for none) |
firstname |
string
|
Contact First Name |
lastname |
string
|
Contact Last Name |
billemail |
string
|
Email address of billing contact |
billaddr1 |
string
|
Address line 1 |
billaddr2 |
string
|
Address Line 2 |
billcity |
string
|
City or Region |
billstate |
string
|
State or province |
billzipcode |
string
|
zip or postal code |
billcountry |
string
|
Name of Country (United States, Canada, etc) |
billphone |
string
|
phone number of billing contact |
billfax |
string
|
Fax number of billing contact |
shipcompany |
string
|
Company Name |
shipcontact |
string
|
Attention Contact |
shipaddr1 |
string
|
Address line 1 |
shipaddr2 |
string
|
Address Line 2 |
shipcity |
string
|
Shipping City or Region |
shipstate |
string
|
State or Region |
shipzipcode |
string
|
Zip or Postal code |
shipcountry |
string
|
United States, Canada, etc |
shipphone |
string
|
shipping phone number |
shipemail |
string
|
Shipping EMail address |
orderstatus |
string
|
Primary status of incoming order Values: [quote, confirmed, shipping, history] |
customstatus |
string
|
In Fulfillment, Pending Review, etc |
taxdistrict |
string
|
CA, FL, etc |
taxrate |
number(float)
|
Applied tax rate |
campaign |
string
|
Where order originated from (Google Search, etc) |
ordertax |
string
|
Total tax of order |
shippingcost |
string
|
Shipping cost billed on cart |
shippingmethod |
string
|
Preferred shipping method (UPS, etc) |
couponamount |
number
|
amount of coupon |
couponcode |
string
|
Black Friday Sale, etc |
paymentmethod |
string
|
Visa, MC, etc |
comments |
string
|
comments related to order |
linedata |
array of (LinedataItem)
|
linedata |
Summary:
Description:
Properties:
Name |
Type |
Summary |
qty |
number
|
Line Item Qty |
modelno |
string
|
SKU of line item |
description |
string
|
Description of line item |
comments |
string
|
Item Related Comments |
price |
number(double)
|
Line Item Price |
discount |
string
|
Discount of line item (positive value) |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
comments |
string
|
appends order comments |
customstatus |
string
|
Pending Review, Confirmed, etc |
orderstatus |
string
|
quote,confirmed,shipping,history Values: [quote, confirmed, shipping, history] |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Work Order Number |
string
|
Work Order Number |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Work Order Number |
string
|
Work Order Number |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Work Order Number |
string
|
Work Order Number |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Work Order Number |
string
|
Work Order Number |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Work Order Number |
string
|
Work Order Number |
IN HISTORY |
string
|
IN HISTORY |
INACTIVE |
string
|
INACTIVE |
Priority |
string
|
Priority |
account |
string
|
account |
Customer Name |
string
|
Customer Name |
summary |
string
|
summary |
Content |
string
|
Content |
Assigned To |
string
|
Assigned To |
Backup Assignment |
string
|
Backup Assignment |
Received Date |
string
|
Received Date |
Due By |
string
|
Due By |
Opened-By |
string
|
Opened-By |
CONTRACT ID |
string
|
CONTRACT ID |
Source |
string
|
Source |
Custom Status |
string
|
Custom Status |
Reason Code |
string
|
Reason Code |
Customer Reference Number |
string
|
Customer Reference Number |
Service-To Company |
string
|
Service-To Company |
Service-To Contact |
string
|
Service-To Contact |
Service-To Address Line 1 |
string
|
Service-To Address Line 1 |
Service-To Address Line 2 |
string
|
Service-To Address Line 2 |
Service-To City |
string
|
Service-To City |
Service-To State |
string
|
Service-To State |
Service-To Postal Code |
string
|
Service-To Postal Code |
Service-To Phone |
string
|
Service-To Phone |
Service-To Country |
string
|
Service-To Country |
Service-To County |
string
|
Service-To County |
Latitude |
string
|
Latitude |
Longitude |
string
|
Longitude |
Time-Zone |
string
|
Time-Zone |
Formatted Service Address |
string
|
Formatted Service Address |
Created Date |
string
|
Created Date |
Customer Email |
string
|
Customer Email |
Customer PO |
string
|
Customer PO |
Service Appointment |
string
|
Service Appointment |
Project ID |
string
|
Project ID |
Total Charge |
string
|
Total Charge |
Time Spent |
string
|
Time Spent |
Summary:
Description:
Properties:
Name |
Type |
Summary |
fromaddress |
string
|
Email address of customer requesting work order |
firstname |
string
|
First Name |
lastname |
string
|
Last Name |
companyname |
string
|
Company Name |
billaddr1 |
string
|
Address line 1 |
billaddr2 |
string
|
Address Line 2 |
billcity |
string
|
Bill city |
billstate |
string
|
Billing state or region |
billzipcode |
string
|
Bill zip or postal |
billcountry |
string
|
United States, Canada, etc |
billphone |
string
|
billing phone number |
billfax |
string
|
Bill fax number |
serviceaddr1 |
string
|
address to perform service |
serviceaddr2 |
string
|
address to perform service |
servicecity |
string
|
address to perform service |
servicestate |
string
|
address to perform service |
servicezipcode |
string
|
zip or postal code |
servicecountry |
string
|
address to perform service |
servicephone |
string
|
(xxx) xxx-xxxx |
receiveddate |
string
|
date time workorder was received |
ponumber |
string
|
Customer PO Number |
status |
string
|
Open,Pending Review, etc |
reasoncode |
string
|
Customer Request,Warranty,etc |
source |
string
|
EMail, web, phone call etc |
assignedto |
string
|
blank for unassigned |
backup |
string
|
blank for unassigned |
priority |
string
|
Work Order Priority (0 Urgent = 4 Low) Values: [0, 1, 2, 3, 4] |
duedate |
string
|
Work order due by date |
subject |
string
|
Brief summary of request |
body |
string
|
Descriptive text of Work Order |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
ponumber |
string
|
Customer PO Number |
status |
string
|
Custom status (Work In Progress,etc) |
reasoncode |
string
|
Reason for request |
source |
string
|
Email,Phone,Web, etc |
assignedto |
string
|
The employee name the WO is assigned to |
backup |
string
|
The employee name of the backup technician |
priority |
string
|
0(Critical) to 4-(Low) Values: [0, 1, 2, 3, 4] |
duedate |
string
|
due by date |
subject |
string
|
A brief summary of the request |
body |
string
|
The body of the request |
history |
boolean
|
places workorder in history |