| Column |
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| OverviewCRMQL stands for CRM.COM Query Language and was developed by CRM.COM for querying information within the system. CRMQL supports specific types of queries which depend on the entity selected in each segment. CRMQL SyntaxThe structure of CRMQL syntax is described below (using regular expressions). In general, a CRMQL query consists of at least one set of criteria, one operator and one value. More than one set can be defined, separated by using AND or OR. The values of criteria depend on the type of criteria and operator. Global functions can be used instead of the set of criteria, operators and values. | Panel |
|---|
| (criteria_name operator criteria_value|global_function) ((AND|OR) (criteria_name operator criteria_value|global_function))* |
CRMQL FunctionsGlobal Functions| Function | Parameters | Result | Description |
|---|
| only_one(query) | CRMQL query | Boolean | Returns true if the specified query retrieves only one record; otherwise returns false. |
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| more_than_one(query) | CRMQL query | Boolean | Returns true if the specified query retrieves more than one record; otherwise returns false. |
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Date Functions| Function | Parameters | Result | Description |
|---|
| week_start() | none | Date | Returns the start of the week. |
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| month_start() | none | Date | Returns the start of the month. |
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| year_start() | none | Date | Returns the start of the year. |
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| day_start() | none | Date | Returns the start of the day having the time set to 00:00:00. |
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| day_end() | none | Date | Returns the end of the day having the time set to 23:59:59. |
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| current_date() | none | Date | Returns the current date and time. |
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| week_end() | none | Date | Returns the end of the week. |
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| month_end() | none | Date | Returns the end of the month. |
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| year_end() | none | Date | Returns the end of the year. |
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| seconds_before(date,seconds) | Date, Number | Date | Returns the date which is before the specified number of seconds. |
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| minutes_before(date,minutes) | Date, Number | Date | Returns the date which is before the specified number of minutes. |
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| hours_before(date,hours) | Date, Number | Date | Returns the date which is before the specified number of hours. |
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| days_before(date,days) | Date, Number | Date | Returns the date which is before the specified number of days. |
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| weeks_before(date,weeks) | Date, Number | Date | Returns the date which is before the specified number of weeks. |
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| months_before(date,months) | Date, Number | Date | Returns the date which is before the specified number of months. |
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| years_before(date,years) | Date, Number | Date | Returns the date which is before the specified number of years. |
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| seconds_after(date,seconds) | Date, Number | Date | Returns the date which is after the specified number of seconds. |
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| minutes_after(date,minutes) | Date, Number | Date | Returns the date which is after the specified number of minutes. |
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| hours_after(date,hours) | Date, Number | Date | Returns the date which is after the specified number of hours. |
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| days_after(date,days) | Date, Number | Date | Returns the date which is after the specified number of days. |
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| weeks_after(date,weeks) | Date, Number | Date | Returns the date which is after the specified number of weeks. |
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| months_after(date,months) | Date, Number | Date | Returns the date which is after the specified number of months. |
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| years_after(date,years) | Date, Number | Date | Returns the date which is after the specified number of years. |
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| date_only(date) | Date | Date Only (time set to 00:00:00) | Returns the specified date having the time set to 00:00:00. |
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| current_day() | none | Integer | Returns the current day's value (1-31). |
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| current_month() | none | Integer | Returns the current month's value (1-12). |
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| current_year() | none | Integer | Returns the current year's value (). |
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new_date(year,month,day,hour,minutes,seconds) | Number, Number, Number, Number, Number, Number | Date | Returns a date based on the parameters passed to the function. Any null values are replaced with the current date or time value |
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CRMQL Operators & Possible ValuesGlobal OperatorsGlobal operators are used to check whether a specific value is present within a set of values. | Function | Parameters | Result | Description |
|---|
| exist(query) | CRMQL query | Boolean | Returns true if the specified query retrieves one or more records; otherwise returns false. |
|---|
| not exist(query) | CRMQL query | Boolean | Returns true if the specified query retrieves zero records, otherwise returns false. |
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| Info |
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| title | Using Global Operator with Set Data Object |
|---|
| Global operators must be used when a Set of Data Objects is used: | Code Block |
|---|
| language | sql |
|---|
| title | Global operators - Set of Data Object |
|---|
| (criteria_name operator criteria_value|global_function)
((AND EXIST|OR EXIST| AND NOT EXIST| OR NOT EXIST) (criteria_name operator criteria_value|global_function))* |
|
String Operators| Operator | Possible Values |
|---|
| = | value | string field | empty |
|---|
| != | value | string field | empty |
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| <> | value | string field | empty |
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| > | value | string field |
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| >= | value | string field |
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| < | value | string field |
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| <= | value | string field |
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| like | value |
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| not like | value |
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| in() | (value | string field) ( , (value | string field) )* |
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| not in() | (value | string field) ( , (value | string field) )* |
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Numeric Operators| Operator | Possible Values |
|---|
| = | value | numeric field | empty |
|---|
| != | value | numeric field | empty |
|---|
| <> | value | numeric field | empty |
|---|
| > | value | numeric field |
|---|
| >= | value | numeric field |
|---|
| < | value | numeric field |
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| <= | value | numeric field |
|---|
| between X and Y | value | numeric field |
|---|
Date Operators| Operator | Possible Values |
|---|
| = | value (dd/mm/yyyy) | date field | date function | empty |
|---|
| != | value (dd/mm/yyyy) | date field | date function | empty |
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| <> | value (dd/mm/yyyy) | date field | date function | empty |
|---|
| > | value (dd/mm/yyyy) | date field | date function |
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| >= | value (dd/mm/yyyy) | date field | date function |
|---|
| < | value (dd/mm/yyyy) | date field | date function |
|---|
| <= | value (dd/mm/yyyy) | date field | date function |
|---|
| between X and Y | value (dd/mm/yyyy) | date field | date function |
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Boolean Operators| Operator | Possible Values |
|---|
| = | true | false |
|---|
| != | true | false |
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| <> | true | false |
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CRMQL Autocomplete Enable Fields
Specific fields of objects (type, status, life cycle state) provide users the ability to select values from a pre-populated list. The list is populated after the operator is provided next to an <object.field> expression. Type
| | |
|---|
| contact_information | type | Type name |
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| subscription | type | Type name |
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| activity | type | Type name |
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| job | type | Type name |
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| service_request | type | Type name |
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| payment_gateway_card | type | Type name |
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| payment | type | Type name |
|---|
Status | | |
|---|
| bill | status | Status name |
|---|
| activity | status | Status name |
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| job | status | Status name |
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| service_request | status | Status name |
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Life Cycle State
| | |
|---|
| contact_information | life_cycle_state | Life cycle state name |
|---|
| subscription | life_cycle_state | Life cycle state name |
|---|
| accounts_receivable | life_cycle_state | Life cycle state name |
|---|
| bill | life_cycle_state | Life cycle state name |
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| activity | life_cycle_state | Life cycle state name |
|---|
| job | life_cycle_state | Life cycle state name |
|---|
| rewards_participant | life_cycle_state | Life cycle state name |
|---|
| service_request | life_cycle_state | Life cycle state name |
|---|
| payment_gateway_request | life_cycle_state | Life cycle state name |
|---|
| buy_in_advance_request | life_cycle_state | Life cycle state name |
|---|
CRMQL Main Data Objects
| Field | Type |
|---|
| type | String | | life_cycle_state | String | | title | String | | name | String | | first_name | String | | middle_name | String | | last_name | String | category (name) | String | | gender | String | | day_of_birth | Number | | month_of_birth | Number | | year_of_birth | Number | | name_daybirthday_date | Date The name day date within the current yearbirthday date of the contact information as defined by the combination of the day of birth, month of birth and year of birth, for example , if the name day birthday is set on 24/04/1985 then if this tag is used within 2018, it should retrieve 24/04/20181985 | | namebirthday_current_day_dayyear_date | Date The birthday date within the current year, for example if the birthday is set 24/04/1985 then if this tag is used within 2018, it should retrieve 24/04/2018 | | name_day_date | Date The name day date within the current year, for example, if the name day is 24/04 then if this tag is used within 2018, it should retrieve 24/04/2018 | | name_day_day | Number | | name_day_month | Number | industry (name) | String | industry_sector (name) | String | | udf_string_1 - udf_string_16 | String | | udf_float_1 - udf_float_8 | Float | | udf_date_1 - udf_date_8 | Date | | address | Set Data Object | | phone | Set Data Object | | email | Set Data Object | | accounts_receivable | Set Data Object | | activity | Set Data Object | consent_state | String The state of the Contact's Consent. Applicable values are: - PENDING
- ACCEPTED
- REJECTED
- WITHDRAWN
| consent_updated_date | Date | created_date | Date | updated_date | Date | owned_by_group | Set Data Object | send_direct_ marketing_material | Boolean | send_affiliate_ marketing_material | Boolean | kyc_profile | String The KYC profile name | kyc_profile_expiration_date | Date | kyc_profile_state | String The KYC profile's life cycle state. Available values are: PENDING_VERIFICATION, VERIFIED, REFUTE, EXPIRED |
| Expand |
|---|
| title | contact_information reference data objects |
|---|
| address Field | Type |
|---|
type | String | postal_code | String | street_name | String | area | String | town | String | district | String | municipality | String | country | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
phone Field | Type |
|---|
type | String | area_code | String | full_number | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
email Field | Type |
|---|
type | String | email | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
|
subscriptiontype(name) type_classification| name | String | | life_cycle_state | String |
|
numberStringisfreeBoolean | | accounts_receivable | Single Data Object | | billing_terms | Single Data Object | | subscription_location | Single Data Object | | billing_address | Single Data Object | | service | Set Data Object | | installed_item | Set Data Object | | owned_by_group | Set Data Object | closest_service_rated_up_to_date | Date | | date_created | Date | | applied_process | Set Data Object | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | | Boolean | | Boolean | | udf_string_1 - udf_string_ |
|
8| 4 | String | | udf_float_1 - udf_float_ |
|
8| 4 | Float | | udf_date_1 - udf_date_ |
|
8 | Expand |
|---|
| title | subscription reference data objects |
|---|
| accounts_receivable activity Field | Type |
|---|
| number | String | type (name) | Stringlife_cycle_state | status (name) | String | | balance | Number | | outstanding_amount | Number | classificationcategory (name) | String | | creditlife_limitcycle_statusstate | String | | primarystart_accountdate | BooleanDate | | isestimated_parentcompletion_accountdate | BooleanDate | | isactual_partnercompletion_accountdate | BooleanDate | | udf_string_1 - udf_string_ | 84 | String | | udf_float_1 - udf_float_84 | Float | | udf_date_1 - udf_date_84 | Date |
owned_by_ termsgroup | Field | Type |
|---|
| unified_number | StringString | | scheme_name | StringString | price_plan_name | String | billing_method | String | frequency | String | cycle_day | Number | binding_period | String | binding_start_date | Date | binding_end_date | Date | agreement_date | Date | effective_date | Datealternative_code | String |
|
subscription
| Field | Type |
|---|
type (name) | String | type_classification | String | | life_cycle_state | String | | number | String | | is_free | Boolean | | accounts_receivable | Single Data Object | | billing_terms | Single Data Object | | subscription_location | Single Data Object | | billing_address | Single Data Object | | service | Set Data Object | | installed_item | Set Data Object | | owned_by_group | Set Data Object | closest_service_rated_up_to_date | Date | | date_created | Date | | applied_process | Set Data Object | | udf_string_1 - udf_string_ |
| 8 | String | | udf_float_1 - udf_float_ |
| 8 | Float | | udf_date_1 - udf_date_ |
| Expand |
|---|
| title | subscription reference data objects |
|---|
| accounts_locationreceivable | Field | Type |
|---|
| typenumber | String | | postal_codename | String | street_name | String | area | String | town | String | district | String | municipality | String | country | Stringlife_cycle_state | String | | balance | Number | | outstanding_amount | Number | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | Boolean | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
billing_addressterms Field | Type |
|---|
typeunified_number | String String | postalscheme_codename | String String | streetprice_plan_name | String | area | String | town | String | district | String | municipality | String | country | String | String | billing_method | String | frequency | String | cycle_day | Number | binding_period | String | binding_start_date | Date | binding_end_date | Date | agreement_date | Date | effective_date | Date | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
servicesubscription_location Field | Type |
|---|
type | productString | (postal_code) | Single Data ObjectString | life_cycle_statestreet_name | String | area | String | life_cycle_state_start_date | Date | date_added | Date | date_removed | Date | | rated_up_to_date | Date town | String | district | String | municipality | String | country | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date | | rated_up_to_date | Date |
| Expand |
|---|
| | title | service reference data objects |
|---|
| productbilling_address Stringinstalleditemcode | FieldString | Type |
|---|
serialstreet_numbername | String | productarea (code) | Single Data Object | date_added | Date | date_removed | Date | udfString | town | String | district | String | municipality | String | country | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| Expand |
|---|
| title | installed_item reference data objects |
|---|
| productowned_by_group typeapplied_process String | | String | | name | String | | appliedalternative_datecode | Date String |
accounts_receivable numbername | StringString | Single Data Object presentment_preference | Set Data Object assets Set Data Object owned_by_group | Set Data Object | is_parent_account | Boolean | is_partner_account | Boolean | udf_string_(code) | Single Data Object | life_cycle_state | String |
|
| balance | Number | | outstanding_amount | Number | | contact_information | Single Data Object | | subscription | Set Data Object | | bill | Set Data Object | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | | created_date | Date | | updated_date | Date | | billing_address | Single Data Object | | payment_preference | Set Data Object | | wallet | Single Data Object Note: Only refers to 'Effective' wallets | parent_account | life_cycle_state_start_date | Date | date_added | Date | date_removed | Date | | rated_up_to_date | Date | | is_free | | | udf_string_1 - udf_string_ |
|
8| 4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
|
| accounts_receivable | service reference data objects |
|
contact_information Stringlife
installed_ cycle_stateitem StringField | nameType | | String | firstserial_ | namenumber | String | | middle_name | String | | last_name | String | category (name) | String | | gender | String | | day_of_birth | Number | | month_of_birth | Number | | year_of_birth | Number | | name_day_day | Number | | name_day_month | Number | | name_day_date | Date The name day date within the current yearproduct (code) | Single Data Object | date_added | Date | date_removed | Date | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| Expand |
|---|
| title | installed_item reference data objects |
|---|
| product
|
applied_process Field | Type |
|---|
name | String | applied_date | Date |
|
accounts_receivable
| Field | Type |
|---|
| number | String | | name | String | | life_cycle_state | String | | balance | Number | | outstanding_amount | Number | | contact_information | Single Data Object | | subscription | Set Data Object | | bill | Set Data Object | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | | created_date | Date | | updated_date | Date | | billing_address | Single Data Object | | payment_preference | Set Data Object | | wallet | Single Data Object Note: Only refers to 'Effective' wallets | | parent_account | Single Data Object
| | presentment_preference | Set Data Object
| assets
| Set Data Object
| owned_by_group | Set Data Object | is_parent_account | Boolean | is_partner_account | Boolean | | udf_string_1 - udf_string_8 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| Expand |
|---|
| title | accounts_receivable reference data objects |
|---|
| contact_information | Field | Type |
|---|
| type | String | | life_cycle_state | String | | name | String | | first_name | String | | middle_name | String | | last_name | String | category (name) | String | | gender | String | | day_of_birth | Number | | month_of_birth | Number | | year_of_birth | Number | | name_day_day | Number | | name_day_month | Number | | name_day_date | Date The name day date within the current year, for example, if the name day is 24/04 then if this tag is used within 2018, it should retrieve 24/04/2018 | industry (name) | String | industry_sector (name) | String | | address | Set Data Object | | phone | Set Data Object | | email | Set Data Object | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| Expand |
|---|
| title | contact_information reference data objects |
|---|
| address Field | Type |
|---|
type | String | postal_code | String | street_name | String | area | String | town | String | district | String | municipality | String | country | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
phone Field | Type |
|---|
type | String | area_code | String | full_number | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
email Field | Type |
|---|
type | String | email | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
|
subscription | Field | Type |
|---|
type (name) | String | | life_cycle_state | String | | number | String | | billing_terms | Single Data Object | | subscription_location | Single Data Object | | service | Dynamic Data Object | | installed_item | Dynamic Data Object | | applied_process | Set Data Object | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| Expand |
|---|
| title | subscription reference data objects |
|---|
| billing_terms Field | Type |
|---|
unified_number | String | scheme_name | String | price_pan_name | String | billing_method | String | frequency | String | cycle_day | Number | binding_period | String | binding_start_date | Date | binding_end_date | Date | agreement_date | Date | effective_date | Date | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
subscription_location Field | Type |
|---|
type | String | postal_code | String | street_name | String | area | String | town | String | district | String | municipality | String | country | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
service Field | Type |
|---|
product (code) | Single Data Object | life_cycle_state | String | life_cycle_state_start_date | Date | date_added | Date | date_removed | Date | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| Expand |
|---|
| title | service reference data objects |
|---|
| product
|
installed_item Field | Type |
|---|
serial_number | String | product (code) | Single Data Object | date_added | Date | date_removed | Date | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| Expand |
|---|
| title | installed_item reference data objects |
|---|
| product
|
applied_process Field | Type |
|---|
name | String | applied_before | Date | | applied_after | Date |
|
bill | |
|---|
| number | String | | classification | String | | life_cycle_state | String | | from_date | Date | | to_date | Date | | due_date | Date | | total_credit_amount | Number | | total_debit_amount | Number | | total_billed_amount | Number | | total_amount_to_be_paid | Number | | outstanding_amount | Number | | unsettled_amount | Number | | status | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
billing_address Field | Type |
|---|
type | String | postal_code | String | street_name | String | area | String | town | String | district | String | municipality | String | country | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
presentment_preference | Field | Type |
|---|
| presentment_method | String | active | Boolean |
payment_preference | Field | Type |
|---|
| payment_method | String | used_for_recurring_payments | Boolean | | Boolean | | Boolean |
wallet This information only refers to 'Effective' wallets. | Field | Type |
|---|
| number | Number | balance | Number | | estimated_consumption_days | Number | | estimated_consumption_date | Number | | last_transaction_date | Date The date that the last transaction was created | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
assets | Field | Type |
|---|
product (code) | Single Data Object |
| Expand |
|---|
| title | assets reference data objects |
|---|
| product
|
owned_by_group | Field | Type |
|---|
| number | String | | name | String | | alternative_code | String |
|
bill
| Field | Type |
|---|
| number | String | | accounts_receivable | Single Data Object | | classification | String | | life_cycle_state | String | | from_date | Date | | to_date | Date | | due_date | Date | | total_credit_amount | Number | | total_debit_amount | Number | | total_billed_amount | Number | | total_amount_to_be_paid_paid | Number | | outstanding_amount | Number | | unsettled_amount | Number | | status | String | | communication_queue | Set Data Object | | udf_string_1 - udf_string_8 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| Expand |
|---|
| title | bill reference data objects |
|---|
| accounts_receivable | Field | Type |
|---|
| number | String | | name | String | | life_cycle_state | String | | balance | Number | | outstanding_amount | Number |
|
| unsettled_amount | Number | Set Data Object | classification (name) | String | | credit_limit_status | String |
|
communication_queue | | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | Boolean | | udf_string_1 - udf_string_ |
|
8| 4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
|
| Expand |
|---|
| title | bill reference data objects |
|---|
| | accounts_receivable communication_queue | Field | Type |
|---|
| external_system | String | | life_cycle_state | String | | direction | String | | media | String | | category | String | | created_date | Date | | error_code | String |
|
activity
Boolean| Field | Type |
|---|
| number | String | type (name) | String | status (name) | String | category (name) | String | | life_cycle_state | String |
| balance | Number | | outstanding_amount | Number | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | | contact_information | Single Data Object | | start_date | Date | | estimated_completion_date | Date | | actual_completion_date | Date | | service | Set Data Object | owned_by_group | Set Data Object | | udf_string_1 - udf_string_ |
| 16 | String | | udf_float_1 - udf_float_ |
| 10 | Float | | udf_date_1 - udf_date_ |
| Expand |
|---|
| title | activity reference data objects |
|---|
| contact_information | Field | Type |
|---|
| external_systemtype | String | | life_cycle_state | Stringdirection | | name | String | | media | String | | category | String | | created_date | Date | | error_code | String |
|
activity | Field | Type |
|---|
| number | String | type (name) | String | status (name)Set Data Object | | first_name | String | | middle_name | String | | last_name | String | category (name) | String | | gender | String |
|
| life_cycle_state | String | | contact_information | Single Data Object | | start_date | Date | | estimated_completion_date | Date | | actual_completion_date | Date | | service | Set Data Object | owned_by_group | | day_of_birth | Number | | month_of_birth | Number | | year_of_birth | Number | | name_day_day | Number | | name_day_month | Number | | name_day_date | Date The name day date within the current year, for example, if the name day is 24/04 then if this tag is used within 2018, it should retrieve 24/04/2018 | industry (name) | String | industry_sector (name) | String | | udf_string_1 - udf_string_ |
|
16| 4 | String | | udf_float_1 - udf_float_ |
|
10| 4 | Float | | udf_date_1 - udf_date_ |
|
10 | Expand |
|---|
| title | activity reference data objects |
|---|
| | contact_information
service | Field | Type |
|---|
product (code) | String | | date_added | Date |
owned_by_group | Field | Type |
|---|
| typenumber | String | | name | String | | lifealternative_cycle_statecode | String |
|
jobname
Stringfirst_namemiddle_last_(name) | String | category (name) | String |
| day_of_birth | Number | | month_of_birth | Number | | year_of_birth | Number | | name_day_day | Number | | name_day_month | Number | | name_day_date | Date The name day date within the current year, for example, if the name day is 24/04 then if this tag is used within 2018, it should retrieve 24/04/2018 | industry (name) | String | industry_sector (name) | String | | accounts_receivable | Single Data Object | | subscription | Single Data Object | | start_date | Date | | estimated_completion_date | Date | | actual_completion_date | Date | | expiration_date | Date
| | physical_good | Set Data Object | | expense | Set Data Object | | subscription_physical_good | Set Data Object
| | subscription_service | Set Data Object
| | subscription_expense | Set Data Object
| | billing_terms | Set Data Object | owned_by_group | Set Data Object | | udf_string_1 - udf_string_ |
| 16 | String | | udf_float_1 - udf_float_ |
| 8 | Float | | udf_date_1 - udf_date_ |
Field| Expand |
|---|
| Type |
|---|
product (code) | String | | date_added | Date | owned_by_group | title | job reference data objects |
|---|
| accounts_receivable | Field | Type |
|---|
| number | String | | name | String |
alternativecode | jobFieldtypeType | | number | String | (name)| Number | classification (name) | String |
|
status expiration_date| credit_limit_status | String |
|
category (name) | String | | life_cycle_state | String | | accounts_receivable | Single Data Object | subscription | Single Data Object | start_date | Date | | estimated_completion_date | Date | | actual_completion_date | Date | expense | Set | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | Boolean | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
physical_good |
Set Data Object | | Field | Type |
|---|
product (code) | Single Data Object |
|
subscription_Set Data Object subscription_service | Set Data Object subscription_expense | Set Data Object | billing_terms | Set Data Object | owned_by_group | Set Data Object | | udf_string_1 - udf_string_16 | String | | udf_float_1 - udf_float_8 | Float | | udf_date_1 - udf_date_8 | Date | | Expand |
|---|
| title | job reference data objects |
|---|
| accounts_receivable | Field | Type |
|---|
| number | String | | name | String | | life_cycle_state | String | | balance | Number | | outstanding_amount | Number | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | Boolean | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
physical_good | Field | Type |
|---|
product (code) | Single Data Object | | date_added | Date |
| Expand |
|---|
| title | physical_good reference data objects |
|---|
| product expense | Field | Type |
|---|
| serial_number | String | product (code) | String | | date_added | Date |
subscription_physical_good | Field | Type |
|---|
product (code) | Single Data Object | | date_added | Date |
| Expand |
|---|
| title | subscription_physical_good reference data objects |
|---|
| product subscription_service | Field | Type |
|---|
product (code) | String | | date_added | Date |
subscription_expense | Field | Type |
|---|
product (code) | String | | date_added | Date |
billing_terms | Field | Type |
|---|
| unified_number | String | | scheme_name | String | | price_pan_name | String | | agreement_date | Date | | effective_date | Date | | expiration_date | Date |
rewards_participant | Field | Type |
|---|
| number | String | | accounts_receivable | Single Data Object | | sign_up_date | Date | sign_up_unit (name) | String | | participating_reward_scheme | Set Data Object | owned_by_group | Set Data Object | life_cycle_state | String |
expense | Field | Type |
|---|
| serial_number | String | product (code) | String | | date_added | Date |
subscription_physical_good | Field | Type |
|---|
product (code) | Single Data Object | | date_added | Date |
| Expand |
|---|
| title | subscription_physical_good reference data objects |
|---|
| product
|
subscription_service | Field | Type |
|---|
product (code) | String | | date_added | Date |
subscription_expense | Field | Type |
|---|
product (code) | String | | date_added | Date |
billing_terms | Field | Type |
|---|
| unified_number | String | | scheme_name | String | | price_pan_name | String | | agreement_date | Date | | effective_date | Date | | expiration_date | Date |
owned_by_group | Field | Type |
|---|
| number | String | | name | String | | alternative_code | String |
|
rewards_participant
| Field | Type |
|---|
| number | String | | accounts_receivable | Single Data Object | | sign_up_date | Date | sign_up_unit (name) | String | | participating_reward_scheme | Set Data Object | owned_by_group | Set Data Object | | Set Data Object | life_cycle_state | String | | udf_string_1 - udf_string_8 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| Expand |
|---|
| title | rewards participant reference data objects |
|---|
| accounts_receivable | Field | Type |
|---|
| number | String | | name | String | | life_cycle_state | String | | balance | Number | | outstanding_amount | Number | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | | Single Data Object | is_parent_account | Boolean | is_partner_account | Boolean | wallet | Single Data Object Note: Only refers to 'Effective' wallets | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| Expand |
|---|
| title | accounts receivable reference data objects |
|---|
| wallet This information only refers to 'Effective' wallets. | Field | Type |
|---|
| number | Number | balance | Number | alternative_balance | | | estimated_consumption_days | Number | | estimated_consumption_date | Number | | udf_string_1 - udf_string_ |
|
|
8| 4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
|
|
| Expand |
|---|
| title | rewards participant reference data objects |
|---|
| accounts_receivable | | Field | Type |
|---|
| number | String | | name | String | | life_cycle_state | String | | balance | Number | | outstanding_amount | Number | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | Boolean | wallet | Single Data Object Note: Only refers to 'Effective' walletscontact_information Field | Type |
|---|
| type | String | | life_cycle_state | String | | name | String | | first_name | String | | middle_name | String | | last_name | String | category (name) | String | | gender | String | | day_of_birth | Number | | month_of_birth | Number | | year_of_birth | Number | | name_day_day | Number | | name_day_month | Number | | name_day_date | Date The name day date within the current year, for example, if the name day is 24/04 then if this tag is used within 2018 then this tag should retrieve 24/04/2018 | industry (name) | String | industry_sector (name) | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| | Expand |
|---|
| title | accounts receivable reference data objects |
|---|
| wallet This information only refers to 'Effective' wallets.
|
participating_reward_scheme numberNumberbalanceNumberestimatedconsumptiondaysNumberestimatedconsumption_dateNumberup_unit (name) | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
owned_ rewardby_ schemegroup | Field | Type |
|---|
| number | String | | name | String | | alternative_code | String | sign_up_date | Date | sign_up_unit
access_token Field | Type |
|---|
classification (name) | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date | life_cycle_state | String |
award_reward_transaction
| Field | Type |
|---|
| number | String | | rewards_participant | Set Data Object | | submitted_date | Date | amount | Number | | alternative_amount | | | reward_offer | Single Data Object | | initiated_currency | |
| Expand |
|---|
| title | award reward transaction reference data objects |
|---|
| rewards_participant | Field | Type |
|---|
| number | String | | sign_up_date | Date | sign_up_unit (name) | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
reward_offer Field | Type |
|---|
number | String | name | String | alternative_code | String | scheme (name) | String | type (name) | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
initiated_currency
|
spend_reward_transaction
| Field | Type |
|---|
| number | String | | rewards_participant | Set Data Object | total_amount | Number | | total_alternative_amount | | | submitted_date | Date | submitted_by_unit (name) | String | initiated_currency | |
| Expand |
|---|
| title | spend reward transaction reference data objects |
|---|
| rewards_participant | Field | Type |
|---|
| number | String | | sign_up_date | Date | sign_up_unit (name) | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
initiated_currency
|
leads
| |
|---|
| start_date | Date | expected_completion_date | Date | | actual_completion_date | Date | owned_by_group | Set Data Object | | accounts_receivable_name | Single Data Object | | accounts_receivable_number | Single Data Object | | number | String | type (name) | String | status (name) | String | category (name) | String | | life_cycle_state | String | | importance_level | String | | priority_level | String | source_type (name) | String | | source_name | String | product_of_interest.code (code) | String | product_type_of_interest.name (name) | String | product_family_of_interest.name (name) | String | product_brand_of_interest.name (name) | String | subscription_package_name (name) | String | | team.username | String | | team.email | String | competitor.name (name) | String | | udf_date_1 - udf_date_8 | Date | | udf_float_1 - udf_float_8 | Float | | udf_string_1 - udf_string_26 | String |
service_request
| Field | Type |
|---|
| number | String | type (name) | String | status (name) | String | category (name) | String | classification (name) | String | | life_cycle_state | String | | accounts_receivable | Single Data Object | | urgency_level | String | | impact_level | String | | priority_level | String | | start_date | Date | | estimated_completion_date | Date | | actual_completion_date | Date | | response_date | Date | | response_category | String | | temporary_resolution_category | String | | temporary_resolved_by | String | | temporary_resolution_date | Date | | temporary_resolution_accepted_by | String | | final_resolution_category | String | | final_resolution_resolved_by | String | | final_resolution_accepted_by | String | | final_resolution_date | Date | | physical_good | Set Data Object | | services | Set Data Object | owned_by_group | Data Object | | udf_string_1 - udf_string_16 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_12 | Date |
| Expand |
|---|
| title | service_request reference data objects |
|---|
| accounts_receivable | Field | Type |
|---|
| number | String | | name | String | | life_cycle_state | String | | balance | Number | | outstanding_amount | Number | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | Boolean | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
physical_good | Field | Type |
|---|
| serial_number | String | product (code) | String | | date_added | Date | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
services | Field | Type |
|---|
product (code) | String | | date_added | Date | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
owned_by_group | Field | Type |
|---|
| number | String | | name | String | | alternative_code | String |
|
payment_gateway_card
| Field | Type |
|---|
payment_gateway_provider (name) | String | | expiration_month | Number | | expiration_date | Number | | brand | String | | type | String | | address_line_1_check_result | String | | address_zip_check_result | String | | security_code_check_result | String | | created_date | Date | | updated_date | Date | | default | Booleanused | used_for_recurring_payments | Boolean | | Boolean | | recurring_payments | Boolean |
| Info |
|---|
Only the cards which are related with an accounts receivable payment preference which is used for recurring payments are retrieved. |
payment_gateway_request
| Field | Type |
|---|
payment_gateway_provider (name) | String | | life_cycle_state | String | process_run (number) | String | | created_date | Date | | execution_date | Date | | Date | | String | | String The options should be EXECUTE_NORMAL_BILLING_RUN, MANUAL |
payment
| Field | Type |
|---|
| number | String | | reference_number | String | type (name) | String | payment_method (name) | String | category (name) | String | | posted_date | Date | | amount | Number | | accounts_receivable | Single Data Object | | voucher | Single Data Object | | communication | Set Data Object | | udf_string_1 - udf_string_8 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| Expand |
|---|
| title | payment reference data objects |
|---|
| accounts_receivable | Field | Type |
|---|
| number | String | | name | String | | life_cycle_state | String | | balance | Number | | outstanding_amount | Number | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | Boolean | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
voucher | Field | Type |
|---|
type (name) | String | lot (number) | String | | value | Number | | life_cycle_state | String | | classification | String | | udf_string_1 - udf_string_48 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
communication | Field | Type |
|---|
| direction | String | media | String | | category | String | | life_cycle_state | String | | created_date | Date | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
|
| Info |
|---|
Only 'Posted' payments are retrieved. |
buy_in_advance_request
| Field | Type | Additional information |
|---|
| number | String | | duration | Number | | duration_unit_of_time | String Supported values are DAYS, WEEKS, MONTHS, YEARS | | created_date | Date | | billing_effective_date | Date | | expiration_date | Date | | billing_state | String | As from CRM.COM R9.0.0 billing_state is replaced by rating_state but remains available for backwards compatibility. The logic is updated to work based on rating_state logic. | rating_state | String | Replaces binding_state | Supported values are RATED, NOT_RATED | | life_cycle_state | String | | subscription | Set Data Object | | udf_string_1 - udf_string_8 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| Expand |
|---|
| title | buy_in_advance_request reference data objects |
|---|
| subscription | |
|---|
type (name) | String | | life_cycle_state | String | | number | String | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
|
wallet
| Field | Type |
|---|
| number | String | | estimated_consumption_days | Number | | estimated_consumption_date | Date | | estimated_consumption_as_of_date | Date | | balance | Number | | alternative_balance | Number | | opening_balance | Number | | opening_alterntive_balance | Number | | opening_balance_date | Date | | life_cycle_state | String | | last_transaction_date | Date (The date that the last transaction was created) | | udf_string_1 | User Defined Field 1 of type String | | udf_string_2 | User Defined Field 2 of type String | | udf_string_3 | User Defined Field 3 of type String | | udf_string_4 | User Defined Field 4 of type String | | udf_string_5 | User Defined Field 5 of type String | | udf_string_6 | User Defined Field 6 of type String | | udf_string_7 | User Defined Field 7 of type String | | udf_string_8 | User Defined Field 8 of type String | | udf_float_1 | User Defined Field 1 of type Float | | udf_float_2 | User Defined Field 2 of type Float | | udf_float_3 | User Defined Field 3 of type Float | | udf_float_4 | User Defined Field 4 of type Float | | udf_date_1 | User Defined Field 1 of type Date | | udf_date_2 | User Defined Field 2 of type Date | | udf_date_3 | User Defined Field 3 of type Date | | udf_date_4 | User Defined Field 4 of type Date |
| Expand |
|---|
| title | wallet reference data objects |
|---|
| accounts_receivable | Field | Type |
|---|
| number | String | | name | String | | life_cycle_state | String | | balance | Number | | outstanding_amount | Number | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | Boolean | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
|
wallet_transaction
| Field | Type |
|---|
type (name) | String | | number | String | | amount | Number | | alternative_amount | Number | | extra_added_amount | Number | | extra_added_alternative_amount | Number | | life_cycle_state | String | | caused_by_entity | String | | wallet | Data Object | | initiated_currency | Data Object | | udf_string_1 - udf_string_20 | String | | udf_float_1 - udf_float_12 | Float | | udf_date_1 - udf_date_12 | Date |
| Expand |
|---|
| title | wallet_transaction reference data objects |
|---|
| wallet initiated_currency
|
write_off
| Field | Type |
|---|
type (name) | String | category (name) | String | | number | String | | life_cycle_state | String | | issued_on | Date | | posted_on | Date | | total_amount | Number | | accounts_receivable | Data Object |
| Expand |
|---|
| title | write_off reference data objects |
|---|
| accounts_receivable | Field | Type |
|---|
| number | String | | name | String | | life_cycle_state | String | | balance | Number | | outstanding_amount | Number | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | Boolean | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
|
credit_note
| Field | Type |
|---|
type (name) | String | category (name) | String | | number | String | | life_cycle_state | String | | discount_amount | Number | | vat_amount | Number | | tax_amount | Number | | net_amount | Number | | total_amount | Number | | issued_on | Date | | posted_on | Date | | accounts_receivable | Data Object | | udf_string_1 - udf_string_8 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| Expand |
|---|
| title | credit_note reference data objects |
|---|
| accounts_receivable | Field | Type |
|---|
| number | String | | name | String | | life_cycle_state | String | | balance | Number | | outstanding_amount | Number | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | Boolean | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
|
invoice
| Field | Type |
|---|
type (name) | String | category (name) | String | | number | String | | life_cycle_state | String | | discount_amount | Number | | vat_amount | Number | | tax_amount | Number | | net_amount | Number | | total_amount | Number | | outstanding_amount | Number | | unsettled_amount | Number | | issued_on | Date | | posted_on | Date | | due_on | Date | | accounts_receivable | Date Object | | udf_string_1 - udf_string_8 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
| Expand |
|---|
| title | invoice reference data objects |
|---|
| accounts_receivable | Field | Type |
|---|
| number | String | | name | String | | life_cycle_state | String | | balance | Number | | outstanding_amount | Number | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | Boolean | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
|
invoice_cancellation
| Field | Type |
|---|
type (name) | String | category (name) | String | | number | String | | life_cycle_state | String | | issued_on | Date | | posted_on | Date | | total_amount | Number | | accounts_receivable | Data Object |
| Expand |
|---|
| title | invoice_cancellation reference data objects |
|---|
| accounts_receivable | Field | Type |
|---|
| number | String | | name | String | | life_cycle_state | String | | balance | Number | | outstanding_amount | Number | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | Boolean | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
|
payment_cancellation
| Field | Type |
|---|
type (name) | String | category (name) | String | | number | String | | life_cycle_state | String | | issued_on | Date | | posted_on | Date | | payment_amount | Number | | accounts_receivable | Data Object |
| Expand |
|---|
| title | payment_cancellation reference data objects |
|---|
| accounts_receivable | Field | Type |
|---|
| number | String | | name | String | | life_cycle_state | String | | balance | Number | | outstanding_amount | Number | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | Boolean | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
|
refund
| Field | Type |
|---|
type (name) | String | category (name) | String | refund_method (name) | String | | number | String | | life_cycle_state | String | | refund_amount | Number | | issued_on | Date | | posted_on | Date | processed_by_payment_gateway | String | | payment_gateway_reference_number | String | | accounts_receivable | Data Object |
| Expand |
|---|
| title | refund reference data objects |
|---|
| accounts_receivable | Field | Type |
|---|
| number | String | | name | String | | life_cycle_state | String | | balance | Number | | outstanding_amount | Number | classification (name) | String | | credit_limit_status | String | | primary_account | Boolean | is_parent_account | Boolean | is_partner_account | Boolean | | udf_string_1 - udf_string_4 | String | | udf_float_1 - udf_float_4 | Float | | udf_date_1 - udf_date_4 | Date |
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subscription_action
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number | String | | subscription_number | String | | type | String | | sub_type | String | | behavior_code | String | | classification_code | String | | executed_date | Date | | scheduled_date | Date | | udf_string_1 | User Defined Field 1 of type String | | udf_string_2 | User Defined Field 2 of type String | | udf_string_3 | User Defined Field 3 of type String | | udf_string_4 | User Defined Field 4 of type String | | udf_string_5 | User Defined Field 5 of type String | | udf_string_6 | User Defined Field 6 of type String | | udf_string_7 | User Defined Field 7 of type String | | udf_string_8 | User Defined Field 8 of type String | | udf_float_1 | User Defined Field 1 of type Float | | udf_float_2 | User Defined Field 2 of type Float | | udf_float_3 | User Defined Field 3 of type Float | | udf_float_4 | User Defined Field 4 of type Float | | udf_date_1 | User Defined Field 1 of type Date | | udf_date_2 | User Defined Field 2 of type Date | | udf_date_3 | User Defined Field 3 of type Date | | udf_date_4 | User Defined Field 4 of type Date |
| Ui expand |
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| | Filter by label (Content by label) |
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| showLabels | false |
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| spaces | V4Manual |
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| showSpace | false |
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| cql | label = "global" and space = "V4Manual" |
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| labels | global |
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| Column |
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| Panel |
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Release newsCheck out a full list of CRM.COM features available per release. | Ui button |
|---|
| color | turquoise |
|---|
| newWindow | true |
|---|
| icon | info |
|---|
| title | Features |
|---|
| url | https://discover.crm.com/display/V4ReleaseNotes/Features |
|---|
|
Check out upgrade notes to find out what needs to be done to upgrade from your current release to the latest release of CRM.COM. | Ui button |
|---|
| color | turquoise |
|---|
| newWindow | true |
|---|
| icon | info |
|---|
| title | Upgrade Notes |
|---|
| url | https://discover.crm.com/display/V4ReleaseNotes/Upgrade+Notes |
|---|
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