Documentation

CRM Modules Supported

Version 1.2   |   Last Updated: 1/28/2014 (v1.2)   |  

CRM Built-In Modules Supported

Standard Modules

Leads Accounts Contacts
Potentials Campaigns Cases
Solutions Products PriceBooks
Quotes Events Invoices
Vendors PurchaseOrders Tasks
Calls SalesOrders

Related Modules

Notes Attachments
PotStageHistory (Potential Stage History items) ContactRoles (Potential Contact Roles)

CRM Module Relationships Supported

The following lists show the modules that may be access through the GetRelatedRecords methods:

Leads: Notes, Attachments, Tasks, Events, Calls, Campaigns, Products
Accounts: Notes, Attachments, Tasks, Events, Calls, Contacts, Potentials, Products, Quotes, SalesOrders, Invoices, Cases
Contacts: Notes, Attachments, Tasks, Events, Calls, Campaigns, Potentials, Products, Cases, Quotes, SalesOrders, PurchaseOrders, Invoices
Potentials: Notes, Attachments, Tasks, Events, Calls, PotentialStageHistory, PotentialContactRoles, Products, Cases, Quotes, SalesOrders
Campaigns: Notes, Attachments, Tasks, Events, Calls, Leads, Contacts, Potentials
Cases: Notes, Attachments, Tasks, Events, Calls
Solutions: Notes, Attachments
Vendors: Notes, Attachments, Tasks, Events, Calls, Contacts, Products, PurchaseOrders
Products: Notes, Attachments, Tasks, Events, Calls, PriceBooks, Contacts, Leads, Potentials, Accounts, Cases, Solutions
PriceBooks: Notes, Attachments, Products
Quotes: Notes, Attachments, Tasks, Events, Calls, SalesOrders
Invoices: Notes, Attachments, Tasks, Events, Calls
SalesOrders: Notes, Attachments, Tasks, Events, Calls, Invoices
PurchaseOrders: Notes, Attachments, Tasks, Events, Calls
Events: Notes, Attachments
Calls: Notes
Tasks: Notes, Attachments