GETTING STARTED
|
| CORE | RPC Method | |
| USER [22] |
For managing authentication and authorisation. | SETUP_USER_SEARCH |
| ACTION [17] |
This resource can be attached to any other object (eg CONTACT_PERSON) and is used record actions or activity, eg meetings, work completed etc | ACTION_SEARCH |
| ATTACHMENT [327] |
This resource can be attached to any other object, it allows external file objects to be attached - eg attaching a word document to an contact person. | CORE_ATTACHMENT_SEARCH more... |
[] brackets refer to the unique object reference used when linking to it eg &object=12.
| PRIMARY | RPC Method | |
| CONTACT_BUSINESS [12] |
Businesses that the enterprise works with, eg customers, suppliers.
Business can be grouped and also have contact person resources linked to them. |
CONTACT_BUSINESS_SEARCH |
| CONTACT_PERSON [32] |
People that the enterprise engages with. They can be individuals or linked to a contact business. | CONTACT_PERSON_SEARCH |
| OPPORTUNITY [35] |
Sales opportunities. These can also be added using the SITE endpoint for public facing websites/apps. | OPPORTUNITY_SEARCH |
| PROJECT [1] |
Projects that the enterprise is working on. They can be internal (eg build new factory) or for customers (eg build new house, create financial plan).
A project can have projects tasks. Projects can be set up as templates for repetitive tasks. |
PROJECT_SEARCH more... |
| NEWS [19] |
News items for publishing to websites/apps or sending as emails with full tracking. | NEWS_SEARCH |
| EVENT [39] |
Events with attendee management and billing. | EVENT_SEARCH |
| PRODUCT & ORDERS [16] & [43] |
Product list, including:
|
PRODUCT_SEARCH |
| FINANCIAL | Financial accounting, including:
|
FINANCIAL_INVOICE_SEARCH |
TIPS: