ToolsEvery tool
crm_activity_save
Record work against an organization or a deal, or change work already recorded.
| Namespace | crm |
|---|---|
| Effect | workspace_write |
| Approval | not required |
| Presence | not required |
| Privacy | workspace_crm |
| Version | v1 |
What the model reads
Record work against an organization or a deal, or change work already recorded. An activity is a task, so this writes what task_add and task_update write, plus the calendar entry when the work goes in the calendar.
Call it over HTTP
crm_activity_list
The activity recorded against the organizations and deals this company holds, newest first, with the labels and colours the CRM screens draw it in.
crm_contact_add
Add a contact, a person at an organization this company already holds, which crm_organization_add creates when it does not.