ToolsEvery tool

dataroom_category_update

Company dataroom: Create or rename a data room category.

Namespace	`dataroom`
Effect	workspace_write
Approval	required
Presence	not required
Privacy	`workspace_company`
Version	v1

What the model reads

Company dataroom: Create or rename a data room category. Use one uppercase mnemonic letter for a parent and two for a filing category. Code identity and ancestry remain stable. X is the reserved unclassified inbox. A new child is readable by every existing recipient of its parent; confirm that audience first.

Call it over HTTP

POST /tools/dataroom_category_update/invoke

crm_vocabulary_set

Set the CRM vocabulary: the organization types and pipelines this company runs its CRM in.

dataroom_field_update

Company dataroom: Choose who sees one company page field by naming the category whose readers see it; the field leaves the category that held it.