Documentation

CRM entity types

CRM has a significant number of various data types.

Below is an overview for only main CRM entity types with items/elements having individual details/timeline.

Main types are:

  • Leads;
  • Deals;
  • Contacts;
  • Companies;
  • Invoices;
  • Quotes;
  • Orders.

Dynamic, i. e. smart processes exist in addition to this set of static entities.

Despite the available unified element control interfaces for these entities, they can have different structure.

New API CRM was designed to maximally hide internal structure for element of various types.

At the moment of crm 21.1300.0 release, API is not supported by all available entity types API.

Situation is complicated by introducing new invoices to CRM that are part of SPA elements. However, these invoices are not full SPA, because its settings and IDs are unmodifiable.





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