Voicent CRM API (Part 2): Set and Get a Value

continue from part I…

crmentid is the entity ID of the entity table (Customer, Organization, Potential). By default it is the Customer table. Use MOD=ORG or MOD=POT for other tables.

To specify who performed the action, use AGENT= agent ID.

action=set

Specify name= column name, and value= the desired value.

If you want to set and get category by name, use CUSTOMER_CATNAME for the column name.

To set and get agent field by name, replace the _ID in the column name with _NAME.

action=get

Same as above, except you do not need to specify value parameter.

action=addnote

To add note to an entity, specify note= for the notes. To specify which entity, use the above MOD parameter.