Actions of Folio Customer Relationship Management (FSCFOLIOCRM@1.1001)

ReferenceName
FSCFOLIOCRM@1.1001:AddConversionData
FSCFOLIOCRM@1.1001:AddToBestActions
FSCFOLIOCRM@1.1001:AttrACPersonsSet
FSCFOLIOCRM@1.1001:AttrAccountOrgPersonsGet
FSCFOLIOCRM@1.1001:AttrCDSStepSet
FSCFOLIOCRM@1.1001:AttrCRMItemsSet
FSCFOLIOCRM@1.1001:AttrCaStateSet
FSCFOLIOCRM@1.1001:AttrContactPersonSet
FSCFOLIOCRM@1.1001:AttrConversionsSet
FSCFOLIOCRM@1.1001:AttrDateSet
FSCFOLIOCRM@1.1001:AttrDuplicateCheckIntervalSet
FSCFOLIOCRM@1.1001:AttrImportIDsSet
FSCFOLIOCRM@1.1001:AttrInContactSinceSet
FSCFOLIOCRM@1.1001:AttrKeyAccountManagerSet
FSCFOLIOCRM@1.1001:AttrMailMergeTemplatesSet
FSCFOLIOCRM@1.1001:AttrNextDuplicateCheckGet
FSCFOLIOCRM@1.1001:AttrNextDuplicateCheckSet
FSCFOLIOCRM@1.1001:AttrObjDocumentsSet
FSCFOLIOCRM@1.1001:AttrObjectListGetDisp
FSCFOLIOCRM@1.1001:AttrOpBestActionsSet
FSCFOLIOCRM@1.1001:AttrOppActivitiesSet
FSCFOLIOCRM@1.1001:AttrOppCloseDateSet
FSCFOLIOCRM@1.1001:AttrOppDecisionMakerSet
FSCFOLIOCRM@1.1001:AttrOpportunityOpaccountSet
FSCFOLIOCRM@1.1001:AttrOpportunityProbabilitySet
FSCFOLIOCRM@1.1001:AttrPersOrgTxtSet
FSCFOLIOCRM@1.1001:AttrPersonAccountsSet
FSCFOLIOCRM@1.1001:AttrProductsGetDisp
FSCFOLIOCRM@1.1001:AttrProductsSet
FSCFOLIOCRM@1.1001:AttrRelatedToSet
FSCFOLIOCRM@1.1001:AttrTasksGet
FSCFOLIOCRM@1.1001:AttrViewRemarksGet
FSCFOLIOCRM@1.1001:BuildBestActionsMenu
FSCFOLIOCRM@1.1001:BuildConvertLeadMenu
FSCFOLIOCRM@1.1001:BuildOpenDashboardMenu
FSCFOLIOCRM@1.1001:BuildShowMapMenu
FSCFOLIOCRM@1.1001:CRMFinalizeImport
FSCFOLIOCRM@1.1001:CRMVCardContentSet
FSCFOLIOCRM@1.1001:CRMVCardImportConflict
FSCFOLIOCRM@1.1001:CheckDuplicate
FSCFOLIOCRM@1.1001:CheckDuplicateSelected
FSCFOLIOCRM@1.1001:ConvertLead
FSCFOLIOCRM@1.1001:ConvertLeadWizard
FSCFOLIOCRM@1.1001:ConvertLeadWizardSelected
FSCFOLIOCRM@1.1001:CreateProspect
FSCFOLIOCRM@1.1001:CreateProspectSelected
FSCFOLIOCRM@1.1001:DiscardLead
FSCFOLIOCRM@1.1001:DiscardLeadSelected
FSCFOLIOCRM@1.1001:GetCRMChartValues
FSCFOLIOCRM@1.1001:GetCRMFolder
FSCFOLIOCRM@1.1001:GetCRMObjects
FSCFOLIOCRM@1.1001:GetCRMView
FSCFOLIOCRM@1.1001:GetFiscalYearStart
FSCFOLIOCRM@1.1001:GetMainProductGroup
FSCFOLIOCRM@1.1001:GetMatchingAccounts
FSCFOLIOCRM@1.1001:GetMatchingContactPersons
FSCFOLIOCRM@1.1001:GetOpportunitiesForPeriod
FSCFOLIOCRM@1.1001:GetProductTotal
FSCFOLIOCRM@1.1001:GetSalesCalendarItems
FSCFOLIOCRM@1.1001:GetValidMailingIDs
FSCFOLIOCRM@1.1001:InitializeFromAggregate
FSCFOLIOCRM@1.1001:LogContact
FSCFOLIOCRM@1.1001:OpenBlueSheet
FSCFOLIOCRM@1.1001:OpenBlueSheetSelected
FSCFOLIOCRM@1.1001:OpenRevenueCharts
FSCFOLIOCRM@1.1001:ProcessDuplicates
FSCFOLIOCRM@1.1001:RefreshCRMFolder
FSCFOLIOCRM@1.1001:RemoveConvertedLead
FSCFOLIOCRM@1.1001:RemoveConvertedLeadSelected
FSCFOLIOCRM@1.1001:RemoveFromBestActionsRemove sales actions from best actions
FSCFOLIOCRM@1.1001:Resolve
FSCFOLIOCRM@1.1001:SetStateToCancelled
FSCFOLIOCRM@1.1001:SetStateToCancelledSelected
FSCFOLIOCRM@1.1001:SetStateToCompleted
FSCFOLIOCRM@1.1001:SetStateToCompletedSelected
FSCFOLIOCRM@1.1001:SetStateToRunning
FSCFOLIOCRM@1.1001:SetStateToRunningSelected
FSCFOLIOCRM@1.1001:ShowMap
FSCFOLIOCRM@1.1001:WSCreateLead
FSCFOLIOCRM@1.1001:WSFindContacts
FSCFOLIOCRM@1.1001:WSGetDetailStatus
FSCFOLIOCRM@1.1001:WSGetTeamRooms
FSCFOLIOCRM@1.1001:WSSetDetailStatus

FSCFOLIOCRM@1.1001:AddConversionData

Add conversion data of source lead to the list of conversions
ParameterTypeIn/OutOptionalDescription
sourceCOOSYSTEM@1.1:OBJECTinfalse
addsourceCOOSYSTEM@1.1:BOOLEANintrue

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AddToBestActions

Add sales actions to best actions list

Additional Information

Symbol: COODESK@1.1:SymbolAdd
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:AttrACPersonsSet

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrAccountOrgPersonsGet

Get the contacts from the organization linked to the account

Additional Information

Prototype: COOSYSTEM@1.1:AttrGetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrCDSStepSet

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrCRMItemsSet

Set method for setting team room for objects in a CRM folder

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrCaStateSet

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrContactPersonSet

Set method for the "Contact Person" property of a sales action

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrConversionsSet

Set the list of conversions

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrDateSet

Checks if the start date is before the end date

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrDuplicateCheckIntervalSet

Set interval for duplicate check

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrImportIDsSet

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrInContactSinceSet

Set the "In Contact Since" date

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrKeyAccountManagerSet

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrMailMergeTemplatesSet

Set list of mail merge templates

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrNextDuplicateCheckGet

Get next deadline for duplicate check

Additional Information

Prototype: COOSYSTEM@1.1:AttrGetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrNextDuplicateCheckSet

Set next deadline for duplicate check

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrObjDocumentsSet

Set the list of documents of a CRM object

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrObjectListGetDisp

Display method for the list of objects

Additional Information

Prototype: COOSYSTEM@1.1:AttrGetDispPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrOpBestActionsSet

Set the best actions

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrOppActivitiesSet

Set method for the sales actions of an opportunity

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrOppCloseDateSet

Set method for the close date of an opportunity

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrOppDecisionMakerSet

Set method for the decision maker of an opportunity

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrOpportunityOpaccountSet

Set method for the account of an opportunity

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrOpportunityProbabilitySet

Set method for the probability depending on the state

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrPersOrgTxtSet

Set the textual name of a contact person's organization

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrPersonAccountsSet

Set the accounts of a contact person

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrProductsGetDisp

Display method for the products aggregate list of an opportunity

Additional Information

Prototype: COOSYSTEM@1.1:AttrGetDispPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrProductsSet

Set method for total amount and recurring amount, calculates the sales amount over all products depending on the product type

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrRelatedToSet

Set method for the "Related To" property of a sales action

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrTasksGet

Get the sales activities of all objects stored in the static CRMFolder

Additional Information

Prototype: COOSYSTEM@1.1:AttrGetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:AttrViewRemarksGet

Get combined remarks for opportunity

Additional Information

Prototype: COOSYSTEM@1.1:AttrGetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:BuildBestActionsMenu

Display the "Add to/Remove from Best Actions" menu only if the object is in the correct state

Additional Information

Prototype: COODESK@1.1:MenuGetActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:BuildConvertLeadMenu

Display the "Convert Lead" menu only if the object was not converted yet

Additional Information

Prototype: COODESK@1.1:MenuGetActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:BuildOpenDashboardMenu

Display the "Open Dashboard" menu only if chart data is available

Additional Information

Prototype: COODESK@1.1:MenuGetActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:BuildShowMapMenu

Display the "Convert Lead" menu only if the object has an address

Additional Information

Prototype: COODESK@1.1:MenuGetActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:CRMFinalizeImport

Set bostate and lddeletedduplicates to enable ProcessDuplicates Objects already commited, CommitRoot is allowed.
ParameterTypeIn/OutOptionalDescription
venv_parentCOOSYSTEM@1.1:OBJECTinfalse
venv_viewCOOSYSTEM@1.1:OBJECTinfalse
venv_importobjectsCOOSYSTEM@1.1:OBJECTLISTinfalse
venv_donotshareCOOSYSTEM@1.1:BOOLEANintrue
branchattrFSCVIEW@1.1001:Fieldintrue
branchindexCOOSYSTEM@1.1:INTEGERLISTintrue
handleshareexternalCOOSYSTEM@1.1:BOOLEANoutfalse
venv_importokCOOSYSTEM@1.1:BOOLEANintrue

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:CRMVCardContentSet

save e-mail for lead and contactperson as lower without spaces " "

Additional Information

Prototype: COOSYSTEM@1.1:AttrSetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:CRMVCardImportConflict

Do not search for conflicts. Duplicate check will be executed after import. Only check for valid e-mail addresses
ParameterTypeIn/OutOptionalDescription
requestCOOSYSTEM@1.1:CONTENTinfalse
parentobjCOOSYSTEM@1.1:OBJECTinfalse
viewattrdefCOOSYSTEM@1.1:OBJECTinfalse
conflictCOOSYSTEM@1.1:OBJECToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:CheckDuplicate

Check for duplicates of the lead

Additional Information

Symbol: COODESK@1.1:SymbolPersonCheckDuplicate
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:CheckDuplicateSelected

Additional Information

Call Mode for Actions on Selected Objects: CALLMODE_SELECTEDORCONTAINER
Called Action on Selected Objects: FSCFOLIOCRM@1.1001:CheckDuplicate
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:ConvertLead

Convert lead to contact person
ParameterTypeIn/OutOptionalDescription
objclassCOOSYSTEM@1.1:OBJECTinfalse
convertedobjCOOSYSTEM@1.1:OBJECToutfalse
targetobjCOOSYSTEM@1.1:OBJECTintrue
relatedobjsCOOSYSTEM@1.1:OBJECTLISTin/outtrue

Additional Information

Symbol: COODESK@1.1:SymbolContactPerson
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:ConvertLeadWizard

Convert lead to contact person

Additional Information

Symbol: COODESK@1.1:SymbolContactPerson
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:ConvertLeadWizardSelected

Additional Information

Call Mode for Actions on Selected Objects: CALLMODE_SELECTEDORCONTAINER
Called Action on Selected Objects: FSCFOLIOCRM@1.1001:ConvertLeadWizard
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:CreateProspect

Create prospect from lead

Additional Information

Symbol: COODESK@1.1:SymbolAccount
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:CreateProspectSelected

Additional Information

Call Mode for Actions on Selected Objects: CALLMODE_SELECTEDORCONTAINER
Called Action on Selected Objects: FSCFOLIOCRM@1.1001:CreateProspect
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:DiscardLead

Discard invalid lead

Additional Information

Symbol: COODESK@1.1:SymbolDiscardLead
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:DiscardLeadSelected

Additional Information

Call Mode for Actions on Selected Objects: CALLMODE_SELECTEDORCONTAINER
Called Action on Selected Objects: FSCFOLIOCRM@1.1001:DiscardLead
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:GetCRMChartValues

Calculate the values for CRM charts

Additional Information

Prototype: COOSYSTEM@1.1:AttrGetPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:GetCRMFolder

Get the current CRM folder from an object's team room
ParameterTypeIn/OutOptionalDescription
crmfolderCOOSYSTEM@1.1:OBJECToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:GetCRMObjects

Get CRM objects for the current CRM scope
ParameterTypeIn/OutOptionalDescription
clsCOOSYSTEM@1.1:OBJECTinfalse
objsCOOSYSTEM@1.1:OBJECTLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:GetCRMView

Get corresponding view for crm folder
ParameterTypeIn/OutOptionalDescription
attrdefCOOSYSTEM@1.1:OBJECTinfalse
crmviewCOOSYSTEM@1.1:OBJECToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:GetFiscalYearStart

Get start month of fiscal year
ParameterTypeIn/OutOptionalDescription
startmonthFSCFOLIOCRM@1.1001:Monthsoutfalse
startmonthintCOOSYSTEM@1.1:INTEGERoutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:GetMainProductGroup

Get the main product group of the products associated with a lead
ParameterTypeIn/OutOptionalDescription
prodgroupCOOSYSTEM@1.1:OBJECToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:GetMatchingAccounts

Retrieve the matching accounts for converting the lead
ParameterTypeIn/OutOptionalDescription
matchesCOOSYSTEM@1.1:OBJECTLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:GetMatchingContactPersons

Retrieve the matching contact persons for converting the lead
ParameterTypeIn/OutOptionalDescription
matchesCOOSYSTEM@1.1:OBJECTLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:GetOpportunitiesForPeriod

Get opportunities for a defined period of time, e.g. the current year or quarter
ParameterTypeIn/OutOptionalDescription
periodFSCFOLIOCRM@1.1001:DisposalTypeinfalse
basedateCOOSYSTEM@1.1:DATETIMEintrue
opportunitiesCOOSYSTEM@1.1:OBJECTLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:GetProductTotal

Calculate sales revenue for product
ParameterTypeIn/OutOptionalDescription
entryFSCFOLIOCRM@1.1001:Productsinfalse
convcurrencyCOOSYSTEM@1.1:CurrencySymbolintrue
convtabCOOSYSTEM@1.1:OBJECTintrue
onetimeCOOSYSTEM@1.1:Currencyin/outfalse
recurringCOOSYSTEM@1.1:Currencyin/outfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:GetSalesCalendarItems

Get the entries for the CRM calendar
ParameterTypeIn/OutOptionalDescription
classobjCOOSYSTEM@1.1:OBJECTinfalse
salesactionsCOOSYSTEM@1.1:OBJECTLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:GetValidMailingIDs

Get valid mailing IDs from CRM folder
ParameterTypeIn/OutOptionalDescription
mailingidsCOOSYSTEM@1.1:OBJECTLISToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:InitializeFromAggregate

Initialize objects from aggregate data
ParameterTypeIn/OutOptionalDescription
initvalueinfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:LogContact

Log a contact attempt (only in Fabasoft Cloud)
ParameterTypeIn/OutOptionalDescription
sourceCOOSYSTEM@1.1:OBJECTinfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:OpenBlueSheet

Generate and open the PDF overview for an opportunity

Additional Information

Symbol: COODESK@1.1:SymbolOpportunity
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:OpenBlueSheetSelected

Additional Information

Call Mode for Actions on Selected Objects: CALLMODE_SELECTEDONLY
Called Action on Selected Objects: FSCFOLIOCRM@1.1001:OpenBlueSheet
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:OpenRevenueCharts

Open the revenue charts for a CRM folder

Additional Information

Symbol: COODESK@1.1:SymbolChart
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:ProcessDuplicates

Process duplicate objects in CRM

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:RefreshCRMFolder

Refresh the CRM Folder if it can be found, can be input parameter
ParameterTypeIn/OutOptionalDescription
folderCOOSYSTEM@1.1:OBJECTin/outfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:RemoveConvertedLead

Remove converted lead

Additional Information

Symbol: COODESK@1.1:SymbolDiscardLead
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:RemoveConvertedLeadSelected

Additional Information

Call Mode for Actions on Selected Objects: CALLMODE_SELECTEDORCONTAINER
Called Action on Selected Objects: FSCFOLIOCRM@1.1001:RemoveConvertedLead
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:RemoveFromBestActions (Remove sales actions from best actions)

Remove sales actions from best actions list

Additional Information

Symbol: COODESK@1.1:SymbolRemoveRed
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:Resolve

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRM@1.1001:SetStateToCancelled

Set campaign state to completed

Additional Information

Symbol: COODESK@1.1:SymbolNo
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:SetStateToCancelledSelected

Additional Information

Call Mode for Actions on Selected Objects: CALLMODE_SELECTEDONLY
Called Action on Selected Objects: FSCFOLIOCRM@1.1001:SetStateToCancelled
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:SetStateToCompleted

Set campaign state to completed

Additional Information

Symbol: COODESK@1.1:SymbolYes
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:SetStateToCompletedSelected

Additional Information

Call Mode for Actions on Selected Objects: CALLMODE_SELECTEDONLY
Called Action on Selected Objects: FSCFOLIOCRM@1.1001:SetStateToCompleted
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:SetStateToRunning

Set campaign state to running

Additional Information

Symbol: COODESK@1.1:SymbolNext
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:SetStateToRunningSelected

Additional Information

Call Mode for Actions on Selected Objects: CALLMODE_SELECTEDONLY
Called Action on Selected Objects: FSCFOLIOCRM@1.1001:SetStateToRunning
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:ShowMap

Show contact person or account on map

Additional Information

Symbol: COODESK@1.1:SymbolShowMap
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:WSCreateLead

WSCreateLead
ParameterTypeIn/OutOptionalDescription
teamroomCOOSYSTEM@1.1:OBJECTinfalse the teamroom
duplicatecheckCOOSYSTEM@1.1:BOOLEANinfalse the duplicatecheck
initdataFSCFOLIOCRM@1.1001:LeadDatainfalse the initdata
createdleadCOOSYSTEM@1.1:OBJECToutfalse the createdlead

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:WSFindContacts

WSFindContacts
ParameterTypeIn/OutOptionalDescription
teamroomCOOSYSTEM@1.1:OBJECTinfalse the teamroom
emailaddressCOOSYSTEM@1.1:STRINGinfalse the emailaddress
leadsCOOSYSTEM@1.1:OBJECTLISToutfalse the leads
contactsCOOSYSTEM@1.1:OBJECTLISToutfalse the contacts

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:WSGetDetailStatus

GetDetailStatus: Get the status of one target contact in a campaign
ParameterTypeIn/OutOptionalDescription
keyCOOSYSTEM@1.1:STRINGinfalse the key of the detail status object
statusCOOSYSTEM@1.1:STRINGoutfalse the status of a contact in a campaign as text
statuskeyCOOSYSTEM@1.1:STRINGoutfalse the status of a contact in a campaign as object address
personCOOSYSTEM@1.1:OBJECToutfalse the contact
campaignCOOSYSTEM@1.1:OBJECToutfalse the campaign

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:WSGetTeamRooms

WSGetTeamRooms
ParameterTypeIn/OutOptionalDescription
fullaccessCOOSYSTEM@1.1:OBJECTLISToutfalse the fullaccess
changeaccessCOOSYSTEM@1.1:OBJECTLISToutfalse the changeaccess
readaccessCOOSYSTEM@1.1:OBJECTLISToutfalse the readaccess

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCRM@1.1001:WSSetDetailStatus

SetDetailStatus: Set detail status for a list of campaign addressees
ParameterTypeIn/OutOptionalDescription
keyCOOSYSTEM@1.1:STRINGinfalse the key of the detail status object
statusCOOSYSTEM@1.1:STRINGinfalse the status to be set, either name or object address

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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