Object Class CRM Base Class (FSCFOLIOCRM@1.1001:CRMFolderBase)

Object Class Hierarchy

COOSYSTEM@1.1:Object > COOSYSTEM@1.1:CompoundObject > FSCFOLIOCRM@1.1001:CRMFolderBase

Represents a CRM folder for managing leads, accounts, contact persons, campaigns, addressee lists, opportunities and sales actions

Additional Information

Default Background Menu: COODESK@1.1:MenuRootWinContext
Compound: false
Action for Moving Objects: COODESK@1.1:DragIntoMove
Abstract: true
ACL Object: COOSYSTEM@1.1:DefaultGlobalACL
Symbol: COODESK@1.1:SymbolCompoundObject
Base Class: COOSYSTEM@1.1:CompoundObject
Action for Linking Objects: COODESK@1.1:DragIntoLink
Default Main Menu: COODESK@1.1:MenuRootFolder
Action for Copying Objects: COODESK@1.1:DragIntoCopy
Display Mode: DISP_LINES

Properties

ReferenceName
FSCFOLIOCLOUDCRM@1.1001:crmimportctrlData Import Control
FSCFOLIOCLOUDCRM@1.1001:crmshowownobjsonlyShow Only Own Sales Actions in Sales Calendar
FSCFOLIOCRM@1.1001:crmcalendarSales Calendar
FSCFOLIOCRM@1.1001:crmcalendarurlSales Calendar URL
FSCFOLIOCRM@1.1001:crmfolderpropertiesShow Only the Selected Lists in This Folder

Actions

ReferenceName
FSCCALDAV@1.1001:CalendarURLGet
FSCFOLIOCLOUDCRM@1.1001:CreateAccountWizard
FSCFOLIOCLOUDCRM@1.1001:CreateAddresseeListWizard
FSCFOLIOCLOUDCRM@1.1001:CreateCampaignWizard
FSCFOLIOCLOUDCRM@1.1001:CreateContactPersonWizard
FSCFOLIOCLOUDCRM@1.1001:CreateLeadWizard
FSCFOLIOCLOUDCRM@1.1001:CreateOpportunityWizard
FSCFOLIOCLOUDCRM@1.1001:CreateSalesEventWizard
FSCFOLIOCLOUDCRM@1.1001:CreateSalesTaskWizard
FSCFOLIOCLOUDCRM@1.1001:GetSalesCalendarItemsWrapper
FSCFOLIOCLOUDCRM@1.1001:ImportCSVWizard
FSCFOLIOCLOUDCRM@1.1001:ImportDataCSV
FSCFOLIOCLOUDCRM@1.1001:PrepareDataImportControlData Import Control
FSCFOLIOCRMEXT@1.1001:CreateSalesFunnelReport
FSCFOLIOCRMEXT@1.1001:GetSalesFunnelGet leads and opportunities for sales funnel
FSCVENV@1.1001:FinalizeImport

Properties

FSCFOLIOCLOUDCRM@1.1001:crmimportctrl (Data Import Control)

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Describes Child Relationship: true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:OBJECT
Possible Object Class: FSCCOLD@1.1001:DataImportControl
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCLOUDCRM@1.1001:crmshowownobjsonly (Show Only Own Sales Actions in Sales Calendar)

Show the current user's CRM objects only

Additional Information

Type: COOSYSTEM@1.1:BOOLEAN
Changeable: true
Visible: true
Must Be Defined: false
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Changeable in Installed Component: true


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FSCFOLIOCRM@1.1001:crmcalendar (Sales Calendar)

Property for showing the visual calendar

Additional Information

Access Types for Reading Property: COOSYSTEM@1.1:AccTypeReadComp
Changeable in Installed Component: true
Action Called Before Property Is Saved: COOSYSTEM@1.1:NoOperation
Describes Child Relationship: true
Multiple Values (Overrides Type): true
Type: COOSYSTEM@1.1:OBJECTLISTUNIQ
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Possible Object Class: COOSYSTEM@1.1:BasicObject
Search for Allowed Classes Only: true
Access Types for Changing Property: COOSYSTEM@1.1:AccTypeChangeComp
Changeable: true
Action to Copy Property From Object: COOSYSTEM@1.1:NoOperation
Must Be Defined: false
Visible: true
Action Called Before Property of Version Is Saved: COOSYSTEM@1.1:AttrChildrenFixManualVersion


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FSCFOLIOCRM@1.1001:crmcalendarurl (Sales Calendar URL)

Provides a human readable calendar URL for use in calendar clients

Additional Information

Private: true
Changeable in Installed Component: true
Changeable in User Interface: false
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:STRING
Volatile: true
Action Called After Property Is Read: FSCCALDAV@1.1001:CalendarURLGet
Maximum Length: 254
Changeable: true
Action Called After Property of Version Is Read: COOSYSTEM@1.1:AttrGetVersionUsingAttrGet
Must Be Defined: false
Visible: true


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FSCFOLIOCRM@1.1001:crmfolderproperties (Show Only the Selected Lists in This Folder)

Additional Information

Changeable in Installed Component: true
Multiple Values (Overrides Type): true
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL
Type: COOSYSTEM@1.1:OBJECTLIST
Possible Object Class: COOSYSTEM@1.1:AttributeObjectDef
Search for Allowed Classes Only: true
Changeable: true
Must Be Defined: false
Visible: true


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Actions

FSCCALDAV@1.1001:CalendarURLGet

Retrieves the calendar URL for the object

Additional Information

Prototype: COOSYSTEM@1.1:AttrGetPrototype
ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCLOUDCRM@1.1001:CreateAccountWizard

Create account in CRM folder

Additional Information

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


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FSCFOLIOCLOUDCRM@1.1001:CreateAddresseeListWizard

Create addressee list in CRM folder

Additional Information

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


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FSCFOLIOCLOUDCRM@1.1001:CreateCampaignWizard

Create campaign in CRM folder

Additional Information

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


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FSCFOLIOCLOUDCRM@1.1001:CreateContactPersonWizard

Create contact person in CRM folder

Additional Information

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


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FSCFOLIOCLOUDCRM@1.1001:CreateLeadWizard

Create lead in CRM folder

Additional Information

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


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FSCFOLIOCLOUDCRM@1.1001:CreateOpportunityWizard

Create opportunity in CRM folder

Additional Information

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


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FSCFOLIOCLOUDCRM@1.1001:CreateSalesEventWizard

Create sales event in CRM folder

Additional Information

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


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FSCFOLIOCLOUDCRM@1.1001:CreateSalesTaskWizard

Create sales task in CRM folder

Additional Information

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


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FSCFOLIOCLOUDCRM@1.1001:GetSalesCalendarItemsWrapper

Get sales tasks for CRM calendar
ParameterTypeIn/OutOptionalDescription
classobjCOOSYSTEM@1.1:OBJECTinfalse
salesactionsCOOSYSTEM@1.1:OBJECTLISTin/outfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCLOUDCRM@1.1001:ImportCSVWizard

Import objects from CSV file

Additional Information

Symbol: COODESK@1.1:SymbolImport
Prototype: COODESK@1.1:MenuActionPrototype
ACL Object: COOWF@1.1:WorkFlowActionACL
Call Directly on Object: true


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FSCFOLIOCLOUDCRM@1.1001:ImportDataCSV

Import data from CSV file
ParameterTypeIn/OutOptionalDescription
importobjCOOSYSTEM@1.1:OBJECTinfalse
importviewCOOSYSTEM@1.1:OBJECTinfalse
templateobjCOOSYSTEM@1.1:OBJECTinfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL


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FSCFOLIOCLOUDCRM@1.1001:PrepareDataImportControl (Data Import Control)

Prepare a data import control for a data import from a CSV file
ParameterTypeIn/OutOptionalDescription
importdefinitionCOOSYSTEM@1.1:OBJECTinfalse
ctrlCOOSYSTEM@1.1:OBJECToutfalse
importsourceCOOSYSTEM@1.1:OBJECToutfalse

Additional Information

ACL Object: COOWF@1.1:WorkFlowActionACL
Private: true


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FSCFOLIOCRMEXT@1.1001:CreateSalesFunnelReport

Create sales funnel report in Excel format
ParameterTypeIn/OutOptionalDescription
excelcontentCOOSYSTEM@1.1:CONTENTin/outfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCFOLIOCRMEXT@1.1001:GetSalesFunnel (Get leads and opportunities for sales funnel)

Get sales funnel objects for the number of quarters defined in the quarters parameter
ParameterTypeIn/OutOptionalDescription
quartersCOOSYSTEM@1.1:INTEGERinfalse
leadqueryCOOSYSTEM@1.1:STRINGoutfalse
opportunityqueryCOOSYSTEM@1.1:STRINGoutfalse

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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FSCVENV@1.1001:FinalizeImport

Finalizes the import process. Here the imported objects can be enclosed to other objects.
ParameterTypeIn/OutOptionalDescription
venv_parentCOOSYSTEM@1.1:OBJECTinfalse Container object
venv_viewCOOSYSTEM@1.1:OBJECTinfalse Container view
venv_importobjectsCOOSYSTEM@1.1:OBJECTLISTinfalse The imported objects
venv_donotshareCOOSYSTEM@1.1:BOOLEANintrue This parameter indicates that the imported objects were not shared during the import process so far.
branchattrFSCVIEW@1.1001:Fieldintrue Attribute path to object lists attribute definition.
branchindexCOOSYSTEM@1.1:INTEGERLISTintrue Index through the branchattribute array.
handleshareexternalCOOSYSTEM@1.1:BOOLEANoutfalse This parameter indicates that the imported objects will be shared from external code.
venv_importokCOOSYSTEM@1.1:BOOLEANintrue This parameter indicates that the import process has succeeded so far.
venv_navigatetoCOOSYSTEM@1.1:OBJECTin/outtrue This parameter indicates that after finalizing the import FinalizeImport should navigate to this object.
venv_importdescriptionCOOSYSTEM@1.1:DICTIONARYintrue This parameter is a description of the import process. It is generated by the Fabasoft Folio/Fabasoft Cloud Client. This dictionary can be used to identify the hierarchy of the imported objects. To identify a child object you have to check the unclecount attribute of the previous sibling.
Example:
Import of an e-mail (outermail.msg) with two attachments together with two pdf documents (mydocument1.pdf and mydocument2.pdf).
The e-mail outermail.msg contains two attachments.
The first attachment of outermail.msg is a picture (mypicture1.png).
The second attachment is an e-mail (innermail.msg) which contains one picture (mypicture2.png).
The mail split decision for all e-mails was "E-Mail Text and Separate Attachment".

Import structure is:
  • outermail.msg
    • mypicture1.png
    • innermail.msg
      • mypicture2.png
  • mydocument1.pdf
  • mydocument2.pdf
The import description dictionary will look like:
 dictionary venv_importdescription = { importdescription = [ { _: "Entry", filename: "outermail.msg", objaddress: "COO.1.3150.4.4458", unclecount: 2 // Next 2 entries are child/attachment of this mail }, { _: "Entry", filename: "mypicture1.pdf", objaddress: "COO.1.3150.4.4459", unclecount: 0 }, { _: "Entry", filename: "innermail.msg", objaddress: "COO.1.3150.4. 4460", unclecount: 1 // Next entry is a child/attachment of this mail }, { _: "Entry", filename: "mypicture2.png", objaddress: "COO.1.3150.4. 4461", unclecount: 0 }, { _: "Entry", filename: "mydocument1.pdf", objaddress: "COO.1.3150.4. 4462", unclecount: 0 }, { _: "Entry", filename: "mydocument2.pdf", objaddress: "COO.1.3150.4. 4463", unclecount: 0 } ] } 

Additional Information

ACL Object: COOSYSTEM@1.1:DefaultDeveloperACL


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