CRM Task

URL	Verbs	Function	Available
/CRMTask	GET	Query a list of CRM Tasks	2021.2
/CRMTask	POST	Create a new CRM Task	2021.2
/CRMTask/<number>	GET	Query a single CRM Task	2021.2
/CRMTask/<number>	POST	Update an existing CRM Task	2021.2

Supported modifiers

Query String	Definition	Sample	Released
status	Query CRM Tasks for a particular status	status=NS	2021.2
type	Query CRM Tasks for a particular type	type=General	2021.2
modifiedSince	Query CRM Tasks modified since a nominated date and time	modifiedSince=2013-02-28T16:45:00	2021.2
contact	Query CRM Tasks for a particular CRM Contact	contact=1000	2021.2
organisation	Query CRM Tasks for a particular CRM Organisation	organisation=10233	2021.2
lead	Query CRM Tasks for a particular CRM Lead	lead=5422	2021.2
quote	Query CRM Tasks for a particular CRM Quote	quote=98444	2021.2
serviceRequest	Query CRM Tasks for a particular CRM SV Request	serviceRequest=100034	2021.2
communication	Query CRM Tasks for a particular CRM Communication	communication=52	2021.2

Security Linked Menu

Menu Item	Located
Follow-ups	CRM / Relationships
Follow-ups	CRM / Sales & Marketing
Follow-ups	CRM / Service & Support
Follow-ups	CRM / Bookings Management
Follow-ups	CRM / Debt Collection
Follow-ups	CRM / Fund Raising

Sample XML Response

<?xml version="1.0" encoding="UTF-8"?>

<CRMTasks collection='true' count='2'>
    <CRMTask>
        <Edition>6</Edition>
        <OidString>5577.1</OidString>
        <Detail>Ensure brochures are sent out to Lisa</Detail>
        <EntryTimeStamp>2008-01-06T09:32:51</EntryTimeStamp>
        <EntryUser>SUPER</EntryUser>
        <HasReminder>true</HasReminder>
        <IsPrivate>false</IsPrivate>
        <ModifiedTimeStamp>2008-01-06T09:33:40</ModifiedTimeStamp>
        <ModifiedUser>SUPER</ModifiedUser>
        <Number>1000</Number>
        <ReminderTimeStamp>2008-01-06T08:00:00</ReminderTimeStamp>
        <StartTimeStamp>2008-01-06T00:00:00</StartTimeStamp>
        <EndTimeStamp>2008-01-06T00:00:00</EndTimeStamp>
        <Subject>Ensure brochures are sent out to Lisa</Subject>
        <IsComplete>false</IsComplete>
        <IsPublishedOutlook>false</IsPublishedOutlook>
        <IsWebAccessible>false</IsWebAccessible>
        <AssignedTeam>Admin Team</AssignedTeam>
        <AssignedUser>SUPER</AssignedUser>
        <Contact>10000</Contact>
        <Organisation>1000</Organisation>
        <Communication>1000</Communication>
        <Status>NS</Status>
        <Type>General</Type>
    </CRMTask>
    <CRMTask>
        <Edition>6</Edition>
        <OidString>5577.2</OidString>
        <Detail>Call Lisa to check that she has rec'd the brochures</Detail>
        <EntryTimeStamp>2008-01-06T09:33:30</EntryTimeStamp>
        <EntryUser>SUPER</EntryUser>
        <HasReminder>true</HasReminder>
        <IsPrivate>false</IsPrivate>
        <ModifiedTimeStamp>2008-01-06T09:33:30</ModifiedTimeStamp>
        <ModifiedUser>SUPER</ModifiedUser>
        <Number>1001</Number>
        <ReminderTimeStamp>2008-01-08T08:00:00</ReminderTimeStamp>
        <StartTimeStamp>2008-01-08T00:00:00</StartTimeStamp>
        <EndTimeStamp>2008-01-08T00:00:00</EndTimeStamp>
        <Subject>Call Lisa to check that she has rec'd the brochures</Subject>
        <IsComplete>false</IsComplete>
        <IsPublishedOutlook>false</IsPublishedOutlook>
        <IsWebAccessible>false</IsWebAccessible>
        <AssignedTeam>Admin Team</AssignedTeam>
        <AssignedUser>SUPER</AssignedUser>
        <Contact>10000</Contact>
        <Organisation>1000</Organisation>
        <Communication>1000</Communication>
        <Status>NS</Status>
        <Type>Sales</Type>
    </CRMTask>
</CRMTasks>