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PARAMETERS |
TYPE |
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DataReturn |
Text |
A comma delimited list of advanced search fields to be returned after a successful save |
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Id |
Numeric |
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Remove |
Numeric |
Pass '1' to remove the item |
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AdvisorContactPerson |
Numeric |
As per CONTACT_PERSON_MANAGE. Note for SITE_OPPORTUNITY_MANAGE to be able to select the contact, the contact's ShowOnline must be Y |
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AllowSourceToSee |
Text (1) |
Y/N [default] |
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AllowSourceToSeeOrderActions |
Text (1) |
Y/N [default] |
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AllowSourceToSeePolicyActions |
Text (1) |
Y/N [default] |
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AllowSourceToSeeProjectActions |
Text (1) |
Y/N [default] |
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Amount |
Numeric |
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Area |
Numeric |
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BusinessName |
Text (100) |
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Details |
Text (Long!) |
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Email |
Text (100) |
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FirstName |
Text (50) |
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For |
Numeric |
1=My Business [default],2=Other Business |
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Industry |
Numeric |
See SETUP_CONTACT_INDUSTRY_SEARCH |
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MailingAddress1 |
Text (100) |
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MailingAddress2 |
Text (100) |
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MailingCountry |
Text (50) |
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MailingPostCode |
Text (10) |
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MailingSuburb |
Text (50) |
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ManagerUser |
Numeric |
As per SETUP_USER_MANAGE |
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Mobile |
Text (50) |
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Notes |
Text (8000) |
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Object |
Numeric |
What kind of object the action is linked to. Click here to see valid values |
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ObjectContext |
Numeric |
Id of the linked object |
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OwnerContactBusiness |
Numeric |
As per CONTACT_BUSINESS_MANAGE |
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Phone |
Text (50) |
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PreferredCommunication |
Numeric |
1 = eMail, 2 = Fax, 3 = Phone - Home, 4 = Phone - Work, 5 = Phone - Mobile, 6 = Mail, 7 = Facebook, 8 = Instagram |
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Probability |
Numeric |
Should be 0 - 100, but you can use other values if you insist. If between 0 and 1, it automatically gets converted to a percentage |
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ProcessingDate |
Date |
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ProcessingNote |
Text (2000) |
Stored in the Processing History subtable |
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ProcessingStatus |
Numeric |
You need to define your own. Currently, there is no method for this, contact ibCom for more information. If you change this, a record gets written to the OPPORTUNITY_PROCESS_STATUS_HISTORY area, along with the passed Processing Note & Date |
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Product |
Numeric |
As per PRODUCT_MANAGE |
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Reference |
Text (50) |
Defaults to OPPnnnnnn |
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RequestByContactBusiness |
Numeric |
As per CONTACT_BUSINESS_MANAGE |
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RequestByContactPerson |
Numeric |
As per CONTACT_PERSON_MANAGE |
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Source |
Numeric |
As per SETUP_CONTACT_SOURCE_SEARCH |
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SourceNote |
Text (100) |
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StartDate |
Date |
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Status |
Numeric |
1=Open [default],2=Closed,3=Cancelled |
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Surname |
Text (50) |
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Title |
Text (250) |
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Type |
Numeric |
As per SETUP_OPPORTUNITY_TYPE_MANAGE. |