Services: Overview of Methods

Services are intangible goods: consultations, work, or actions. They can be used in CRM entities and be associated with physical products.

Quick navigation: all methods

User documentation: Services in CRM

Connection of Services with Other EntitiesConnection of Services with Other Entities

Product Catalog. A service must be linked to a specific product catalog. You can obtain the identifiers of available product catalogs using the method catalog.catalog.list.

Sections of the Product Catalog. Services are usually distributed across sections. To create and manage sections, use the group of methods catalog.section.*.

Images. A service can contain images: for announcement, detailed, additional. To add images, use the methods catalog.productImage.*, and to download, use the method catalog.product.service.download.

Units of Measurement. For a service, a unit of measurement is chosen, for example, hours for consultations. You can add or change the unit of measurement using the methods catalog.measure.*.

VAT. The VAT rate can be set for each service individually. You can work with rates through the methods catalog.vat.*.

User. Each service stores the identifiers of users who created and modified it. Information about the user can be obtained using the methods user.get and user.search.

Product and Variation Properties. Services have properties that distinguish them from one another. These can include the type of service, execution time, or service status. You can work with properties using the methods catalog.productProperty.*.

CRM. Services are connected to CRM in the following ways:

• A service can be added to the list of products for a lead, deal, invoice, SPA, and estimate.

• Leads, deals, SPAs, invoices, contacts, and companies can be specified in services using the property type "Link to CRM entities."

Order Basket. A service can be added, modified, or removed from the basket using the group of methods sale.basketitem.*.

Overview of MethodsOverview of Methods

Scope: catalog

Who can execute the method: administrator

Method	Description
catalog.product.service.add	Adds a service
catalog.product.service.update	Updates the service fields
catalog.product.service.get	Returns the values of service fields by identifier
catalog.product.service.list	Returns a list of services by filter
catalog.product.service.download	Downloads service files based on the provided parameters
catalog.product.service.delete	Deletes a service
catalog.product.service.getFieldsByFilter	Returns service fields by filter