Managing Company Cards: Overview of Methods
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The group of methods crm.company.details.configuration.* manages the settings of the card for two views:
- "General view" — the card view for all employees
- "My view" — personal card settings for the employee
In the view, you can configure the sections of the card, for example, create a section "Contact Information." Within the section, you set the list of fields: in "Contact Information" you display the fields "Phone" and "Email," and the remaining fields go to other sections.
General information about companies and the other groups of methods is in the section Companies in CRM.
Method Development Has Been Discontinued
Development of the crm.company.details.configuration.* methods has been discontinued. For new development, use the universal methods crm.item.details.configuration.* — the replacement table is in the section Current API Version.
Quick navigation: all methods
Current API Version
The methods for the company card settings have been replaced by the universal card settings methods. A universal method works with the card of any CRM object and receives the object type in the entityTypeId parameter. For a company, entityTypeId equals 4.
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Method with Discontinued Development |
Replacement |
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The discontinued methods keep working — you do not have to rewrite existing integrations.
Who Can Change the Card Settings
The permissions depend on whose settings you read or change:
- Any user retrieves the general settings and retrieves, sets, and resets their own personal settings.
- Only a user with the "Allow to change settings" access permission in CRM can change and reset the general settings, as well as read and change the personal settings of other users. This permission applies to the entire CRM, not to an individual object.
- The method
crm.company.details.configuration.forceCommonScopeForAllis available only to a user with the "Allow to change settings" access permission in CRM.
Connection of Company Cards with Other Objects
User. The user identifier userId is used when setting personal card settings. You can obtain the user identifier using the method user.get.
Company Fields. The identifiers of the fields are used when setting visible fields in the card section. You can obtain the identifiers of system and custom company fields using the method crm.company.fields.
Overview of Methods
Scope:
crmWho can execute the methods: depending on the method
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Method |
Description |
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Retrieves the settings of company cards |
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Resets the settings of company cards |
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Sets the settings of company cards |
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Allows forcing the common company card for all users |