Managing Company Cards: Overview of Methods

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 for "Contact Information." Within the section, you can set the list of fields — in the "Contact Information" section, you can display the fields "Phone" and "Email." Fields that are not related to contact information should be displayed in another section.

Quick navigation: all methods

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: crm

Who can execute the methods: any user

Method

Description

crm.company.details.configuration.get

Retrieves the settings of company cards

crm.company.details.configuration.reset

Resets the settings of company cards

crm.company.details.configuration.set

Sets the settings of company cards

crm.company.details.configuration.forceCommonScopeForAll

Allows forcing the common company card for all users