Companies in CRM: Overview of Methods

A company is a CRM object that stores client data for legal entities. The company card contains:

• phone numbers, email addresses, and messenger identifiers in a special format. These allow direct communication with the client from Bitrix.
• details for generating invoices, contracts, and any other types of printed documents based on templates.

Quick navigation: all methods and events

User documentation: companies in Bitrix24

Company Connection with Other CRM ObjectsCompany Connection with Other CRM Objects

Deal, lead, SPA. Any CRM object that has the standard field Client is linked to a company. The connection is managed through groups of methods for deals, leads, SPAs, using the COMPANY_ID field.

Contact. Multiple contacts can be associated with a single company. This connection is managed using the group of methods crm.company.contact.*. When you select a company in the Client field of deals or SPAs, all related contacts are automatically pulled into the field.

Details. The details themselves are a separate object, and methods from the group crm.requisite.* and crm.address.* are used to create or modify them. They are displayed in the Details field of the company card.

Company CardCompany Card

The main workspace in a company is the General tab of its card. It consists of two parts:

• the left part, which contains fields with information. If the system fields are insufficient, you can create your own custom fields. These allow you to store information in various data formats: string, number, link, address, and others. The group of methods crm.company.userfield.* is used to create, modify, retrieve, or delete custom fields for companies.

• the right part, which contains the contact timeline. In it, you can create, edit, filter, and delete CRM activities using the group of methods crm.activity.*, and timeline records using the group of methods crm.timeline.*.

The parameters of the company card can be managed through the group of methods crm.company.details.configuration.*.

WidgetsWidgets

You can embed an application into the company card. This allows you to use the application without leaving the company card.

There are two embedding scenarios:

• Use special embedding locations. For example, by creating your own tab.
• Create a custom field where the interface of your application will be loaded.

Overview of Methods and EventsOverview of Methods and Events

Scope: crm

Who can execute methods: depending on the method

MainMain

Custom FieldsCustom Fields

ContactsContacts

Method	Description
crm.company.contact.add	Adds a contact to the specified company
crm.company.contact.items.get	Returns a set of contacts associated with the specified company
crm.company.contact.items.set	Sets the set of contacts associated with the specified company
crm.company.contact.delete	Deletes a contact from the specified company
crm.company.contact.items.delete	Clears the set of contacts associated with the specified company
crm.company.contact.fields	Returns the description of fields for the company-contact connection

Managing Company CardsManaging Company Cards

Method	Description
crm.company.details.configuration.get	Retrieves the settings for company cards
crm.company.details.configuration.reset	Resets the settings for company cards
crm.company.details.configuration.set	Sets the settings for company cards
crm.company.details.configuration.forceCommonScopeForAll	Allows forcing a common company card for all users