Managing Contact Cards: Overview of Methods
The group of methods crm.contact.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
For each card view, sections can be configured, and within each section, a list of fields can be defined. For example, create a section "Contact Information" and display the fields "Phone" and "Email" within it. For fields that do not relate to contact information, create a different section.
Quick navigation: all methods
User documentation: CRM Views
Connection of Contact Cards with Other Objects
User. The user identifier userId is used when setting personal card settings. The user identifier can be obtained using the method user.get.
Contact Fields. Field identifiers are used when setting visible fields in the card section. The identifiers for system and custom contact fields can be obtained using the method crm.contact.fields.
Universal Methods for Managing Cards
Alongside the methods crm.contact.details.configuration.* for configuring the contact card, the group of universal methods crm.item.details.configuration.* can also be used. The capabilities of the methods are the same; the difference may lie in the execution time of the request.
The methods crm.item.details.configuration.* have an additional parameter entityTypeId — the ID of the object type. The entityTypeId parameter allows the universal methods to be applied to any CRM object. To manage the contact card through the universal method, pass entityTypeId = 3.
Overview of Methods
Scope:
crmWho can execute the methods: any user
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Method |
Description |
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Retrieves the parameters of the contact card |
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Sets the parameters of the individual card |
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Sets a common card for all users |
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Resets the card parameters |