Editing Data in CRM

Editing CRM data involves changing values in cards and related objects: fields of leads, contacts, companies, and deals, as well as phone numbers and emails, task bindings, and payment dates.

A scenario is a sequence of requests for a single task. It describes the order of method calls and provides a code example.

Quick navigation: all scenarios

Connection with CRM ObjectsConnection with CRM Objects

Scenarios are linked to customer cards, deals, tasks, custom fields, and payments.

• Leads, contacts, companies, and deals. Editing forms are built based on the object's fields. Basic operations are performed using the methods crm.lead.*, crm.contact.*, crm.company.*, and crm.deal.*.
• Phone numbers and emails. Contact details are stored in fields of type crm_multifield. To change or delete a value, pass a new array to the object update method.
• Tasks. Tasks are linked to CRM objects through bindings. You can retrieve a task using the method crm.activity.list and modify the binding using the methods crm.activity.binding.*.
• Custom fields and payments. The payment date can be retrieved using the method crm.item.payment.list and saved in a custom field of the deal using the methods crm.deal.userfield.* and crm.deal.update.

How to Get StartedHow to Get Started

1. Identify the CRM object: lead, contact, company, or deal.
2. Choose a scenario from the table How to choose a scenario.
3. Check what access permissions and scopes are specified in the selected scenario.
4. Obtain the identifiers for the CRM object, deal, field, or payment needed for the scenario.
5. Execute the methods in the order described in the scenario.

How to Choose a ScenarioHow to Choose a Scenario

If you need to	Open
Create a form with lead fields and save changes	How to create your lead editing card
Create a form with contact fields and save changes	How to create your contact editing card
Create a form with company fields and save changes	How to create your company editing card
Create a form with deal fields and save changes	How to create your deal editing card
Update the list of phone numbers or emails in the contact card	How to change or delete phone numbers and emails
Move a task between two entities of the same type	How to move a task between entities of the same type
Move a task, for example, from a lead to a company	How to move a task from one type of object to another
Record the payment date in a custom field of the deal	How to save the payment date in the deal field