CRM Gateway

A list of known ActiveH CRM Gateway Objects.

Description	Type	Direction	Data Type	Remarks
ActionType	Property	Read Write	Enum	OMFAX Action Type: Values of 'Desktop Task', 'Repairs Request'
AddActionToDesktopTask	Function	Write		Adds Action to Desktop Task
Parameters:	DesktopTask	Object
DesktopTaskAction	Object
AddDesktopTask	Sub	Write		Adds Desktop Task
Parameter:	DesktopTask	Object
AddEmailAddresseeTo DesktopTask	Function	Write		Adds Email Addressee to Desktop Task
Parameters:	DesktopTask	Object
DesktopTask EmailAddress	Object
AddInspectionTo RepairRequest	Function	Write		Adds Inspection to Repair Request
Parameter:	RepairRequest Inspection	Object
AddTaskToRepairRequest	Function	Write		Adds Repairs Task to Repair Request
Parameter:	RepairRequestTask	Object
AppendCallDescription	Sub	Write	String	Adds/Appends to Call description (usually used to append the export node 'Additional_Info' for Repairs)
AssetID	Property	Read Write	Long	Asset ID of the Asset that CRM Call relates to
CallCategory*	Property	Read Write	Long	Call Category
CallClassification*	Property	Read Write	Long	Call Classification
CallerID	Property	Read Write	Long	Contact ID of the CRM Call Made By Contact
CallPriority*	Property	Read Write	Long	Call Priority
CallSource*	Property	Read Write	Long	Call Source
Create	Sub	Write		Initialises the CRM Gateway object
CreateDesktopEmailAddressee	Function	Write	Object	Creates Desktop Email Addressee object
CreateDesktopTask	Function	Write	Object	Creates Desktop Task
CreateDesktopTaskAction	Function	Write	Object	Creates Desktop Task Action
CreateRepairRequestInspection	Function	Write	Object	Creates Repair Request Inspection
CreateRepairRequestTask	Function	Write	Object	Creates Repair Request Task
DesktopTask	Property	Read Write	Object	Desktop Task
DesktopTasks	Property	Read	Collection	Collection of Desktop Tasks
RepairRequest	Property	Read Write	Object	Repair Request
SQLConnection	Property	Read	String	SQL Connection.**
StartupSource	Property	Read	Enum	Calling Source: Values of 'None', 'CRM Call', 'Repairs Request'
UserID	Property	Read Write	Long	User ID of CRM Call Owner

* Requires MIS-AMS 5.7.0 compatible components CallEntry.OCX and CRMGateway.DLL. These properties can be set using the SetCallLevel: directive in MISexchange.XML

** By default, Microsoft Vista and Server 2008 will not supply the password in this property. As from Keyfax Client version 3.2.0.32 the connection string is derived from the MISexchange.xml configuration file.

The definition of the Startup/TenantID/text() in Keyfax for the ContactID passed to this node from MIS.

The field Contact ID represents the column Call_Relates_To_Group_Contact_ID on the table CRM_Calls_T. This is the Contact Group Contact ID from the table Contact_Group_Contacts_T and is displayed in the “Relates To” tab on Call Entry inspector.

The table Contact_Group_Contacts_T contains the contact group id and the contact id that the call relates to.