# CRM Gateway

| 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.


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