Online Services
CommitCRM's Online Services is a powerful feature which allows you to link to web sites (URL) and activate the web application using parameters taken from CommitCRM.
You can define as many online Services as you wish. This feature is available for the following entities: Accounts, Tickets, Assets, Items, Contracts, Knowledge Base Articles and Opportunities.
- Accounts window
- Tickets window
- Dispatcher window
- Asset window
- Items window
- Contracts window
- Opportunities window
What can I use Online Services for?
Wouldn't you like your technicians to be able to find an address for a scheduled visit with just a single click? You can do this by defining an Online Service which will open maps site (e.g. Google Maps, Yahoo! Maps etc.) and the map will open automatically on the address of the Account or Contact stored in CommitCRM.
This powerful tool allows you to define any URL and open it with parameters. You can basically do with it whatever you want.
Adding new Online Services
To define a new Online Service, Open the Online Services Management window from Settings > Online Services. or click the Online Services icon from the Accounts window toolbar. Click the New button to add a new Online Service and enter the following parameters:
- Name - The name of the service which will be displayed in the Online Services list and menus throughout the system, for example, "Google Maps".
- Base URL - The URL you wish to open in order to use the Service. This is the address of the main service (before passing any parameters to it), for example http://maps.google.com/maps.
- URL Parameters - Parameters which will be appended to the URL in order to create specific queries when opening the URL. These parameters can be CommitCRM Account database fields which will be taken and filled from CommitCRM when clicking the Online Service.
See the Tips & Tricks for examples of useful Online Services
Activating Online Services
Online Services can be activated from various places in CommitCRM including:
- The Account, Ticket, Asset, Item, Opportunity, Contract, Knowledge Base Article windows - click the Online Services icon to activate the service for the selected account
- The Dispatcher Windows - right-click on a selected Ticket to run any Online Service for the Ticket's Account or Contact (such as displaying a map).
- The Calendar / Scheduled Appointments views - right-click above an Appointment and select Online Services.
- The secondary Contacts tab - select a Contact, right-click and select Online Services
- Selection field - anywhere where the entity selection field is displayed - right-click and select Online Services, activate Online Services.
- Secondary Contact selection field - right-click and select Online Services.
- The Relations tab under Account - right-click and select Online Services.
Sharing Online Services
Starting with CommitCRM 5.4 you can easily share Online Services with other CommitCRM users, using a dedicated forum.
Each of the shared Online Services can be exported to a file, and uploaded to a community sharing forum, so other users can download it and use in CommitCRM.
By sharing your work you’ll help other members, and you’ll enjoy other members work. This can save you tremendous amount of time as you can take advantage of a lot of work already invested by other users creating templates which may be very well-suited for your needs. All Online Services can then be further adjusted like any other Activity Template, to fit your specific requirements.
For further instructions on how to export and import Online Services, refer to the Activity Templates Sharing Center forum ( Enter Online Services Sharing Center.)
Possible Usage
- Online Services and Assets – Access your MSP product online and pass the Asset ID to display its details from your external system
- Online Services and Items – Search for better prices for items by passing specific item information directly from within CommitCRM.
- Online Services for Assets – Search for a specific product review by its hardware serial number.
- Online Services for Tickets – Search in online knowledge bases for solutions based on the ticket description
- Selection field - anywhere where the entity selection field is displayed - right-click and select Online Services, activate Online Services.
Using Lookup Fields
Lookup Fields can be used in order to pass parameters from an entity which is linked to the entity you are currently using. For example, you can create an Online Service for a Ticket, and pass the address of the account which is linked to the ticket.
This way you can define an Online Service for the Ticket, which will be activated from the Ticket window and will be using Account information.
Lookup Field syntax:
<CMTLBLDATA_FLDTKTCARDID_FLDCRDADDRESS1>
Where:
CMTLBLDATA_FLDTKTCARDID is the pointer to the linked account
FLDCRDADDRESS1 is the account's Address field
See usage example in Finding Account Address From Ticket.
Tips & Tricks (Samples)
Following are examples of possible Online Services configurations. These examples are intended to explain the use of Online Services only.
Disclaimer - Before defining your Online Services you should read the terms of use for each web site you want to access. The examples below are displayed to explain how to use online services and how to pass parameters.
Dialing via Skype
Requires a Telephone Number (E.g. 0012125551234) or Skype Username in the Accounts>General>Phone1/2 field.
Please create separate services each phone number field.
| Parameters | Values |
|---|---|
| Name | Dial Via Skype |
| Base URL | callto:// |
| URL Parameters | <CMTLBLDATA_FLDCRDPHONE1> |
| <CMTLBLDATA_FLDCRDPHONE2> |
Online Account Research
These services research your Customers information & maps, by referencing different fields that you enter in the database.
Displaying Address by Domain
Requires a WebAddress in the Accounts>General/Address>Web field
| Parameters | Values |
|---|---|
| Name | Get address from Customer Domain |
| Base URL | http://api.hostip.info/get_html.php |
| URL Parameters | ?ip=<CMTLBLDATA_FLDCRDURL1>&position=true |
Displaying Online Maps
Google Maps - Opens Google Maps and displays the Account/Contact address.
| Parameters | Values |
|---|---|
| Name | Google Maps |
| Base URL | http://maps.google.com/maps |
| URL Parameters | ?f=q&hl=en&q=<CMTLBLDATA_FLDCRDADDRESS1>+<CMTLBLDATA_FLDCRDCITY>+<CMTLBLDATA_FLDCRDSTATE>+<CMTLBLDATA_FLDCRDZIP> |
MapQuest - Opens MapQuest Map and displays the Account/Contact address.
| Parameters | Values |
|---|---|
| Name | MapQuest |
| Base URL | http://www.mapquest.com/maps |
| URL Parameters | /map.adp?searchtype=address&country=<CMTLBLDATA_FLDCRDCOUNTRY>&addtohistory=&searchtab=home&formtype=address&popflag=0&latitude=&longitude=&name=&phone=&level=&cat=&address=&city=<CMTLBLDATA_FLDCRDCITY>&state=<CMTLBLDATA_FLDCRDSTATE>&zipcode=<CMTLBLDATA_FLDCRDZIP> |
Yahoo! Maps - Opens Yahoo! Map and displays the Account/Contact address.
| Parameters | Values |
|---|---|
| Name | Yahoo! Maps |
| Base URL | http://maps.yahoo.com |
| URL Parameters | /maps_result?addr=<CMTLBLDATA_FLDCRDADDRESS1>&csz=<CMTLBLDATA_FLDCRDCITY>+<CMTLBLDATA_FLDCRDCOUNTRY>&country=<CMTLBLDATA_FLDCRDSTATE> |
Geo IP Locator - Locates IP addresses on a map (Usually shows location of the ISP)
This service requires a WebAddress in the Accounts>General/Address>Web field.
| Parameters | Values |
|---|---|
| Name | Geo IP Locator |
| Base URL | http://www.geoiptool.com/en/ |
| URL Parameters | ?IP=<CMTLBLDATA_FLDCRDURL1> |
Finding Account Information
Google Company - Opens Google and searches for the Account Company Name.
| Parameters | Values |
|---|---|
| Name | Google Company |
| Base URL | http://www.google.com/search |
| URL Parameters | ?q=<CMTLBLDATA_FLDCRDCOMPANY> |
Google Contact - Opens Google and searches for the Contact Name.
| Parameters | Values |
|---|---|
| Name | Google Contact |
| Base URL | http://www.google.com/search |
| URL Parameters | ?q=<CMTLBLDATA_FLDCRDCONTACT> |
Validate Email - Runs silent queries to check if an email address exists.
| Parameters | Values |
|---|---|
| Name | Validate Email |
| Base URL | http://network-tools.com/default.asp |
| URL Parameters | ?prog=validate&host=<CMTLBLDATA_FLDCRDEMAIL1> |
Displaying Domain WHOIS
Network Solutions Domain WHOIS - WHOIS domain registration information by Network Solutions.
Note: Domain must be stripped from URL (without http://).
Contributed by DavidW
| Parameters | Values |
|---|---|
| Data Source | Accounts |
| Name | Domain WHOIS (NetworkSolutions) |
| Base URL | http://www.networksolutions.com/whois-search/ |
| URL Parameters | <CMTLBLDATA_FLDCRDURL1> |
Domain Tools Domain WHOIS - WHOIS domain registration information by Domain Tools.
Note: Domain must be stripped from URL (without http://).
Contributed by ajgyomber
| Parameters | Values |
|---|---|
| Data Source | Accounts |
| Name | Domain WHOIS (DomainTools) |
| Base URL | http://whois.domaintools.com/ |
| URL Parameters | <CMTLBLDATA_FLDCRDURL1> |
DNSstuff Domain WHOIS - WHOIS domain registration information by DNSstuff.
Note: Domain must be stripped from URL (without http://).
| Parameters | Values |
|---|---|
| Data Source | Accounts |
| Name | Domain WHOIS (DNSstuff) |
| Base URL | http://www.dnsstuff.com/dnslite/?r=u2r&domain= |
| URL Parameters | <CMTLBLDATA_FLDCRDURL1> |
Simple Domain Lookup - Displays Country, State, and Domain Alias
This service requires a WebAddress in the Accounts>General/Address>Web field.
| Parameters | Values |
|---|---|
| Data Source | Accounts |
| Name | Simple Domain Lookup |
| Base URL | http://network-tools.com/default.asp |
| URL Parameters | ?prog=lookup&host=<CMTLBLDATA_FLDCRDURL1> |
Network Diagnostics
These tools are mostly accessable from the command line in any Linux system, but we thought that it'd be useful to be able to run these tests for your customers, all from the Online Services menu in CommitCRM.
Network Testing Tools
Ping - Performs an automatic ping to your customer web address from a remote server.
This service requires a WebAddress in the Accounts>General/Address>Web field.
| Parameters | Values |
|---|---|
| Name | Ping |
| Base URL | http://network-tools.com/default.asp |
| URL Parameters | ?prog=ping&host=<CMTLBLDATA_FLDCRDURL1> |
Trace Route - Performs an IP TraceRoute process to your customers website.
This service requires a WebAddress in the Accounts>General/Address>Web field.
| Parameters | Values |
|---|---|
| Name | Trace Route |
| Base URL | http://network-tools.com/default.asp |
| URL Parameters | ?prog=trace&host=<CMTLBLDATA_FLDCRDURL1> |
WebSite Up/Down? - Checks if your customer website is operational.
This service requires a WebAddress in the Accounts>General/Address>Web field.
| Parameters | Values |
|---|---|
| Name | Trace Route |
| Base URL | http://www.downforeveryoneorjustme.com/ |
| URL Parameters | <CMTLBLDATA_FLDCRDURL1> |
DNS WWW & MailServer Record Retrieval
DNS Record Retrieval - Displays DNS routing & licensing information based on a domain.
This service requires a WebAddress in the Accounts>General/Address>Web field.
| Parameters | Values |
|---|---|
| Name | DNS Record Retrieval |
| Base URL | http://network-tools.com/default.asp |
| URL Parameters | ?prog=dnsrec&host=<CMTLBLDATA_FLDCRDURL1> |
DNS Test and Check - Displays Verbose Domain based Info
This service requires a WebAddress in the Accounts>General/Address>Web field.
| Parameters | Values |
|---|---|
| Name | DNS Test and Check |
| Base URL | http://www.dnssy.com/report.php |
| URL Parameters | ?q==<CMTLBLDATA_FLDCRDURL1> |
WebServer Info - Displays version & flavor info on your customer website.
This service requires a WebAddress in the Accounts>General/Address>Web field.
| Parameters | Values |
|---|---|
| Name | WebServer Info |
| Base URL | http://network-tools.com/default.asp |
| URL Parameters | ?prog=httphead&host=<CMTLBLDATA_FLDCRDURL1> |
Domain Express Sumary - shows simple location and alias info for an IP address.
This service requires a WebAddress in the Accounts>General/Address>Web field.
| Parameters | Values |
|---|---|
| Name | Domain Express Summary |
| Base URL | http://network-tools.com/default.asp |
| URL Parameters | ?prog=express&host=<CMTLBLDATA_FLDCRDURL1> |
Email IP Blacklist - Queries main spam monitoring servers to see if the IP has been blacklisted.
This service requires a WebAddress in the Accounts>General/Address>Web field.
| Parameters | Values |
|---|---|
| Name | Email IP Blacklist |
| Base URL | http://network-tools.com/default.asp |
| URL Parameters | ?prog=sbl&host=<CMTLBLDATA_FLDCRDURL1> |
Ticket Research
These Online Services et data from the internet, and show you the results from that process. these services need to be created for the Tickets screen.
Finding Ticket Description in Google
Google Ticket - Opens Google and searches for the Ticket description.
| Parameters | Values |
|---|---|
| Name | Google Search for Ticket Description |
| Base URL | http://www.google.com/search |
| URL Parameters | ?q=<CMTLBLDATA_FLDTKTPROBLEM> |
Advanced Ticket Reference
EventID.Net Reference - References an Windows Alert Event ID number.
This Service needs the Event Source copied into the ticket description field, and the Event ID number in Details > Cause
| Parameters | Values |
|---|---|
| Name | EventID.Net Reference |
| Base URL | http://www.eventid.net/display.asp |
| URL Parameters | ?eventid=<CMTLBLDATA_FLDTKTCAUSE>&source=<CMTLBLDATA_FLDTKTPROBLEM> |
TechNet Reference - References an error with Micorsoft Technet.
This Service searches TechNet for the ticket description.
| Parameters | Values |
|---|---|
| Name | Technet Reference |
| Base URL | http://social.technet.microsoft.com/Search/en-US |
| URL Parameters | ?query=<CMTLBLDATA_FLDTKTPROBLEM>&ac=8 |
Finding Account Address From Ticket (using Lookup Field)
Google Address From Ticket - Opens Google and searches for the Address of the Account which is linked to the Ticket.
| Parameters | Values |
|---|---|
| Name | Google Search for Ticket's Account Address |
| Base URL | http://maps.google.com/maps |
| URL Parameters | ?f=q&hl=en&q=<CMTLBLDATA_FLDTKTCARDID_FLDCRDADDRESS1>+<CMTLBLDATA_FLDTKTCARDID_FLDCRDCITY>+<CMTLBLDATA_FLDTKTCARDID_FLDCRDSTATE>+<CMTLBLDATA_FLDTKTCARDID_FLDCRDZIP> |
Displaying Products Warranties Online
IBM/Lenovo Warranty Lookup - Displays IBM/Lenovo products warranty expiration dates, using the products Type Number (in Assets > Details > Field2) and Serial Number (in Assets > Details > Field5).
| Parameters | Values |
|---|---|
| Data Source | Assets |
| Name | IBM/Lenovo Warranty Lookup |
| Base URL | http://www-307.ibm.com/pc/support/site.wss/warrantyLookup.do |
| URL Parameters | ?type=<CMTLBLDATA_FLDASTUSER2>&serial=<CMTLBLDATA_FLDASTUSER5>&country=897&iws=off&sitestyle=Lenovo |
HP Warranty Lookup - Displays HP products warranty expiration dates, using the products number and the products serial number.
Note: Product Number goes into Plate# field (<CMTLBLDATA_FLDASTUSER1>).
Contributed by Easy I.T
| Parameters | Values |
|---|---|
| Data Source | Assets |
| Name | HP Warranty Lookup |
| Base URL | http://h20000.www2.hp.com/bizsupport/TechSupport/WarrantyResults.jsp? |
| URL Parameters | lang=en&cc=us&prodSeriesId=454811&prodTypeId=12454&sn=<CMTLBLDATA_FLDASTSERIALNO>&pn=<CMTLBLDATA_FLDASTUSER1>&country=US&nickname=&find=Display+Warranty+Information+%C2%BB |
DELL Service Contracts and Warranties - Displays Dell products warranty expiration dates, using the service tag number.
Note: Customize a Field for Service Tag or use existing field. In this sample we will use Field3 as custumized Service Tag Field
Contributed by JoshuaB
| Parameters | Values |
|---|---|
| Data Source | Assets |
| Name | Dell Warranty Check |
| Base URL | http://support.dell.com/support/topics/global.aspx/support/my_systems_info/details |
| URL Parameters | ?c=us&l=en&s=gen&servicetag=<CMTLBLDATA_FLDASTUSER3> |
Displaying Online Work Orders Status
Work Orders Status Check - Track your orders statuses in onforce.com
Note: Set Field1 to order number or change the parameter (<CMTLBLDATA_FLDTKTUSER1>) to a different field.
Contributed by secion8
| Parameters | Values |
|---|---|
| Data Source | Tickets |
| Name | Work Orders Status (onforce.com) |
| Base URL | http://www.onforce.com/?action=pcc_work_order_view&id= |
| URL Parameters | <CMTLBLDATA_FLDTKTUSER1> |
N-able™ N-central™
Show Account and Asset information directly in N-central.
Contributed by ajgyomber
Notes:
- You'll need to replace "server.n-able.com", "email@domain.com" and "your_actual_password" with your actual information.
- In addition to the integration described here, you can also automatically create Tickets out of incoming email alerts arriving from N-central. This is done using the CommitCRM Email Connector's Automated Emails which allow analyzing the incoming alert's subject to find the customer in the CommitCRM database. See more details in N-able™ N-central™ Integration Setup.
| Parameters | Values |
|---|---|
| Data Source | Accounts |
| Name | N-central Dashboard |
| Base URL | https://server.n-able.com/deepLinkAction.do |
| URL Parameters | ?method=defaultDashboard&username=email@domain.com&password=your_actual_password |
| Parameters | Values |
|---|---|
| Data Source | Assets |
| Name | N-central Device Details |
| Base URL | https://server.n-able.com/deepLinkAction.do |
| URL Parameters | ?method=deviceDetails&username=email@domain.com&password=your_actual_password&customerID=<CMTLBLDATA_FLDASTACCRECID_FLDCRDCARDID3>&deviceID=<CMTLBLDATA_FLDASTUSER1> |
| Parameters | Values |
|---|---|
| Data Source | Assets |
| Name | N-central Device Services |
| Base URL | https://server.n-able.com/deepLinkAction.do |
| URL Parameters | ?method=deviceService&username=email@domain.com&password=your_actual_password&customerID=<CMTLBLDATA_FLDASTACCRECID_FLDCRDCARDID3>&deviceID=<CMTLBLDATA_FLDASTUSER1> |
| Parameters | Values |
|---|---|
| Data Source | Assets |
| Name | N-central Launch Remote Control |
| Base URL | https://server.n-able.com/deepLinkAction.do |
| URL Parameters | ?method=deviceRC&username=email@domain.com&password=your_actual_password&customerID=<CMTLBLDATA_FLDASTACCRECID_FLDCRDCARDID3>&deviceID=<CMTLBLDATA_FLDASTUSER1> |
| Parameters | Values |
|---|---|
| Data Source | Accounts |
| Name | N-central NOC View |
| Base URL | https://server.n-able.com/deepLinkAction.do |
| URL Parameters | ?method=nocView&username=email@domain.com&password =your_actual_password |
Parameters list
Parameters List for Accounts
| Field Name | Parameter Name to Use |
|---|---|
| Account Number | <CMTLBLDATA_FLDCRDCARDID2> |
| Address: City | <CMTLBLDATA_FLDCRDCITY> |
| Address: Country | <CMTLBLDATA_FLDCRDCOUNTRY> |
| Address: Line1 | <CMTLBLDATA_FLDCRDADDRESS1> |
| Address: Line2 | <CMTLBLDATA_FLDCRDADDRESS2> |
| Address: Line3 | <CMTLBLDATA_FLDCRDADDRESS3> |
| Address: State | <CMTLBLDATA_FLDCRDSTATE> |
| Address: ZIP Code | <CMTLBLDATA_FLDCRDZIP> |
| Assistant | <CMTLBLDATA_FLDCRDASSISTANT> |
| Birthday | <CMTLBLDATA_FLDCRDBIRTHDAY> |
| Company name | <CMTLBLDATA_FLDCRDCOMPANY> |
| Contact: First & Last Name | <CMTLBLDATA_FLDCRDCONTACT> |
| Dear | <CMTLBLDATA_FLDCRDDEAR> |
| Department | <CMTLBLDATA_FLDCRDDEPARTMENT> |
| E-Mail Address 1 | <CMTLBLDATA_FLDCRDEMAIL1> |
| E-Mail Address 2 | <CMTLBLDATA_FLDCRDEMAIL2> |
| Fax Number | <CMTLBLDATA_FLDCRDFAX1> |
| Fax Number Extention | <CMTLBLDATA_FLDCRDFAXDESC1> |
| Field | <CMTLBLDATA_FLDCRDPERSONID> |
| Field1 | <CMTLBLDATA_FLDCRDUSER2> |
| Field2 | <CMTLBLDATA_FLDCRDUSER3> |
| Field3 | <CMTLBLDATA_FLDCRDUSER4> |
| Field4 | <CMTLBLDATA_FLDCRDUSER5> |
| Field5 | <CMTLBLDATA_FLDCRDCOMPANYNO> |
| Field6 | <CMTLBLDATA_FLDCRDUSER1> |
| File as | <CMTLBLDATA_FLDCRDFULLNAME> |
| ID | <CMTLBLDATA_FLDCRDCARDID3> |
| Last Name | <CMTLBLDATA_FLDCRDLASTNAME> |
| Phone 1 | <CMTLBLDATA_FLDCRDPHONE1> |
| Phone 1 Ext. | <CMTLBLDATA_FLDCRDPHNDESC1> |
| Phone 2 | <CMTLBLDATA_FLDCRDPHONE2> |
| Phone 2 Ext. | <CMTLBLDATA_FLDCRDPHNDESC2> |
| Phone 3 | <CMTLBLDATA_FLDCRDPHONE3> |
| Phone 3 Ext. | <CMTLBLDATA_FLDCRDPHNDESC3> |
| Phone 4 | <CMTLBLDATA_FLDCRDPHONE4> |
| Phone 4 Ext. | <CMTLBLDATA_FLDCRDPHNDESC4> |
| Popup Message | <CMTLBLDATA_FLDCRDCARDMESSAGE> |
| Region | <CMTLBLDATA_FLDCRDREGIONCODE> |
| Salutation | <CMTLBLDATA_FLDCRDSUFFIX> |
| Status | <CMTLBLDATA_FLDCRDACCOUNTSTATUS> |
| Sub-Contact Code | <CMTLBLDATA_FLDCRDSUBCODE> |
| Title | <CMTLBLDATA_FLDCRDTITLE> |
| Type | <CMTLBLDATA_FLDCRDKIND> |
| Web Address 1 | <CMTLBLDATA_FLDCRDURL1> |
| Web Address 2 | <CMTLBLDATA_FLDCRDURL2> |
Parameters list for Assets
| Field Name | Parameter Name to Use |
|---|---|
| Account (Lookup field) | <CMTLBLDATA_FLDASTACCRECID> |
| Asset Code | <CMTLBLDATA_FLDASTASSETCODE> |
| Asset Type | <CMTLBLDATA_FLDASTASSETTYPE> |
| Contact (Lookup field) | <CMTLBLDATA_FLDASTCONTACTRECID> |
| Create Date | <CMTLBLDATA_FLDASTCREATEDATE> |
| Created by user | <CMTLBLDATA_FLDASTCREATEUSER_FLDWRKNICKNAME> |
| Purchase Date | <CMTLBLDATA_FLDASTCUSTPURDATE> |
| Purchased From Us | <CMTLBLDATA_FLDASTCUSTPURFROMUS> |
| Purchase Our Invoice # | <CMTLBLDATA_FLDASTCUSTPUROURINV> |
| Customer PO | <CMTLBLDATA_FLDASTCUSTPURPO> |
| Purchase Price | <CMTLBLDATA_FLDASTCUSTPURPRICE> |
| Delivered Date | <CMTLBLDATA_FLDASTDELIVEDATE> |
| Description | <CMTLBLDATA_FLDASTDESC> |
| Installed By | <CMTLBLDATA_FLDASTINSTALBY_FLDWRKNICKNAME> |
| Installed Date | <CMTLBLDATA_FLDASTINSTALDATE> |
| License Codes | <CMTLBLDATA_FLDASTLICENSECODE> |
| License Keys | <CMTLBLDATA_FLDASTLICENSEKEYS> |
| License Notes | <CMTLBLDATA_FLDASTLICENSENOTES> |
| Location | <CMTLBLDATA_FLDASTLOCATION> |
| Manufacturer | <CMTLBLDATA_FLDASTMANUFACTURER> |
| Manufacturer Serial No. | <CMTLBLDATA_FLDASTMNFSERIALNO> |
| Model | <CMTLBLDATA_FLDASTMODEL> |
| Asset Name | <CMTLBLDATA_FLDASTNAME> |
| Notes | <CMTLBLDATA_FLDASTNOTES> |
| PARENTASSETRECID | <CMTLBLDATA_FLDASTPARENTRECID> |
| Quantity | <CMTLBLDATA_FLDASTQUANTITY> |
| Record ID | <CMTLBLDATA_FLDASTRECID> |
| Serial No. | <CMTLBLDATA_FLDASTSERIALNO> |
| Status | <CMTLBLDATA_FLDCRDPHONE3> |
| Last Update date | <CMTLBLDATA_FLDASTUPDATEDATE> |
| Last Update By | <CMTLBLDATA_FLDASTUPDATEUSER_FLDWRKNICKNAME> |
| Field1 | <CMTLBLDATA_FLDASTUSER1> |
| Field2 | <CMTLBLDATA_FLDASTUSER2> |
| Field3 | <CMTLBLDATA_FLDASTUSER3> |
| Field4 | <CMTLBLDATA_FLDASTUSER4> |
| Field5 | <CMTLBLDATA_FLDASTUSER5> |
| Date1 | <CMTLBLDATA_FLDASTUSERDATE1> |
| Number1 | <CMTLBLDATA_FLDASTUSERNUMBER1> |
| Vendor Purchased Date | <CMTLBLDATA_FLDASTVENDORDATEPURC> |
| Vendor Invoice # | <CMTLBLDATA_FLDASTVENDORINVNO> |
| Vendor Name | <CMTLBLDATA_FLDASTVENDORNAME> |
| Vendor PO | <CMTLBLDATA_FLDASTVENDOROURPO> |
| Vendor Price | <CMTLBLDATA_FLDASTVENDORPRICE> |
| Vendor | <CMTLBLDATA_FLDASTVENDORRECID> |
| Vendor Serial No. | <CMTLBLDATA_FLDASTVENDORSERNO> |
| Vendor Warranty Exp. Date | <CMTLBLDATA_FLDASTVENDORWARREXP> |
| Version | <CMTLBLDATA_FLDASTVERSION> |
| Warranty/License Exp. Date | <CMTLBLDATA_FLDASTWARREXPDATE>FLDASTWARREXPDATE |
Parameters list for Contracts
| Field Name | Parameter Name to Use |
|---|---|
| Account (Lookup field) | <CMTLBLDATA_FLDBCTACCRECID> |
| Block - Used | <CMTLBLDATA_FLDBCTAMOUNTUSED> |
| Code | <CMTLBLDATA_FLDBCTCODE> |
| Contract Type Type | <CMTLBLDATA_FLDBCTCONTRACTTYPE> |
| Create Date | <CMTLBLDATA_FLDBCTCREATEDATE> |
| Created by user | <CMTLBLDATA_FLDBCTCREATEUSER_FLDWRKNICKNAME> |
| Default Item Expense (Lookup field) | <CMTLBLDATA_FLDBCTDEFITMEXPNS> |
| Default Item Labor (Lookup field) | <CMTLBLDATA_FLDBCTDEFITMLABOR> |
| Default Item Part (Lookup field) | <CMTLBLDATA_FLDBCTDEFITMPART> |
| Description | <CMTLBLDATA_FLDBCTDESCEXTERNAL> |
| Internal Description | <CMTLBLDATA_FLDBCTDESCINTERNAL> |
| End Date | <CMTLBLDATA_FLDBCTENDDATE> |
| Name | <CMTLBLDATA_FLDBCTNAME> |
| Note | <CMTLBLDATA_FLDBCTNOTE> |
| Record ID | <CMTLBLDATA_FLDBCTRECID> |
| Start Date | <CMTLBLDATA_FLDBCTSTARTDATE> |
| Status | <CMTLBLDATA_FLDBCTSTATUS> |
| Last Update date | <CMTLBLDATA_FLDBCTUPDATEDATE> |
| Last Updated by User | <CMTLBLDATA_FLDBCTUPDATEUSER_FLDWRKNICKNAME> |
| Field 1 | <CMTLBLDATA_FLDBCTUSER1> |
| Field 2 | <CMTLBLDATA_FLDBCTUSER2> |
| Field 3 | <CMTLBLDATA_FLDBCTUSER3> |
Parameters list for Items
| Field Name | Parameter Name to Use |
|---|---|
| Currency | <CMTLBLDATA_FLDITMCOINID> |
| Created by User | <CMTLBLDATA_FLDITMCREATEUSER_FLDWRKNICKNAME> |
| Description | <CMTLBLDATA_FLDITMDESC> |
| Expense Type | <CMTLBLDATA_FLDITMEXPITEMTYPE> |
| Labor Type | <CMTLBLDATA_FLDITMFEEITEMTYPE> |
| Item Code | <CMTLBLDATA_FLDITMITEMNO> |
| Group | <CMTLBLDATA_FLDITMITEMTYPEGROUP> |
| Name | <CMTLBLDATA_FLDITMNAME> |
| Notes | <CMTLBLDATA_FLDITMNOTES> |
| Price Source | <CMTLBLDATA_FLDITMPRICESOURCE> |
| Product/Part Type | <CMTLBLDATA_FLDITMPRODITEMTYPE> |
| Record Id | <CMTLBLDATA_FLDITMRECID> |
| Cost | <CMTLBLDATA_FLDITMSTANDARDCOST> |
| Suspend | <CMTLBLDATA_FLDITMSUSPENDED> |
| Price | <CMTLBLDATA_FLDITMUNITPRICE> |
| Update Date | <CMTLBLDATA_FLDITMUPDATEDATE> |
| Update User | <CMTLBLDATA_FLDITMUPDATEUSER_FLDWRKNICKNAME> |
| Field1 | <CMTLBLDATA_FLDITMUSER1> |
Parameters list for Opportunities
| Field Name | Parameter Name to Use |
|---|---|
| Amount | <CMTLBLDATA_FLDOPPAMOUNT> |
| Amount by Probability | <CMTLBLDATA_FLDOPPCALCAMOUNT> |
| Account (Lookup field) | <CMTLBLDATA_FLDOPPCARDID> |
| Closing amnt | <CMTLBLDATA_FLDOPPCLOSEAMOUNT> |
| Close | <CMTLBLDATA_FLDOPPCLOSEDATE> |
| Currency | <CMTLBLDATA_FLDOPPCOINID> |
| Contact (Lookup field) | <CMTLBLDATA_FLDOPPCONTACTID> |
| Creation Date | <CMTLBLDATA_FLDOPPCREATEDATE> |
| Created by User | <CMTLBLDATA_FLDOPPCREATEUSER_FLDWRKNICKNAME> |
| Description | <CMTLBLDATA_FLDOPPDESCRIPTION> |
| Close By | <CMTLBLDATA_FLDOPPESTDATE> |
| Oppty Type | <CMTLBLDATA_FLDOPPKIND> |
| Opportunity | <CMTLBLDATA_FLDOPPNAME> |
| Note | <CMTLBLDATA_FLDOPPNOTES> |
| Open | <CMTLBLDATA_FLDOPPOPENDATE> |
| Probability % | <CMTLBLDATA_FLDOPPPROBABILITY> |
| Reason | <CMTLBLDATA_FLDOPPREASON> |
| Record ID | <CMTLBLDATA_FLDOPPRECID> |
| Record type | <CMTLBLDATA_FLDOPPRECKIND> |
| Territory | <CMTLBLDATA_FLDOPPREGION> |
| Source | <CMTLBLDATA_FLDOPPSOURCE> |
| Stage | <CMTLBLDATA_FLDOPPSTAGE> |
| Status | <CMTLBLDATA_FLDOPPSTATUS> |
| Last Update Date | <CMTLBLDATA_FLDOPPUPDATEDATE> |
| Last Update: By User | <CMTLBLDATA_FLDOPPUPDATEUSER_FLDWRKNICKNAME> |
| Field1 | <CMTLBLDATA_FLDOPPUSER1> |
| Field2 | <CMTLBLDATA_FLDOPPUSER2> |
| Field3 | <CMTLBLDATA_FLDOPPUSER3> |
| Opportunity ID | <CMTLBLDATA_FLDOPPUSERID> |
| Manager | <CMTLBLDATA_FLDOPPWORKERID_FLDWRKNICKNAME> |
Parameters list for Tickets
| Field Name | Parameter Name to Use |
|---|---|
| Asset (Lookup field) | <CMTLBLDATA_FLDTKTASSETRECID> |
| Contract (Lookup field) | <CMTLBLDATA_FLDTKTBCRECID> |
| Account (Lookup field) | <CMTLBLDATA_FLDTKTCARDID> |
| Category | <CMTLBLDATA_FLDTKTCATEGORY> |
| Cause | <CMTLBLDATA_FLDTKTCAUSE> |
| Close Date | <CMTLBLDATA_FLDTKTCLOSEDATETIME> |
| Contact (Lookup field) | <CMTLBLDATA_FLDTKTCONTACTID> |
| Creation: Date | <CMTLBLDATA_FLDTKTCREATEDATE> |
| Created by user | <CMTLBLDATA_FLDTKTCREATEUSER_FLDWRKNICKNAME> |
| Due Date | <CMTLBLDATA_FLDTKTDUEDATETIME> |
| Ticket Type | <CMTLBLDATA_FLDTKTKIND> |
| Notes | <CMTLBLDATA_FLDTKTNOTES>CMTLBLDATA |
| Open Date | <CMTLBLDATA_FLDTKTOPENDATETIME> |
| Priority | <CMTLBLDATA_FLDTKTPRIORITY> |
| Description | <CMTLBLDATA_FLDTKTPROBLEM> |
| Record ID | <CMTLBLDATA_FLDTKTRECID> |
| Account's Region Code | <CMTLBLDATA_FLDTKTREGIONCODE> |
| Estimated Duration Needed | <CMTLBLDATA_FLDTKTSCHEDLENESTIM> |
| Resolution Description | <CMTLBLDATA_FLDTKTSOLUTION> |
| Source | <CMTLBLDATA_FLDTKTSOURCE> |
| Status | <CMTLBLDATA_FLDTKTSTATUS> |
| Status: Ext. | <CMTLBLDATA_FLDTKTSTATUSNOTE> |
| Ticket Number | <CMTLBLDATA_FLDTKTTICKETNO> |
| Last Update Date | <CMTLBLDATA_FLDTKTUPDATEDATE> |
| Last Updated by User | <CMTLBLDATA_FLDTKTUPDATEUSER_FLDWRKNICKNAME> |
| Field1 | <CMTLBLDATA_FLDTKTUSER1> |
| Field2 | <CMTLBLDATA_FLDTKTUSER2> |
| Field3 | <CMTLBLDATA_FLDTKTUSER3> |
| Manager | <CMTLBLDATA_FLDTKTWORKERID_FLDWRKNICKNAME> |
Parameters list for Knowledge Base Articles
| Field Name | Parameter Name to Use |
|---|---|
| Category | <CMTLBLDATA_FLDKBACATEGORY> |
| Create Date | <CMTLBLDATA_FLDKBACREATEDATE> |
| Created by user | <CMTLBLDATA_FLDKBACREATEUSER_FLDWRKNICKNAME> |
| Public | <CMTLBLDATA_FLDKBAISPUBLIC> |
| Problem | <CMTLBLDATA_FLDKBAPROBLEM> |
| Record ID | <CMTLBLDATA_FLDKBARECID> |
| Solution | <CMTLBLDATA_FLDKBASOLUTION> |
| Status | <CMTLBLDATA_FLDKBASTATUS> |
| Title | <CMTLBLDATA_FLDKBATITLE> |
| Last Update date | <CMTLBLDATA_FLDKBAUPDATEDATE> |
| Last Update By | <CMTLBLDATA_FLDKBAUPDATEUSER_FLDWRKNICKNAME> |
Lookup Fields
- Lookup Fields can be used in order to pass parameters from an entity which is linked to the entity you are currently using. For example, you can create an Online Service for a Ticket, and pass the address of the account which is linked to the ticket.
This way you can define an Online Service for the Account, which will be activated from the Ticket window.
Lookup Field syntax:
<CMTLBLDATA_FLDTKTCARDID_FLDCRDADDRESS1>
Where:
CMTLBLDATA_FLDTKTCARDID is the pointer to the linked account
FLDCRDADDRESS1 is the account's Address field