Class: Teamlab::Crm

Inherits:

Object

• Object
• Teamlab::Crm

Includes:

CrmCases, CrmCommon, CrmContacts, CrmFiles, CrmHistory, CrmInvoices, CrmOpportunities, CrmOrganisation, CrmTags, CrmTasks, CrmUserFields

Defined in:

lib/teamlab/modules/crm.rb

Instance Method Summary

• #initialize(config = nil) ⇒ Crm constructor

  A new instance of Crm.

Methods included from CrmUserFields

#create_user_field, #delete_user_field, #get_user_field_list, #get_user_field_values, #set_user_field_value, #update_selected_user_field, #update_user_fields_order

Methods included from CrmTasks

#close_task, #create_task, #create_task_category, #delete_task, #delete_task_category, #get_all_task_categories, #get_task_by_id, #get_task_category, #get_task_list_by_filter, #resume_task, #update_task, #update_task_categories_order, #update_task_category, #update_task_category_icon

Methods included from CrmTags

#add_contact_tag_to_group, #add_tag, #add_tag_group_to_entity, #add_tag_to_case_group_by_filter, #add_tag_to_opportunity_group, #create_tag, #delete_contact_tag_of_group, #delete_tag, #delete_unused_tags, #get_all_contact_tags, #get_entity_tags, #get_tags_for_entity_type, #remove_tag

Methods included from CrmOrganisation

#update_organisation_address, #update_organisation_company_name

Methods included from CrmOpportunities

#add_opportunity_contact, #create_opportunity, #create_opportunity_stage, #delete_opportunity, #delete_opportunity_contact, #delete_opportunity_group, #delete_opportunity_group_by_filter, #delete_opportunity_stage, #get_all_opportunity_contacts, #get_all_opportunity_stages, #get_contact_opportunities, #get_opportunity_by_id, #get_opportunity_list, #get_opportunity_stage, #set_opportunity_access_rights, #set_opportunity_access_rights_for_users, #set_rights_to_opportunity, #update_opportunity, #update_opportunity_stage, #update_opportunity_stage_color, #update_opportunity_stages_order, #update_opportunity_to_stage

Methods included from CrmInvoices

#check_invoice_existence_by_number, #create_invoice, #create_invoice_item, #create_invoice_line, #create_invoice_tax, #delete_batch_invoices, #delete_batch_items, #delete_invoice, #delete_invoice_item, #delete_invoice_line, #delete_invoice_tax, #get_entity_invoices, #get_invoice_by_id, #get_invoice_by_number, #get_invoice_item_by_id, #get_invoice_items_by_filter, #get_invoice_sample, #get_invoice_taxes, #get_invoices_by_filter, #get_invoices_settings, #save_number_settings, #save_terms_settings, #update_invoice, #update_invoice_group_status, #update_invoice_item, #update_invoice_line, #update_invoice_tax

Methods included from CrmHistory

#create_event, #create_history_category, #delete_event_and_related_files, #delete_history_category, #get_all_history_categories, #get_event_list_by_filter, #update_history_categories_order, #update_history_category, #update_history_category_icon

Methods included from CrmFiles

#associate_file_with_entity, #create_txt, #delete_file, #get_file_list, #get_root_folder_id, #upload_file

Methods included from CrmContacts

#add_address_info, #add_contact_info, #add_contact_opportunity, #add_persons_to_company, #add_tag_to_batch_contacts, #change_contact_photo, #change_contact_photo_by_url, #create_company, #create_contact_status, #create_contact_type, #create_person, #create_task_group, #delete_batch_contacts_by_filter, #delete_contact, #delete_contact_group, #delete_contact_info, #delete_contact_status, #delete_contact_type, #delete_deal_from_contact, #delete_person_from_company, #get_all_categories, #get_all_contact_info_types, #get_all_contact_types, #get_company_linked_persons_list, #get_contact_access_rights, #get_contact_by_id, #get_contact_info, #get_contact_information, #get_contact_information_by_type, #get_contact_status_by_id, #get_contact_statuses, #get_contact_type, #get_contacts_by_filter, #get_contacts_by_project_id, #get_contacts_for_mail, #get_simple_contacts, #link_contact_list_with_project, #link_contact_with_project, #merge_contacts, #quick_company_list_creation, #quick_person_list_creation, #remove_contact_from_project, #set_access_to_batch_contact, #set_contact_access_rights, #set_contacts_access_rights, #update_address_info, #update_company, #update_company_and_participants_status, #update_contact_info, #update_contact_status, #update_contact_status_by_id, #update_contact_status_color, #update_contact_type, #update_contact_types_order, #update_crm_contact_status_settings, #update_crm_contact_tag_setting, #update_crm_entity_creation_date, #update_crm_entity_modification_date, #update_person, #update_person_and_its_company_status, #update_statuses_contact_order

Methods included from CrmCommon

#create_currency_rate, #delete_currency_rate_by_id, #get_all_currency_rates, #get_currency_list, #get_currency_rate_by_currency, #get_currency_rate_by_id, #get_result_of_convertation, #get_summary_table, #set_is_portal_configured, #update_crm_currency, #update_currency_rate

Methods included from CrmCases

#add_case_contact, #close_case, #create_case, #delete_case, #delete_case_contact, #delete_case_group, #delete_case_group_by_filter, #get_all_case_contacts, #get_case_by_id, #get_case_list, #get_cases_by_prefix, #resume_case, #set_case_access_rights, #set_case_access_rights_by_filter, #set_rights_to_case, #update_case

Constructor Details

#initialize(config = nil) ⇒ Crm

Returns a new instance of Crm.

# File 'lib/teamlab/modules/crm.rb', line 28

def initialize(config = nil)
  @request = Teamlab::Request.new(config, 'crm')
end