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Agency Cloud Integration - Outbound - Mobile #10983

Open au63 opened 7 months ago

au63 commented 7 months ago

We are working on an agency cloud integration for outbound - mobile and it gives us back these 2 attributes as shared in the screenshot. image But then I discovered that cntCode can either be a Company or a Contact. We have a requirement where we need the name of the contact which then requires us to do an api call to either Contact or Company. Can you let us know if there is any reliable way for us to find out which api call to do instead of doing both and picking up the one didn't fail?

AshDeeming commented 7 months ago

Hi @au63 Please can you provide more details around the issue and your requirements? cntCode is for Contact

au63 commented 7 months ago

Hi @au63 Please can you provide more details around the issue and your requirements? cntCode is for Contact

when creating a applicant/vendor/tenancy/landlord we can relate it with either a contact or a company.

If you query on SBOX, HEO15000080 is not a contact, it is a company.

image

plittlewood-rpt commented 7 months ago

Hi @au63 - this would require an update to the core CRM itself being the thing that sets the global metadata on the window when an App is launched inside the CRM. To that end, I've raised an internal ticket ref PBI-5483 which our desktop engineering team will refine to assess the feasible of adding something like the entity type to the metadata when an app is launched.

github-actions[bot] commented 7 months ago

As this issue relates to AgencyCloud, we are unable to process this through the Platform in accordance with our Developer Processes. Issues relating to AgencyCloud should not be submitted via the Foundations GitHub repo but should be raised via the Reapit Service Desk by a Reapit Customer. Please ask a Reapit Customer to raise this issue via the Reapit Service Desk. For more information on our processes, please click here