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Retrieve contact role information

Retrieve contact role dynamic fields

Value

Description

Retrieving contact role dynamic fields.

Path

/api/field/crm/contactroles

Method

GET

Responses

  • *200 (OK):** type and subtype object
  • *403 (Forbidden):** User doesn’t have permission to All master fund Contact, Entity, Contact role.

Reference

Link

Response body example

Retrieve type/sub-type of contact roles

Value

Description

Retrieves a list of contact roles relevant type and subtypes

Path

/api/crm/contact-roles/types-subtypes

Method

GET

Responses

  • *200 (OK):** type and subtype object
  • *403 (Forbidden):** User doesn’t have permission to All master fund Contact, Entity, Contact role.

Reference

Link

Response body example

Retrieve contact roles with dynamic fields

Value

Description

Retrieves a list of investor contact roles with dynamic fields.

Path

/api/crm/investor/contact-roles/list

Method

GET

Responses

  • *200 (OK):** The CRM Contact role object
  • *403 (Forbidden): **User doesn’t have permission to All master fund Contact , Entity, Contact role.

Reference

Link

Response body example