Excel Add-In for Act! CRM

Build 23.0.8839

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the add-in beyond simple SELECT/INSERT/UPDATE/DELETE operations with Act! CRM.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Act! CRM, along with an indication of whether the procedure succeeded or failed.

CData Excel Add-In for Act! CRM Stored Procedures

Name Description
AddCompanyToOpportunity Associate the company (if it is not already present) to an opportunity
AddContactToGroup Associate the contact (if it is not already present) to a group
AddContactToNote Associate the contact (if it is not already present) to a note
AddContactToOpportunity Associate the contact (if it is not already present) to an opportunity
AddGroupToOpportunity Associate the group (if it is not already present) to an opportunity
AddOpportunityProduct Creates a new Opportunity Product
AddOrRemoveContactToActivity Add or remove the contact to an activity
AddOrRemoveContactToCompany Associate the contact (if it is not already present) to a company.
ClearActivity Clears an activity.
ClearActivityAlarms Clears an activity alarms
SubscribeContactToHotLeads Subscribes a contact to hot-leads
UnclearActivity Unclears an activity.
UpdateContactAccessLevel Updates access level of an already existing contact.

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Build 23.0.8839