SN |
Included From |
Module |
Description |
1 |
Release Notes Vorex 5.8.0 & BMS 5.8.0 – Jan 2022 |
- |
- API users will no longer be enforced for MFA.
-
- If your tenant has "Require MFA for non-SSO users" set to "Yes", the API user will be able to generate the access token.
|
Service Desk |
|
2 |
Release Notes Vorex 5.9.0 & BMS 5.9.0 – Feb 2022 |
CRM |
V2 API
Additional endpoints listed below are added to our V2 APIs.
- GET /v2/crm/accounts/summary/{id} is added. This endpoint returns one account record from the CRM with the matching identifier (Id).
- GET /v2/crm/contacts/summary/{Id} is added. This endpoint returns one contact with emails and phones in the CRM with the matching identifier (Id).
|
- |
V2 API - Document Update
Lookups are now added to API V2 documentation. This link shows the table names that can be used for the Lookup Endpoints.
|
3 |
Release Notes Vorex 5.10.0 & BMS 5.10.0 – Mar 2022 |
Finance/
System
|
V2 API
Additional endpoints listed below are added to our V2 APIs.
- GET /v2/finance/invoices/{id}} is added. This endpoint returns one invoice object for the matching identifier (Id).
- GET /v2/finance/invoices/summary is added. This endpoint returns a list of all the invoices.
- POST /v2/finance/invoices/details is added. This endpoint returns an array list of Invoice Details.
- POST /v2/system/tenantlookup/{tableName} is added. This endpoint will accept one object of type lookup for the table name used.
|
4 |
Release Notes Vorex 5.13.0 & BMS 5.13.0 – July 2022 |
Finance / CRM / Service Desk |
V2 API
Additional endpoints listed below are added to our V2 APIs.
-
Change Invoice Status
- PATCH /v2/finance/invoices/marksent is added. This endpoint provides the ability to change the status of invoice(s) from ready to send to sent.
- This is applicable only to invoices of status ”ready to send” and no pdf/invoices will be generated.
-
GET /v2/crm/opportunities/summary/{id} is added. This endpoint is used to load one opportunity based on a supplied id.
- GET /v2/crm/opportunities. This endpoint is used to load all opportunities with the ability to filter and sort, and support for paging the result.
- PUT /crm/opportunities/{id}. This endpoint is used to update an existing opportunity with the matching identifier {id}.
- POST /v2/crm/opportunities is added. This endpoint is used to create a new Opportunity.
- GET v2/time/timelogs is added. This endpoint returns the list of all Time logs
|
CRM |
V1 API
- /api/crm/servicequotations supports free items when adding or updating a Service Quotation.
|
5 |
Release Notes Vorex 5.14.0 & BMS 5.14.0 – Aug 2022 |
CRM |
V2 API
GET /v2/crm/quotes/{quotationId} results now include
- SalesRepresentativeId
- SalesRepresentativeName
|
6 |
Release Notes Vorex 5.15.0 & BMS 5.15.0 – Sep 2022 |
Service Desk, CRM |
V2 API
|
7 |
Release Notes Vorex 5.17.0 and BMS 5.17.0 - Dec 2022 |
CRM |
V2 API
- POST /v2/crm/opportunities/{opportunityId}/notes results now include
- creating opportunity notes
- PUT /v2/crm/opportunities/{opportunityId}/notes/{notedId} results now include
- updating an existing note added to opportunity
- GET /v2/crm/opportunities/{opportunityId}/notes results now include
- getting all notes related to an existing quote
|
8 |
Release Notes Vorex 5.18.0 and BMS 5.18.0 - Jan 2023 |
CRM |
V2 API
-
GET /v2/system/accounttypes/lookup
- returns the CRM account types
|
9 |
Release Notes Vorex 5.19.0 and BMS 5.19.0 - Feb 2023 |
CRM, Finance |
V2 API
- POST /v2/finance/contracts/recurringservices (25333)
- creates a new recurring service contract
- PUT /v2/crm/contacts/{id} (23965)
|
10 |
Release Notes Vorex 5.20.0 and BMS 5.20.0 - Apr 2023 |
CRM, Finance |
V2 API
- GET /v2/crm/opportunities/statuses/Lookup
- returns all opportunity statuses
- PUT /v2/finance/contracts/recurringservices/{id}
- updates existing recurring services
|
11 |
Release Notes Vorex 5.21.0 and BMS 5.21.0 - May 2023 |
CRM, Finance |
V2 API
- PUT /v2/finance/contracts/{Id}/activate
- updates the status of the recurring services contract and activate the contract per ID
- PUT /v2/finance/contracts/{Id}/deactivate
- updates the status of the recurring service contract to deactivate the active recurring services contract per ID
- POST /v2/finance/contracts/recurringservices/{id}/services
- creates a service in an existing recurring service contract
- GET /v2/crm/dashboard/quotations/summary
- returns all pending quotes in the last seven days from the current date
|
12 |
Release Notes Vorex 5.22.0 and BMS 5.22.0 June 2023 |
Inventory |
V2 API
- POST /v2/inventory/products/categories
- creates new products categories in Inventory
- GET /v2/inventory/products/categories/lookup
- gets all products' categories in Inventory in a lookup format
|
13 |
Release Notes Vorex 5.24.0 and BMS 5.24.0 |
CRM, Admin, System |
V2 API
- PATCH /v2/crm/contacts/{id}
- Gives the ability to partially update one or multiple properties of the contact
- PATCH /v2/crm/accounts/{id}
- Gives the ability to partially update one or multiple properties of the account
- GET /v2/admin/security/roles/lookup
- Retrieves all the security roles available per tenant
- GET /v2/admin/hr/jobtitles/lookup
- Retrieves all the job titles available per tenant
- GET /v2/admin/hr/departments/lookup
- Returns all departments that the tenant has in BMS
- GET /v2/system/locations/lookup
- Returns all locations that the tenant has in BMS
|
14 |
Vorex 5.25.0 and BMS 5.25.0 |
HR |
V2 API
-
GET /v2/hr/employees/lookup
- Returns all employees' records stored in database
|