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CSRV: Customer Services

ReferenceEntity Reference16/04/2026Updated 16/04/2026
A customer service record with name, description, service type, status, documents, and notes.

CSRV: Customer Services

A customer service record with name, description, service type, status, documents, and notes.

Default definition. This article describes the default CSRV definition shipped with DemandFlow. Administrators can add, remove, rename, or re-type fields, change which ones are required, and alter the layout from the Definitions screen in Settings. Your tenant's current schema may differ from what is shown here. To read the current definition at any time, GET the DEFINITION object whose id matches CSRV.

Entity properties

PropertyValue
Entity codeCSRV
Display nameCustomer Services
PluralCustomer Services
Level1000

Use cases

Customer service management entity. Three panels: General (two columns - left has service name and description textarea, right has service type indexedSelect for Enterprise/Consumer/Wholesale and status for Active/In development/Retired), Documents (file upload supporting multiple types), and Notes (timeline). Supports bulk actions. Provides a simple service catalogue or customer service tracking capability.

Fields

Service Details

FieldTypeRequiredNotes
nametextYesService Name.
descriptiontext (multi-line)Description.

Delivery Information

FieldTypeRequiredNotes
serviceTypeenumValid ids: Enterprise (Enterprise), Consumer (Consumer), Wholesale (Wholesale).
statusenumValid ids: 1 (Active), 2 (In development), 3 (Retired).

Attachments

FieldTypeRequiredNotes
documentsfileAllowed types: any.

Activity timeline panel attached.

Relationships

  • No declared relationships in the default definition.

Creating a Customer Services via the API

POST /v1/objects
Authorization: Bearer <your-pat>
Content-Type: application/json

{
  "entity":   "CSRV",
  "level":    1000,
  "comboKey": "SUB:<your-sub-id>|ENT:",
  "name": "Example name",
  "description": "Example value",
  "serviceType": "Enterprise",
  "status": "1"
}

Listing Customer Services records

GET /v1/entities/CSRV/SUB:<your-sub-id>

See also

csrvcustomerservicescserviceservicerecordwithnamedescriptiontype

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