finAccountClients Class

A collection of Clients linked to an Account.
Implements I_ISDirty, I_ISObjectName

Methods

Name Description
Add Add an item to the end of the collection.
AddUnknownClient Add an Unknown Client to a Quote.
AddUnsavedClient Add an unsaved Client object.
Clear Clear collection.
CountByAccountRoleId Get the number of Clients of a particular Account Role.
CountOwners Get the number of Owner Clients.
CreateAccountClient Create a finAccountClient object.
ExistsClientId Indicates whether an item with the specified Client Id exists in the collection.
ExistsClientPk Indicates whether an item with the specified Client Pk exists in the collection.
ExistsPk Indicates whether an item with the specified Primary Key exists in the collection.
GetBorrowerNamesForLetters Get the Names of all Borrowers (including Co-Borrowers, i.e., all Account Roles that are 'Owners') for use in Letters.
GetClientTypeIds Get all distinct Client Type Ids used for this Account's Clients.
GetCommonClientsSQL
GetItemFromWorfklowItemPk Get an Account Client from the specified Workflow Item.
GetObjectName
GetOwnerSalutations Get the combined Salutation of all Owner Clients.
GetWorstClientStatus Finds the worst Status of any of the Owner/ Guarantor Clients.
HasClientWithAlertMessage Checks whether any of the Client in this collection have an Alert Message.
HasFilteredOutClients Checks whether any of the Clients in this collection have been filtered out for the Curren User (i.e. Cannot be viewed by the Current User.)
HasIndividualOrSoleTraderClients Indicates whether the Account has Individual or Sole Trader Owner or optionally Guarantor Clients.
HasOrganisationClients Indicates whether the Account has Organisation (excluding Sole Trader) Owner or optionally Guarantor Clients.
Insert Insert an item into the collection at the specified position.
Remove Remove an item from the collection.
RemoveAt Remove an item from the collection.
ToList System Use Only
Validate Validate Clients to make sure information is valid.
ValidatePromotion Validates the Clients against the Account Promotion.

Properties

Name Description
IsDirty Read-Only Indicates whether this collection or any of its items have been modified.
ItemByClientId Read-Only Retrieves an item by Client Id.
ItemByClientPk Read-Only Retrieves an item by Client Pk.
ItemByPk Read-Only Retrieves an item by its Primary Key.
Parent Read-Only The collection's parent object.
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0