GetClientAccountsForClientPortal Method

Member of finClientAccounts
Get a List of Client Accounts that is optimised for use in a Client Portal, i.e., in a logical order with Open Accounts first.

The results will contain Accounts in a specific order: Open, Quotes, Applications, Closed

Syntax

finClientAccounts.GetClientAccountsForClientPortal([includeOpenAccounts], [includeQuoteAccounts], [includeOpenAccountApps], [includeClosedAccounts], [accountClosedDays])

Parameters

NameTypeOptionalByRefDescription
includeOpenAccounts Boolean Optional If omitted, a value of True is assumed.
includeQuoteAccounts Boolean Optional If omitted, a value of True is assumed.
includeOpenAccountApps Boolean Optional If omitted, a value of True is assumed.
includeClosedAccounts Boolean Optional If omitted, a value of True is assumed.
accountClosedDays Integer Optional If omitted, a value of -1 is assumed.

Return Value

List(Of finClientAccount)

A List(Of finClientAccount) object.

Member of:
finClientAccounts
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0