finClientContactsConsolidated Class

Contains Consolidated information about Client Contact Methods and Addresses plus a mechanism to update these directly of via Update Requests.

If the creation of new Contact Methods and Contact Addresses is required and there is no existing record, the various properties under finSettings such as ClientMobileContactMethodPk will be used and must therefore be configured.

Methods

Name Description
Clear Clear Object.
ExecuteUpdate Update details.
GetAddressPhysicalFormatted Get a formatted, display version of the Physical Address.
GetAddressPhysicalOriginalFormatted Get a formatted, display version of the Original Physical Address.
GetAddressPostalFormatted Get a formatted, display version of the Postal Address.
GetAddressPostalOriginalFormatted Get a formatted, display version of the Original Postal Address.
HasUpdates Indicates whether any of the 'Update' flags are set to True AND the corresponding details are different from their 'Original' values.
Refresh Refresh from a Client object.

Properties

Name Description
AddressPhysical Read-Only Physical Address Details.
AddressPostal Read-Only Postal Address Details.
CountDirectUpdates Read-Only The number of Direct Updates made as a result of calling the 'Execute' method.
CountUpdateRequests Read-Only The number of Update Requests created as a result of calling the 'Execute' method.
CreatedLogs Read-Only A List of Update Request Logs created by updating contact information.
Email Email Address.
EmailOriginal Read-Only The original Email Address.
LogDelegatedToRoleId The Id of the Role by whom this Log is Delegated to.
LogDelegatedToRolePk The Primary Key of the Role by whom this Log is Delegated to.
LogDelegatedToUserId The Id of the User by whom this Log is Delegated to.
LogDelegatedToUserPk The Primary Key of the User by whom this Log is Delegated to.
LogNotes The Log Notes.
LogOwnerUserId The Id of the User by whom this Log is Owned.
LogOwnerUserPk The primary key of the User by whom this Log is Owned.
LogSubject The Log Subject.
Mobile Mobile Phone Number.
MobileOriginal Read-Only The original Mobile Phone Number.
OriginalAddressPhysical Read-Only Original Physical Address Details.
OriginalAddressPostal Read-Only Original Postal Address Details.
PendingUpdateRequestAddress Read-Only If there is no Pending Address Update Request(s), this will be Nothing.
PendingUpdateRequestEmail Read-Only If there is no Pending Email Update Request, this will be Nothing.
PendingUpdateRequestMobile Read-Only If there is no Pending Mobile Update Request, this will be Nothing.
PendingUpdateRequestPhone Read-Only If there is no Pending Phone Update Request, this will be Nothing.
PendingUpdateRequestPhoneWork Read-Only If there is no Pending Work Phone Update Request, this will be Nothing.
Phone Phone Number (for Individuals, this is the 'Home' Phone Number).
PhoneOriginal Read-Only The original Phone Number.
PhoneWork Work Phone Number.
PhoneWorkOriginal Read-Only The original Work Phone Number.
PhoneWorkResolved Read-Only Work Phone Number including an Extension if specified.
PostalAndPhysicalAddressSame Indicates whether the Postal and Physical Addresses are the same.
RequestSource The Source of this Request, e.g., Web Site.
RequestedBy The name of the person who made this request.
UpdateAddresses Indicates that (providing it has changes), the Addresses will be updated when calling the ExecuteUpdate method.
UpdateEmail Indicates that (providing it has changes), the Email Address will be updated when calling the ExecuteUpdate method.
UpdateMobile Indicates that (providing it has changes), the Mobile Phone Number will be updated when calling the ExecuteUpdate method.
UpdatePhone Indicates that (providing it has changes), the Phone Number will be updated when calling the ExecuteUpdate method.
UpdatePhoneWork Indicates that (providing it has changes), the Work Phone Number will be updated when calling the ExecuteUpdate method.
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0