finClientFunctions Class

Contains miscellaneous Client functions.
Implements I_ISRecordCodeDescription

Methods

Name Description
AddresseeFormatMatchesDefault Indicates whether a specified Addressee matches the default format as per Global Settings.
CreateAddresseeName System Use Only Obsolete Creates an Addressee Name.
CreateAddresseeName2 Creates an Addressee Name.
CreateClientEmploymentId Create a unique Client Employment Id.
CreateEmailDocumentLog Create an unsaved Client Email Document Log.
CreateLogFromContactAddressUpdate System Use Only Create a Client Log (of type AuditChange) for a Contact Address Update. This is used when the existing record is not being updated, but the existing record is expired and a new record is created. Therefore when auditing changes, a log will not be created.
CreateLogFromContactMethodUpdate System Use Only Create a Client Log (of type AuditChange) for a Contact Method Update. This is used when the existing record is not being updated, but the existing recordis expired and a new record is created. Therefore when auditing changes through the normal channels, a log will not be created.
CreateLogFromDecisionOutcome Add a Client Log from a Decision Card Outcome.
CreateSalutation System Use Only Obsolete Creates a Salutation.
CreateSalutation2 Creates a Salutation.
CreateSmsDocumentLog Create an unsaved Client SMS Document Log.
CreateUpdateRequestLog_AddressUpdate_FromAddressDetails System Use Only Obsolete Creates an Update Request Client Log for Client Contact Addresses.
CreateUpdateRequestLog_AddressUpdate_FromAddressDetailsJsonString System Use Only Obsolete Creates an Update Request Client Log for Client Contact Addresses.
CreateUpdateRequestLog_ContactMethodUpdate System Use Only Obsolete Creates an Update Request Client Log for the scenarios where a Client Contact Method is being added, updated or removed.
CreateUserDefinedParameters Create a set of User Defined Parameters to enter Client User Defined details into.
CreateUserDefinedWebParameters Create a set of User Defined Web Parameters to enter Client Web User Defined details into.
CreateWebMailFromClient Creates a "Web Mail from Client" Client Log.
GetAddresseeNameList System Use Only Obsolete Gets a List of suggested Addressee Names.
GetAddresseeNameList2 Gets a List of suggested Addressee Names.
GetByWhomList Retrieve a List of "By Whom" for a Client.
GetCallerIdSearchResults Get a List of Clients that have a phone Contact Method with a value 'like' the searchPhoneNumber.
GetCleanedEmail Returns the Email address, unless it is invalid, in which case a blank string is returned.
GetCleanedPhoneNumber Returns the Phone Number in E164 format, unless it is invalid, in which case a blank string is returned.
GetClientBranchPk Get the primary key of a Client's Branch.
GetClientEmploymentDataView System Use Only Obsolete Return a DataView containing Client Employment Details.
GetClientExtendedAccountsList Get an Extended List of Client Accounts which includes Accounts of which the Client is an Employee with a matched Employee Role Type.
GetClientFromEmail Returns the first Client found (see remarks) given the Email address specified.
GetClientFromPhoneNumber Returns the first Client found (see remarks) given the Phone Number specified.
GetClientIdFromExternalId Get a Client's Id from the specified External Id.
GetClientLogSubjectInformationListId Return the Information List Id to be used for the Subject of the Client Log.
GetClientPkFromExternalId Get a Client's primary key from the specified External Id.
GetClientStatusColourHtml Get the colour associated with a Client Status.
GetContactMethodsListEmail Retrieve a List of active Email Contact Methods for a Client.
GetContactMethodsListEmailPk Retrieve a List of active Email Contact Methods for a Client.
GetContactMethodsListFromClient System Use Only Retrieve a List of current Contact Methods for a Client.
GetContactMethodsListSms Retrieve a List of active SMS Contact Methods for a Client.
GetContactMethodsListSmsPk Retrieve a List of active SMS Contact Methods for a Client.
GetCountChildLogs Get a Count of Child Logs for the specified Client Log.
GetIndividualName
GetJointClientId Finds a Joint Client code to use based on the Default Format defined in Global Settings.
GetLatestBankAccountEnquiry2 System Use Only Obsolete Loads the latest Bank Account Enquiry for a Client. By default this function will only return successfully completed Bank Account Enquiries.
GetLatestSecurityRegisterSearch Loads the latest Security Register Search for a Client. By default this function will only return successfully completed Searches.
GetLongestCode Returns the number of characters in the longest Client code.
GetLongestExternalId Returns the number of characters in the longest ExternalId code.
GetMatches Get a list of possible matches for the supplied Client.
GetMessagingContactNames Loads a list of Names for the Client, regardless of whether or not they have any Contact Methods.
GetMessagingContacts Retrieves Messaging Contacts for a Client.
GetRecordCodeDescription
GetRecordDescription
GetRecordExternalId
GetSalutationList System Use Only Obsolete Gets a List of suggested Salutations.
GetSalutationList2 Gets a List of suggested Salutations.
GetScriptId Returns the Id of the Script executing the function defined in scriptType.
GetScriptPk Returns The primary key of the Script executing the function defined in scriptType.
GetWebAccessClientIds Retrieves a list of Active Client Ids without a Special Type (i.e. not a Branch or External Party) which have the "Web Access" flag checked.
GetWebAccessClientPks Retrieves a list of Active Client Pks without a Special Type (i.e. not a Branch or External Party) which have the "Web Access" flag checked.
GetWebClientFromUniqueEmail Get an Active Web-enabled Client form the supplied Email Address.
GetWebPasswordResetToken Get a Token to reset a Client's Web Password.
IdentificationEncryptDecrypt Encrypts or Decrypts an Client Identification.
IsClientWebPasswordValid Checks to see if the specified Password is a valid (i.e., strong enough) Client Web Password according to the Password Policy rules defined under Global Settings.
LogAddDocument Add a Client Log from details passed in from a Document E.g. a Word VBA template or Document Script.
LogAddWebMailFromClient System Use Only Obsolete Add Incoming Web Mail from a Client.
LogUpdateWebMailArchived Update a Web Mail Log's Archived Type.
LogUpdateWebMailRead Update a Web Mail Log's Publish Date which is used to indicate whether the Mail has been read.
LogsCountWebMailUnread Get a Count of Unread Web Mails sent to the Client.
Reset Resets any cached values used in this object.
ResetWebPasswordFromToken Reset Client's Web Password from a Token.
SalutationFormatMatchesDefault Indicates whether a specified Salutation matches the default format as per Global Settings.
SendTemporaryWebPassword Generates and sends an Email or SMS Document (depending on configuration in Global Settings) to a Client informing them of a temporary Web Password.
SetTemporaryWebPassword Generates and saves a temporary password to a Client.
ValidateIdentificationDetails System Use Only Obsolete Verify Client Identification details.
WebLoginLockoutClear Clear the Locked Out state of a Client's Web Access.
WebLoginValidate Validate that the supplied Client Id and Password can be used for Web Access.
WebPasswordHistoryClear Clears the Web Password History of a Client.
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0