finClientGroup Class

Represents a Client Group.
Implements I_ISDirty, I_ISObjectName, I_finSummaryPages

Methods

Name Description
Clear Clears this object and sets all of its properties to their defaults.
Delete Deletes the current record.
Duplicate Duplicates the current object.
FromXmlString Populates object from an XML string.
GetObjectName
IndividualStatisticsLoad Loads the Statistics collection for Individual Type Clients.
IndividualStatisticsRefresh Forces the Individual Client Statistics collection to be reloaded from the database the next time it is accessed.
Load Loads a record from the database.
LoadPk Loads a record from the database.
OrganisationStatisticsLoad Loads the Statistics collection for Organisation Type Clients.
OrganisationStatisticsRefresh Forces the Organisation Client Statistics collection to be reloaded from the database the next time it is accessed.
Refresh Refreshes this object from the database.
Save Save this record.
SummaryPagesLoad Loads the Summary Pages collection.
SummaryPagesRefresh Forces the Summary Pages collection to be rebuilt the next time it is accessed.
ToXmlString Persists object to an XML string.
UserDataInitialiseFromParameterSet Initialise User Data from a Parameter Set, i.e., create User Data entries and defaults.

Properties

Name Description
Active Indicates whether this record is Active.
ClientGroupId The Id of this Client Group.
CommunicationGeneral The default General Communication flag for new Clients.
CommunicationMarketing The default Marketing Communication flag for new Clients.
ContactMethods Read-Only A collection of Contact Methods. Each Contact Method is flagged to indicate whether it is available when adding new Clients via the New Client wizard.
CreatedDate Read-Only The Local date and time this record was created.
CreatedUserPk Read-Only The primary key of the User that created this record.
CreatedUtcDate Read-Only The UTC date and time this record was created.
Description The Description of this Department.
Documents Read-Only A Collection of Documents flagged to indicate which ones are Available for this Client Group.
HideInNewClientWizard Indicates whether to hide this Client Group from the New Client wizard.
IdentificationDecisionCardId The Id of the Decision Card used to score Client Identification.
IdentificationDecisionCardPk The primary key of the Decision Card used to score Client Identification.
IdentificationDecisionExpiryCycle The default duration before which Identification Decisions Expire.
IndividualAvailableAssetsPercent The Available Assets percentage for Individual Client Statistics.
IndividualAvailableIncomePercent The Available Income percentage for Individual Client Statistics.
IndividualStatistics Read-Only A collection of Individual Client Statistics.
IndividualStatisticsExpiryCycle The default duration before which Individual Client Statistics Expire.
IndividualStatisticsFixed Indicates whether the Individual Statistics set for this Client Group can be amended, or are fixed.
IndividualStatisticsSummaryScriptId The Id of the Script used to generate an Individual Client Statistics summary page.
IndividualStatisticsSummaryScriptPk The primary key of the Script used to generate an Individual Statistics summary page.
IndividualUseStatistics Indicates whether this Client Group uses Statistics for Individual Type Clients.
IndividualUseStatisticsText The IndividualUseStatistics in its String representation.
IsDirty Read-Only Indicates whether this object has been modified since being created, loaded or refreshed.
IsNew Read-Only Indicates whether this is a new record.
NewWizardIndividualDateOfBirthMandatory Indicates whether the Date of Birth for an Individual is mandatory in the New Client wizard.
NewWizardIndividualGenderMandatory Indicates whether the Gender for an Individual is mandatory in the New Client wizard.
NewWizardIndividualTaxNumberMandatory Indicates whether the Tax Number for an Individual is mandatory in the New Client wizard.
NewWizardOrganisationBusinessNumberMandatory Indicates whether the Business Number for an Organisation is mandatory in the New Client wizard.
NewWizardOrganisationCompanyNumberMandatory Indicates whether the Company Number for an Organisation is mandatory in the New Client wizard.
NewWizardOrganisationTaxNumberMandatory Indicates whether the Tax Number for an Organisation is mandatory in the New Client wizard.
NewWizardShowAddresses Indicates whether show the Postal and Physical Addresses pages in the New Client wizard.
NewWizardShowBankingDetails Indicates whether show the Banking Details page in the New Client wizard.
NewWizardShowContactMethods Indicates whether show the Contact Methods page in the New Client wizard.
NewWizardShowEmployment Indicates whether show the Contact Methods page in the New Client wizard.
NewWizardShowFullContacts Indicates whether show the Full Contacts page in the New Client wizard.
NewWizardShowIdentification Indicates whether show the Identification page in the New Client wizard.
NewWizardShowIdentificationDecision Indicates whether show the Identification Decision page in the New Client wizard.
NewWizardShowImage Indicates whether show the Image page in the New Client wizard.
NewWizardShowOtherInformation Indicates whether show the Other Information page in the New Client wizard.
NewWizardShowStatistics Indicates whether show the Statistics page in the New Client wizard.
NewWizardShowTaxInformation Indicates whether show the Tax Information on the Other Information page in the New Client wizard.
NewWizardShowUserDefined Indicates whether show the User Defined page in the New Client wizard.
NewWizardShowUserDefinedResolved Read-Only Indicates whether this Client Group is configured to show User Defined and a Parameter Set has been defined (or at least one of the 0 - 9 indexed fields are defined in Global Settings).
NewWizardShowWebAccess Indicates whether show the Web Access page in the New Client wizard.
NewWizardValidatorScriptId The Id of the Validator Script for the New Client Wizard.
NewWizardValidatorScriptPk The primary key of the Validator Script for the New Client Wizard.
NextClientId The Next Client code to use for Clients added for this Client Group.
OrganisationAvailableAssetsPercent The Available Assets percentage for Organisation Client Statistics.
OrganisationAvailableIncomePercent The Available Income percentage for Organisation Client Statistics.
OrganisationStatistics Read-Only A collection of Organisation Client Statistics.
OrganisationStatisticsExpiryCycle The default duration before which Organisation Client Statistics Expire.
OrganisationStatisticsFixed Indicates whether the Organisation Statistics set for this Client Group can be amended, or are fixed.
OrganisationStatisticsSummaryScriptId The Id of the Script used to generate an Organisation Client Statistics summary page.
OrganisationStatisticsSummaryScriptPk The primary key of the Script used to generate an Organisation Statistics summary page.
OrganisationUseStatistics Indicates whether this Client Group uses Statistics for Organisation Type Clients.
OrganisationUseStatisticsText The OrganisationUseStatistics in its String representation.
PhysicalContactMethodId The Id of the Physical Contact Method to use when adding New Clients via the New Client wizard.
PhysicalContactMethodPk The primary key of the Physical Contact Method to use when adding New Clients via the New Client wizard.
Pk Read-Only This record's primary key.
PostalContactMethodId The Id of the Postal Contact Method to use when adding New Clients via the New Client wizard.
PostalContactMethodPk The primary key of the Postal Contact Method to use when adding New Clients via the New Client wizard.
SummaryPages Read-Only A collection of Summary Pages.
SummaryPagesLoaded Read-Only Indicates whether the Summary Pages collection has been loaded.
Tag The Tag property can be used to attach another value or object to this object.
Timestamp Read-Only This record's Timestamp.
UpdatedDate Read-Only The Local date and time this record was last updated.
UpdatedUserPk Read-Only The primary key of the User that last updated this record.
UpdatedUtcDate Read-Only The UTC date and time this record was last updated.
UseIdentification Indicates whether this Client Group uses Identification.
UserData Read-Only User Defined data.
UserDefinedParameterSetId The Id of the Parameter Set used to enter User Defined details.
UserDefinedParameterSetPk The primary key of the Parameter Set used to enter User Defined details.
UserDefinedWebParameterSetId The Id of the Parameter Set used to enter User Defined Web details.
UserDefinedWebParameterSetPk The primary key of the Parameter Set used to enter User Defined Web details.
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0