finClientGroupRO Class

A read-only object containing Client Group details.

Methods

Name Description
GetContactMethodsList Get a List of all applicable Contact Methods to use in the New Client wizard for this Client Group.
GetDocumentsList Gets a List of Documents that are valid for this Client Group and can be run from a Log.
GetDocumentsListByFileType Gets a List of Documents that are valid for this Client Group and can be run from a Log, filtered by File Type.
IsDocumentAvailable Checks to see if a Document is Available for this Client Group.

Properties

Name Description
IdentificationDecisionCardId Read-Only
IndividualStatisticsSummaryScriptId Read-Only
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).
NewWizardValidatorScriptId Read-Only
OrganisationStatisticsSummaryScriptId Read-Only
UserData Read-Only
UserDefinedParameterSetId Read-Only
UserDefinedWebParameterSetId Read-Only

Fields

Name Description
Active Read-Only
ClientGroupId Read-Only
CommunicationGeneral Read-Only
CommunicationMarketing Read-Only
Description Read-Only
HasAutoSequencedClientId Read-Only
HideInNewClientWizard Read-Only
IdentificationDecisionCardPk Read-Only
IdentificationDecisionExpiryCycle Read-Only
IndividualAvailableAssetsPercent Read-Only
IndividualAvailableIncomePercent Read-Only
IndividualStatisticsExpiryCycle Read-Only
IndividualStatisticsFixed Read-Only
IndividualStatisticsSummaryScriptPk Read-Only
IndividualUseStatistics Read-Only
NewWizardIndividualDateOfBirthMandatory Read-Only
NewWizardIndividualGenderMandatory Read-Only
NewWizardIndividualTaxNumberMandatory Read-Only
NewWizardOrganisationBusinessNumberMandatory Read-Only
NewWizardOrganisationCompanyNumberMandatory Read-Only
NewWizardOrganisationTaxNumberMandatory Read-Only
NewWizardShowAddresses Read-Only
NewWizardShowBankingDetails Read-Only
NewWizardShowContactMethods Read-Only
NewWizardShowEmployment Read-Only
NewWizardShowFullContacts Read-Only
NewWizardShowIdentification Read-Only
NewWizardShowIdentificationDecision Read-Only
NewWizardShowImage Read-Only
NewWizardShowOtherInformation Read-Only
NewWizardShowStatistics Read-Only
NewWizardShowTaxInformation Read-Only
NewWizardShowUserDefined Read-Only
NewWizardShowWebAccess Read-Only
NewWizardValidatorScriptPk Read-Only
OrganisationAvailableAssetsPercent Read-Only
OrganisationAvailableIncomePercent Read-Only
OrganisationStatisticsExpiryCycle Read-Only
OrganisationStatisticsFixed Read-Only
OrganisationStatisticsSummaryScriptPk Read-Only
OrganisationUseStatistics Read-Only
PhysicalContactMethodPk Read-Only
Pk Read-Only
PostalContactMethodPk Read-Only
UseIdentification Read-Only
UserDefinedParameterSetPk Read-Only
UserDefinedWebParameterSetPk Read-Only
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0