You can now pin a new contact note via the API. Also, we added the ability to enter a “new line” character in the note. Please see the updated documentation for details. AddContactNote
You will have this in the next update, once your installed version is 4/26/2017 or later.
Good news! We’ve gone back and updated all older API functions to include the option to return the result data as JSON or XML data. XML was the only option for the API functions created in the past.
If you still want XML results, you don’t need to do anything. All results default to XML. If you want your results in JSON, add the field “response_type” to your request fields and set the value to “json”.
You can choose whichever format is easiest to consume in your favorite programming language.
You can now limit the number of contacts in each account. This is useful when you want to have different service level plans for your customers, and restrict the number of contacts on an account by account basis.
See the new “maxcontacts” field in the SetAccountFeatures API function.
Here is a summary of new and updated API functions over the last few months:
New API Functions
GetOptInStatusList : Returns the full list of opt in status results for all email addresses in an accounts database.
GetActivityLog : Returns details from the “Activity Log” report
GetPermissions & SetPermissions : Allows for setting and listing team member permissions
Added fields Inactive, OtherEmail, OtherSystemID to GetContacts function
Added option to return group information about all accounts
New Functions: AddSource, AddCategory2
You now have the ability to add Sources and Category2s via the API
UPDATE: More New Functions: GetLetterTemplate, GetLetterTemplates, UpdateCustomFields
GetLetterTemplate (get details on a specific Letter template)
GetLetterTemplates (get a list of Letter Templates)
UpdateCustomFields (update Custom Fields)
These updates will be available in the next update, when your version timestamp is later than 4/27/2016 (version timestamp is located on home page of the admin page)
You can now update Team Members’ information via the API.
Documentation for UpdateTeamMember
The update containing this new API function will be rolling out over the next few days.
We’ve added the following fields to AddContact and UpdateContact:
New API Function ReassignContact – Allows you to change the team database that a contact is assigned to.
New API Function SetAccountGroup – Allows you to set the group for an account in your system (for our White Label Partners only)
We’ve added more To-Do functions to the API. Now you can add, list, update (including mark complete), and delete any individual To-Do that is assigned to a contact. You can also get a To-Do Summary for a user, which contains some nice summary data for dashboards.
Check out all the latest To-Do functions here:
We have two new free, gorgeous, responsive, professional designed landing page templates for use in AllClients and our White Label CRM partners.
You can use these templates out of the box, or use them as examples to get your template designs started.
Professional Template 1
Beautiful, fully responsive template with highly customizable options.
Professional Template 2
Beautiful, fully responsive template with highly customizable options and a pop-up form.
Want to learn more? Go to our Landing Page documentation.