New API Functions: GetContactCount & AddCategory

Two new API functions were released in today’s update:

AddCategory

You can now add a Category to an account using the new AddCategory API Function.

GetContactCount

The new API Function, GetContactCount is a fast and efficient way to find the number of contacts in a database.

Previously, we had customers using GetContacts, and counting the number of contacts.  This was slower and much less efficient.

If all you need is the number of contacts, please use GetContactCount.

Recent API Changes and New Functions

Here is a summary of the API changes rolled out over the past few weeks:

GetToDoSummary – Return a list of To Dos for an account with ability to filter to a specific contact

GetToDos – Return a summary of To Dos for an account

GetContactBirthdays – Get birthdays for an account for a specific day and month

QuickSearchContacts – This function is designed for speed — searching only First Name, Last Name, Other First Name, Other Last Name, Email Address, and Other Email Address.  It also returns only a limited number of fields and is limited to 50 results returned.   This would be best used in some kind of “type-along-find” Ajax contact picker.

GetAccounts (Updated) – Now has the option to return the Mail Merge Profile for the account

API Changes: Overwrite Existing Templates

You now have the option to overwrite user data with the following 3 API Functions:

CopyEmailTemplateFromSamples
Copy LetterTemplateFromDefault
CopyWebFormFromDefault (Landing Pages)

Previously, you could not overwrite a user’s template.

Now you can. In the API call, set the flag “overwrite” to “Y”. If the template exists, the data will be updated to the original content from your Samples & Default library.

(This change will be going live within the next week on all servers)

New User Interface is Live

 

2014-09-30_13-23-06

All of our clients have now been upgraded to the “New Look Interface”.

We’re excited to bring you and your clients a more modern look. The web has changed so many times since we started over 10 years ago. This is our fourth major look & feel upgrade.

If you need help customizing the style of your AllClients installation to better match or blend in with the look and feel of your business, please contact us and we’ll be happy to help.

Todd Binder

Welcome to the Developer Blog

In this blog, we’ll cover:

  • Updates and changes to the AllClients API
  • Updates and changes that effect your White Label CRM version of AllClients
  • Announcements, including new content for your White Label CRM users
  • News, tips and changes in the industry that might effect your users.