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
You can now get the notes for a specific contact using the API.
Documentation for GetContactNotes
This update will be shipping by mid October to all servers.
You now have the option to overwrite user data with the following 3 API Functions:
– 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)
You can now update your user’s password via the API. This is useful in case you want to give your users direct access to the CRM, as well as separate access to your portal.
Whenever your user updates the password in your portal, call SetAccountPassword to keep the passwords in sync.
See Also: SetAccountEmail
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.
We’ve just added a new API function for AllClients.com and all White Label CRM servers.
“CancelAutoresponder” allows you to cancel a single autoresponder that is assigned to a contact.
Previously you could cancel all Autoresponders with the “CancelAllAutoresponders” function, but developers were requesting more control over specific Autoreponders.
This new function is now live on all servers.
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.