Tools and News for Developers using the AllClients Platform

Here are some recently added API functions:

  • GetNotesByDate
    • Get notes for a specified day (for all accounts or single account).   Intended for use as a “daily backup” for all contact notes.
  • AttachmentMove
    • Move an attachment from one contact to another (in the same or different account).
  • GetContactAttachments
    • Get attachments for a specified contact.
  • ClearClientTouch
    • Clears out ClientTouch queue for specified account and team member.
  • AddTextTemplate
    • Adds a new “Text Message Template” to settings
  • GetTextTemplates
    • Lists Text Templates for an account