/// <summary>
/// If you wish to have duplicate checking for newly added accounts, this is how you would do it
/// </summary>
public AllAccountsModel AddAccountWithDuplicateChecking(string orgCode, string firstName, string lastName, string email)
{
var myAccount = new AllAccountsModel
{
Organization = orgCode,
FirstName = firstName,
LastName = lastName,
Email = email,
Class = USISDKConstants.AccountClass.Contact
};
return(APIUtil.AddAccountWithDuplicateCheck(USISDKClient, myAccount));
}
public AllAccountsModel AddOrganizationAccount(string OrgCode, string newAccountName)
{
var myAccount = new AllAccountsModel
{
Organization = OrgCode,
Name = newAccountName,
EventSalesStatus = "A", //Use your configured Status codes to set the account designation status property
Class = USISDKConstants.AccountClass.Account //The class determines if this is an Account or a Contact
//myAccount.AccountCode = "ACCTCODE" 'You can set the Account code manually, or leave it empty if your configuration allows for it to be set automatically.
};
return(APIUtil.AddAccount(USISDKClient, myAccount));
}
/// <summary>
/// This example will show you how to add a new account with custom fields attached.
/// </summary>
/// <param name="orgCode">The organization code of the account you wish to add.</param>
/// <param name="newAccountName">This is the the name of the new account.</param>
/// <param name="issueClass">This is the code that represents the Issue Class of the custom fields.</param>
/// <param name="issueType">This is the code that represents the Issue Type of the custom fields</param>
/// <param name="newTxt01Value">In this example, we are changing Text_01. Enter a new value here to set this.</param>
public AllAccountsModel AddWithUserFields(string orgCode, string newAccountName, string issueClass, string issueType, string newTxt01Value)
{
var myAccount = new AllAccountsModel
{
Organization = orgCode,
Name = newAccountName,
EventSalesStatus = "A", //Use your configured Status codes to set the account designation status property
Class = USISDKConstants.AccountClass.Account, //The class determines if this is an Account or a Contact
AccountUserFieldSets = new List <UserFields>()
};
//Here's how to add a user field set with values to a new account
var myUserField = new UserFields
{
Header = USISDKConstants.UserFieldHeaders.OrganizationAccountUserFields, //Designate if this is an organization account user field set, an individual account user field set, or a membership user field set
Class = issueClass, //Set the designation of the user field. You can use the USISDKConstants.AccountDesignations class to set this.
Type = issueType, //Use the Opportunity Type code from your user field. This matches the value stored in Ungerboeck table column CR073_ISSUE_TYPE.
UserText01 = newTxt01Value //Set the value in the user field property
};
myAccount.AccountUserFieldSets.Add(myUserField); //Then add it back into the AllAccountsModel object. You can add multiple user field sets to the same account object before saving.
return(APIUtil.AddAccount(USISDKClient, myAccount));
}
