[Permission: Employee]<br/>
Returns an array of unhandled live support conversations.
[Permission: Contacts, Credentials: Contacts.Directory]<br/>
Returns a paged set of contacts. This is the preferred method for fetching contacts from your system. Set NameOnly to True for best performance.
[Permission: Employee]<br/>
Returns full details on the Product entries. No more than 50 per batch.
[Permission: Employee]<br/>
Returns full details on a Subscription entry
[Permission: Employee, Credentials: Finances.Expenses]<br/>
Saves a billable disbursement entry
[Permission: Employee, Credentials: Sales.Catalog.CreateProductSales]<br/>
Saves a billable product entry
[Permission: Employee, Credentials: Sales.Catalog.CreateProductSales]<br/>
Saves a billable subscription entry
[Permission: Employee, Credentials: Work.Projects]<br/>
Saves a Project. If <code>EntryID = 0</code>, a new Entry will be created. Returns a Saved copy of the
Project including the newly created EntryID.
[Permission: Any Authenticated, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns full details on a Project. If authenticated user is not Employee, only matching Relation's
projects are returned which have the Client_Access flag.
[Permission: Employee, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns full details on the given Projects, no more than 50 per batch.
[Permission: Any Authenticated, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns projects based on keywords. If authenticated user is not Employee, only matching Relation's projects are
returned which have the Client_Access flag.
[Permission: Employee, Credentials: Work.Projects.ViewFull/Limited]<br/>
Finds the root project given sub-phase/project EntryID
[Permission: Employee, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns basic project details for all projects where provided EntityID is a Member. Pass <code>EntityID=0</code> for all current projects.
[Permission: Employee, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns basic project details for all projects where provided EntityID is a Member
[Permission: Employee, Credentials: Work.Projects]<br/>
Attempts to locate a project under a specific client based on either EntryID or project Name
[Permission: Any Authenticated, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns basic project details for all projects where provided EntityID is the Relation
[Permission: Employee]<br/>
Gets the first entry having the specified name and flags.
[Permission: Any Authenticated(Exclude Company Account), Credentials: Work.ToDos.ViewFull/Limited]<br/>
Returns tasks that created by customer or assigned to customer, if customer have Company permisson,
result also include tasks assigned to other people or created by other people in same company.
(If the tasks attached to a Project, the project must be enable 'Client Access' option.)
[Permission: Employee]<br/>
Attempts to resolve an Activity by ActivityID, then by Name. If it doesn't exist, a new one will be created.
[Permission: Employee]<br/>
Returns all Activity names in the system
[Permission: Any Authenticated]<br/>
Returns only Active activities in the system.
[Permission: Any Authenticated]<br/>
Returns available Activities for certain customer
[Permission: Employee]<br/>
Saves an Activity, returns the saved Activity with the new UniqueID when ActivityID was set with 0.
This method is not intended to be called by user applications.
This method is not intended to be called by user applications.
This method is not intended to be called by user applications.
[Permission: Any Authenticated]<br/>
Returns all SupportCases in the system with matching keywords. Searches Name and Relation
[Permission: Any Authenticated, Credentials: Work.SupportCases]<br/>
Saves a Support Case. Message is optional - when provided, the message will be appended to the Support Case.
[Permission: Any Authenticated, Credentials: Work.SupportCases]<br/>
Saves a Support Case. appendMisc is optional - you can append message or documents to Support Case.
[Permission: Employee]<br/>
Assigns support cases to the specified owner and sends an e-mail notification if OrganizationSupportSendNotifications is enabled.
[Permission: Employee, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
(Deprecated - see GetSupportCasesSearchResults) Returns an array of SupportCases for the specified Employee EntityID, max value of top is 50.
[Permission: Any Authenticated, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
(Deprecated - see GetSupportCasesSearchResults) Returns an array of SupportCases for the specified Contact/Relation EntityID, max value of top is 50.
[Permission: Employee, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
Returns an array of SupportCases for the specified Company EntityID, max value of top is 50.
[Permission: Employee, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
Returns paginated SupportCases, max value of FetchSize is 100.
[Permission: Employee]<br/>
Returns an array of SupportCases without an Owner (TOP 50 only.)
[Permission: Any Authenticated]<br/>
Returns an array of SupportCase messages.
[Permission: Employee]<br/>
Returns an array of SupportCase Notations.
[Permission: Employee]<br/>
Saves a Notation against a Support Case.
[Permission: Any Authenticated]<br/>
Returns a set of allowed system settings.
[Permission: Any Authenticated]<br/>
Saves a Message to a Support Case. EntryID must be that of a valid Support Case. Sends message to customer if
Message.Owner is an employee, otherwise a notification is sent to the Employee Case owner if notifications
are configured.
[Permission: Any Authenticated, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
Returns a SupportCase entry
[Permission: Employee, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
Returns the given SupportCases, no more than 50 per batch.
[Permission: Any Authenticated]<br/>
Returns an array of all available SupportCase Types
[Permission: Employee]<br/>
Saves a SupportCase Type definition
[Permission: Any Authenticated]<br/>
Gets custom entry priorities or status options.<br/>
<em>Please Note: Please use "Value" property to store and search.</em>
[Permission: Any Authenticated]<br/>
Gets configured project stage groups (also known as Project Types.)
[Permission: Any Authenticated]<br/>
Returns all Sales Processes in the system.<br/>
<em>Please Note: We don't store stage in database, lead stage is calculated according to ProbabilityPercent and SalesProcess the lead in.</em>
[Permission: Employee, Credentials: Work.SupportCases.Create/ModifyFull, Contacts.People.Create]<br/>
Batch create/update support cases. <br/>
Set GUID to any unique string for you to match the result with the parameters.
Setting Relation.EntityID=0 and populating Relation.Name/Email will create a new Person if the person with the same name/email doesn't exist.
<em>No more than 50 per batch.</em>
[Permission: Anonymous]<br/>
Creates a Conversation. EntityHashID is the Person initializing the conversation. If the EntityHashID is an Employee Entity, the Conversation.Owner will be set to that Employee; otherwise, it'll be set as the Conversation.Relation
[Permission: Anonymous]<br/>
Returns the number of currently active staff who are available to handle support.
[Permission: Anonymous]<br/>
Sets the Subject for a conversation.
[Permission: Anonymous]<br/>
Sets Flags for a conversation.
[Permission: Anonymous]<br/>
Removes Flags for a conversation.
[Permission: Employee]<br/>
Returns an array of all conversations in the last 24 hours
[Permission: Employee]<br/>
Returns an array of all conversations in the last 24 hours
[Permission: Employee]<br/>
Returns the number of unhandled live support conversations.
[Permission: Employee]<br/>
Returns an array of all conversations in the last 24 hours
[Permission: Anonymous]<br/>
Returns an array of all Person members in a conversation.
[Permission: Anonymous]<br/>
Adds a person to a conversation. Results in empty message being sent to all existing members.
[Permission: Anonymous]<br/>
Posts a message to the conversation.
[Permission: Anonymous]<br/>
Returns all Messages for a conversation that have not yet been read.
[Permission: Anonymous]<br/>
Returns all Messages for a conversation that have not yet been read.
[Permission: Anonymous]<br/>
Set's a user's status to 'typing'
[Permission: Anonymous]<br/>
Removes a user's 'typing' status
[Permission: Anonymous]<br/>
Marks a message as read.
[Permission: Employee, Credentials: Work.Projects.ViewFull]<br/>
Duplicate a project according to settings
[Permission: Employee, Credentials: Finances.Expenses.ViewFull/Limited]<br/>
Returns full details on a disbursement Entry
[Permission: Employee, Credentials: Finances.Expenses.ViewFull/Limited]<br/>
Returns full details on the disbursement Entries. No more than 50 per batch.
[Permission: Employee]<br/>
Returns full details on the Subscription entries. No more than 50 per batch.
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Enqueues recipients of a Template of type Email and initiates polling.
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Returns progress information a given TemplateID
[Permission: Employee]<br/>
Returns all mailing lists in the system (basic details only)
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Returns Mailing List information a given ID
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Suspends mailing of a template.
[Permission: Anonymous]<br/>
Initiates mail-queue polling/sending. This method is not intended to be called by user applications directly.
[Permission: Employee]<br/>
Returns a list of Subscriptions for the specified mailing list.
[Permission: Employee]<br/>
A utility method for processing Non Delivery Report data.
[Permission: Employee, Credentials: Documents.KnowledgeBase]<br/>
Saves a KB Article
[Permission: Employee, Credentials: Documents.KnowledgeBase]<br/>
Saves a KB Article
[Permission: Anonymous]<br/>
Performs a keyword search on articles. For non-employee users only public articles will be returned.
[Permission: Anonymous]<br/>
Returns an array of all Public_Access articles (basic fields only; Title, ArticleID, etc) belonging to the specified parent.
If you want all root articles, set ArticleID_Parent to 0.
[Permission: Any Authenticated]<br/>
Returns an array of all Public_Access articles (basic fields only; Title, ArticleID, etc) belonging to the specified parent.
If you want all root articles, set <code>ArticleID_Parent = 0</code>.
[Permission: Employee, Credentials: Documents.KnowledgeBase.ViewFull/Limited]<br/>
Returns an array of all articles (basic fields only; Title, ArticleID, etc) belonging to the specified parent.
If you want all root articles, set ArticleID_Parent to 0.
[Permission: Employee/Anonymous (public articles only)]<br/>
Returns an entire Article
[Permission: Employee]<br/>
Returns an entire Article
[Permission: Employee, Credentials: Reporting.Reports]<br/>
Returns reports based on query provided
[Permission: Employee, Credentials: Will be different according to the types data return]<br/>
Returns misc statistic data based on query provided, e.g. total of unbilled charges
[Permission: Employee, Credentials: Will be different according to the types data return]<br/>
Returns misc data that have been modified after a specific datetime.
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns a Lead
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns the given Leads, no more than 50 per batch
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns Leads for the specified relation EntityID.
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns Leads for the specified owner.
Returns a paged resultset of Leads
[Permission: Employee]<br/>
Returns your default e-mail template for invoice e-mails
[Permission: Employee]<br/>
Returns a Proposal document. Proposals describe web forms, letters etc which can be exported as PDFs.
[Permission: Employee]<br/>
Returns Proposals for the specified search criteria
[Permission: Employee]<br/>
Returns all Proposals in the system having the specified ProposalStatus (basic fields only.)
[Permission: Employee]<br/>
Returns all Proposals in the system having the specified ProposalStatus (basic fields only.)
[Permission: Anonymous]<br/>
Saves a Proposal. If <code>ProposalID = 0</code>, a new Proposal will be created. Returns a Saved copy of the Proposal including the newly created ProposalID.
[Permission: Employee]<br/>
Sets the ProbabilityPercent attribute on a Lead
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns all Leads in the system that are visible to the user.
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns all Leads in the system that are visible to the user and having the specified owner.
[Deprecated - see GetLeadSearchResults2]
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns paginated leads
[Permission: Employee, Credentials: Sales.Leads]<br/>
Saves a Lead. If LeadID = 0, a new Lead will be created. Returns a Saved copy of the Lead including the newly created LeadID.
[Permission: Employee]<br/>
Attempts to resolve a SupportCaseType by SupportCaseTypeID, then by Name. If it doesn't exist, a new one will be created.
[Permission: Employee]<br/>
Get the email signature of the current user in html format.
[Permission: Employee, Credentials: Documents.Files.SystemSettings]<br/>
Saves a folder template, and updates any Folders which use the template.
[Permission: Employee]<br/>
Saves a FolderTemplateLink and creates folders based on the FolderTemplate.
[Permission: Employee]<br/>
Returns Folder Templates in the system.
[Permission: Employee]<br/>
Returns a Folder Template
[Permission: Employee, Credentials: Documents.Files.ViewFull/Limited]<br/>
Returns information on documents assigned to a folder.
[Permission: Employee, Credentials: Documents.Files.ViewFull/Limited]<br/>
Returns information on documents assigned to a lead.
[Permission: Employee, Credentials: Documents.Files.ViewFull/Limited]<br/>
Returns information on documents.
[Permission: Any Authenticated]<br/>
Saves a Document. If DocumentID = 0, a new Document will be created. Returns a Saved copy of the
Document including the newly created DocumentID. When saving a document, Guid does not need to
be provided. DateModified will always be overwritten by service.
[Permission: Anonymous]<br/>
Creates a Document. Returns a Saved copy of the
Document including the newly created DocumentID. When saving a document, Guid does not need to
be provided. DateModified will always be overwritten by service. This is for the admin site only. Use SetDocument for normal usage.
[Permission: Employee, Credentials: Documents.Files.Create]<br/>
Ensures that the specified path exists, returns the existing folder or newly created one
[Permission: Employee, Credentials: Documents.Files.DeleteFull]<br/>
Deletes a folder, including all child folders. If documents are present and deleteContents = false, they will
be moved into a /Orphans folder. Otherwise they will be deleted.
[Permission: Employee, Credentials: Documents.Files]<br/>
Saves a Folder. If FolderID = 0, a new Folder will be created. Returns a Saved copy of the Folder
including the newly created FolderID.
[Permission: Employee]<br/>
Saves a Template. If <code>TemplateID = 0</code>, a new Template will be created. Returns a Saved copy
of the Template including the newly created TemplateID.<br/>
<br/>
A template can be of multiple types including <code>Form</code> (aka web form.) Templates are used in conjunction
with <code>Proposal</code> documents.
[Permission: Any Authenticated]<br/>
Returns all document Templates (basic fields only) of the specified type.
[Permission: Anonymous]<br/>
Returns a document Template
[Permission: Any Authenticated]<br/>
Gets Proposal document search results having Proposal.Type Form
[Permission: Anonymous]<br/>
Returns Fields contained within a document/form Template
[Permission: Anonymous]<br/>
Returns an avatar image in its native binary format.
[Permission: Any Authenticated]<br/>
Saves an avatar image.
[Permission: Anonymous]<br/>
Returns documents based on random GUID provided.
[Permission: Any Authenticated]<br/>
Updates document information without affecting the binary data, or commits a previously uploaded
'todisk' Guid. If DocumentID is 0, Guid is required. You may use this method to commit a Guid which was
previously uploaded to /UploadEx?Type=todisk&WorkerGuid={YOURGUID}, or simply modify document information
without supplying the original binary.
[Permission: Anonymous]<br/>
Returns documents based on query provided
[Permission: Employee]<br/>
Downloads a *.eml file for the specified MessageID. Message must be 'MessageType.Email'.
[Permission: Employee, Credentials: Finances.ExpenseExport]<br/>
Returns an expenses sheet based on query provided
[Permission: Employee, Credentials: Finances.TransactionExport]<br/>
Returns a transactions document in the Output specified for the provided search parameters.
[Permission: Employee, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Exports an Invoice documents in the format specified.
[Permission: Anonymous]<br/>
Performs a HTML to PDF conversion.
[Deprecated - see GetCalendarViewDataPaged]
[Permission: Any Authenticated]<br/>
Returns an array of brand names used by CatalogItems.
[Permission: Employee, Credentials: Permissions.Documents.Files.ViewFull/Limited]<br/>
Return Folders
[Permissions: Employee, Credentials: Contacts.Employees.ViewFull/Limited]<br/>
Returns an employee
[Permissions: Employee, Credentials: Contacts.Employees.ViewFull]<br/>
Returns the employees with the provided EntityIDs.
[Permissions: Employee, Credentials: Contacts.Employees]<br/>
Saves an Employee. If <code>EntityID = 0</code>, a new Employee will be created. Returns a Saved copy of the Employee including the newly created EntityID.
[Permission: Employee]<br/>
Returns all Employee UserGroup's in the Database.
[Permissions: Employee]<br/>
Returns all Employees in the database (basic details.)
[Permissions: Employee]<br/>
Returns only Active Employees in the database (basic details.)
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Saves a MailingList. If <code>MailingListID = 0</code>, a new MailingList will be created. Returns a Saved copy
of the MailingList including the newly created MailingListID.
[Permission: Any Authenticated]<br/>
Send an email against a Support Case.
[Permission: Any Authenticated]<br/>
Returns all MailingLists that an Entity is subscribed to
[Permission: Employee]<br/>
Returns all MailingLists in the system (basic fields only)
[Permission: Employee]<br/>
Creates Subscriptions to a MailingList for the specified Entity. Any MailingListIDs NOT specified will
result in subscription removals for the Entity. Returns True when added successfully.
[Permission: Any Authenticated]<br/>
Creates a Subscription to a MailingList for the specified Entity.
If a subscription already exists, no duplication will occur, however the method will return False.
Returns True when added successfully.
[Permission: Anonymous]<br/>
Creates a Subscription to a MailingList for the specified random Entity hash. If a subscription already exists,
no duplication will occur, however the method will return False. Returns True when added successfully.
[Permission: Employee]<br/>
Creates Subscriptions to multiple MailingLists for the specified Entity.
[Permission: Employee]<br/>
Removes the Subscriptions to multiple MailingLists for the specified Entity.
[Permission: Anonymous]<br/>
Removes a Subscription to a MailingList for the specified random Entity hash. If a subscription does not exist,
the method returns False, overwise True.
[Permission: Any Authenticated]<br/>
Removes a Subscription to a MailingList for the specified Entity. If a subscription does not exist,
the method returns False, overwise True.
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Generates HTML content for printing/mass mail merge on the provided Template/Campaign of type 'Letter'
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Generates HTML content for printing/mass mail merge on the provided Template/Campaign of type 'Letter'
[Permission: Any_Authenticated]<br/>
Returns a root Entity object for the specified EntityID (good for determining if an EntityID belongs to a Company or Person.)
[Permission: Any Authenticated]<br/>
Returns root Entities for the specified EntityIDs.
[Permission: Employee]<br/>
Returns the first Entity (basic details only) having the specified CustomField name/value
key pair. This is useful when you have a CustomField of type 'Hidden', used to sync to a 3rd party.
[Permission: Employee]<br/>
Returns the first Entry (basic details only) having the specified CustomField name/value
key pair. This is useful when you have a CustomField of type 'Hidden', used to sync to a 3rd party.
[Permission: Employee]<br/>
Returns the first Lead (basic details only) having the specified CustomField name/value
key pair. This is useful when you have a CustomField of type 'Hidden', used to sync
to a 3rd party.
[Permission: Employee]<br/>
Returns a root Entity object for the specified Name
[Permission: Employee]<br/>
Returns a root Entity object for the specified Name and flag
[Permission: Employee]<br/>
Returns a root Entity object for the specified Name
[Permission: Anonymous]<br/>
Returns the Basic Person details for the provided Email and Password.
[Permission: Employee, Credentials: Contacts.People/Companies.ModifyFull]<br/>
Set new passwords for multiple non-employee entities, require strong passwords.
[Permission: Anonymous]<br/>
E-mails a matching user a password reset link.
[Permission: Anonymous]<br/>
Returns the EntityID for the provided Email.
[Permission: Anonymous]<br/>
Returns the Basic Person details for the provided EntityHashID. Never returns private data such as addresses etc.
[Permission: Anonymous]<br/>
Returns the Basic Person details for the provided EntityHashID.
[Permission: Any Authenticated, Credentials: Contacts.Companies.ViewFull/Limited]<br/>
Returns the Company containing the provided EntityID. If fullDetails is False, Arrays/Collection
attributes such as Branches will not be populated (fullDetails=False is suitable for listings
where in-depth data is not required.) Non-employee users cannot access contact details other
than their own.<br/><em>Please Note: The auto-generated SOAP examples do not include inherited
properties such as EntityID, Email, etc. Use a proper WSDL framework to generate XML or see
GetEntity for XML node reference.</em>
[Permission: Employee, Credentials: Contacts.Companies.ViewFull/Limited]<br/>
Returns the Companies containing the provided EntityIDs. If fullDetails is False, Arrays/Collection
attributes such as Branches will not be populated (fullDetails=False is suitable for listings
where in-depth data is not required.) Non-employee users cannot access contact details other
than their own.<br/><em>Please Note: The auto-generated SOAP examples do not include inherited
properties such as EntityID, Email, etc. Use a proper WSDL framework to generate XML or see
GetEntity for XML node reference. No more than 50 per batch.</em>
[Permission: Employee, Credentials: Contacts.Workgroups.ViewFull/Limited]<br/>
Returns the Workgroup containing the provided EntityID. If fullDetails is False, Arrays/Collection attributes
such as Members will not be populated (fullDetails=False is suitable for listings where in-depth data is not required.)
[Permission: Employee]<br/>
Returns a custom field.
[Permission: Employee]<br/>
Saves a custom field. Specifying IsSysField as true and a <code>SysFieldType</code> denotes that the
field is a Template for use on the appropriate editor.
[Deprecated - see GetCustomFields2]
[Permission: Anonymous]<br/>
Returns an array of all Custom Fields that can be applied to the specified object type.
[Permission: Any Authenticated, Credentials: Contacts.Companies]<br/>
Saves a Company. If <code>EntityID = 0</code>, a new Company will be created. Returns a Saved copy of the Company
including the newly created EntityID. Non-employee users can only save their own profile and previous/existing
settings are overridden upon save. New contact creation is also not permitted by non-employee users.<br/>
<em>Please Note: The auto-generated SOAP examples do not include inherited properties such as EntityID,
Email, etc. Use a proper WSDL framework to generate XML or see GetEntity for XML node reference.</em>
[Permission: Any_Authentificated]<br/>
Calculates a strength indication for the specified text.
[Permission: Employee]<br/>
Adds the specified flags to the provided EntityID. Returns true if the operation
succeeded, false if the EntityID doesn't exist.
[Permission: Any Authenticated]<br/>
Adds the specified flags to the provided EntryID. Returns true if the operation
succeeded, false if the EntryID doesn't exist.
[Permission: Anonymous]<br/>
Adds the specified flags to the provided secure EntityID hash. Returns true if the operation succeeded,
false if the EntityID doesn't exist or invalid flags were used.
[Permission: Anonymous]<br/>
Adds the specified flags to the provided EntityID. Returns true if the operation succeeded,
false if the EntityID doesn't exist or invalid flags were used.
[Permission: Employee]<br/>
Adds the specified flags to the provided EntityID. Returns true if the operation succeeded,
false if the EntityID doesn't exist.
[Permission: Any Authenticated]<br/>
Adds the specified flags to the provided EntryID.
Returns true if the operation succeeded, false if the EntryID doesn't exist.
[Permission: Employee]<br/>
Share a contact with other users. Set RemoveParentLinks=true to remove the share.
[Permission: Any Authenticated, Credentials: Contacts.People]<br/>
Saves a Person. If EntityID = 0, a new Person will be created. Returns a Saved copy of the Person
including the newly created EntityID. Non-employee users can only save their own profile and previous/existing
settings are overridden upon save. New contact creation is also not permitted by non-employee users.<br/>
<em>Please Note: The auto-generated SOAP examples do not include inherited properties such as EntityID,
Email, etc. Use a proper WSDL framework to generate XML or see GetEntity for XML node reference.</em>
[Permission: Employee, Credentials: Contacts.Workgroups]<br/>
Saves a Workgroup. If Workgroup = 0, a new Workgroup will be created. Returns a Saved copy
of the Workgroup including the newly created EntityID.
[Permission: Employee]<br/>
Returns the EntityID of an Entity if the there is a different contact in the Database which contains the same e-mail
address as the one provided, otherwise returns 0. (This uses Entity.EntityID and Entity.Email and Entity.AlternativeEmails to
locate a duplicate Entity.)
[Permission: Anonymous]<br/>
Returns true if a Person having the specified email address.
[Permission: Employee, Credentials: System.Administrator]<br/>
Performs an XLSX export of all Entity, Person, Employee, Address, Invoice, Entry, Lead and related
SQL tables. This method is provided <b>as-is</b> and unsupported. It is exists for the general convenience of
<b>small</b> customer data sets where a full SQL Server backup download is not as practical.
<br/> Due to the Excel limit if there's more than 32767 characters in a cell we have to truncate the content.
[Permission: Anonymous]<br/>
Returns a paged list of industry types.
[Permission: Employee]<br/>
Attempts to return an Entity by EntityID, or name. Failing that, it will create a new Person entity.
[Permission: Employee]<br/>
Attempts to return the Entities by emails.
[Permission: Employee]<br/>
Returns a record count for a set of contacts based on keywords and flags.
[Permission: Employee, Credentials: Contacts.Employees/People/Companies/Workgroups ]<br/>
Applies a Tag or EntityFlag to an Entity
[Permission: Employee, Credentials: Contacts.Employees/People/Companies/Workgroups ]<br/>
Applies Tags or EntityFlags to an Entity
[Permission: Employee]
<br/>Applies a Tag or EntryFlag to an Entry
[Permission: Employee, Credentials: Contacts.Employees/People/Companies/Workgroups ]<br/>
Removes a Tag or EntityFlag from an Entity
[Permission: Employee, Credentials: Contacts.Employees/People/Companies/Workgroups ]<br/>
Removes Tags or EntityFlags from an Entity
[Permission: Employee]<br/>
Removes a Tag or EntryFlag from an Entry
[Permission: Employee]<br/>
Removes a Tag or InvoiceFlag from an Invoice
[Permission: Employee]<br/>
Removes a Tag or LeadFlag from a Lead
[Permission: Employee]<br/>
Returns an array of configured entity tag names
[Deprecated: see GetEntityTags]
[Permission: Employee]<br/>
Returns an array of configured tag names for the specified FieldSysType.
[Permission: Employee]<br/>
Get all tags or available tags for specified type, available types are FieldSysType.Entity, FieldSysType.ToDo,
FieldSysType.Project, FieldSysType.Support_Case, FieldSysType.Journal, FieldSysType.Lead, FieldSysType.Event,
FieldSysType.Product. If type is null, will get all tags for all types, otherwise if type is not null, will get all available tags(not Hide or Disabled) for specified type.
[Deprecated - see GetEntitySearchResults2]
[Permission: Contacts, Credentials: Contacts.Directory]<br/>
Returns a paged set of simple contacts. Only returns Name, Email, Flags & RelatedCompanies.
[Permission: Contacts, Credentials: Contacts.Directory]<br/>
Returns a set of simple contacts with special logic, include all employees and workgroups, also contain recent activity contacts. Only returns Name, Email, Flags & RelatedCompanies.
[Permission: Contacts, Credentials: Contacts.Directory]<br/>
Returns a list of simple contacts which were modified/deleted/created since last updated. Only returns Name, Email, Flags & RelatedCompanies.
[Deprecated - see GetEntitySearchResults2]
[Deprecated - see GetEntitySearchResults2]
[Deprecated - see GetEntitySearchResults2]
[Deprecated - see GetEntitySearchResults2]
[Deprecated - see GetEntitySearchResults2]
[Merge two contacts and will delete the source contact.]
[Permission: Any Authenticated, Credentials: Contacts.People.ViewFull/Limited]<br/>
Returns the Person containing the provided EntityID. If fullDetails is False, Arrays/Collection
and non-essential attributes such as Addresses will not be populated (fullDetails=False is suitable
for listings where in-depth data is not required.) Non-employee users cannot access contact details
other than their own.<br/>
<em>Please Note: The auto-generated SOAP examples do not include inherited properties such as EntityID,
Email, etc. Use a proper WSDL framework to generate XML or see GetEntity for XML node reference.</em>
[Permission: Employee, Credentials: Contacts.People.ViewFull/Limited]<br/>
Returns the Persons containing the provided EntityIDs. If fullDetails is False, Arrays/Collection
and non-essential attributes such as Addresses will not be populated (fullDetails=False is suitable
for listings where in-depth data is not required.) Non-employee users cannot access contact details
other than their own.<br/>
<em>Please Note: The auto-generated SOAP examples do not include inherited properties such as EntityID,
Email, etc. Use a proper WSDL framework to generate XML or see GetEntity for XML node reference.
No more than 50 per batch.</em>
[Permission: Anonymous]<br/>
Sets Custom field values for the specified EntityHashID. If Field.Name's match
existing values, old values are overwritten, otherwise new Fields are added to the
Entity.
[Permission: Employee]<br/>
Sets Custom field values for the specified EntryID. If Field.Name's match existing
values, old values are overwritten, otherwise new Fields are added to the Entry.
[Permission: Any Authenticated]<br/>
Returns search results of any Entry type, Invoice, Notation, Message or Document. For non-employee users,
CalendarViewTypes are limited to Support_Case, Project, Document and Notation.
[Deprecated - see GetCatalogItemSearchResults2]
[Permission: Employee]<br/>
Returns a paginated result of CatalogItems.
[Permission: Employee, Sales.Catalog.ManageCategories]<br/>
Saves a CatalogItemCategory or creates new if CatalogItemCategoryID is 0.
[Permission: Employee]<br/>
Returns the CatalogItemCategories.
[Permission: Any Authenticated]<br/>
Gets the specified CatalogItemCategory.
[Permission: Any Authenticated]<br/>
Gets the specified CatalogItemCategory by its name.
Get a Product or Subscription By Id
[Permission: Employee, Credentials: Sales.Catalog.ModifyFull/Limited]<br/>
Saves a CatalogItemPhoto. If <code>CatalogItemPhotoID = 0</code>, a new CatalogItemPhoto will be created. Returns a
saved copy of the CatalogItemPhoto with the CatalogItemPhotoID only (does not return full image data.)
[Permission: Employee, Credentials: Sales.Catalog]<br/>
Saves a CatalogItem with photo. If CatalogItemID = 0, a new CatalogItem will be created. Returns a Saved copy of the CatalogItem
including the newly created CatalogItemID.
[Permission: Employee, Credentials: Sales.Catalog]<br/>
Saves a CatalogItem. If CatalogItemID = 0, a new CatalogItem will be created. Returns a Saved copy of the CatalogItem
including the newly created CatalogItemID.
[Permission: Any Authenticated]<br/>
Searches entire system based on keywords using an optimized Lucene index search engine.
[Deprecated - see Search]
[Deprecated - see IntToEntryFlagsWebSafe]
[Permission: Anonymous]<br/>
Used for SOAP/XML subscribers only. Converts the specified numeric bitwise flag value into named EntityFlags. JSON/javascript users
may use the following definitions:<br/>
<code>
EntityFlags =
{
Sales_Lead: 1 << 1,
Customer: 1 << 2,
Supplier: 1 << 3,
Subscriber: 1 << 4,
Company: 1 << 5,
Person: 1 << 6,
Employee: 1 << 7,
Do_Not_Email: 1 << 8,
Inactive: 1 << 9,
Enable_Entry_Alerts: 1 << 10,
Disable_Login: 1 << 11,
Email_Bounced: 1 << 12,
Xero_Contact : 1 << 13,
Workgroup : 1 << 14,
Disable_Owner_Alerts : 1 << 15,
QuickBooks_Contact:1<<16,
}
</code>
[Permission: Any Authenticated]<br/>
Attempts to validate your VeetroSession key.
[Permission: Any Authenticated]<br/>
Get the Business Prefix used for email subject.
[Permission: Any Authenticated]<br/>
Get the Lead Prefix used for email subject.
[Permission: Employee]<br/>
A utility method intended for support staff.
[Permission: Employee]<br/>
A utility method intended for support staff.
[Permission: Employee]<br/>
A utility method intended for support staff.
[Permission: Employee]<br/>
Intended for support staff use only.
[Permission: Anonymous]<br/>
Attempts to validate a VeetroSession key and push a renewed cookie onto the caller.
[Permission: Anonymous]
[Permission: Anonymous]<br/>
Attempts to authenticate a user, and begins a webservice session. (Note: This method will return a SessionKey,
you must pass back a 'VeetroSession: <SessionKey>' header for all future webservice requests. SessionKey's are
valid for 24 hours from the time of last webservice/website hit.)
[Permission: Employee]<br/>Used by employees to create user sessions for
impersonating customers.
[Permission: Anonymous]<br/>
Returns a bollean value indicating if it's allowed to change password in customer portal.
[Permission: Employee]<br/>
Returns a setting for current company/organization.
[Permission: Any Authenticated]<br/>
Returns a setting for currently signed in user.
[Permission: Anonymous]<br/>
Gets a translated language dictionary key for the current user's Language setting.
[Permission: Anonymous]<br/>
Gets translated language dictionary keys for the current user's Language setting.
[Permission: Any Authenticated]<br/>
Returns a setting for currently signed in user.
[Permission: Contacts.Employees.ModifyFull]
<br/>Creates or updates a UserGroup
[Permission: Anonymous]<br/>
Returns a list of recognised countries
[Permission: Employee, Credentials: System.Administrator]<br/>
Purges all custom field data having the specified field name.
[Permission: Employee]<br/>
Get sync record by id. Used for WORKetc outlook plugin only.
[Permission: Employee]<br/>
Get the last modified utc date of contact. Used for WORKetc outlook plugin only.
[Permission: Employee]<br/>
Search sync record by entityId. Used for WORKetc outlook plugin only.
[Permission: Employee]<br/>
Search sync record by remote Id. Used for WORKetc outlook plugin only.
[Permission: Employee]<br/>
Save sync record. Used for WORKetc outlook plugin only.
[Permission: Employee]<br/>
Returns a specific Shipping option.
[Permission: Employee]<br/>
Returns an array of configured Shipping Options.
[Permission: Anonymous]<br/>
Used for SOAP/XML subscribers only. Converts the specified numeric bitwise flag value into named EntryFlags. JSON/javascript users
may use the following definitions:<br/>
<code>
EntryFlags =
{
None: 0,
Billable: 1 << 0,
Invoiced: 1 << 1,
Journal: 1 << 2,
Canceled: 1 << 3,
Project: 1 << 4,
Calendar_Item: 1 << 5,
Event: 1 << 6,
ToDo: 1 << 7,
Support_Case: 1 << 8,
Product: 1 << 9,
Subscription: 1 << 10,
Notifications_Sent: 1 << 11,
Disbursement: 1 << 12,
Client_Access: 1 << 13,
QuoteOnly: 1 << 14,
Track_Supplier_Payments: 1 << 15,
All_Employees: 1 << 16,
Project_Milestone: 1 << 17,
Never_Invoice: 1 << 18,
Inactive: 1 << 19,
IsTemplate: 1 << 20,
Pending: 1 << 21,
IsGrouped: 1 << 22
}
</code>
[Permission: Employee]<br/>
Returns an array of all uninvoiced Entries for the provided EntityID. By default up-coming subscription
entries will not be returned until they come due within 48hrs. Specify <code>allSubscriptions = true</code>
to have all active future subscriptions returned as well.
[Permission: Employee]<br/>
Returns a paged set of billable entries(Event, Timesheet or Todo)
[Permission: Employee, Credentials: Finances]<br/>
Returns a full bank Account object.
[Permission: Employee, Credentials: Finances]<br/>
Saves an Account. An Account is analogous to a 'bank account' at a financial institution used for
tracking transactions in/out of a business.
[Permission: Employee, Credentials: Finances, SalesPipeline]<br/>
Returns an array of all configured bank Accounts.
[Permission: Employee, Credentials: Sales.Quotes.ViewFull/Limited]<br/>
Returns an array of all Quotes (basic details.)
[Permission: Employee, Credentials: Sales.Quotes.ViewFull/Limited]<br/>
Returns an array of all Quotes for the specified LeadID.
[Permission: Employee, Credentials: Finances.Invoices.ViewFull/Limited]<br/>
Returns an array of all Invoices having an outstanding balance.
[Permission: Any Authenticated, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Returns full details on an Invoice or Quote
[Permission: Any Authenticated, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Returns the first Invoice or Quote (basic details only) having the specified CustomField name/value key pair. This is useful when you
have a CustomField of type 'Hidden', used to sync to a 3rd party.
[Permission: Employee, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Returns full details on the given Invoices or Quotes, no more than 50 per batch.
[Permission: Employee, Credentials: Finances.Transactions.ViewFull/Limited]<br/>
Returns a Transaction's full details.
[Permission: Employee]<br/>
Returns a list of previously used Transaction Category names. This is a utility method for auto-complete purposes.
[Permission: Employee, Credentials: Finances.Invoices.DeleteFull/Limited, Sales.Quotes.DeleteFull/Limited]<br/>
Removes an invoice and rolls back Entry objects that were marked as Invoiced during its original creation.
[Permission: Employee, Credentials: Finances.SystemSettings]<br/>
Regenerates every Invoice and Quote in the system to use the latest 'Invoice Code' format and 'Start Number' system settings.
[Permission: Employee, Credentials: Finances.Invoices.Create]<br/>
Appends a Entry object to an existing invoice for billing.
[Permission: Employee, Credentials: Finances.Invoices, Sales.Quotes]<br/>
Saves an Invoice or Quote. If InvoiceID = 0, a new Invoice will be created. Returns a Saved copy of the Invoice including the newly created InvoiceID.
(Note: InvoiceCode should be NULL. The system will generate an Invoice Code for you based on your configuration. Also you cannot change an InvoiceCode
on existing Invoices.)<br/><br/>
All Entity / Address field data is <b>ignored by this web method.</b> Please specify only existing EntityID and AddressID values for your Relation,
BillTo, ShipTo, etc. See <b>SetPerson</b> or <b>SetCompany</b> to create new customer contacts, or <b>GetEntityByEmail</b> to find an existing contact.
If GetEntityByEmail is successful, you then use <b>GetPerson</b> (or <b>GetCompany</b> if Entity.Flags contains Company), to obtain AddressID's suitable
for use in the BillTo/ShipTo Address objects.
[Permission: Employee, Credentials: Finances.Invoices, Sales.Quotes]<br/>
Saves an Invoice or Quote. If InvoiceID = 0, a new Invoice will be created. Returns a Saved copy of the Invoice including the newly created InvoiceID.
(Note: InvoiceCode should be NULL. The system will generate an Invoice Code for you based on your configuration. Also you cannot change an InvoiceCode
on existing Invoices.)<br/><br/>
All Entity / Address field data is <b>ignored by this web method.</b> Please specify only existing EntityID and AddressID values for your Relation,
BillTo, ShipTo, etc. See <b>SetPerson</b> or <b>SetCompany</b> to create new customer contacts, or <b>GetEntityByEmail</b> to find an existing contact.
If GetEntityByEmail is successful, you then use <b>GetPerson</b> (or <b>GetCompany</b> if Entity.Flags contains Company), to obtain AddressID's suitable
for use in the BillTo/ShipTo Address objects.<br/><br/>
Use Items[i].OriginalEntry to pass in the timesheets/projects which need to be created. Set Item[i].OriginalEntry.EntryID=0 and
Item[i].OriginalEntry.Flags="Project"/"Journal"/"ToDo" to create them. If they already exist please pass in the full object returned from
<b>GetInvoice</b> or <b>GetProject</b>/<b>GetEvent</b>. Use Items[i].OriginalEntry.DateEnd_Temp for Timesheet.DateEnd, Items[i].OriginalEntry.Activity_Temp
for Timesheet.Activity and Items[i].Date for Timesheet.DateStart or Project.DateStart.
[Permission: Employee, Credentials: Finances.Invoices, Sales.Quotes]<br/>
Saves a batch of Invoices or Quotes. If InvoiceID = 0, a new Invoice will be created. Returns an array of the Saved copy of the Invoice including the newly created InvoiceID.
(Note: InvoiceCode should be NULL. The system will generate an Invoice Code for you based on your configuration. Also you cannot change an InvoiceCode
on existing Invoices.)<br/><br/>
All Entity / Address field data is <b>ignored by this web method.</b> Please specify only existing EntityID and AddressID values for your Relation,
BillTo, ShipTo, etc. See <b>SetPerson</b> or <b>SetCompany</b> to create new customer contacts, or <b>GetEntityByEmail</b> to find an existing contact.
If GetEntityByEmail is successful, you then use <b>GetPerson</b> (or <b>GetCompany</b> if Entity.Flags contains Company), to obtain AddressID's suitable
for use in the BillTo/ShipTo Address objects.<br/><br/>
Use Items[i].OriginalEntry to pass in the timesheets/projects which need to be created. Set Item[i].OriginalEntry.EntryID=0 and
Item[i].OriginalEntry.Flags="Project"/"Journal"/"ToDo" to create them. If they already exist please pass in the full object returned from
<b>GetInvoice</b> or <b>GetProject</b>/<b>GetEvent</b>. Use Items[i].OriginalEntry.DateEnd_Temp for Timesheet.DateEnd, Items[i].OriginalEntry.Activity_Temp
for Timesheet.Activity and Items[i].Date for Timesheet.DateStart or Project.DateStart.
[Permission: Employee]<br/>
E-mails the specified Invoice as a PDF document to the recipient.
[Permission: Any Authenticated, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited, Finances.Transactions]<br/>
Returns an array of InvoiceItems where the InvoiceItem.EntityID_Commission matches the specified Entity. This method is used for
displaying Commission earnings by sales agents.
[Deprecated: see GetInvoicesByRelation2]
[Permission: Any Authenticated, Credentials: Finances.Invoices.ViewFull/Limited]<br/>
Returns a list of invoices for the specified relation
[Permission: Any Authenticated, Credentials: Sales.Quotes.ViewFull/Limited]<br/>
Returns a list of quotes for the specified relation
[Permission: Any Authenticated, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Returns invoice search results
[Permission: Any Authenticated, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Returns invoice search results
[Deprecated - see GetInvoiceSearchResults]
[Permission: Any Authenticated]<br/>
Provides a list of CalendarViewData dates, Types, IDs and (optionally) names. This method may be useful for reducing bandwidth for client applications who need a smaller summary of results. For results which normally contain multiple RRulePeriod dates, these are flattened so that duplicate rows are returned, one for each RRule occurrence.
[Deprecated - see GetEntrySearchResults3]
[Permission: Any Authenticated]<br/>
Returns paginated entry results across all types with simple data, EntryID is the only available sort column, but if keyword has value, it will sort by keyword rank first, then sort by EntryID.
[Permission: Any Authenticated] Returns paginated entry results across all types and ordered by the order you viewed.
[Permission: Any Authenticated]<br/>
Returns paginated entry results across all types.
[Permission: Any Authenticated]<br/>
Returns paginated entry results with full data across all types, For faster results with less data, use GetEntrySearchResults3.
[Permission: Any Authenticated, Credentials: Calendar.Events or Work.Timesheets or Work.ToDos]<br/>
Saves a Calendar Event. If EntryID = 0, a new Entry will be created. Returns a Saved copy of the Event including
the newly created EntryID. The Credential requirements depend on the <code>Event.EventType</code> specified.
<code>Journal = Timesheet, ToDo = ToDo, Event = Event</code>.
[Permission: Any Authenticated]<br/>
Returns all Reminders for a given Entry/Entity combo.
[Permission: Any Authenticated]<br/>
Saves a reminder.
[Permission: Any Authenticated, Calendar.Events or Work.Timesheets or Work.ToDos]<br/>
Returns full details on an Event
[Permission: Employee, Calendar.Events or Work.Timesheets or Work.ToDos]<br/>
Returns full details on the given Events, no more than 50 per batch.
[Permission: Employee]<br/>
Returns full details on an event
[Permission: Any Authenticated]<br/>
Returns a single notation
[Permission: Employee]<br/>
Returns a single message.
[Permission: Any Authenticated]<br/>
Deletes a message. Only a Message.Owner or a System.Administrator may delete messages.
[Deprecated - see GetCalendarViewDataPaged]
[Permission: Employee]<br/>
Saves a Notation. If <code>NotationID = 0</code>, a new Notation will be created. Returns
a Saved copy of the Notation including the newly created NotationID.
[Permission: Employee]<br/>
Returns an iCal Calendar object containing events of the specified CalendarID
[Deprecated - see GetCalendarViewDataPaged]
[Permission: Employee]<br/>
Saves a Calendar object. If CalendarID = 0, a new Calendar will be created. Returns a Saved copy of the Calendar
including the newly created CalendarID.
[Deprecated - see GetCalendarViewDataPaged]
[Permission: Employee, Credentials: Contacts.DirectorySync]<br/>
Returns a number of sync conflicts the employee has.
[Permission: Employee, Credentials: Contacts.DirectorySync]<br/>
Adds each person to the database by trying to sync with existing by DateModified fields.<br/>
Returns an array of conflicts.<br/>
Maximum number of contacts that can be passed is 50.
[Permission: Any Authenticated]<br/>
Returns a list of recently viewed items with a specified max number of each VeetroBaseType
[Permission: Any Authenticated]<br/>
Returns a paginated list of recently viewed items with an optional specified max number of
each VeetroBaseType, VeetroBaseType type filter and/or ViewHistoryFlags.
[Permission: Any Authenticated]<br/>
Updates an item's bookmarked status
[Permission: Any Authenticated]<br/>
Returns a list of bookmarked items with a specified max number of each VeetroBaseType
[Deprecated - see MarkRead2]
[Permission: Any Authenticated]<br/>
Updates the ViewHistory DateUtc for one or more object IDs for the authenticated user.
[Permission: Any Authenticated]<br/>
Gets a groupped collection of new/unread items for the current user.
[Permission: Employee]<br/>
Exports the product catalog in CSV format.
[Permission: Employee, Credentials: Contacts.DirectoryExport]<br/>
Exports the address book in CSV format.
[Permission: Employee, Credentials: Contacts.DirectoryExport]<br/>
Exports the address book in XLSX format.
[Permission: Employee, Credentials: System.Administrator]<br/>
Utility method to moves all Street address numbers into a Billing address if present.
[Permission: Anonymous]<br/>
Utility method to attempt to parse an arbitrary string of text into an Address object. Things such as
postal codes, country names, numbers and line breaks are used by the system to attempt a 'best guess'
at placing data into the correct Street, Suburb, etc fields.
[Permission: Any Authenticated].
[Permission: Any Authenticated]<br/>
Saves a MIME email message and returns the basic details of the parsed Message object. If the MIME's Rfc822
MessageID is already in the database, the existing Message details will be returned and no import will take
place. Specify EntryID or LeadID to override the default message attachment behaviour.
[Permission: Employee]<br/>
Moves an existing MessageID into the specified EntryID or LeadID. Specify null (not zero) if you
do not wish to modify either the EntryID or LeadID. Specifying zero detaches the message.
[Permission: Employee, Credentials: Reporting.CustomViews]<br/>
Exports the specified CustomeView in CSV format.
[Permission: Employee, Credentials: Reporting.CustomViews]<br/>
Exports the specified CustomeView in XLSX format.
[Permission: Employee, Credentials: Documents.Blogs]<br/>
Saves or Creates a Blog website
[Permission: Employee, Credentials: Documents.Blogs.ViewFull/Limited]<br/>
Returns blog websites which the specified Entity has permission to modify
[Permission: Employee, Credentials: Documents.Blogs.ViewFull/Limited]<br/>
Returns all blog websites
[Permission: Employee, Credentials: Documents.Blogs.ViewFull/Limited]<br/>
Returns all BlogPost basic details for the specified BlogID
[Permission: Employee, Credentials: Documents.Blogs.ViewFull/Limited]<br/>
Returns all BlogPostComments for the specified BlogPostID
[Permission: Employee, Credentials: Documents.Blogs.ViewFull/Limited]<br/>
Returns a blog website
[Permission: Employee]<br/>
Returns the last 50 blog posts across all Blog websites.
[Permission: Employee, Credentials: Documents.Blogs]<br/>
Saves or Creates a Blog Post
[Permission: Anonymous]<br/>
Returns all Currencies supported by the system.
[Permission: Any Authenticated]<br/>
Returns the current Currency symbol used across the account.
[Permission: Employee, Credentials: Finances.Expenses.ViewFull]<br/>
Returns all unpaid expense Entry items.
[Permission: Employee, Credentials: Finances.InvoiceExport]<br/>
Exports all invoices in QuickBooks *.IIF format.
[Permission: Employee, Credentials: Finances.InvoiceExport]<br/>
Exports invoices in QuickBooks *.IIF format within a specific period.
[Permission: Employee, Credentials: Finances.Transactions]<br/>
Saves a transaction and updates any applicable invoice balances.
[Permission: Employee, Credentials: Finances.Transactions.DeleteFull/Limited]<br/>
Saves a transaction and updates any applicable invoice balances.
[Permission: Employee, Credentials: Finances.UnbilledCharges]<br/>
Returns an array of all Entities who have uninvoiced/billable Entries. BillableEntity inherits
from Entity and includes an additional BillableItems array and TotalAmountBillable property.
[Permission: Employee]<br/>
Gets an array of base Entry classes for the specified EntryIDs.
[Permission: Any_Authenticated]<br/>
Gets an Entry classe for the specified EntryID.
[Permission: Employee, Credentials: Sales.Catalog.CreateProductSales]<br/>
Creates a billable Entry from a CatalogItem having the specified Qty.
[Permission: Employee, Credentials: Sales.Catalog.CreateProductSales]<br/>
Creates a batch billable Entries from CatalogItems having the specified Qty.
[Permission: Employee, Credentials: Finances.Invoices.Create]<br/>
Returns a committed invoice based on a collection of QuoteItems.
[Permission: Employee, Credentials: Finances.Transactions.ViewFull/Limited]<br/>
Returns all transactions in an Account
[Permission: Any Authenticated, Credentials: Finances.Transactions.ViewFull/Limited]<br/>
Returns all transactions for an Invoice
[Permission: Any Authenticated, Credentials: Finances.Transactions.ViewFull/Limited]<br/>
Returns all transactions for a supplier's Entry
[Permission: Employee, Credentials: Transactions.ViewFull]<br/>
Returns the calculated balance of a bank Account
[Permission: Employee, Credentials: Sales.Quotes.Create]<br/>
Returns an un-committed invoice based on a collection of QuoteItems. If EntityHashID is provided, the quote
will also append cumulative date ranges on existing subscription items.
[Permission: Employee, Credentials: Finances.SystemSettings]<br/>
Saves or creates a Tax option.
[Permission: Employee]<br/>
Returns an array of configured Tax Options.
[Permission: Employee, Credentials: Finances.SystemSettings]<br/>
Creates or updates a Shipping option.
[Permission: Anonymous]<br/>
Gets customer portal configuration settings.
[Permission: Any_Authenticated]<br/>
Retrieves all the users of the company that the current user belongs to.
[Permission: Any Authenticated,<br/>
Returns customer security information like permissions
[Permission: Any Authenticated,<br/>
Returns draft timesheets
[Permission: Any Authenticated,<br/>
Add/Remove draft timesheets
[Permission: NULL]<br/>
Returns a paged set of contacts shared with certain person, return contacts only contain EntityID, Name, Flags.
[Permission: Employee]<br/>Returns Discussion Notations
[Permission: Employee]<br/>Returns Notes
[Permission: Employee]<br/>Returns a Discussion thread including child posts
[Permission: Employee]<br/>Applies flags to Discussion post recipients
[Permission: Employee]<br/>Removes flags to Discussion post recipients
[Permission: Employee]<br/>Applies flags to a discussion post
[Permission: Employee]<br/>Removes flags to a discussion post
[Permission: Employee]<br/>Declines a discussion request
[Permission: Employee]<br/>Applies a like to a discussion post
[Permission: Employee]<br/>Move a discussion post
[Permission: Employee]<br/>Finds root discussion Notation for the specified child NotationID
[Permission: Employee]<br/>Redirect a discussion request
[Permission: Employee]<br/>Redirect a discussion request
[Permission: Employee]<br/>Bookmark a discussion post
[Permission: Any Authenticated, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns a paged set of full project details according to filters of smart list
[Permission: Employee]<br/>
Returns an array of unhandled live support conversations.
[Permission: Employee]<br/>
Returns full details on the Product entries. No more than 50 per batch.
[Permission: Employee]<br/>
Returns full details on a Subscription entry
[Permission: Any Authenticated, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns full details on a Project. If authenticated user is not Employee, only matching Relation's
projects are returned which have the Client_Access flag.
[Permission: Employee, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns full details on the given Projects, no more than 50 per batch.
[Permission: Any Authenticated, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns projects based on keywords. If authenticated user is not Employee, only matching Relation's projects are
returned which have the Client_Access flag.
[Permission: Employee, Credentials: Work.Projects.ViewFull/Limited]<br/>
Finds the root project given sub-phase/project EntryID
[Permission: Employee, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns basic project details for all projects where provided EntityID is a Member. Pass <code>EntityID=0</code> for all current projects.
[Permission: Employee, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns basic project details for all projects where provided EntityID is a Member
[Permission: Employee, Credentials: Work.Projects]<br/>
Attempts to locate a project under a specific client based on either EntryID or project Name
[Permission: Any Authenticated, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns basic project details for all projects where provided EntityID is the Relation
[Permission: Employee]<br/>
Gets the first entry having the specified name and flags.
[Permission: Employee]<br/>
Attempts to resolve an Activity by ActivityID, then by Name. If it doesn't exist, a new one will be created.
[Permission: Employee]<br/>
Returns all Activity names in the system
[Permission: Any Authenticated]<br/>
Returns only Active activities in the system.
[Permission: Any Authenticated]<br/>
Returns available Activities for certain customer
This method is not intended to be called by user applications.
This method is not intended to be called by user applications.
This method is not intended to be called by user applications.
[Permission: Any Authenticated]<br/>
Returns all SupportCases in the system with matching keywords. Searches Name and Relation
[Permission: Employee]<br/>
Assigns support cases to the specified owner and sends an e-mail notification if OrganizationSupportSendNotifications is enabled.
[Permission: Employee, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
(Deprecated - see GetSupportCasesSearchResults) Returns an array of SupportCases for the specified Employee EntityID, max value of top is 50.
[Permission: Any Authenticated, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
(Deprecated - see GetSupportCasesSearchResults) Returns an array of SupportCases for the specified Contact/Relation EntityID, max value of top is 50.
[Permission: Employee, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
Returns an array of SupportCases for the specified Company EntityID, max value of top is 50.
[Permission: Employee]<br/>
Returns an array of SupportCases without an Owner (TOP 50 only.)
[Permission: Any Authenticated]<br/>
Returns an array of SupportCase messages.
[Permission: Employee]<br/>
Returns an array of SupportCase Notations.
[Permission: Any Authenticated]<br/>
Returns a set of allowed system settings.
[Permission: Any Authenticated, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
Returns a SupportCase entry
[Permission: Employee, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
Returns the given SupportCases, no more than 50 per batch.
[Permission: Any Authenticated]<br/>
Returns an array of all available SupportCase Types
[Permission: Any Authenticated]<br/>
Gets custom entry priorities or status options.<br/>
<em>Please Note: Please use "Value" property to store and search.</em>
[Permission: Any Authenticated]<br/>
Gets configured project stage groups (also known as Project Types.)
[Permission: Any Authenticated]<br/>
Returns all Sales Processes in the system.<br/>
<em>Please Note: We don't store stage in database, lead stage is calculated according to ProbabilityPercent and SalesProcess the lead in.</em>
[Permission: Anonymous]<br/>
Creates a Conversation. EntityHashID is the Person initializing the conversation. If the EntityHashID is an Employee Entity, the Conversation.Owner will be set to that Employee; otherwise, it'll be set as the Conversation.Relation
[Permission: Anonymous]<br/>
Returns the number of currently active staff who are available to handle support.
[Permission: Anonymous]<br/>
Sets the Subject for a conversation.
[Permission: Anonymous]<br/>
Sets Flags for a conversation.
[Permission: Anonymous]<br/>
Removes Flags for a conversation.
[Permission: Employee]<br/>
Returns an array of all conversations in the last 24 hours
[Permission: Employee]<br/>
Returns an array of all conversations in the last 24 hours
[Permission: Employee]<br/>
Returns the number of unhandled live support conversations.
[Permission: Employee]<br/>
Returns an array of all conversations in the last 24 hours
[Permission: Anonymous]<br/>
Returns an array of all Person members in a conversation.
[Permission: Anonymous]<br/>
Adds a person to a conversation. Results in empty message being sent to all existing members.
[Permission: Anonymous]<br/>
Posts a message to the conversation.
[Permission: Anonymous]<br/>
Returns all Messages for a conversation that have not yet been read.
[Permission: Anonymous]<br/>
Returns all Messages for a conversation that have not yet been read.
[Permission: Anonymous]<br/>
Set's a user's status to 'typing'
[Permission: Anonymous]<br/>
Removes a user's 'typing' status
[Permission: Anonymous]<br/>
Marks a message as read.
[Permission: Employee, Credentials: Finances.Expenses.ViewFull/Limited]<br/>
Returns full details on a disbursement Entry
[Permission: Employee, Credentials: Finances.Expenses.ViewFull/Limited]<br/>
Returns full details on the disbursement Entries. No more than 50 per batch.
[Permission: Employee]<br/>
Returns full details on the Subscription entries. No more than 50 per batch.
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Enqueues recipients of a Template of type Email and initiates polling.
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Returns progress information a given TemplateID
[Permission: Employee]<br/>
Returns all mailing lists in the system (basic details only)
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Returns Mailing List information a given ID
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Suspends mailing of a template.
[Permission: Anonymous]<br/>
Initiates mail-queue polling/sending. This method is not intended to be called by user applications directly.
[Permission: Employee]<br/>
Returns a list of Subscriptions for the specified mailing list.
[Permission: Employee]<br/>
A utility method for processing Non Delivery Report data.
[Permission: Anonymous]<br/>
Performs a keyword search on articles. For non-employee users only public articles will be returned.
[Permission: Anonymous]<br/>
Returns an array of all Public_Access articles (basic fields only; Title, ArticleID, etc) belonging to the specified parent.
If you want all root articles, set ArticleID_Parent to 0.
[Permission: Employee, Credentials: Documents.KnowledgeBase.ViewFull/Limited]<br/>
Returns an array of all articles (basic fields only; Title, ArticleID, etc) belonging to the specified parent.
If you want all root articles, set ArticleID_Parent to 0.
[Permission: Employee/Anonymous (public articles only)]<br/>
Returns an entire Article
[Permission: Employee]<br/>
Returns an entire Article
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns a Lead
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns the given Leads, no more than 50 per batch
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns Leads for the specified relation EntityID.
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns Leads for the specified owner.
[Permission: Employee]<br/>
Returns your default e-mail template for invoice e-mails
[Permission: Employee]<br/>
Returns a Proposal document. Proposals describe web forms, letters etc which can be exported as PDFs.
[Permission: Employee]<br/>
Sets the ProbabilityPercent attribute on a Lead
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns all Leads in the system that are visible to the user.
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns all Leads in the system that are visible to the user and having the specified owner.
[Permission: Employee]<br/>
Attempts to resolve a SupportCaseType by SupportCaseTypeID, then by Name. If it doesn't exist, a new one will be created.
[Permission: Employee]<br/>
Get the email signature of the current user in html format.
[Permission: Employee]<br/>
Returns Folder Templates in the system.
[Permission: Employee]<br/>
Returns a Folder Template
[Permission: Employee, Credentials: Documents.Files.ViewFull/Limited]<br/>
Returns information on documents assigned to a folder.
[Permission: Employee, Credentials: Documents.Files.ViewFull/Limited]<br/>
Returns information on documents assigned to a lead.
[Permission: Employee, Credentials: Documents.Files.Create]<br/>
Ensures that the specified path exists, returns the existing folder or newly created one
[Permission: Employee, Credentials: Documents.Files.DeleteFull]<br/>
Deletes a folder, including all child folders. If documents are present and deleteContents = false, they will
be moved into a /Orphans folder. Otherwise they will be deleted.
[Permission: Any Authenticated]<br/>
Returns all document Templates (basic fields only) of the specified type.
[Permission: Anonymous]<br/>
Returns a document Template
[Permission: Anonymous]<br/>
Returns Fields contained within a document/form Template
[Permission: Anonymous]<br/>
Returns an avatar image in its native binary format.
[Permission: Employee]<br/>
Downloads a *.eml file for the specified MessageID. Message must be 'MessageType.Email'.
[Permission: Employee, Credentials: Finances.ExpenseExport]<br/>
Returns an expenses sheet based on query provided
[Permission: Employee, Credentials: Finances.TransactionExport]<br/>
Returns a transactions document in the Output specified for the provided search parameters.
[Permission: Employee, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Exports an Invoice documents in the format specified.
[Permission: Anonymous]<br/>
Performs a HTML to PDF conversion.
[Deprecated - see GetCalendarViewDataPaged]
[Permission: Any Authenticated]<br/>
Returns an array of brand names used by CatalogItems.
[Permissions: Employee, Credentials: Contacts.Employees.ViewFull/Limited]<br/>
Returns an employee
[Permissions: Employee, Credentials: Contacts.Employees.ViewFull]<br/>
Returns the employees with the provided EntityIDs.
[Permission: Employee]<br/>
Returns all Employee UserGroup's in the Database.
[Permissions: Employee]<br/>
Returns all Employees in the database (basic details.)
[Permissions: Employee]<br/>
Returns only Active Employees in the database (basic details.)
[Permission: Any Authenticated]<br/>
Returns all MailingLists that an Entity is subscribed to
[Permission: Employee]<br/>
Returns all MailingLists in the system (basic fields only)
[Permission: Employee]<br/>
Creates Subscriptions to a MailingList for the specified Entity. Any MailingListIDs NOT specified will
result in subscription removals for the Entity. Returns True when added successfully.
[Permission: Any Authenticated]<br/>
Creates a Subscription to a MailingList for the specified Entity.
If a subscription already exists, no duplication will occur, however the method will return False.
Returns True when added successfully.
[Permission: Anonymous]<br/>
Creates a Subscription to a MailingList for the specified random Entity hash. If a subscription already exists,
no duplication will occur, however the method will return False. Returns True when added successfully.
[Permission: Employee]<br/>
Creates Subscriptions to multiple MailingLists for the specified Entity.
[Permission: Employee]<br/>
Removes the Subscriptions to multiple MailingLists for the specified Entity.
[Permission: Anonymous]<br/>
Removes a Subscription to a MailingList for the specified random Entity hash. If a subscription does not exist,
the method returns False, overwise True.
[Permission: Any Authenticated]<br/>
Removes a Subscription to a MailingList for the specified Entity. If a subscription does not exist,
the method returns False, overwise True.
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Generates HTML content for printing/mass mail merge on the provided Template/Campaign of type 'Letter'
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Generates HTML content for printing/mass mail merge on the provided Template/Campaign of type 'Letter'
[Permission: Any_Authenticated]<br/>
Returns a root Entity object for the specified EntityID (good for determining if an EntityID belongs to a Company or Person.)
[Permission: Any Authenticated]<br/>
Returns root Entities for the specified EntityIDs.
[Permission: Employee]<br/>
Returns the first Entity (basic details only) having the specified CustomField name/value
key pair. This is useful when you have a CustomField of type 'Hidden', used to sync to a 3rd party.
[Permission: Employee]<br/>
Returns the first Entry (basic details only) having the specified CustomField name/value
key pair. This is useful when you have a CustomField of type 'Hidden', used to sync to a 3rd party.
[Permission: Employee]<br/>
Returns the first Lead (basic details only) having the specified CustomField name/value
key pair. This is useful when you have a CustomField of type 'Hidden', used to sync
to a 3rd party.
[Permission: Employee]<br/>
Returns a root Entity object for the specified Name
[Permission: Employee]<br/>
Returns a root Entity object for the specified Name and flag
[Permission: Employee]<br/>
Returns a root Entity object for the specified Name
[Permission: Anonymous]<br/>
Returns the Basic Person details for the provided Email and Password.
[Permission: Anonymous]<br/>
E-mails a matching user a password reset link.
[Permission: Anonymous]<br/>
Returns the EntityID for the provided Email.
[Permission: Anonymous]<br/>
Returns the Basic Person details for the provided EntityHashID. Never returns private data such as addresses etc.
[Permission: Anonymous]<br/>
Returns the Basic Person details for the provided EntityHashID.
[Permission: Any Authenticated, Credentials: Contacts.Companies.ViewFull/Limited]<br/>
Returns the Company containing the provided EntityID. If fullDetails is False, Arrays/Collection
attributes such as Branches will not be populated (fullDetails=False is suitable for listings
where in-depth data is not required.) Non-employee users cannot access contact details other
than their own.<br/><em>Please Note: The auto-generated SOAP examples do not include inherited
properties such as EntityID, Email, etc. Use a proper WSDL framework to generate XML or see
GetEntity for XML node reference.</em>
[Permission: Employee, Credentials: Contacts.Companies.ViewFull/Limited]<br/>
Returns the Companies containing the provided EntityIDs. If fullDetails is False, Arrays/Collection
attributes such as Branches will not be populated (fullDetails=False is suitable for listings
where in-depth data is not required.) Non-employee users cannot access contact details other
than their own.<br/><em>Please Note: The auto-generated SOAP examples do not include inherited
properties such as EntityID, Email, etc. Use a proper WSDL framework to generate XML or see
GetEntity for XML node reference. No more than 50 per batch.</em>
[Permission: Employee, Credentials: Contacts.Workgroups.ViewFull/Limited]<br/>
Returns the Workgroup containing the provided EntityID. If fullDetails is False, Arrays/Collection attributes
such as Members will not be populated (fullDetails=False is suitable for listings where in-depth data is not required.)
[Permission: Employee]<br/>
Returns a custom field.
[Deprecated - see GetCustomFields2]
[Permission: Anonymous]<br/>
Returns an array of all Custom Fields that can be applied to the specified object type.
[Permission: Any_Authentificated]<br/>
Calculates a strength indication for the specified text.
[Permission: Employee]<br/>
Adds the specified flags to the provided EntityID. Returns true if the operation
succeeded, false if the EntityID doesn't exist.
[Permission: Any Authenticated]<br/>
Adds the specified flags to the provided EntryID. Returns true if the operation
succeeded, false if the EntryID doesn't exist.
[Permission: Anonymous]<br/>
Adds the specified flags to the provided secure EntityID hash. Returns true if the operation succeeded,
false if the EntityID doesn't exist or invalid flags were used.
[Permission: Anonymous]<br/>
Adds the specified flags to the provided EntityID. Returns true if the operation succeeded,
false if the EntityID doesn't exist or invalid flags were used.
[Permission: Employee]<br/>
Adds the specified flags to the provided EntityID. Returns true if the operation succeeded,
false if the EntityID doesn't exist.
[Permission: Any Authenticated]<br/>
Adds the specified flags to the provided EntryID.
Returns true if the operation succeeded, false if the EntryID doesn't exist.
[Permission: Anonymous]<br/>
Returns true if a Person having the specified email address.
[Permission: Employee, Credentials: System.Administrator]<br/>
Performs an XLSX export of all Entity, Person, Employee, Address, Invoice, Entry, Lead and related
SQL tables. This method is provided <b>as-is</b> and unsupported. It is exists for the general convenience of
<b>small</b> customer data sets where a full SQL Server backup download is not as practical.
<br/> Due to the Excel limit if there's more than 32767 characters in a cell we have to truncate the content.
[Permission: Employee]<br/>
Attempts to return an Entity by EntityID, or name. Failing that, it will create a new Person entity.
[Permission: Employee]<br/>
Attempts to return the Entities by emails.
[Permission: Employee]<br/>
Returns a record count for a set of contacts based on keywords and flags.
[Permission: Employee, Credentials: Contacts.Employees/People/Companies/Workgroups ]<br/>
Applies a Tag or EntityFlag to an Entity
[Permission: Employee, Credentials: Contacts.Employees/People/Companies/Workgroups ]<br/>
Applies Tags or EntityFlags to an Entity
[Permission: Employee]
<br/>Applies a Tag or EntryFlag to an Entry
[Permission: Employee, Credentials: Contacts.Employees/People/Companies/Workgroups ]<br/>
Removes a Tag or EntityFlag from an Entity
[Permission: Employee, Credentials: Contacts.Employees/People/Companies/Workgroups ]<br/>
Removes Tags or EntityFlags from an Entity
[Permission: Employee]<br/>
Removes a Tag or EntryFlag from an Entry
[Permission: Employee]<br/>
Removes a Tag or InvoiceFlag from an Invoice
[Permission: Employee]<br/>
Removes a Tag or LeadFlag from a Lead
[Permission: Employee]<br/>
Returns an array of configured entity tag names
[Deprecated: see GetEntityTags]
[Permission: Employee]<br/>
Returns an array of configured tag names for the specified FieldSysType.
[Deprecated - see GetEntitySearchResults2]
[Permission: Contacts, Credentials: Contacts.Directory]<br/>
Returns a list of simple contacts which were modified/deleted/created since last updated. Only returns Name, Email, Flags & RelatedCompanies.
[Deprecated - see GetEntitySearchResults2]
[Deprecated - see GetEntitySearchResults2]
[Deprecated - see GetEntitySearchResults2]
[Deprecated - see GetEntitySearchResults2]
[Deprecated - see GetEntitySearchResults2]
[Merge two contacts and will delete the source contact.]
[Permission: Any Authenticated, Credentials: Contacts.People.ViewFull/Limited]<br/>
Returns the Person containing the provided EntityID. If fullDetails is False, Arrays/Collection
and non-essential attributes such as Addresses will not be populated (fullDetails=False is suitable
for listings where in-depth data is not required.) Non-employee users cannot access contact details
other than their own.<br/>
<em>Please Note: The auto-generated SOAP examples do not include inherited properties such as EntityID,
Email, etc. Use a proper WSDL framework to generate XML or see GetEntity for XML node reference.</em>
[Permission: Employee, Credentials: Contacts.People.ViewFull/Limited]<br/>
Returns the Persons containing the provided EntityIDs. If fullDetails is False, Arrays/Collection
and non-essential attributes such as Addresses will not be populated (fullDetails=False is suitable
for listings where in-depth data is not required.) Non-employee users cannot access contact details
other than their own.<br/>
<em>Please Note: The auto-generated SOAP examples do not include inherited properties such as EntityID,
Email, etc. Use a proper WSDL framework to generate XML or see GetEntity for XML node reference.
No more than 50 per batch.</em>
[Permission: Employee]<br/>
Returns the CatalogItemCategories.
[Permission: Any Authenticated]<br/>
Gets the specified CatalogItemCategory.
[Permission: Any Authenticated]<br/>
Gets the specified CatalogItemCategory by its name.
Get a Product or Subscription By Id
[Deprecated - see Search]
[Deprecated - see IntToEntryFlagsWebSafe]
[Permission: Anonymous]<br/>
Used for SOAP/XML subscribers only. Converts the specified numeric bitwise flag value into named EntityFlags. JSON/javascript users
may use the following definitions:<br/>
<code>
EntityFlags =
{
Sales_Lead: 1 << 1,
Customer: 1 << 2,
Supplier: 1 << 3,
Subscriber: 1 << 4,
Company: 1 << 5,
Person: 1 << 6,
Employee: 1 << 7,
Do_Not_Email: 1 << 8,
Inactive: 1 << 9,
Enable_Entry_Alerts: 1 << 10,
Disable_Login: 1 << 11,
Email_Bounced: 1 << 12,
Xero_Contact : 1 << 13,
Workgroup : 1 << 14,
Disable_Owner_Alerts : 1 << 15,
QuickBooks_Contact:1<<16,
}
</code>
[Permission: Any Authenticated]<br/>
Attempts to validate your VeetroSession key.
[Permission: Any Authenticated]<br/>
Get the Business Prefix used for email subject.
[Permission: Any Authenticated]<br/>
Get the Lead Prefix used for email subject.
[Permission: Employee]<br/>
A utility method intended for support staff.
[Permission: Employee]<br/>
A utility method intended for support staff.
[Permission: Employee]<br/>
A utility method intended for support staff.
[Permission: Employee]<br/>
Intended for support staff use only.
[Permission: Anonymous]<br/>
Attempts to validate a VeetroSession key and push a renewed cookie onto the caller.
[Permission: Anonymous]
[Permission: Anonymous]<br/>
Attempts to authenticate a user, and begins a webservice session. (Note: This method will return a SessionKey,
you must pass back a 'VeetroSession: <SessionKey>' header for all future webservice requests. SessionKey's are
valid for 24 hours from the time of last webservice/website hit.)
[Permission: Employee]<br/>Used by employees to create user sessions for
impersonating customers.
[Permission: Anonymous]<br/>
Returns a bollean value indicating if it's allowed to change password in customer portal.
[Permission: Employee]<br/>
Returns a setting for current company/organization.
[Permission: Any Authenticated]<br/>
Returns a setting for currently signed in user.
[Permission: Anonymous]<br/>
Gets a translated language dictionary key for the current user's Language setting.
[Permission: Anonymous]<br/>
Gets translated language dictionary keys for the current user's Language setting.
[Permission: Any Authenticated]<br/>
Returns a setting for currently signed in user.
[Permission: Anonymous]<br/>
Returns a list of recognised countries
[Permission: Employee, Credentials: System.Administrator]<br/>
Purges all custom field data having the specified field name.
[Permission: Employee]<br/>
Get sync record by id. Used for WORKetc outlook plugin only.
[Permission: Employee]<br/>
Get the last modified utc date of contact. Used for WORKetc outlook plugin only.
[Permission: Employee]<br/>
Search sync record by entityId. Used for WORKetc outlook plugin only.
[Permission: Employee]<br/>
Search sync record by remote Id. Used for WORKetc outlook plugin only.
[Permission: Employee]<br/>
Returns a specific Shipping option.
[Permission: Employee]<br/>
Returns an array of configured Shipping Options.
[Permission: Anonymous]<br/>
Used for SOAP/XML subscribers only. Converts the specified numeric bitwise flag value into named EntryFlags. JSON/javascript users
may use the following definitions:<br/>
<code>
EntryFlags =
{
None: 0,
Billable: 1 << 0,
Invoiced: 1 << 1,
Journal: 1 << 2,
Canceled: 1 << 3,
Project: 1 << 4,
Calendar_Item: 1 << 5,
Event: 1 << 6,
ToDo: 1 << 7,
Support_Case: 1 << 8,
Product: 1 << 9,
Subscription: 1 << 10,
Notifications_Sent: 1 << 11,
Disbursement: 1 << 12,
Client_Access: 1 << 13,
QuoteOnly: 1 << 14,
Track_Supplier_Payments: 1 << 15,
All_Employees: 1 << 16,
Project_Milestone: 1 << 17,
Never_Invoice: 1 << 18,
Inactive: 1 << 19,
IsTemplate: 1 << 20,
Pending: 1 << 21,
IsGrouped: 1 << 22
}
</code>
[Permission: Employee]<br/>
Returns an array of all uninvoiced Entries for the provided EntityID. By default up-coming subscription
entries will not be returned until they come due within 48hrs. Specify <code>allSubscriptions = true</code>
to have all active future subscriptions returned as well.
[Permission: Employee, Credentials: Finances]<br/>
Returns a full bank Account object.
[Permission: Employee, Credentials: Finances, SalesPipeline]<br/>
Returns an array of all configured bank Accounts.
[Permission: Employee, Credentials: Sales.Quotes.ViewFull/Limited]<br/>
Returns an array of all Quotes (basic details.)
[Permission: Employee, Credentials: Sales.Quotes.ViewFull/Limited]<br/>
Returns an array of all Quotes for the specified LeadID.
[Permission: Employee, Credentials: Finances.Invoices.ViewFull/Limited]<br/>
Returns an array of all Invoices having an outstanding balance.
[Permission: Any Authenticated, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Returns full details on an Invoice or Quote
[Permission: Any Authenticated, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Returns the first Invoice or Quote (basic details only) having the specified CustomField name/value key pair. This is useful when you
have a CustomField of type 'Hidden', used to sync to a 3rd party.
[Permission: Employee, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Returns full details on the given Invoices or Quotes, no more than 50 per batch.
[Permission: Employee, Credentials: Finances.Transactions.ViewFull/Limited]<br/>
Returns a Transaction's full details.
[Permission: Employee]<br/>
Returns a list of previously used Transaction Category names. This is a utility method for auto-complete purposes.
[Permission: Employee, Credentials: Finances.Invoices.DeleteFull/Limited, Sales.Quotes.DeleteFull/Limited]<br/>
Removes an invoice and rolls back Entry objects that were marked as Invoiced during its original creation.
[Permission: Employee, Credentials: Finances.SystemSettings]<br/>
Regenerates every Invoice and Quote in the system to use the latest 'Invoice Code' format and 'Start Number' system settings.
[Permission: Employee, Credentials: Finances.Invoices.Create]<br/>
Appends a Entry object to an existing invoice for billing.
[Permission: Any Authenticated, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited, Finances.Transactions]<br/>
Returns an array of InvoiceItems where the InvoiceItem.EntityID_Commission matches the specified Entity. This method is used for
displaying Commission earnings by sales agents.
[Deprecated: see GetInvoicesByRelation2]
[Permission: Any Authenticated, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Returns invoice search results
[Deprecated - see GetInvoiceSearchResults]
[Deprecated - see GetEntrySearchResults3]
[Permission: Any Authenticated]<br/>
Returns all Reminders for a given Entry/Entity combo.
[Permission: Any Authenticated, Calendar.Events or Work.Timesheets or Work.ToDos]<br/>
Returns full details on an Event
[Permission: Employee, Calendar.Events or Work.Timesheets or Work.ToDos]<br/>
Returns full details on the given Events, no more than 50 per batch.
[Permission: Employee]<br/>
Returns full details on an event
[Permission: Any Authenticated]<br/>
Returns a single notation
[Permission: Employee]<br/>
Returns a single message.
[Permission: Any Authenticated]<br/>
Deletes a message. Only a Message.Owner or a System.Administrator may delete messages.
[Deprecated - see GetCalendarViewDataPaged]
[Permission: Employee]<br/>
Returns an iCal Calendar object containing events of the specified CalendarID
[Deprecated - see GetCalendarViewDataPaged]
[Deprecated - see GetCalendarViewDataPaged]
[Permission: Employee, Credentials: Contacts.DirectorySync]<br/>
Returns a number of sync conflicts the employee has.
[Permission: Any Authenticated]<br/>
Returns a list of recently viewed items with a specified max number of each VeetroBaseType
[Permission: Any Authenticated]<br/>
Updates an item's bookmarked status
[Permission: Any Authenticated]<br/>
Returns a list of bookmarked items with a specified max number of each VeetroBaseType
[Deprecated - see MarkRead2]
[Permission: Any Authenticated]<br/>
Gets a groupped collection of new/unread items for the current user.
[Permission: Employee]<br/>
Exports the product catalog in CSV format.
[Permission: Employee, Credentials: Contacts.DirectoryExport]<br/>
Exports the address book in CSV format.
[Permission: Employee, Credentials: Contacts.DirectoryExport]<br/>
Exports the address book in XLSX format.
[Permission: Employee, Credentials: System.Administrator]<br/>
Utility method to moves all Street address numbers into a Billing address if present.
[Permission: Anonymous]<br/>
Utility method to attempt to parse an arbitrary string of text into an Address object. Things such as
postal codes, country names, numbers and line breaks are used by the system to attempt a 'best guess'
at placing data into the correct Street, Suburb, etc fields.
[Permission: Employee, Credentials: Reporting.CustomViews]<br/>
Exports the specified CustomeView in CSV format.
[Permission: Employee, Credentials: Reporting.CustomViews]<br/>
Exports the specified CustomeView in XLSX format.
[Permission: Employee, Credentials: Documents.Blogs.ViewFull/Limited]<br/>
Returns blog websites which the specified Entity has permission to modify
[Permission: Employee, Credentials: Documents.Blogs.ViewFull/Limited]<br/>
Returns all blog websites
[Permission: Employee, Credentials: Documents.Blogs.ViewFull/Limited]<br/>
Returns a blog website
[Permission: Employee]<br/>
Returns the last 50 blog posts across all Blog websites.
[Permission: Anonymous]<br/>
Returns all Currencies supported by the system.
[Permission: Any Authenticated]<br/>
Returns the current Currency symbol used across the account.
[Permission: Employee, Credentials: Finances.Expenses.ViewFull]<br/>
Returns all unpaid expense Entry items.
[Permission: Employee, Credentials: Finances.InvoiceExport]<br/>
Exports all invoices in QuickBooks *.IIF format.
[Permission: Employee, Credentials: Finances.InvoiceExport]<br/>
Exports invoices in QuickBooks *.IIF format within a specific period.
[Permission: Employee, Credentials: Finances.UnbilledCharges]<br/>
Returns an array of all Entities who have uninvoiced/billable Entries. BillableEntity inherits
from Entity and includes an additional BillableItems array and TotalAmountBillable property.
[Permission: Employee]<br/>
Gets an array of base Entry classes for the specified EntryIDs.
[Permission: Any_Authenticated]<br/>
Gets an Entry classe for the specified EntryID.
[Permission: Employee, Credentials: Finances.Transactions.ViewFull/Limited]<br/>
Returns all transactions in an Account
[Permission: Any Authenticated, Credentials: Finances.Transactions.ViewFull/Limited]<br/>
Returns all transactions for an Invoice
[Permission: Any Authenticated, Credentials: Finances.Transactions.ViewFull/Limited]<br/>
Returns all transactions for a supplier's Entry
[Permission: Employee, Credentials: Transactions.ViewFull]<br/>
Returns the calculated balance of a bank Account
[Permission: Employee]<br/>
Returns an array of configured Tax Options.
[Permission: Anonymous]<br/>
Gets customer portal configuration settings.
[Permission: Any_Authenticated]<br/>
Retrieves all the users of the company that the current user belongs to.
[Permission: Any Authenticated,<br/>
Returns customer security information like permissions
[Permission: Employee]<br/>Returns a Discussion thread including child posts
[Permission: Employee]<br/>Applies flags to Discussion post recipients
[Permission: Employee]<br/>Removes flags to Discussion post recipients
[Permission: Employee]<br/>Applies flags to a discussion post
[Permission: Employee]<br/>Removes flags to a discussion post
[Permission: Employee]<br/>Declines a discussion request
[Permission: Employee]<br/>Applies a like to a discussion post
[Permission: Employee]<br/>Move a discussion post
[Permission: Employee]<br/>Finds root discussion Notation for the specified child NotationID
[Permission: Employee]<br/>Bookmark a discussion post
[Permission: Employee]<br/>
Returns an array of unhandled live support conversations.
[Permission: Employee]<br/>
Returns full details on the Product entries. No more than 50 per batch.
[Permission: Employee]<br/>
Returns full details on a Subscription entry
[Permission: Any Authenticated, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns full details on a Project. If authenticated user is not Employee, only matching Relation's
projects are returned which have the Client_Access flag.
[Permission: Employee, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns full details on the given Projects, no more than 50 per batch.
[Permission: Any Authenticated, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns projects based on keywords. If authenticated user is not Employee, only matching Relation's projects are
returned which have the Client_Access flag.
[Permission: Employee, Credentials: Work.Projects.ViewFull/Limited]<br/>
Finds the root project given sub-phase/project EntryID
[Permission: Employee, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns basic project details for all projects where provided EntityID is a Member. Pass <code>EntityID=0</code> for all current projects.
[Permission: Employee, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns basic project details for all projects where provided EntityID is a Member
[Permission: Employee, Credentials: Work.Projects]<br/>
Attempts to locate a project under a specific client based on either EntryID or project Name
[Permission: Any Authenticated, Credentials: Work.Projects.ViewFull/Limited]<br/>
Returns basic project details for all projects where provided EntityID is the Relation
[Permission: Employee]<br/>
Gets the first entry having the specified name and flags.
[Permission: Employee]<br/>
Attempts to resolve an Activity by ActivityID, then by Name. If it doesn't exist, a new one will be created.
[Permission: Employee]<br/>
Returns all Activity names in the system
[Permission: Any Authenticated]<br/>
Returns only Active activities in the system.
[Permission: Any Authenticated]<br/>
Returns available Activities for certain customer
This method is not intended to be called by user applications.
This method is not intended to be called by user applications.
This method is not intended to be called by user applications.
[Permission: Any Authenticated]<br/>
Returns all SupportCases in the system with matching keywords. Searches Name and Relation
[Permission: Employee]<br/>
Assigns support cases to the specified owner and sends an e-mail notification if OrganizationSupportSendNotifications is enabled.
[Permission: Employee, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
(Deprecated - see GetSupportCasesSearchResults) Returns an array of SupportCases for the specified Employee EntityID, max value of top is 50.
[Permission: Any Authenticated, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
(Deprecated - see GetSupportCasesSearchResults) Returns an array of SupportCases for the specified Contact/Relation EntityID, max value of top is 50.
[Permission: Employee, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
Returns an array of SupportCases for the specified Company EntityID, max value of top is 50.
[Permission: Employee]<br/>
Returns an array of SupportCases without an Owner (TOP 50 only.)
[Permission: Any Authenticated]<br/>
Returns an array of SupportCase messages.
[Permission: Employee]<br/>
Returns an array of SupportCase Notations.
[Permission: Any Authenticated]<br/>
Returns a set of allowed system settings.
[Permission: Any Authenticated, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
Returns a SupportCase entry
[Permission: Employee, Credentials: Work.SupportCases.ViewFull/Limited]<br/>
Returns the given SupportCases, no more than 50 per batch.
[Permission: Any Authenticated]<br/>
Returns an array of all available SupportCase Types
[Permission: Any Authenticated]<br/>
Gets custom entry priorities or status options.<br/>
<em>Please Note: Please use "Value" property to store and search.</em>
[Permission: Any Authenticated]<br/>
Gets configured project stage groups (also known as Project Types.)
[Permission: Any Authenticated]<br/>
Returns all Sales Processes in the system.<br/>
<em>Please Note: We don't store stage in database, lead stage is calculated according to ProbabilityPercent and SalesProcess the lead in.</em>
[Permission: Anonymous]<br/>
Creates a Conversation. EntityHashID is the Person initializing the conversation. If the EntityHashID is an Employee Entity, the Conversation.Owner will be set to that Employee; otherwise, it'll be set as the Conversation.Relation
[Permission: Anonymous]<br/>
Returns the number of currently active staff who are available to handle support.
[Permission: Anonymous]<br/>
Sets the Subject for a conversation.
[Permission: Anonymous]<br/>
Sets Flags for a conversation.
[Permission: Anonymous]<br/>
Removes Flags for a conversation.
[Permission: Employee]<br/>
Returns an array of all conversations in the last 24 hours
[Permission: Employee]<br/>
Returns an array of all conversations in the last 24 hours
[Permission: Employee]<br/>
Returns the number of unhandled live support conversations.
[Permission: Employee]<br/>
Returns an array of all conversations in the last 24 hours
[Permission: Anonymous]<br/>
Returns an array of all Person members in a conversation.
[Permission: Anonymous]<br/>
Adds a person to a conversation. Results in empty message being sent to all existing members.
[Permission: Anonymous]<br/>
Posts a message to the conversation.
[Permission: Anonymous]<br/>
Returns all Messages for a conversation that have not yet been read.
[Permission: Anonymous]<br/>
Returns all Messages for a conversation that have not yet been read.
[Permission: Anonymous]<br/>
Set's a user's status to 'typing'
[Permission: Anonymous]<br/>
Removes a user's 'typing' status
[Permission: Anonymous]<br/>
Marks a message as read.
[Permission: Employee, Credentials: Finances.Expenses.ViewFull/Limited]<br/>
Returns full details on a disbursement Entry
[Permission: Employee, Credentials: Finances.Expenses.ViewFull/Limited]<br/>
Returns full details on the disbursement Entries. No more than 50 per batch.
[Permission: Employee]<br/>
Returns full details on the Subscription entries. No more than 50 per batch.
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Enqueues recipients of a Template of type Email and initiates polling.
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Returns progress information a given TemplateID
[Permission: Employee]<br/>
Returns all mailing lists in the system (basic details only)
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Returns Mailing List information a given ID
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Suspends mailing of a template.
[Permission: Anonymous]<br/>
Initiates mail-queue polling/sending. This method is not intended to be called by user applications directly.
[Permission: Employee]<br/>
Returns a list of Subscriptions for the specified mailing list.
[Permission: Employee]<br/>
A utility method for processing Non Delivery Report data.
[Permission: Anonymous]<br/>
Performs a keyword search on articles. For non-employee users only public articles will be returned.
[Permission: Anonymous]<br/>
Returns an array of all Public_Access articles (basic fields only; Title, ArticleID, etc) belonging to the specified parent.
If you want all root articles, set ArticleID_Parent to 0.
[Permission: Employee, Credentials: Documents.KnowledgeBase.ViewFull/Limited]<br/>
Returns an array of all articles (basic fields only; Title, ArticleID, etc) belonging to the specified parent.
If you want all root articles, set ArticleID_Parent to 0.
[Permission: Employee/Anonymous (public articles only)]<br/>
Returns an entire Article
[Permission: Employee]<br/>
Returns an entire Article
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns a Lead
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns the given Leads, no more than 50 per batch
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns Leads for the specified relation EntityID.
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns Leads for the specified owner.
[Permission: Employee]<br/>
Returns your default e-mail template for invoice e-mails
[Permission: Employee]<br/>
Returns a Proposal document. Proposals describe web forms, letters etc which can be exported as PDFs.
[Permission: Employee]<br/>
Sets the ProbabilityPercent attribute on a Lead
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns all Leads in the system that are visible to the user.
[Permission: Employee, Credentials: Sales.Leads.ViewFull/Limited]<br/>
Returns all Leads in the system that are visible to the user and having the specified owner.
[Permission: Employee]<br/>
Attempts to resolve a SupportCaseType by SupportCaseTypeID, then by Name. If it doesn't exist, a new one will be created.
[Permission: Employee]<br/>
Get the email signature of the current user in html format.
[Permission: Employee]<br/>
Returns Folder Templates in the system.
[Permission: Employee]<br/>
Returns a Folder Template
[Permission: Employee, Credentials: Documents.Files.ViewFull/Limited]<br/>
Returns information on documents assigned to a folder.
[Permission: Employee, Credentials: Documents.Files.ViewFull/Limited]<br/>
Returns information on documents assigned to a lead.
[Permission: Employee, Credentials: Documents.Files.Create]<br/>
Ensures that the specified path exists, returns the existing folder or newly created one
[Permission: Employee, Credentials: Documents.Files.DeleteFull]<br/>
Deletes a folder, including all child folders. If documents are present and deleteContents = false, they will
be moved into a /Orphans folder. Otherwise they will be deleted.
[Permission: Any Authenticated]<br/>
Returns all document Templates (basic fields only) of the specified type.
[Permission: Anonymous]<br/>
Returns a document Template
[Permission: Anonymous]<br/>
Returns Fields contained within a document/form Template
[Permission: Anonymous]<br/>
Returns an avatar image in its native binary format.
[Permission: Employee]<br/>
Downloads a *.eml file for the specified MessageID. Message must be 'MessageType.Email'.
[Permission: Employee, Credentials: Finances.ExpenseExport]<br/>
Returns an expenses sheet based on query provided
[Permission: Employee, Credentials: Finances.TransactionExport]<br/>
Returns a transactions document in the Output specified for the provided search parameters.
[Permission: Employee, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Exports an Invoice documents in the format specified.
[Permission: Anonymous]<br/>
Performs a HTML to PDF conversion.
[Deprecated - see GetCalendarViewDataPaged]
[Permission: Any Authenticated]<br/>
Returns an array of brand names used by CatalogItems.
[Permissions: Employee, Credentials: Contacts.Employees.ViewFull/Limited]<br/>
Returns an employee
[Permissions: Employee, Credentials: Contacts.Employees.ViewFull]<br/>
Returns the employees with the provided EntityIDs.
[Permission: Employee]<br/>
Returns all Employee UserGroup's in the Database.
[Permissions: Employee]<br/>
Returns all Employees in the database (basic details.)
[Permissions: Employee]<br/>
Returns only Active Employees in the database (basic details.)
[Permission: Any Authenticated]<br/>
Returns all MailingLists that an Entity is subscribed to
[Permission: Employee]<br/>
Returns all MailingLists in the system (basic fields only)
[Permission: Employee]<br/>
Creates Subscriptions to a MailingList for the specified Entity. Any MailingListIDs NOT specified will
result in subscription removals for the Entity. Returns True when added successfully.
[Permission: Any Authenticated]<br/>
Creates a Subscription to a MailingList for the specified Entity.
If a subscription already exists, no duplication will occur, however the method will return False.
Returns True when added successfully.
[Permission: Anonymous]<br/>
Creates a Subscription to a MailingList for the specified random Entity hash. If a subscription already exists,
no duplication will occur, however the method will return False. Returns True when added successfully.
[Permission: Employee]<br/>
Creates Subscriptions to multiple MailingLists for the specified Entity.
[Permission: Employee]<br/>
Removes the Subscriptions to multiple MailingLists for the specified Entity.
[Permission: Anonymous]<br/>
Removes a Subscription to a MailingList for the specified random Entity hash. If a subscription does not exist,
the method returns False, overwise True.
[Permission: Any Authenticated]<br/>
Removes a Subscription to a MailingList for the specified Entity. If a subscription does not exist,
the method returns False, overwise True.
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Generates HTML content for printing/mass mail merge on the provided Template/Campaign of type 'Letter'
[Permission: Employee, Credentials: Sales.EmailCampaigns]<br/>
Generates HTML content for printing/mass mail merge on the provided Template/Campaign of type 'Letter'
[Permission: Any_Authenticated]<br/>
Returns a root Entity object for the specified EntityID (good for determining if an EntityID belongs to a Company or Person.)
[Permission: Any Authenticated]<br/>
Returns root Entities for the specified EntityIDs.
[Permission: Employee]<br/>
Returns the first Entity (basic details only) having the specified CustomField name/value
key pair. This is useful when you have a CustomField of type 'Hidden', used to sync to a 3rd party.
[Permission: Employee]<br/>
Returns the first Entry (basic details only) having the specified CustomField name/value
key pair. This is useful when you have a CustomField of type 'Hidden', used to sync to a 3rd party.
[Permission: Employee]<br/>
Returns the first Lead (basic details only) having the specified CustomField name/value
key pair. This is useful when you have a CustomField of type 'Hidden', used to sync
to a 3rd party.
[Permission: Employee]<br/>
Returns a root Entity object for the specified Name
[Permission: Employee]<br/>
Returns a root Entity object for the specified Name and flag
[Permission: Employee]<br/>
Returns a root Entity object for the specified Name
[Permission: Anonymous]<br/>
Returns the Basic Person details for the provided Email and Password.
[Permission: Anonymous]<br/>
E-mails a matching user a password reset link.
[Permission: Anonymous]<br/>
Returns the EntityID for the provided Email.
[Permission: Anonymous]<br/>
Returns the Basic Person details for the provided EntityHashID. Never returns private data such as addresses etc.
[Permission: Anonymous]<br/>
Returns the Basic Person details for the provided EntityHashID.
[Permission: Any Authenticated, Credentials: Contacts.Companies.ViewFull/Limited]<br/>
Returns the Company containing the provided EntityID. If fullDetails is False, Arrays/Collection
attributes such as Branches will not be populated (fullDetails=False is suitable for listings
where in-depth data is not required.) Non-employee users cannot access contact details other
than their own.<br/><em>Please Note: The auto-generated SOAP examples do not include inherited
properties such as EntityID, Email, etc. Use a proper WSDL framework to generate XML or see
GetEntity for XML node reference.</em>
[Permission: Employee, Credentials: Contacts.Companies.ViewFull/Limited]<br/>
Returns the Companies containing the provided EntityIDs. If fullDetails is False, Arrays/Collection
attributes such as Branches will not be populated (fullDetails=False is suitable for listings
where in-depth data is not required.) Non-employee users cannot access contact details other
than their own.<br/><em>Please Note: The auto-generated SOAP examples do not include inherited
properties such as EntityID, Email, etc. Use a proper WSDL framework to generate XML or see
GetEntity for XML node reference. No more than 50 per batch.</em>
[Permission: Employee, Credentials: Contacts.Workgroups.ViewFull/Limited]<br/>
Returns the Workgroup containing the provided EntityID. If fullDetails is False, Arrays/Collection attributes
such as Members will not be populated (fullDetails=False is suitable for listings where in-depth data is not required.)
[Permission: Employee]<br/>
Returns a custom field.
[Deprecated - see GetCustomFields2]
[Permission: Anonymous]<br/>
Returns an array of all Custom Fields that can be applied to the specified object type.
[Permission: Any_Authentificated]<br/>
Calculates a strength indication for the specified text.
[Permission: Employee]<br/>
Adds the specified flags to the provided EntityID. Returns true if the operation
succeeded, false if the EntityID doesn't exist.
[Permission: Any Authenticated]<br/>
Adds the specified flags to the provided EntryID. Returns true if the operation
succeeded, false if the EntryID doesn't exist.
[Permission: Anonymous]<br/>
Adds the specified flags to the provided secure EntityID hash. Returns true if the operation succeeded,
false if the EntityID doesn't exist or invalid flags were used.
[Permission: Anonymous]<br/>
Adds the specified flags to the provided EntityID. Returns true if the operation succeeded,
false if the EntityID doesn't exist or invalid flags were used.
[Permission: Employee]<br/>
Adds the specified flags to the provided EntityID. Returns true if the operation succeeded,
false if the EntityID doesn't exist.
[Permission: Any Authenticated]<br/>
Adds the specified flags to the provided EntryID.
Returns true if the operation succeeded, false if the EntryID doesn't exist.
[Permission: Anonymous]<br/>
Returns true if a Person having the specified email address.
[Permission: Employee, Credentials: System.Administrator]<br/>
Performs an XLSX export of all Entity, Person, Employee, Address, Invoice, Entry, Lead and related
SQL tables. This method is provided <b>as-is</b> and unsupported. It is exists for the general convenience of
<b>small</b> customer data sets where a full SQL Server backup download is not as practical.
<br/> Due to the Excel limit if there's more than 32767 characters in a cell we have to truncate the content.
[Permission: Employee]<br/>
Attempts to return an Entity by EntityID, or name. Failing that, it will create a new Person entity.
[Permission: Employee]<br/>
Attempts to return the Entities by emails.
[Permission: Employee]<br/>
Returns a record count for a set of contacts based on keywords and flags.
[Permission: Employee, Credentials: Contacts.Employees/People/Companies/Workgroups ]<br/>
Applies a Tag or EntityFlag to an Entity
[Permission: Employee, Credentials: Contacts.Employees/People/Companies/Workgroups ]<br/>
Applies Tags or EntityFlags to an Entity
[Permission: Employee]
<br/>Applies a Tag or EntryFlag to an Entry
[Permission: Employee, Credentials: Contacts.Employees/People/Companies/Workgroups ]<br/>
Removes a Tag or EntityFlag from an Entity
[Permission: Employee, Credentials: Contacts.Employees/People/Companies/Workgroups ]<br/>
Removes Tags or EntityFlags from an Entity
[Permission: Employee]<br/>
Removes a Tag or EntryFlag from an Entry
[Permission: Employee]<br/>
Removes a Tag or InvoiceFlag from an Invoice
[Permission: Employee]<br/>
Removes a Tag or LeadFlag from a Lead
[Permission: Employee]<br/>
Returns an array of configured entity tag names
[Deprecated: see GetEntityTags]
[Permission: Employee]<br/>
Returns an array of configured tag names for the specified FieldSysType.
[Deprecated - see GetEntitySearchResults2]
[Permission: Contacts, Credentials: Contacts.Directory]<br/>
Returns a list of simple contacts which were modified/deleted/created since last updated. Only returns Name, Email, Flags & RelatedCompanies.
[Deprecated - see GetEntitySearchResults2]
[Deprecated - see GetEntitySearchResults2]
[Deprecated - see GetEntitySearchResults2]
[Deprecated - see GetEntitySearchResults2]
[Deprecated - see GetEntitySearchResults2]
[Merge two contacts and will delete the source contact.]
[Permission: Any Authenticated, Credentials: Contacts.People.ViewFull/Limited]<br/>
Returns the Person containing the provided EntityID. If fullDetails is False, Arrays/Collection
and non-essential attributes such as Addresses will not be populated (fullDetails=False is suitable
for listings where in-depth data is not required.) Non-employee users cannot access contact details
other than their own.<br/>
<em>Please Note: The auto-generated SOAP examples do not include inherited properties such as EntityID,
Email, etc. Use a proper WSDL framework to generate XML or see GetEntity for XML node reference.</em>
[Permission: Employee, Credentials: Contacts.People.ViewFull/Limited]<br/>
Returns the Persons containing the provided EntityIDs. If fullDetails is False, Arrays/Collection
and non-essential attributes such as Addresses will not be populated (fullDetails=False is suitable
for listings where in-depth data is not required.) Non-employee users cannot access contact details
other than their own.<br/>
<em>Please Note: The auto-generated SOAP examples do not include inherited properties such as EntityID,
Email, etc. Use a proper WSDL framework to generate XML or see GetEntity for XML node reference.
No more than 50 per batch.</em>
[Permission: Employee]<br/>
Returns the CatalogItemCategories.
[Permission: Any Authenticated]<br/>
Gets the specified CatalogItemCategory.
[Permission: Any Authenticated]<br/>
Gets the specified CatalogItemCategory by its name.
Get a Product or Subscription By Id
[Deprecated - see Search]
[Deprecated - see IntToEntryFlagsWebSafe]
[Permission: Anonymous]<br/>
Used for SOAP/XML subscribers only. Converts the specified numeric bitwise flag value into named EntityFlags. JSON/javascript users
may use the following definitions:<br/>
<code>
EntityFlags =
{
Sales_Lead: 1 << 1,
Customer: 1 << 2,
Supplier: 1 << 3,
Subscriber: 1 << 4,
Company: 1 << 5,
Person: 1 << 6,
Employee: 1 << 7,
Do_Not_Email: 1 << 8,
Inactive: 1 << 9,
Enable_Entry_Alerts: 1 << 10,
Disable_Login: 1 << 11,
Email_Bounced: 1 << 12,
Xero_Contact : 1 << 13,
Workgroup : 1 << 14,
Disable_Owner_Alerts : 1 << 15,
QuickBooks_Contact:1<<16,
}
</code>
[Permission: Any Authenticated]<br/>
Attempts to validate your VeetroSession key.
[Permission: Any Authenticated]<br/>
Get the Business Prefix used for email subject.
[Permission: Any Authenticated]<br/>
Get the Lead Prefix used for email subject.
[Permission: Employee]<br/>
A utility method intended for support staff.
[Permission: Employee]<br/>
A utility method intended for support staff.
[Permission: Employee]<br/>
A utility method intended for support staff.
[Permission: Employee]<br/>
Intended for support staff use only.
[Permission: Anonymous]<br/>
Attempts to validate a VeetroSession key and push a renewed cookie onto the caller.
[Permission: Anonymous]
[Permission: Anonymous]<br/>
Attempts to authenticate a user, and begins a webservice session. (Note: This method will return a SessionKey,
you must pass back a 'VeetroSession: <SessionKey>' header for all future webservice requests. SessionKey's are
valid for 24 hours from the time of last webservice/website hit.)
[Permission: Employee]<br/>Used by employees to create user sessions for
impersonating customers.
[Permission: Anonymous]<br/>
Returns a bollean value indicating if it's allowed to change password in customer portal.
[Permission: Employee]<br/>
Returns a setting for current company/organization.
[Permission: Any Authenticated]<br/>
Returns a setting for currently signed in user.
[Permission: Anonymous]<br/>
Gets a translated language dictionary key for the current user's Language setting.
[Permission: Anonymous]<br/>
Gets translated language dictionary keys for the current user's Language setting.
[Permission: Any Authenticated]<br/>
Returns a setting for currently signed in user.
[Permission: Anonymous]<br/>
Returns a list of recognised countries
[Permission: Employee, Credentials: System.Administrator]<br/>
Purges all custom field data having the specified field name.
[Permission: Employee]<br/>
Get sync record by id. Used for WORKetc outlook plugin only.
[Permission: Employee]<br/>
Get the last modified utc date of contact. Used for WORKetc outlook plugin only.
[Permission: Employee]<br/>
Search sync record by entityId. Used for WORKetc outlook plugin only.
[Permission: Employee]<br/>
Search sync record by remote Id. Used for WORKetc outlook plugin only.
[Permission: Employee]<br/>
Returns a specific Shipping option.
[Permission: Employee]<br/>
Returns an array of configured Shipping Options.
[Permission: Anonymous]<br/>
Used for SOAP/XML subscribers only. Converts the specified numeric bitwise flag value into named EntryFlags. JSON/javascript users
may use the following definitions:<br/>
<code>
EntryFlags =
{
None: 0,
Billable: 1 << 0,
Invoiced: 1 << 1,
Journal: 1 << 2,
Canceled: 1 << 3,
Project: 1 << 4,
Calendar_Item: 1 << 5,
Event: 1 << 6,
ToDo: 1 << 7,
Support_Case: 1 << 8,
Product: 1 << 9,
Subscription: 1 << 10,
Notifications_Sent: 1 << 11,
Disbursement: 1 << 12,
Client_Access: 1 << 13,
QuoteOnly: 1 << 14,
Track_Supplier_Payments: 1 << 15,
All_Employees: 1 << 16,
Project_Milestone: 1 << 17,
Never_Invoice: 1 << 18,
Inactive: 1 << 19,
IsTemplate: 1 << 20,
Pending: 1 << 21,
IsGrouped: 1 << 22
}
</code>
[Permission: Employee]<br/>
Returns an array of all uninvoiced Entries for the provided EntityID. By default up-coming subscription
entries will not be returned until they come due within 48hrs. Specify <code>allSubscriptions = true</code>
to have all active future subscriptions returned as well.
[Permission: Employee, Credentials: Finances]<br/>
Returns a full bank Account object.
[Permission: Employee, Credentials: Finances, SalesPipeline]<br/>
Returns an array of all configured bank Accounts.
[Permission: Employee, Credentials: Sales.Quotes.ViewFull/Limited]<br/>
Returns an array of all Quotes (basic details.)
[Permission: Employee, Credentials: Sales.Quotes.ViewFull/Limited]<br/>
Returns an array of all Quotes for the specified LeadID.
[Permission: Employee, Credentials: Finances.Invoices.ViewFull/Limited]<br/>
Returns an array of all Invoices having an outstanding balance.
[Permission: Any Authenticated, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Returns full details on an Invoice or Quote
[Permission: Any Authenticated, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Returns the first Invoice or Quote (basic details only) having the specified CustomField name/value key pair. This is useful when you
have a CustomField of type 'Hidden', used to sync to a 3rd party.
[Permission: Employee, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Returns full details on the given Invoices or Quotes, no more than 50 per batch.
[Permission: Employee, Credentials: Finances.Transactions.ViewFull/Limited]<br/>
Returns a Transaction's full details.
[Permission: Employee]<br/>
Returns a list of previously used Transaction Category names. This is a utility method for auto-complete purposes.
[Permission: Employee, Credentials: Finances.Invoices.DeleteFull/Limited, Sales.Quotes.DeleteFull/Limited]<br/>
Removes an invoice and rolls back Entry objects that were marked as Invoiced during its original creation.
[Permission: Employee, Credentials: Finances.SystemSettings]<br/>
Regenerates every Invoice and Quote in the system to use the latest 'Invoice Code' format and 'Start Number' system settings.
[Permission: Employee, Credentials: Finances.Invoices.Create]<br/>
Appends a Entry object to an existing invoice for billing.
[Permission: Any Authenticated, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited, Finances.Transactions]<br/>
Returns an array of InvoiceItems where the InvoiceItem.EntityID_Commission matches the specified Entity. This method is used for
displaying Commission earnings by sales agents.
[Deprecated: see GetInvoicesByRelation2]
[Permission: Any Authenticated, Credentials: Finances.Invoices.ViewFull/Limited, Sales.Quotes.ViewFull/Limited]<br/>
Returns invoice search results
[Deprecated - see GetInvoiceSearchResults]
[Deprecated - see GetEntrySearchResults3]
[Permission: Any Authenticated]<br/>
Returns all Reminders for a given Entry/Entity combo.
[Permission: Any Authenticated, Calendar.Events or Work.Timesheets or Work.ToDos]<br/>
Returns full details on an Event
[Permission: Employee, Calendar.Events or Work.Timesheets or Work.ToDos]<br/>
Returns full details on the given Events, no more than 50 per batch.
[Permission: Employee]<br/>
Returns full details on an event
[Permission: Any Authenticated]<br/>
Returns a single notation
[Permission: Employee]<br/>
Returns a single message.
[Permission: Any Authenticated]<br/>
Deletes a message. Only a Message.Owner or a System.Administrator may delete messages.
[Deprecated - see GetCalendarViewDataPaged]
[Permission: Employee]<br/>
Returns an iCal Calendar object containing events of the specified CalendarID
[Deprecated - see GetCalendarViewDataPaged]
[Deprecated - see GetCalendarViewDataPaged]
[Permission: Employee, Credentials: Contacts.DirectorySync]<br/>
Returns a number of sync conflicts the employee has.
[Permission: Any Authenticated]<br/>
Returns a list of recently viewed items with a specified max number of each VeetroBaseType
[Permission: Any Authenticated]<br/>
Updates an item's bookmarked status
[Permission: Any Authenticated]<br/>
Returns a list of bookmarked items with a specified max number of each VeetroBaseType
[Deprecated - see MarkRead2]
[Permission: Any Authenticated]<br/>
Gets a groupped collection of new/unread items for the current user.
[Permission: Employee]<br/>
Exports the product catalog in CSV format.
[Permission: Employee, Credentials: Contacts.DirectoryExport]<br/>
Exports the address book in CSV format.
[Permission: Employee, Credentials: Contacts.DirectoryExport]<br/>
Exports the address book in XLSX format.
[Permission: Employee, Credentials: System.Administrator]<br/>
Utility method to moves all Street address numbers into a Billing address if present.
[Permission: Anonymous]<br/>
Utility method to attempt to parse an arbitrary string of text into an Address object. Things such as
postal codes, country names, numbers and line breaks are used by the system to attempt a 'best guess'
at placing data into the correct Street, Suburb, etc fields.
[Permission: Employee, Credentials: Reporting.CustomViews]<br/>
Exports the specified CustomeView in CSV format.
[Permission: Employee, Credentials: Reporting.CustomViews]<br/>
Exports the specified CustomeView in XLSX format.
[Permission: Employee, Credentials: Documents.Blogs.ViewFull/Limited]<br/>
Returns blog websites which the specified Entity has permission to modify
[Permission: Employee, Credentials: Documents.Blogs.ViewFull/Limited]<br/>
Returns all blog websites
[Permission: Employee, Credentials: Documents.Blogs.ViewFull/Limited]<br/>
Returns a blog website
[Permission: Employee]<br/>
Returns the last 50 blog posts across all Blog websites.
[Permission: Anonymous]<br/>
Returns all Currencies supported by the system.
[Permission: Any Authenticated]<br/>
Returns the current Currency symbol used across the account.
[Permission: Employee, Credentials: Finances.Expenses.ViewFull]<br/>
Returns all unpaid expense Entry items.
[Permission: Employee, Credentials: Finances.InvoiceExport]<br/>
Exports all invoices in QuickBooks *.IIF format.
[Permission: Employee, Credentials: Finances.InvoiceExport]<br/>
Exports invoices in QuickBooks *.IIF format within a specific period.
[Permission: Employee, Credentials: Finances.UnbilledCharges]<br/>
Returns an array of all Entities who have uninvoiced/billable Entries. BillableEntity inherits
from Entity and includes an additional BillableItems array and TotalAmountBillable property.
[Permission: Employee]<br/>
Gets an array of base Entry classes for the specified EntryIDs.
[Permission: Any_Authenticated]<br/>
Gets an Entry classe for the specified EntryID.
[Permission: Employee, Credentials: Finances.Transactions.ViewFull/Limited]<br/>
Returns all transactions in an Account
[Permission: Any Authenticated, Credentials: Finances.Transactions.ViewFull/Limited]<br/>
Returns all transactions for an Invoice
[Permission: Any Authenticated, Credentials: Finances.Transactions.ViewFull/Limited]<br/>
Returns all transactions for a supplier's Entry
[Permission: Employee, Credentials: Transactions.ViewFull]<br/>
Returns the calculated balance of a bank Account
[Permission: Employee]<br/>
Returns an array of configured Tax Options.
[Permission: Anonymous]<br/>
Gets customer portal configuration settings.
[Permission: Any_Authenticated]<br/>
Retrieves all the users of the company that the current user belongs to.
[Permission: Any Authenticated,<br/>
Returns customer security information like permissions
[Permission: Employee]<br/>Returns a Discussion thread including child posts
[Permission: Employee]<br/>Applies flags to Discussion post recipients
[Permission: Employee]<br/>Removes flags to Discussion post recipients
[Permission: Employee]<br/>Applies flags to a discussion post
[Permission: Employee]<br/>Removes flags to a discussion post
[Permission: Employee]<br/>Declines a discussion request
[Permission: Employee]<br/>Applies a like to a discussion post
[Permission: Employee]<br/>Move a discussion post
[Permission: Employee]<br/>Finds root discussion Notation for the specified child NotationID
[Permission: Employee]<br/>Bookmark a discussion post