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ConneXionFindCustomersByCriteria Method

Retrieves a list of Customers from TAM as per the specified criteria.

Namespace:  ConneXion
Assembly:  ConneXion (in ConneXion.dll) Version: 2020.0
Syntax
public ConneXionResult FindCustomersByCriteria(
	Customer Customer,
	ref Customer[] Customers
)

Parameters

Customer
Type: ConneXionCustomer
Customer data object to Find
Customers
Type: ConneXionCustomer
List of Customers

Return Value

Type: ConneXionResult
ConneXionResult
Remarks

Required Fields

  • TAMUserName
  • TAMPassword
  • TAMCentralAgency - only if agency is on AppliedOnline
  • LicenseKey - only if agency is an Agency of Vendor

Available Search Criteria

  • Agency
  • AgencyName
  • Attention
  • Branch
  • BranchName
  • Broker
  • BrokerName
  • City
  • Classification
  • ClassificationName
  • ClientBalance
  • Conglomerate
  • CSR
  • CSRName
  • CustomerID
  • CustomerType
  • DunningLetterDate
  • Email
  • FirstItemWithBalance
  • FirstOpenActivity
  • Heading
  • InvoicePageBreak
  • Key
  • Language
  • LastPayAmount
  • LastPayDate
  • LicenseKey
  • MarketingPlan
  • MarketingPlanName
  • Name
  • Note
  • NumberofClaims
  • NumberofInfos
  • NumberofNotes
  • NumberOfOpenActivities
  • NumberOfPDC
  • Occupation
  • OpID
  • PhoneBusiness
  • PhoneFax
  • PhoneResidential
  • Producer
  • ProducerName
  • ServiceCharge
  • State
  • Statement
  • StatementBalanceForward
  • Street
  • Street2
  • Tag
  • UserField1
  • UserField1Name
  • UserField2
  • UserField2Name
  • UserField3
  • UserField3Name
  • ZipCode
Examples
VB
Dim oCustomer As New ConneXion.Customer
Dim oConneXion As New ConneXion.ConneXion
Dim oResult As ConneXion.ConneXionResult
Dim oCustomers() As ConneXion.Customer

oCustomer.LicenseKey = "1234567  1"
oCustomer.State = "IL"
oCustomer.TAMUserName = "EXEC"
oCustomer.TAMPassword = "PSWD"
oCustomer.TAMCentralAgency = "DEMOAG1"

oResult = oConneXion.FindCustomersByCriteria(oCustomer, oCustomers)
If oResult.Success = True Then
    txtResult.Text = oResult.Description
    dgrd.DataSource = oCustomers
Else
    txtResult.Text = "Number: " & oResult.Number & vbCrLf & "Desc: " & oResult.Description & vbCrLf & "TAMErrorNumber: " & oResult.TAMErrorNumber & vbCrLf & "TAMErroDesc: " & oResult.TAMDescription
End If
See Also