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ConneXionInsertCustomer Method

Insert a new Customer into TAM database.

Namespace:  ConneXion
Assembly:  ConneXion (in ConneXion.dll) Version: 2020.0
Syntax
public ConneXionResult InsertCustomer(
	ref Customer Customer
)

Parameters

Customer
Type: ConneXionCustomer
Customer data object to Insert

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
  • Name
  • Agency
  • Branch

NOTE: The fields REQUIRED by ConneXion to insert a Customer are Name, Agency and Branch. When inserting a Commercial Customer, CustomerType should be set to 2. If it is not, ConneXion will assume it is a personal customer and create the Customer ID accordingly.

Examples
VB
Dim oCustomer As New ConneXion.Customer
Dim oConneXion As New ConneXion.ConneXion
Dim oResult As ConneXion.ConneXionResult

oCustomer.LicenseKey = "123456  1"
oCustomer.Name = "Joseph W. Abbot"
oCustomer.Attention = ""
oCustomer.Street = "1414 Hampton Road"
oCustomer.City = "Homewood"
oCustomer.State = "IL"
oCustomer.ZipCode = "60430"
oCustomer.Heading = "Joe & Elaine"
oCustomer.Occupation = "RETIRED"
oCustomer.Note = "CL-"
oCustomer.Classification = "P1"
oCustomer.Conglomerate = ""
oCustomer.PhoneResidential = "708-798-8345"
oCustomer.PhoneBusiness = ""
oCustomer.PhoneFax = ""
oCustomer.Email = "joe@abbot.us"
oCustomer.Agency = "1"
oCustomer.Branch = "1"
oCustomer.CSR = "JS"
oCustomer.Producer = "RFN"
oCustomer.Classification = "P1"
oCustomer.Broker = "ALEXGR1"
oCustomer.CustomerType = "1"
oCustomer.InvoicePageBreak = "2"
oCustomer.MarketingPlan = "CRS"
oCustomer.ServiceCharge = "True"
oCustomer.Statement = "-102.40"
oCustomer.DunningLetterDate = "090103"

oCustomer.TAMUserName = "EXEC"
oCustomer.TAMPassword = "PSWD"
oCustomer.TAMCentralAgency = "DEMOAG1"

oResult = oConneXion.InsertCustomer(oCustomer)
txtID.Text = oCustomer.CustomerID
If oResult.Success = True Then
    MessageBox.Show("InsertCustomer is Successful")
Else
    txtResult.Text = "Number: " & oResult.Number & vbCrLf & "Desc: " & oResult.TAMDescription & oResult.Description & vbCrLf & "TAMErrorNumber: " & oResult.TAMErrorNumber
End If
See Also