Activity Class


Activity Class

Fields and Properties related to Activity Class

Inheritance Hierarchy

SystemObject
ConneXionActivity

Namespace: ConneXion
Assembly: ConneXion (in ConneXion.dll) Version: 2020.0

Syntax

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[SerializableAttribute]
public class Activity

<SerializableAttribute>
Public Class Activity

The Activity type exposes the following members.

Constructors

	Name	Description
	Activity	Initializes a new instance of the Activity class

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Properties

	Name	Description
	ActivityStatus	Used to filter by activity status. Null means all statuses are allowed.
	ActivityType	ActivityType is required when Inserting an Activity in TAM
	Amount	Amount
	Broker	Broker Code - Lookup Broker
	Closed	Open/Closed Indicator
	ClosedByWhom	Operator ID who closed the record - Lookup WHO OPID
	ClosedSuccessfully	Was it closed successfully? - 'True' or 'False'
	Company	Company Code - Lookup Company
	CSR	CSR Code - Lookup Who OPID
	Description	A description for the Activity
	FollowUpAction	Action Code Lookup ACTION CODE
	FollowUpByWhom	WhoCode that will follow up
	FollowUpDate	Date of follow up - YYYYMMDD
	FollowUpTime	Time of follow up - HH:MM. 24 hour clock
	InsertIntoOutlook	Boolean – Inserts into Outlook Calendar if MAPI integration is enabled *
	KillDate	Future Action Date - YYYYMMDD
	LinkDataLength	Length of Link Data
	LinkDataOffset	Offset of Link Data
	LinkKey	Link Key - Links to TFLink record
	LinkType	Link Type - 'Archive', 'Email', 'Image', 'Letter', 'Fax', 'Memo', 'Spreadsheet', or 'None'
	MarketingPlan	Marketing Plan Code - Lookup MARKETING PLAN
	NoteLine1	Maintained for backward compatibility, do not use
	NoteLine2	Maintained for backward compatibility, do not use
	NoteLine3	Maintained for backward compatibility, do not use
	NoteLine4	Maintained for backward compatibility, do not use
	PolicyNumber	Policy Number - Can be just the Policy Number or Policy Slot and Section. Only Policy Slot and section will actually attach the activity to the policy.
	PolicyType	Policy Type - Lookup POLICY TYPE CLASS
	Producer	Producer Code -Lookup PRODUCER
	ReasonClosed	Rejection Reason - Required if closed unsuccessfully
	SortDescending	Used to specify whether to return the results in descending order.
	SortFieldName	Used to specify how to sort filtered results.
	TimeFiled	Time when filed
	TotalActivities	Total number of Activities

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Fields

	Name	Description
	ActivityActionType	Read Only - The Activity Action Code - Possible Values: Exceptions, C Letter, P Letter, Auto Close, No Action, None
	ActivityCodeGroup	Read Only - The Activity Classification
	ActivityDate	Read Only - Date Entered - YYYYMMDD
	ActivityDateEnd	Activity end date YYYYMMDD
	ActivityTypeName	Read Only - Name of the Activity Type
	Agency	Read Only - Agency Code - Lookup AGENCY
	Branch	Read Only - Branch - Lookup BRANCH
	BrokerAmount	Read Only - Broker Commission Amount
	BrokerName	Read Only - Name of Broker
	BrokerPercent	Read Only - Broker Percentage
	ClientID	Customer - Lookup CUSTOMER
	ClientKey	Customer Type - 'P', 'C', 'p', 'Y', 'B', 'E', 'L', 'V', or 'F'
	ClientName	Customer Name
	ClosedByWhomName	Read Only - Name of person who closed the Activity
	CompanyName	Read Only - Company Name
	CSRName	Read Only - Name of CSR
	Department	Read Only - Department Code -Lookup DEPARTMENT
	FiledByWhom	Who filed the activity
	FollowUpActionName	Read Only - Action Code Name
	FollowUpByWhomName	Read Only - Name of person who will follow up
	FollowUpDateEnd	Follow up end date YYYYMMDD
	FollowUpTimeCode	Read Only - Code of time held in FLDS
	LicenseKey	ConneXion license key string
	LinkID	Read Only - Link ID
	MarketingPlanName	Read Only - Name of marketing plan
	MaxCount	Limits the number of records returned with a find by criteria to avoid timing out
	Note	The collection of Activity Notes
	PolicyCategory	Read Only - Policy Category - '1' = Personal, '2'=Commerical, '3' =None
	PolicyTypeName	Read Only - Name of Policy Type
	ProducerName	Read Only - Name of Producer
	RecordNumber	Record Number - Required for Update/Delete/Find.
	Tag	User Defined Value
	TAMCentralAgency	Agency identifier code of target agency database if ConneXion instance is TAMCentral hosted
	TAMPassword	TAM System Password
	TAMUserName	TAM System User ID

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Remarks

Reference

ConneXion Namespace