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ConneXionInsertActivity Method | |
Insert a new activity into TAM database
Namespace: ConneXion
Assembly: ConneXion (in ConneXion.dll) Version: 2020.0
SyntaxParameters
- Activity
- Type: ConneXionActivity
Activity data object to Insert
Return Value
Type: ConneXionResultConneXionResult
RemarksRequired Fields
- TAMUserName
- TAMPassword
- TAMCentralAgency - only if agency is on AppliedOnline
- LicenseKey - only if agency is an Agency of Vendor
- ActivityType
NOTE: The only field REQUIRED by ConneXion to insert an Activity is the ActivityType. However, if you want this activity attached to a Customer, Policy, etc, then those fields need to be set as well. The CSR and Producer from the Customer Detail screen will default into the activity and the WhoToFollowUp, FollowUpAction, FollowUpDate and KillDate will default from the Activity Setup. Any other fields you want set you will need to set programmatically
ExamplesVB
Dim oConneXionActivity As New ConneXion.ConneXion Dim oActivity As New ConneXion.Activity Dim oResult As ConneXion.ConneXionResult oActivity.TAMUserName = "EXEC" oActivity.TAMPassword = "PSWD" oActivity.TAMCentralAgency = "DEMOAG1" oActivity.LicenseKey = "1234567 1" oActivity.ClientKey = "C" oActivity.ClientID = "ABBOJO1" oActivity.ActivityType = "APPO" oActivity.FollowUpDate = "20020910" oActivity.KillDate = "20020925" oActivity.FollowUpByWhom = "EX" oActivity.FollowUpAction = "MAP" oActivity.MarketingPlan = "REQ" oActivity.Amount = "500.00" oActivity.Broker = "ALEXAN1" oActivity.Company = "PRO" oActivity.CSR = "JS" oActivity.Producer = "RFN" oActivity.PolicyNumber = "1001" oActivity.PolicyType = "AUTO" oActivity.NoteLine1 = "Requoted auto policy with new carrier" oActivity.NoteLine2 = "Appointment to sign application and give down payment" oActivity.NoteLine3 = "" oActivity.NoteLine4 = "Inquire children's ages" oResult = oConneXionActivity.InsertActivity(oActivity) If oResult.Success = True Then MessageBox.Show("InsertActivity was Successful") Else txtResult.Visible = True txtResult.Text = "Number: " & oResult.Number & vbCrLf & "Description: " & oResult.Description & vbCrLf & "TAMErrorNumber: " & oResult.TAMErrorNumber & vbCrLf & "TAMErroDesc: " & oResult.TAMDescription End If
See Also