Class SalesToolkit
Inheritance
System.Object
SalesToolkit
Inherited Members
System.Object.ToString()
System.Object.Equals(System.Object)
System.Object.Equals(System.Object, System.Object)
System.Object.ReferenceEquals(System.Object, System.Object)
System.Object.GetHashCode()
System.Object.GetType()
System.Object.MemberwiseClone()
Assembly: FChoice.Toolkits.Clarify.dll
public class SalesToolkit : SalesToolkitBase
Constructors
Declaration
public SalesToolkit(ClarifySession session)
Parameters
Declaration
public SalesToolkit(IFCApplication application, IFCSession session)
Parameters
Properties
Declaration
public IApplicationClock ApplicationClock { get; set; }
Property Value
Methods
Declaration
public ToolkitResult AcceptActionItem(AcceptActionItemSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult AcceptActionItem(AcceptActionItemSetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult AcceptActionItem(string actionItemIDNum)
Parameters
Type |
Name |
Description |
System.String |
actionItemIDNum |
|
Returns
Declaration
public ToolkitResult AcceptOpportunity(AcceptOpportunitySetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult AcceptOpportunity(AcceptOpportunitySetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult AcceptOpportunity(string opportunityIDNum)
Parameters
Type |
Name |
Description |
System.String |
opportunityIDNum |
|
Returns
Declaration
public ToolkitResult AcceptQuote(AcceptQuoteSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult AcceptQuote(AcceptQuoteSetup setupParam, IDbTransaction transaction)
Parameters
Type |
Name |
Description |
AcceptQuoteSetup |
setupParam |
|
System.Data.IDbTransaction |
transaction |
|
Returns
Declaration
public ToolkitResult AcceptQuote(string quoteIDNum)
Parameters
Type |
Name |
Description |
System.String |
quoteIDNum |
|
Returns
Declaration
public ToolkitResult AssignActionItem(AssignActionItemSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult AssignActionItem(AssignActionItemSetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult AssignActionItem(string actionItemIDNum)
Parameters
Type |
Name |
Description |
System.String |
actionItemIDNum |
|
Returns
Declaration
public ToolkitResult AssignLead(AssignLeadSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult AssignLead(AssignLeadSetup setupParam, IDbTransaction transaction)
Parameters
Type |
Name |
Description |
AssignLeadSetup |
setupParam |
|
System.Data.IDbTransaction |
transaction |
|
Returns
Declaration
public ToolkitResult AssignLead(int leadObjid, string newOwner)
Parameters
Type |
Name |
Description |
System.Int32 |
leadObjid |
|
System.String |
newOwner |
|
Returns
Declaration
public ToolkitResult AssignOpportunity(AssignOpportunitySetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult AssignOpportunity(AssignOpportunitySetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult AssignOpportunity(string opportunityIDNum)
Parameters
Type |
Name |
Description |
System.String |
opportunityIDNum |
|
Returns
Declaration
public ToolkitResult AssignQuote(AssignQuoteSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult AssignQuote(AssignQuoteSetup setupParam, IDbTransaction transaction)
Parameters
Type |
Name |
Description |
AssignQuoteSetup |
setupParam |
|
System.Data.IDbTransaction |
transaction |
|
Returns
Declaration
public ToolkitResult AssignQuote(string quoteIDNum)
Parameters
Type |
Name |
Description |
System.String |
quoteIDNum |
|
Returns
Declaration
public ToolkitResult ChangeActionItemCondition(ChangeActionItemConditionSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult ChangeActionItemCondition(ChangeActionItemConditionSetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult ChangeActionItemCondition(string actionItemIDNum, string newcondition)
Parameters
Type |
Name |
Description |
System.String |
actionItemIDNum |
|
System.String |
newcondition |
|
Returns
Declaration
public ToolkitResult ChangeActionItemStatus(ChangeActionItemStatusSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult ChangeActionItemStatus(ChangeActionItemStatusSetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult ChangeActionItemStatus(string actionItemIDNum)
Parameters
Type |
Name |
Description |
System.String |
actionItemIDNum |
|
Returns
Declaration
public ToolkitResult ChangeOpportunityStatus(ChangeOpportunityStatusSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult ChangeOpportunityStatus(ChangeOpportunityStatusSetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult ChangeOpportunityStatus(string opportunityIDNum)
Parameters
Type |
Name |
Description |
System.String |
opportunityIDNum |
|
Returns
Declaration
public ToolkitResult ChangeQuoteStatus(ChangeQuoteStatusSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult ChangeQuoteStatus(ChangeQuoteStatusSetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult ChangeQuoteStatus(string quoteIDNum)
Parameters
Type |
Name |
Description |
System.String |
quoteIDNum |
|
Returns
Declaration
public ToolkitResult CloseOpportunity(CloseOpportunitySetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult CloseOpportunity(CloseOpportunitySetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult CloseOpportunity(string opportunityIDNum)
Parameters
Type |
Name |
Description |
System.String |
opportunityIDNum |
|
Returns
Declaration
public ToolkitResult CreateActionItem()
Returns
Declaration
public ToolkitResult CreateActionItem(CreateActionItemSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult CreateActionItem(CreateActionItemSetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult CreateLead(CreateLeadSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult CreateLead(CreateLeadSetup setupParam, IDbTransaction transaction)
Parameters
Type |
Name |
Description |
CreateLeadSetup |
setupParam |
|
System.Data.IDbTransaction |
transaction |
|
Returns
Declaration
public ToolkitResult CreateLead(string state, string country, string timeZone, LeadSiteType siteType, string leadSource)
Parameters
Type |
Name |
Description |
System.String |
state |
|
System.String |
country |
|
System.String |
timeZone |
|
LeadSiteType |
siteType |
|
System.String |
leadSource |
|
Returns
Declaration
public ToolkitResult CreateOpportunity(CreateOpportunitySetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult CreateOpportunity(CreateOpportunitySetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult CreateOpportunity(string opportunityName, string salesStage, float probability)
Parameters
Type |
Name |
Description |
System.String |
opportunityName |
|
System.String |
salesStage |
|
System.Single |
probability |
|
Returns
Declaration
public ToolkitResult CreateQuote(CreateQuoteSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult CreateQuote(CreateQuoteSetup setupParam, IDbTransaction transaction)
Parameters
Type |
Name |
Description |
CreateQuoteSetup |
setupParam |
|
System.Data.IDbTransaction |
transaction |
|
Returns
Declaration
public ToolkitResult CreateQuote(string quoteTitle)
Parameters
Type |
Name |
Description |
System.String |
quoteTitle |
|
Returns
Declaration
public ToolkitResult CreateQuoteLineItem(CreateQuoteLineItemSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult CreateQuoteLineItem(CreateQuoteLineItemSetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult CreateQuoteLineItem(string contractIDNum, string partNumber, string partDomain, string partRevision, int quantity, string priceSchedule, int parentLineItemObjid)
Parameters
Type |
Name |
Description |
System.String |
contractIDNum |
|
System.String |
partNumber |
|
System.String |
partDomain |
|
System.String |
partRevision |
|
System.Int32 |
quantity |
|
System.String |
priceSchedule |
|
System.Int32 |
parentLineItemObjid |
|
Returns
Declaration
public ToolkitResult CreateQuoteLineItem(string contractIDNum, string partNumber, string partDomain, string partRevision, string priceSchedule, string serialNumber, int parentLineItemObjid)
Parameters
Type |
Name |
Description |
System.String |
contractIDNum |
|
System.String |
partNumber |
|
System.String |
partDomain |
|
System.String |
partRevision |
|
System.String |
priceSchedule |
|
System.String |
serialNumber |
|
System.Int32 |
parentLineItemObjid |
|
Returns
Declaration
public ToolkitResult DispatchActionItem(DispatchActionItemSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult DispatchActionItem(DispatchActionItemSetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult DispatchActionItem(string actionItemIDNum, string queue)
Parameters
Type |
Name |
Description |
System.String |
actionItemIDNum |
|
System.String |
queue |
|
Returns
Declaration
public ToolkitResult DispatchOpportunity(DispatchOpportunitySetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult DispatchOpportunity(DispatchOpportunitySetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult DispatchOpportunity(string opportunityIDNum, string queue)
Parameters
Type |
Name |
Description |
System.String |
opportunityIDNum |
|
System.String |
queue |
|
Returns
Declaration
public ToolkitResult DispatchQuote(DispatchQuoteSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult DispatchQuote(DispatchQuoteSetup setupParam, IDbTransaction transaction)
Parameters
Type |
Name |
Description |
DispatchQuoteSetup |
setupParam |
|
System.Data.IDbTransaction |
transaction |
|
Returns
Declaration
public ToolkitResult DispatchQuote(string quoteIDNum, string queue)
Parameters
Type |
Name |
Description |
System.String |
quoteIDNum |
|
System.String |
queue |
|
Returns
Declaration
public ToolkitResult ForwardActionItem(ForwardActionItemSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult ForwardActionItem(ForwardActionItemSetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult ForwardActionItem(string actionItemIDNum, string newQueue)
Parameters
Type |
Name |
Description |
System.String |
actionItemIDNum |
|
System.String |
newQueue |
|
Returns
Declaration
public ToolkitResult ForwardOpportunity(ForwardOpportunitySetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult ForwardOpportunity(ForwardOpportunitySetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult ForwardOpportunity(string opportunityIDNum, string newQueue)
Parameters
Type |
Name |
Description |
System.String |
opportunityIDNum |
|
System.String |
newQueue |
|
Returns
Declaration
public ToolkitResult ForwardQuote(ForwardQuoteSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult ForwardQuote(ForwardQuoteSetup setupParam, IDbTransaction transaction)
Parameters
Type |
Name |
Description |
ForwardQuoteSetup |
setupParam |
|
System.Data.IDbTransaction |
transaction |
|
Returns
Declaration
public ToolkitResult ForwardQuote(string quoteIDNum, string newQueue)
Parameters
Type |
Name |
Description |
System.String |
quoteIDNum |
|
System.String |
newQueue |
|
Returns
Declaration
public ToolkitResult LogActionItemEmailIn(LogActionItemEmailInSetup setup)
Parameters
Returns
Declaration
public ToolkitResult LogActionItemEmailIn(LogActionItemEmailInSetup setup, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult LogLeadNote(LogLeadNoteSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult LogLeadNote(LogLeadNoteSetup setupParam, IDbTransaction transaction)
Parameters
Type |
Name |
Description |
LogLeadNoteSetup |
setupParam |
|
System.Data.IDbTransaction |
transaction |
|
Returns
Declaration
public ToolkitResult LogLeadNote(int leadObjid)
Parameters
Type |
Name |
Description |
System.Int32 |
leadObjid |
|
Returns
Declaration
public ToolkitResult LogLeadPhone(LogLeadPhoneSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult LogLeadPhone(LogLeadPhoneSetup setupParam, IDbTransaction transaction)
Parameters
Type |
Name |
Description |
LogLeadPhoneSetup |
setupParam |
|
System.Data.IDbTransaction |
transaction |
|
Returns
Declaration
public ToolkitResult LogLeadPhone(int leadObjid, string contactFirstName, string contactLastName, string contactPhone, TimeSpan duration)
Parameters
Type |
Name |
Description |
System.Int32 |
leadObjid |
|
System.String |
contactFirstName |
|
System.String |
contactLastName |
|
System.String |
contactPhone |
|
System.TimeSpan |
duration |
|
Returns
Declaration
public ToolkitResult MoveActionItem(MoveActionItemSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult MoveActionItem(MoveActionItemSetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult MoveActionItem(string actionItemIDNum, string newWipBin)
Parameters
Type |
Name |
Description |
System.String |
actionItemIDNum |
|
System.String |
newWipBin |
|
Returns
Declaration
public ToolkitResult MoveOpportunity(MoveOpportunitySetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult MoveOpportunity(MoveOpportunitySetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult MoveOpportunity(string opportunityIDNum, string newWipBin)
Parameters
Type |
Name |
Description |
System.String |
opportunityIDNum |
|
System.String |
newWipBin |
|
Returns
Declaration
public ToolkitResult MoveQuote(MoveQuoteSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult MoveQuote(MoveQuoteSetup setupParam, IDbTransaction transaction)
Parameters
Type |
Name |
Description |
MoveQuoteSetup |
setupParam |
|
System.Data.IDbTransaction |
transaction |
|
Returns
Declaration
public ToolkitResult MoveQuote(string quoteIDNum, string newWipBin)
Parameters
Type |
Name |
Description |
System.String |
quoteIDNum |
|
System.String |
newWipBin |
|
Returns
Declaration
public ToolkitResult RejectActionItem(RejectActionItemSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult RejectActionItem(RejectActionItemSetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult RejectActionItem(string actionItemIDNum)
Parameters
Type |
Name |
Description |
System.String |
actionItemIDNum |
|
Returns
Declaration
public ToolkitResult RejectOpportunity(RejectOpportunitySetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult RejectOpportunity(RejectOpportunitySetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult RejectOpportunity(string opportunityIDNum)
Parameters
Type |
Name |
Description |
System.String |
opportunityIDNum |
|
Returns
Declaration
public ToolkitResult RejectQuote(RejectQuoteSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult RejectQuote(RejectQuoteSetup setupParam, IDbTransaction transaction)
Parameters
Type |
Name |
Description |
RejectQuoteSetup |
setupParam |
|
System.Data.IDbTransaction |
transaction |
|
Returns
Declaration
public ToolkitResult RejectQuote(string quoteIDNum)
Parameters
Type |
Name |
Description |
System.String |
quoteIDNum |
|
Returns
Declaration
public ToolkitResult ReopenOpportunity(ReopenOpportunitySetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult ReopenOpportunity(ReopenOpportunitySetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult ReopenOpportunity(string opportunityIDNum)
Parameters
Type |
Name |
Description |
System.String |
opportunityIDNum |
|
Returns
Declaration
public ToolkitResult UpdateActionItem(UpdateActionItemSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult UpdateActionItem(UpdateActionItemSetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult UpdateLead(UpdateLeadSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult UpdateLead(UpdateLeadSetup setupParam, IDbTransaction transaction)
Parameters
Type |
Name |
Description |
UpdateLeadSetup |
setupParam |
|
System.Data.IDbTransaction |
transaction |
|
Returns
Declaration
public ToolkitResult UpdateOpportunity(UpdateOpportunitySetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult UpdateOpportunity(UpdateOpportunitySetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult YankActionItem(YankActionItemSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult YankActionItem(YankActionItemSetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult YankActionItem(string actionItemIDNum)
Parameters
Type |
Name |
Description |
System.String |
actionItemIDNum |
|
Returns
Declaration
public ToolkitResult YankOpportunity(YankOpportunitySetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult YankOpportunity(YankOpportunitySetup setupParam, IDbTransaction transaction)
Parameters
Returns
Declaration
public ToolkitResult YankOpportunity(string opportunityIDNum)
Parameters
Type |
Name |
Description |
System.String |
opportunityIDNum |
|
Returns
Declaration
public ToolkitResult YankQuote(YankQuoteSetup setupParam)
Parameters
Returns
Declaration
public ToolkitResult YankQuote(YankQuoteSetup setupParam, IDbTransaction transaction)
Parameters
Type |
Name |
Description |
YankQuoteSetup |
setupParam |
|
System.Data.IDbTransaction |
transaction |
|
Returns
Declaration
public ToolkitResult YankQuote(string quoteIDNum)
Parameters
Type |
Name |
Description |
System.String |
quoteIDNum |
|
Returns