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The XML Gateway methods are:
/// <summary> /// Add a new client to the system /// </summary> /// <param name="title">The clients title (if left blank client is added as an organisation)</param> /// <param name="forenames">The client forename if it is a person</param> /// <param name="surnameOrOrgname">The clients surname or the organisation name</param> /// <param name="branchRef">The clients branch reference; if left blank a default is used</param> /// <param name="partnerRef">The clients partner reference; if left blank a default is used</param> /// <param name="addressLine1">The first line of the address</param> /// <param name="addressLine2">The second line of the address</param> /// <param name="addressLine3">The third line of the address</param> /// <param name="addressTown">The town part of the address</param> /// <param name="addressCounty">The county part of the address</param> /// <param name="addressPostcode">The postcode part of the address</param> /// <param name="addressCountry">The country part of the address</param> /// <param name="addressDxTown">The address DX Town</param> /// <param name="addressDxNo">The address DX Number</param> /// <returns>The Guid of the new client</returns> public Guid AddClient(string title, string forenames, string surnameOrOrgname, string branchRef, string partnerRef, string addressLine1, string addressLine2, string addressLine3, string addressTown, string addressCounty, string addressPostcode, string addressCountry, string addressDxTown, string addressDxNo) |
/// <summary> /// Add a note to the system /// </summary> /// <param name="useLastAdded">Add the note to the last entity added by this webservice call</param> /// <param name="noteFor">What the note is for: 'Client', 'Matter', 'Service', 'Service Contact', 'General Contact'</param> /// <param name="entityID">The ID of the entity the note is for if useLastAdded is false</param> /// <param name="notesTypeID">The notes type ID for the new note</param> /// <param name="notesDescription">The subject of the note</param> /// <param name="notesContent">The contents of the note</param> /// <param name="applicationID">The applicationID of the application the note is for</param> public void AddNote(bool useLastAdded, string noteFor, Guid entityID, int notesTypeID, string notesDescription, string notesContent, int applicationID) |
/// <summary> /// Add a new matter to the system /// </summary> /// <param name="useLastAddedClient">Add the matter to the last client added by this webservice call</param> /// <param name="clientID">The clientId of the client the matter is for if useLastAddedClient is false or DummyGuid otherwise</param> /// <param name="clientRef">The clientRef of the client to add the matter to if useLastAddedClient is false AND clientID is DummyGuid</param> /// <param name="matDescription">The matter description</param> /// <param name="partnerRef">The partner ref; if left blank a default is used</param> /// <param name="earnerRef">The earner ref; if left blank a default is used</param> /// <param name="clientBankRef">The client bank ref; if left blank a default is used</param> /// <param name="officeBankRef">The office bank ref; if left blank a default is used</param> /// <param name="workTypeRef">The matters work type ref (non-LA work type only)</param> /// <returns>The Guid of the new matter</returns> public Guid AddMatter(bool useLastAddedClient, Guid clientID, string clientRef, string matDescription, string partnerRef, string earnerRef, string clientBankRef, string officeBankRef, string workTypeRef) |
/// <summary> /// Adds a general contact to the system /// </summary> /// <param name="title">The contacts title (if left blank contact is added as an organisation)</param> /// <param name="forenames">The contacts forename if it is a person</param> /// <param name="surnameOrOrgname">The contacts surname or the organisation name</param> /// <param name="addressLine1">The first line of the address</param> /// <param name="addressLine2">The second line of the address</param> /// <param name="addressLine3">The third line of the address</param> /// <param name="addressTown">The town part of the address</param> /// <param name="addressCounty">The county part of the address</param> /// <param name="addressPostcode">The postcode part of the address</param> /// <param name="addressCountry">The country part of the address</param> /// <param name="addressDxTown">The address DX Town</param> /// <param name="addressDxNo">The address DX Number</param> /// <returns>The Guid of the new contact</returns> public Guid AddGeneralContact(string title, string forenames, string surnameOrOrgname, string addressLine1, string addressLine2, string addressLine3, string addressTown, string addressCounty, string addressPostcode, string addressCountry, string addressDxTown, string addressDxNo) |
/// <summary> /// Add conveyancing details to a matter /// </summary> /// <param name="useLastMatterAdded">Add the conveyancing details to the last matter added by the XML Gateway</param> /// <param name="projectID">The projectID of the matter to add the conveyancing details to if useLastMatterAdded is false, or DummyGuid</param> /// <param name="matterRef">The matter ref of the matter to add the conveyancing details to if useLastMatterAdded is false and projectID is DummyGuid</param> /// <param name="conveyType">The conveyancing type; "SALE", "PURCHASE", "SALEPURCHASE", "REMORTGAGE", "TRANSFER"</param> /// <param name="prop1Price">The price of property 1 (Sale property if Sale&Purchase)</param> /// <param name="prop1AddressLine1">Property 1 address line 1 (Sale property if Sale&Purchase)</param> /// <param name="prop1AddressLine2">Property 1 address line 2 (Sale property if Sale&Purchase)</param> /// <param name="prop1AddressLine3">Property 1 address line 3 (Sale property if Sale&Purchase)</param> /// <param name="prop1AddressTown">Property 1 address town (Sale property if Sale&Purchase)</param> /// <param name="prop1AddressCounty">Property 1 address county (Sale property if Sale&Purchase)</param> /// <param name="prop1AddressPostcode">Property 1 address postcode (Sale property if Sale&Purchase)</param> /// <param name="prop1AddressCountry">Property 1 address county (Sale property if Sale&Purchase)</param> /// <param name="prop2Price">The price of property 2 (Purchase property of Sale & Purchase type only)</param> /// <param name="prop2AddressLine1">Property 2 address line 1 (Purchase property of Sale & Purchase type only)</param> /// <param name="prop2AddressLine2">Property 2 address line 2 (Purchase property of Sale & Purchase type only)</param> /// <param name="prop2AddressLine3">Property 2 address line 3 (Purchase property of Sale & Purchase type only)</param> /// <param name="prop2AddressTown">Property 2 address town (Purchase property of Sale & Purchase type only)</param> /// <param name="prop2AddressCounty">Property 2 address county (Purchase property of Sale & Purchase type only)</param> /// <param name="prop2AddressPostcode">Property 2 address postcode (Purchase property of Sale & Purchase type only)</param> /// <param name="prop2AddressCountry">Property 2 address country (Purchase property of Sale & Purchase type only)</param> public void AddConveyancing(bool useLastMatterAdded, Guid projectID, string matterRef, string conveyType, decimal prop1Price, string prop1AddressLine1, string prop1AddressLine2, string prop1AddressLine3, string prop1AddressTown, string prop1AddressCounty, string prop1AddressPostcode, string prop1AddressCountry, decimal prop2Price, string prop2AddressLine1, string prop2AddressLine2, string prop2AddressLine3, string prop2AddressTown, string prop2AddressCounty, string prop2AddressPostcode, string prop2AddressCountry) |
/// <summary> /// Add conveyancing details to a matter /// </summary> /// <param name="useLastMatterAdded">Add the conveyancing details to the last matter added by the XML Gateway</param> /// <param name="projectID">The projectID of the matter to add the conveyancing details to if useLastMatterAdded is false, or DummyGuid</param> /// <param name="matterRef">The matter ref of the matter to add the conveyancing details to if useLastMatterAdded is false and projectID is DummyGuid</param> /// <param name="conveyType">The conveyancing type; "SALE", "PURCHASE", "SALEPURCHASE", "REMORTGAGE", "TRANSFER"</param> /// <param name="salePrice">Sale price</param> /// <param name="saleAddressLine1">Sale address line 1</param> /// <param name="saleAddressLine2">Sale address line 2</param> /// <param name="saleAddressLine3">Sale address line 3</param> /// <param name="saleAddressTown">Sale address town</param> /// <param name="saleAddressCounty">Sale address county</param> /// <param name="saleAddressPostcode">Sale address postcode</param> /// <param name="saleAddressCountry">Sale address county</param> /// <param name="purchasePrice">Purchase price</param> /// <param name="purchaseAddressLine1">Purchase address line 1</param> /// <param name="purchaseAddressLine2">Purchase address line 2</param> /// <param name="purchaseAddressLine3">Purchase address line 3</param> /// <param name="purchaseAddressTown">Purchase address town</param> /// <param name="purchaseAddressCounty">Purchase address county</param> /// <param name="purchaseAddressPostcode">Purchase address postcode</param> /// <param name="purchaseAddressCountry">Purchase address country</param> /// <param name="remortPrice">Remortgage price</param> /// <param name="remortAddressLine1">Remortgage address line 1</param> /// <param name="remortAddressLine2">Remortgage address line 2</param> /// <param name="remortAddressLine3">Remortgage address line 3</param> /// <param name="remortAddressTown">Remortgage address town</param> /// <param name="remortAddressCounty">Remortgage address county</param> /// <param name="remortAddressPostcode">Remortgage address postcode</param> /// <param name="remortAddressCountry">Remortgage address county</param> public void AddConveyancing2(bool useLastMatterAdded, Guid projectID, string matterRef, string conveyType, decimal salePrice, string saleAddressLine1, string saleAddressLine2, string saleAddressLine3, string saleAddressTown, string saleAddressCounty, string saleAddressPostcode, string saleAddressCountry, decimal purchasePrice, string purchaseAddressLine1, string purchaseAddressLine2, string purchaseAddressLine3, string purchaseAddressTown, string purchaseAddressCounty, string purchaseAddressPostcode, string purchaseAddressCountry, decimal remortPrice, string remortAddressLine1, string remortAddressLine2, string remortAddressLine3, string remortAddressTown, string remortAddressCounty, string remortAddressPostcode, string remortAddressCountry) |
/// <summary> /// Add a service to the system /// </summary> /// <param name="addIfDuplicate">If true it will add the service even if it already exists</param> /// <param name="serviceName">The service name</param> /// <param name="industry">The service industry</param> /// <param name="addressLine1">The first line of the address</param> /// <param name="addressLine2">The second line of the address</param> /// <param name="addressLine3">The third line of the address</param> /// <param name="addressTown">The address town</param> /// <param name="addressCounty">The address county</param> /// <param name="addressPostcode">The address postcode</param> /// <param name="addressCountry">The address country</param> /// <param name="addressDxTown">The address Dx town</param> /// <param name="addressDx">The address Dx number</param> /// <param name="contactTitle">The service contacts title</param> /// <param name="contactSurname">The service contacts surname, if blank a Default Contact will be added</param> /// <param name="contactForename">The service contacts forename</param> /// <returns>The ID of the service</returns> public Guid AddService(bool addIfDuplicate, string serviceName, string industry, string addressLine1, string addressLine2, string addressLine3, string addressTown, string addressCounty, string addressPostcode, string addressCountry, string addressDxTown, string addressDx, string contactTitle, string contactSurname, string contactForename) |
/// <summary> /// Adds a service association to a project /// </summary> /// <param name="useLastModuleAdded">Associate the service with the last module added</param> /// <param name="useLastServiceAdded">Associate the last service added with the project</param> /// <param name="addIfDuplicate">If true it will add the service even if it already exists</param> /// <param name="projectId">The projectId of the matter to associate the service with, or dummyguid</param> /// <param name="matterRef">If projectID is dummyguid, the matter ref of the matter to associate the service with</param> /// <param name="applicationID">The application ID of the matter to associate the service with</param> /// <param name="associationRole">The association role of the service association</param> /// <param name="associationExtendedInfo">Extended info for the role</param> /// <param name="serviceName">The service name</param> /// <param name="industry">The service industry</param> /// <param name="addressLine1">The first line of the address</param> /// <param name="addressLine2">The second line of the address</param> /// <param name="addressLine3">The third line of the address</param> /// <param name="addressTown">The address town</param> /// <param name="addressCounty">The address county</param> /// <param name="addressPostcode">The address postcode</param> /// <param name="addressCountry">The address country</param> /// <param name="addressDxTown">The address Dx town</param> /// <param name="addressDx">The address Dx number</param> /// <param name="contactTitle">The service contacts title</param> /// <param name="contactSurname">The service contacts surname, if blank a Default Contact will be added</param> /// <param name="contactForename">The service contacts forename</param> public void AddServiceAssociation(bool useLastModuleAdded, bool useLastServiceAdded, bool addIfDuplicate, Guid projectId, string matterRef, int applicationID, string associationRole, string associationExtendedInfo, string serviceName, string industry, string addressLine1, string addressLine2, string addressLine3, string addressTown, string addressCounty, string addressPostcode, string addressCountry, string addressDxTown, string addressDx, string contactTitle, string contactSurname, string contactForename) |
/// <summary> /// Adds a general contact to the system and associates it with a matter /// </summary> /// <param name="useLastModuleAdded">Add the general contact to the last module added</param> /// <param name="useLastGeneralContactAdded">Add the last general contact added to the module</param> /// <param name="projectId">The projectID of the matter to add the general contact to if useLastModuleAdded is false, else DummyGuid</param> /// <param name="matterRef">The matter ref of the matter to add the general contact to if useLastModuleAdded is false and projectId is DummyGuid</param> /// <param name="applicationID">The applicationID of the matter to add the general contact to</param> /// <param name="associationRole">The association role to add the general contact as</param> /// <param name="associationExtendedInfo">Extended info for the role</param> /// <param name="title">The contacts title (if left blank contact is added as an organisation)</param> /// <param name="forenames">The contacts forename if it is a person</param> /// <param name="surnameOrOrgname">The contacts surname or the organisation name</param> /// <param name="addressLine1">The first line of the address</param> /// <param name="addressLine2">The second line of the address</param> /// <param name="addressLine3">The third line of the address</param> /// <param name="addressTown">The town part of the address</param> /// <param name="addressCounty">The county part of the address</param> /// <param name="addressPostcode">The postcode part of the address</param> /// <param name="addressCountry">The country part of the address</param> /// <param name="addressDxTown">The address DX Town</param> /// <param name="addressDxNo">The address DX Number</param> public void AddGeneralContactAssociation(bool useLastModuleAdded, bool useLastGeneralContactAdded, Guid projectId, string matterRef, int applicationID, string associationRole, string associationExtendedInfo, string title, string forenames, string surnameOrOrgname, string addressLine1, string addressLine2, string addressLine3, string addressTown, string addressCounty, string addressPostcode, string addressCountry, string addressDxTown, string addressDxNo) |
/// <summary> /// Update a client /// </summary> /// <param name="useLastClientAdded">Update the last client added</param> /// <param name="clientID">The clientID to edit if useLastClientAdded is false</param> /// <param name="cliRef">The client ref to edit if clientID is dummyguid</param> /// <param name="fieldName">The name of the field to edit</param> /// <param name="newValue">The new value of the field</param> public void UpdateClient(bool useLastClientAdded, Guid clientID, string cliRef, string fieldName, string newValue) |
/// <summary> /// Update a matter /// </summary> /// <param name="useLastMatterAdded">Update the last matter added</param> /// <param name="projectID">The projectID to edit if useLastMatterAdded is false</param> /// <param name="matRef">The matter ref to edit if projectID is dummyguid</param> /// <param name="fieldName">The name of the field to edit</param> /// <param name="newValue">The new value of the field</param> public void UpdateMatter(bool useLastMatterAdded, Guid projectID, string matRef, string fieldName, string newValue) |
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