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IFind Methods

The IFind type exposes the following members.

Methods
  NameDescription
Public methodCode exampleAllMatches
find list of field values using another field as the key - poor mans SQL query Example: Find.Field("contact","contact_id","number1", "SUPER") returns an array with the contact ids where CODE = 'SUPER' Perform a "poor mans" SQL query to find list of field values using another field as the key.
Public methodCode exampleAppointments
Find collection of Appointments for a particular associate between two dates Get a collection of Appointments for a given associate within a specified range of dates
Public methodCode exampleContactsByEmail
find collection of Contacts using e-mail addresses Search and retrieve contacts by their email address. This will return all contacts that have an email address like the email given as search string. Does not accept partial address, but wildcards does work
Public methodCode exampleContactsByName
Find collection of Contacts. If name ends in % then a begins with search is done. Search and retrieve contacts by their name. This will return all contacts that start with the name given as search name
Public methodCode exampleContactsByPhone
find collection of Contacts using phone numbers Search and retrieve contacts by their phone number
Public methodCode exampleContactsLike
Find collection of Contacts using soundex. Search and retrieve contacts by their name. Name is stripped to a Soundex version, and then searched for
Public methodCode exampleContactsWithActiveStatusMonitor
Returns list of contacts with matching status monitors. Search by status monitor name or the status monitor id.
Public methodCode exampleContactsWithLastCompletedActivity
Returns list of contacts with matching appointment/document counters. Search by date.
Public methodCode exampleContactsWithLastCompletedSale
Returns list of contacts with matching sale counters. Search by date.
Public methodCode exampleContactsWithLastCreatedActivity
Returns list of contacts with matching appointment/document counters. Search by date.
Public methodCode exampleContactsWithLastCreatedSale
Returns list of contacts with matching sale counters. Search by date.
Public methodCode exampleContactsWithLastDoByActivity
Returns list of contacts with matching appointment/document counters. Search by date.
Public methodCode exampleContactsWithNumActivitiesCreatedPeriod
Returns list of contacts with matching appointment/document counters. Search by total number of appointments/documents.
Public methodContactsWithNumActivitiesCreatedTotal
Returns list of contacts with matching appointment/document counters. Search by total number of appointments/documents.
Public methodCode exampleContactsWithNumActivitiesNotCompletedPeriod
Returns list of contacts with matching appointment/document counters. Search by total number of appointments/documents.
Public methodCode exampleContactsWithNumActivitiesNotCompletedTotal
Returns list of contacts with matching appointment/document counters. Search by total number of appointments/documents.
Public methodCode exampleContactsWithNumSalesCreatedPeriod
Returns list of contacts with matching sale counters. Search by total number of sales.
Public methodCode exampleContactsWithNumSalesCreatedTotal
Returns list of contacts with matching sale counters. Search by total number of sales.
Public methodCode exampleContactsWithNumSalesNotCompletedPeriod
Returns list of contacts with matching sale counters. Search by total number of sales.
Public methodCode exampleContactsWithNumSalesNotCompletedTotal
Returns list of contacts with matching sale counters. Search by total number of sales.
Public methodCode exampleFirstMatch
find list of field values using another field as the key - poor mans SQL query Example: Find.Field("contact","contact_id","number1", "SUPER") returns the first contact where CODE = 'SUPER' Perform a "poor mans" SQL query to find list of field values using another field as the key.
Public methodCode exampleIdFromForeignKey
get record id based on foreignkeyvalue - returns 0 if no record is found Get the record id based on foreign key value - returns 0 if no record is found
Public methodCode exampleIdsFromForeignKey
get record ids based on foreignkeyvalue - returns an array with the record ids
Public methodCode examplePersonsByEmail
find collection of Persons using e-mail addresses Search and retrieve persons by their email address. This will return all persons that have an email address like the email given as search string. Does not accept partial address, but wildcards does work
Public methodCode examplePersonsByName
find collection of Persons by first and/or last name Search and retrieve persons by their name
Public methodCode examplePersonsByPhone
find collection of Persons using phone numbers Search and retrieve persons by their phone number
Public methodCode exampleProjectsByName
Find collection of Projects using names. If name ends in % then a begins with search is done. Search and retrieve a collection of projects based on project name (starts with)
Public methodCode exampleProjectsLike
Find collection of Projects using soundex. Search and retrieve all projects that soundex-match the given name
Public methodCode exampleProjectsWithActiveStatusMonitor
Returns list of Projects with matching status monitors. Search by status monitor name or the status monitor id.
Public methodCode exampleProjectsWithLastCompletedActivity
Returns list of Projects with matching appointment/document counters. Search by date.
Public methodCode exampleProjectsWithLastCompletedSale
Returns list of Projects with matching sale counters. Search by date.
Public methodCode exampleProjectsWithLastCreatedActivity
Returns list of Projects with matching appointment/document counters. Search by date.
Public methodCode exampleProjectsWithLastCreatedSale
Returns list of Projects with matching sale counters. Search by date.
Public methodCode exampleProjectsWithLastDoByActivity
Returns list of Projects with matching appointment/document counters. Search by date.
Public methodCode exampleProjectsWithNumActivitiesCreatedPeriod
Returns list of Projects with matching appointment/document counters. Search by toal number of appointments/documents.
Public methodCode exampleProjectsWithNumActivitiesCreatedTotal
Returns list of Projects with matching appointment/document counters. Search by toal number of appointments/documents.
Public methodCode exampleProjectsWithNumActivitiesNotCompletedPeriod
Returns list of Projects with matching appointment/document counters. Search by toal number of appointments/documents.
Public methodCode exampleProjectsWithNumActivitiesNotCompletedTotal
Returns list of Projects with matching appointment/document counters. Search by toal number of appointments/documents.
Public methodCode exampleProjectsWithNumSalesCreatedPeriod
Returns list of Projects with matching sale counters. Search by total number of sales.
Public methodCode exampleProjectsWithNumSalesCreatedTotal
Returns list of Projects with matching sale counters. Search by total number of sales.
Public methodCode exampleProjectsWithNumSalesNotCompletedPeriod
Returns list of Projects with matching sale counters. Search by total number of sales.
Public methodCode exampleProjectsWithNumSalesNotCompletedTotal
Returns list of Projects with matching sale counters. Search by total number of sales.
Public methodCode exampleSoundex
Returns the soundex form of the name

Return the soundex version of the Name string.

Note that the soundex algorithm has changed between CRM 5 and SIX. The upgrade process updates all the soundex fields with new values.

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