CRM (REST API)
- Calendar(Activities) Search 'calendar/search' POST method
- Networth by ContactID Methods '/contacts/{contactid}/networth'
- Workflow Methods Draft
- Seminar Management Methods
- Strategic Allocation Model Methods 'contacts/{contactid}/sam'
- Tax Information Methods '/contacts/{contactid}/tax'
- Tag Group Methods
- Assets & Liabilities by ContactID Fetch '/contacts/{contactid}/assets-liabilities'
- User-Defined Fields By ContactID Methods '/contacts/{contactid}/udf'
- Family by ContactID Put '/contacts/{contactid}/family/{FamilyID}'
- Master Fetch '/contacts/{contactid}/master'
- UserKey Retrieval via our Authentication Method '/authentication'
- Single Sign-On '/SSO'
- Contacts Search 'contacts/search' POST method
- Membership By ContactID Methods '/contacts/{contactid}/memberships'
- Contacts Search '/contacts/search'
- List of Available Methods
- Personal Profile Methods '/contacts/{contactid}/personalprofile'
- Important Information By ContactID Methods '/contacts/{contactid}/importantinfo'
- Family By ContactID Get '/contacts/{contactid}/family'
- Departments by ContactID '/contacts/{contactid}/departments'
- Activities By ContactID Methods '/contacts/{contactid}/activities'
- Activity Methods '/calendar/activities/'
- Account Methods '/contacts/{contactid}/accounts'
- Notes By ContactID Methods '/contacts/{contactid}/notes'
- Settings '/settings'
- Contact Details By ContactID Methods '/contacts/{contactid}/details'
- Internet Addresses By ContactID Methods '/contacts/{contactid}/internets'
- Phones By ContactID Methods '/contacts/{contactid}/phones'
- Addresses By ContactID Methods '/contacts/{contactid}/addresses'