Client Companies allow you to group Client Contacts into organizations.
You can assign resources to Client Companies if you wish for all people in that company to access them.
Resources being things like estimates, invoices, payments, and projects.
Returns a data template that you can fill in to use the CREATE action.
Creates a new client company. Use the template provided by the NEW action.
Returns a single client company.
Updates an existing client company.
Deletes a client company.
Company memberships assign a Contact to a Client Company.
<?xml version="1.0" encoding="UTF-8"?> <company_membership> <person_id></person_id> <company_id></company_id> </company_membership>
Lists all company memberships for this client
Returns a data template that you can fill in to use the CREATE action.
Assign a client contact to a company.
Removes the association between a contact and their company.
<?xml version="1.0" encoding="UTF-8"?> <client_company> <name></name> <address></address> <address2></address2> <city></city> <state></state> <zip></zip> <country_code></country_code> <url></url> <telephone></telephone> <currency_type_code></currency_type_code> <notes></notes> <custom_1></custom_1> <custom_2></custom_2> <custom_3></custom_3> <is_archived>false</is_archived> </client_company>
Must be a valid ISO 3166 country code.
Available values are ISO 4217 currency codes.
Sets the currency that will be shown to your clients in their Cashboard UI and sent documents.