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AdminGroup
How to add the first administrator If you haven't previously set up an administrator, follow these steps: * Note: This help text will disappear once you have added ...
r7 - 27 Apr 2018 - 12:48 by BaseUserMapping_333
AdminUser
Wiki Administrator User The AdminUser allows you to login without needing to register a user, or to temporarily login as AdminUser using the password set in configure ...
AdminUserLeftBar
%ADDTOZONE{ "head" text=" #patternSideBarContents .foswikiUserName a:link, #patternSideBarContents .foswikiUserName a:visited { background:red; color:white ...
AssignContactstoAgent
AssignContactstoAgent Method The AssignContactstoAgent method mass assigns a SmartView for Advisors user to multiple contact records under specific conditions. This ...
CheckDuplicateContact
CheckDuplicateContact Method The CheckDuplicateContact method checks the contact information submitted in the request XML against existing contacts in the SmartOffice ...
ChunHuang
ChunHuang
r3 - 01 Oct 2015 - 03:42 by BaseUserMapping_333
ColumnIdLookup
ColumnIdLookup The Column ID Lookup tool is an online service that resolves the column ID referenced in XmlEngine error messages to SmartOffice column name. This column ...
CreateSVAdvisorUser
CreateSVAdvisorUser Method The CreateSVAdvisorUser method creates a SmartView for Advisors user account for a specified advisor contact. The CreateSVAdvisorUser method ...
DataDictionary
DataDictionary The SmartIntegrator Data Dictionary is a listing of SmartOffice objects, lookups and methods exposed to XmlEngine and SiAdapters. The details about ...
DelContact
DelContact Method The DelContact method removes a contact from a set. The DelContact method is invoked using the MethodOperation. Note that this method deletes only ...
DelContactSubObjs
DelContactSubObjs Method The DelContactSubObjs method deletes all phone number, address and e mail/web address entries from a contact record. The DelContactSubObjs ...
DeleteActivityContact
DeleteActivityContact Method The DeleteActivityContact removes a contact from a calendar activity. The DeleteActivityContact method is invoked using the MethodOperation ...
DeleteOperation
DELETE Operation The DELETE operation removes objects and their child objects. An object ID is required to use this operation. Only the main object and its ID need ...
DinosLambropoulos
DinosLambropoulos
NEW - 18 Jun 2013 - 18:52 by BaseUserMapping_222
DisableUser
DisableUser Method The DisableUser method changes the status of a SmartOffice user account to Disabled. The DisableUser method is invoked using the MethodOperation ...
DustinFox
DustinFox
NEW - 17 Oct 2012 - 21:45 by BaseUserMapping_222
DynamicReport
DynamicReport Method The DynamicReport method allows you to retrieve the current data for a SmartOffice Dynamic Report by Report Name. The method also allows for the ...
DynamicReportFilter
DynamicReportFilter Method The DynamicReportFilter method retrieves the default filter syntax of a Dynamic Report. The filter syntax can be used as part of a DynamicReport ...
DynamicReportFilterDetail
DynamicReportFilterDetail Method The DynamicReportFilterDetail method returns the detailed default filter syntax of a Dynamic Report. The DynamicReportFilterDetail ...
GetAdapterDetails
GetAdapterDetails Method The GetAdapterDetails method returns a list of SiAdapters available to SmartOffice users. Details for each adapter—such as the adapter ID ...
GetAdapterTransfDetails
GetAdapterTransfDetails Method The GetAdapterTransfDetails method enables your application to launch SiAdapters that users can access in SmartOffice. This method is ...
GetAdvisorCommission
GetAdvisorCommission Method The GetAdvisorCommission method retrieves all payable commission records linked to the specified SmartView for Advisors user account. The ...
GetConfiguration
GetConfiguration Method The GetConfiguration method retrieves the content of an element in the SmartOffice server config.xml file. The GetConfiguration method is invoked ...
GetContactDOB
GetContactDOB Method The GetContactDOB method returns all contacts whose birth dates fall within a specified date range and who are assigned to a particular SmartOffice ...
GetDeletedContacts
GetDeletedContacts Method The GetDeletedContacts method returns the object IDs of all contacts that exist in the Deleted Records area of SmartOffice. The GetDeletedContacts ...
GetHouseholdMember
GetHouseholdMember Method Using a contact ID, you can retreive a list of all members of the contact's household. If the household or contact does not exist, this method ...
GetInvtMaturityDate
GetInvtMaturityDate Method The GetInvtMaturityDate method retrieves all investment positions that will mature within a specified date range for all contacts assigned ...
GetOfficeMultiFactorAuthentication
GetOfficeMultiFactorAuthentication Method The GetOfficeMultiFactorAuthentication method tells you whether an office has two step authentication enabled at the office ...
GetOperation
GET Operation The GET operation retrieves an object and its child object information by ID. A similar result can be achieved by using the SEARCH operation, but GET ...
GetPolicyInvtData
GetPolicyInvtData Method The GetPolicyInvtData method retrieves details of the specified contact's policy and investment holdings. The GetPolicyInvtData method is ...
GetSiteName
GetSiteName Method The GetSiteName method returns the name of the site where the SmartOffice server is hosted. The site name appears as the Corporate Key field on ...
GetSystemTime
GetSystemTime Method The GetSystemTime method returns the current date and time on the SmartOffice server. The GetSystemTime method is invoked using the MethodOperation ...
GetUserLicense
GetUserLicense Method The GetUserLicense method returns the names and IDs of licenses enabled for a particular SmartOffice user. The GetUserLicense method is invoked ...
GetUserModuleACL
GetUserModuleACL Method The GetUserModuleACL method returns a list of the user's SmartOffice permission settings. For each permission, a value of 0 indicates that ...
GetUserMultiFactorAuthentication
GetUserMultiFactorAuthentication Method The GetUserMultiFactorAuthentication method tells you whether a user has enabled two step authentication and returns the notification ...
GroupTemplate
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GroupViewTemplate
GroupViewTemplate %INCLUDE{ ".GroupViewTemplate" section="rendergroup" groupname="GroupViewTemplate" twisty="on" }%%INCLUDE{ ".GroupViewTemplate" ...
InsertKeyRelations
InsertKeyRelations Method The InsertKeyRelations method adds a key relation to a SmartOffice contact record. The InsertKeyRelations method is invoked using the MethodOperation ...
InsertOperation
INSERT Operation The INSERT operation creates new objects. It inserts objects and their child objects. Newly created IDs are stored in the response XML. You can insert ...
KarinaShimomaebara
KarinaShimomaebara
NEW - 12 Nov 2014 - 18:43 by BaseUserMapping_222
MethodOperation
METHOD Operation The METHOD operation permits client applications to make calls to SmartOffice’s predefined business rules. Predefined business rules are actually ...
NobodyGroup
Used to prevent dangerous actions e.g. renaming DefaultPreferences put NobodyGroup as the only group allowed to rename a topic and it can't be renamed.
PolicyFeeds
Policy Feeds SmartOffice can receive carrier inforce and pending policy feeds in ACORD XML format. To implement a feed for SmartOffice users, use the reference materials ...
ProcessCustomChoice
ProcessCustomChoice Method The ProcessCustomChoice method allows you to insert, modify or delete custom lookup choices. The ProcessCustomChoice method is invoked using ...
ProcessSmartPadArchive
ProcessSmartPadArchive The ProcessSmartPadArchive method archives a SmartPad entry or restores an archived SmartPad entry. The ProcessSmartPadArchive method is invoked ...
ProjectContributor
Project Contributor Not an actual user of this site, but a person devoting some of his/her time to contribute to the Foswiki Open Source project. ProjectContributor ...
RegistrationAgent
The RegistrationAgent User This is a user used by Foswiki when it registers new users. This user has special access to write to , and does not need an entry in ...
SampleDeepLinkHTML
Sample Deep Link HTML Ebix Inc function postData(){ window.moveTo(0,0); ...
r2 - 26 Nov 2012 - 23:29 by dustin
SampleSmartIntegratorPostHTML
Sample SmartIntegrator Post HTML Ebix Inc function postData(){ window.moveTo(0 ...
r4 - 11 Dec 2012 - 16:21 by dustin
SampleSmartXchangePostHTML
Sample SmartXchange POST HTML DOCTYPE HTML PUBLIC " //W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd" html head meta ...
SearchOperation
SEARCH Operation The SEARCH operation lets you search objects in the SmartOffice database by constructing SQL like queries.In your XML requests, use the search element ...
ServiceProviderInterface
Service Provider Interface SmartOffice integrates with medical service providers in text based NAILBA format. Due to NAILBA restrictions, the industry is adopting ...
SettingUpCustomersAndPartnersForSmartIntegratorDevelopment
Setting Up Customers and Partners for SmartIntegrator Development Non Disclosure Agreement If the organization is a development partner (not a customer), we must ...
SiAdapters
SmartIntegrator Adapters An Adapter is a package that creates side menu links or buttons in SmartOffice, which when clicked execute scripted events. The goal of an ...
SingleSignOn
Single Sign On Single sign on (SSO) enables users to sign in to one application and seamlessly transition into another application without having to enter another ...
SitePreferences
SitePreferences %MAKETEXT{ "Foswiki's default preferences are located in _1 , however settings defined here have override priority and should be used for local customisations ...
r6 - 12 Dec 2012 - 19:11 by dustin
SmartIntegrator
SmartIntegrator SmartIntegrator is the development tool set used by customers and vendor partners to integrate external applications with SmartOffice. Overview SmartIntegrator ...
SmartOffice
SmartOffice In use by industry leaders for more than two decades, Ebix CRM (formerly E Z Data) solutions for practice, and agency management are trusted across the ...
r2 - 24 Oct 2012 - 21:10 by dustin
SmartOfficeIntegrationsDashboard
SmartOffice Integrations Dashboard Integrations are listed in alphabetical order by integration name. Integration Name Datasheet Internal Memo User Guide ...
SmartXchange
SmartXchange The SmartXchange Proxy is a service used the same way as the SmartIntegrator XmlEngine servlet, but is a single connection point able to reach multiple ...
SyncOperation
SYNC Operation The SYNC operation provides access to the client application by synchronizing data with SmartOffice. SmartIntegrator parses the request’s XML, retrieves ...
r4 - 11 Dec 2012 - 16:24 by dustin
TestBed
TestBed The Test Bed is a simple HTML page that allows you to post any XML string directly to the XmlEngine or SmartXchange Proxy as a request, displays the response ...
TwoWayContactSycnronization
2 Way Contact Synchronization Analysis Overview At the request of partners and customers attempting to implement a Contact synchronization service between SmartOffice ...
r4 - 11 Dec 2012 - 16:25 by dustin
UnknownUser
The UnknownUser User UnknownUser is a reserved name. If the UnknownUser appears, it is probably because author information for a topic could not be recovered, perhaps ...
UpdateOperation
UPDATE The UPDATE operation modifies existing objects. It updates an object and its child objects. The main parent object (top most) must have a valid object ID. Note ...
UserHomepageHeader
Header of User Homepages Note: This is a maintenance topic, used by the Wiki administrator. The part between the horizontal rules gets included at the top of every ...
UserList
User List sorted by name
UserListByDateJoined
User List sorted by date joined / updated
UserListByLocation
User List sorted by location
VendorPartnership
Software Vendor Partnerships The SmartOffice Vendor Partnership begins before creating your integration. This partnership requires adherence to a specific certification ...
VinothRamamurthi
VinothRamamurthi
NEW - 01 Oct 2015 - 03:58 by BaseUserMapping_222
VinothkannanRamamurthi
VinothkannanRamamurthi
NEW - 01 Oct 2015 - 03:36 by BaseUserMapping_222
WebAtom
Foswiki's Main web
WebHome
SmartOffice Development Kit #x200B;The SmartOffice Development Kit is a collection of documentation, tools, links and examples to help developers create functionality ...
WebLeftBarExample
" warn="off"}% * ** * * * * * * * * * *
WebNotify
* .WikiGuest * .WikiGuest example #64;your.company
WebPreferences
Main Web Preferences Appearance * Set WEBBGCOLOR = #FFEFA6 * web specific background color, current color * Set SITEMAPLIST = on * Set WEBSUMMARY ...
WebRss
" else="Foswiki's Main web"}% /Main
WikiGroups
Wiki groups dashboard Showing all known groups that can be used to define access controls in Foswiki. %TWISTY{ link=" " mode="div" }% ...
WikiGuest
The WikiGuest User A guest of this web, not unlike yourself. You can leave your trace behind you, just add your name in UserRegistration and create your own page. ...
WikiUsers
List of Foswiki users Below is a list of users with accounts. If you want to edit topics or see protected areas of the site then you can get added to the list by registering ...
XmlEngine
XML Engine The XML Engine is an interface method through which workflows outside the SmartOffice application can obtain or update data stored in SmartOffice, with ...
Number of topics: 91

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Topic revision: 08 Sep 2009, ProjectContributor
 

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