Client contacts are the individual user accounts that are configured in your system. Personal information about these individuals, such as their phone number and email address are stored in these objects.
Listing Client Contacts
Returns a collection of client contact records, optionally filtered by the available request parameters.
Available Request Parameters:
|id||integer||no||ID of the case.|
|last_name||string||no||Last name of the contact.|
|first_name||string||no||First name of the contact.|
|string||no||Email address of the contact.|
|client||string||no||ID of the parent (root) client.|
|client_location||integer||no||ID of the client location for this contact.|
|role||integer||no||ID of the role this contact belongs to.|
|salesperson||integer||no||ID of the default salesperson assigned to this client.|
|created_from||timestamp||no||Created on or after the date.|
|created_to||timestamp||no||Created on or before the date.|
|updated_from||timestamp||no||Updated on or after the date.|
|updated_to||timestamp||no||Updated on or before the date.|
Note: All timestamp parameters are queried and returned in UTC.
Getting a Client Contact
Returns a single client contact record, based on the numeric ID.
Creating a Client Contact
Creates a new client contact (i.e. a user) based on the given criteria. Upon success, returns a client object. See the example request at the bottom of this section for a better idea of how a fully formed request should look.
Note: Client contacts in Trackops are always assigned to client locations and cannot be assigned to top level clients.
|client_id||integer||yes||The ID of the client location (not the root client) that this contact belongs to (see API Reference - Client Locations)|
|role_id||integer||yes||The role ID that contains the permissions this contact will inherit. Only roles that are designated as available for Client Contacts are valid. Please visit Settings > User Roles from within the app for more information.|
|first_name||string||no||The first name of the contact.|
|middle_name||string||no||The middle name of the contact.|
|last_name||string||yes||The last name of the contact.|
|title||string||no||The job title associated with this contact.|
|no||The primary email address for this contact.|
|phone_home||string||no||The home phone number for this contact.|
|phone_mobile||string||no||The mobile phone number for this contact.|
|phone_office||string||no||The office phone number for this contact.|
|phone_fax||string||no||The fax number for this contact.|
|birthday||date||no||An ISO formatted date of birth (YYYY-MM-DD) for this contact.|
|account_code||string||no||An alternate reference ID or for this contact.|
|notes||string||no||General notes about this contact.|
|admin_notes||string||no||Private notes about this contact (not visible by the client).|
Example New Client Contact Request
A new client contact (i.e. user) is created by POSTing a JSON object to the specified end point using the above criteria. The JSON object must contain the required fields (as shown above) and must be nested under a contact object. See the following example request:
"title": "Claims Adjuster",
"phone_office": "+1 404-555-5555 x501",
"notes": "These are some general notes!",
"admin_notes": "This is a VIP contact."
Note: The above request is for demonstration purposes only, your implementation will require unique data provided by your account.