Create a Contact entity

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Using the Contact entity exposed in the SuperOffice.CRM.Entities namespace is one of the easiest ways to create a follow-up, as shown in the example below.

Code

using SuperOffice.CRM.Entities;
using SuperOffice.CRM.Rows;
using SuperOffice;
using(SoSession mySession = SoSession.Authenticate("sam", "sam"))
{
  //Create a Contact Entity
  Contact newContact = Contact.CreateNew();

  //Setting the Defaults for the Contact
  newContact.SetDefaults();

  //Assigning values for the individual properties of the Contact
  //Assigning basic properties to a Contact
  newContact.Name = "EuroCenter";
  newContact.OrgNr = "1234523";
  newContact.Number1 = "7412885";

  //Adding a Row type property to a Contact Entity
  newContact.Country = new CountryRow.IdxCountryId(40);

  //Creating Email Rows
  EmailRow eMail1 = EmailRow.CreateNew();
  eMail1.EmailAddress = "Matt1@Fox.com";
  eMail1.Description = "Mathews first email";

  EmailRow eMail2 = EmailRow.CreateNew();
  eMail2.EmailAddress = "Matt2@Fox.com";
  eMail2.Description = "Mathews second email";

  //Adding the created Row types to the Properties of Rows type to the Contact Entity
  newContact.Emails.Add(eMail1);
  newContact.Emails.Add(eMail2);

  //Assigning values to Properties of Entity Collection Types.
  Sale newSale1 = new Sale.IdxSaleId(10);
  Sale newSale2 = new Sale.IdxSaleId(20);
  newContact.Sales.Add(newSale1);
  newContact.Sales.Add(newSale2);

  //Saving the Created Contact Entity
  newContact.Save();
}

Walk-through

After an SoSession instance has been created and the user authenticated we can proceed to create a contact.

To create a contact, we create an instance of the Contact entity using the CreateNew methods exposed in the Contact class, after which the default values for the entity will be set using the SetDefaults method like this:

Contact newContact = Contact.CreateNew();

The next section of the code shows how values are assigned to properties exposed by the entity.

Once the required values to the properties of the Contact entity have been added or assigned it could be saved with the Save method.

Using assert

using SuperOffice.CRM.Entities;

//Anonymous user has no righst to check out this stuff!
SuperOffice.SoSession session = SuperOffice.SoSession.Authenticate("Sal1", "" );
Contact contact = Contact.CreateNew();

// Verify flags on RDB
Assert.IsTrue( contact.IsNew, "The contact is new" );
Assert.IsTrue( !contact.IsDirty, "The contact is not dirty" );
Assert.IsTrue( !contact.IsDeleted, "The contact is not deleted" );

// Set properties on entity
contact.ActiveInterests = 2;
contact.Row.BusinessIdx = 1;
contact.Row.CategoryIdx = 1;
contact.Row.CountryId = 47;
contact.Name = "Geir er tøff AS";
contact.Department = "Søndre avdeling (lukket)";
contact.PostalAddress.Address1 = "Adresse1 Gaten 23";
contact.PostalAddress.Address2 = "Adresse 2 gata 54";
contact.PostalAddress.Address3 = "Adresse 33 street";
contact.PostalAddress.Zipcode = "0123";

// Verify flags on RDB
Assert.IsTrue( contact.IsNew, "The contact is new" );
Assert.IsTrue( contact.IsDirty, "The contact is dirty" );
Assert.IsTrue( !contact.IsDeleted, "The contact is not deleted" );

contact.Save();