Customers
Create, update, delete, and query Reckon Customers.
Table Specific Information
To add a Customer, you must specify the Name field.
This table has a Custom Fields column. See the Custom Fields page for more information.
Select
By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.
Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can typically be used with only the equals or = comparison. The available columns for Customers are Id, Name, Balance, IsActive, and TimeModified. TimeModified may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. Balance may be used with the >=, <=, or = conditions but cannot be used to specify a range. Name may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:
SELECT * FROM Customers WHERE Name LIKE '%George%' AND TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND Balance > 100.00 AND Balance < 200.00
Columns
Name | Type | ReadOnly | References | Description |
ID [KEY] | String | True |
The unique identifier of the customer. | |
Name | String | False |
The name of the customer. This is required to have a value when inserting. | |
FullName | String | True |
The full name of the customer, including parents in the format parent:customer. | |
Salutation | String | False |
A salutation, such as Mr., Mrs., etc. | |
FirstName | String | False |
The first name of the customer as stated in the address info. | |
MiddleInitial | String | False |
A middle name or middle initial of the customer. | |
LastName | String | False |
The last name of the customer as stated in the address info. | |
AccountNumber | String | False |
The account number for the customer. | |
Company | String | False |
The name of the company of the customer. | |
Balance | Double | True |
The balance owned by this customer including subcustomers. | |
CustomerBalance | Double | True |
The balance owned by only this customer not including subcustomers. | |
Contact | String | False |
The name of the main contact person for the customer. | |
Type | String | False |
CustomerTypes.FullName |
A predefined customer type within Reckon. Typical customer types, if defined, might be Commercial, Residential, etc. |
TypeId | String | False |
A predefined customer type within Reckon. | |
Phone | String | False |
The main telephone number for the customer. | |
Fax | String | False |
The fax number number for the customer. | |
AlternateContact | String | False |
The name of an alternate contact person for the customer. | |
AlternatePhone | String | False |
The alternate telephone number for the customer. | |
String | False |
The email address for communicating with the customer. | ||
Notes | String | False |
The first note for a customer. To retrieve all notes for a customer, use the NotesAggregate column or the CustomerNotes table. | |
ParentName | String | False |
Customers.FullName |
The parent name of the job. |
ParentId | String | False |
Customers.ID |
The parent Id of the job. |
Sublevel | Integer | False |
The number of ancestors this customer has. | |
JobStatus | String | False |
The current status of the job. The allowed values are Awarded, Closed, InProgress, None, NotAwarded, Pending. | |
JobStartDate | Date | False |
The start date of the job. | |
JobProjectedEndDate | Date | False |
The expected end date for the job. | |
JobEndDate | Date | False |
The actual end date for the job. | |
JobDescription | String | False |
A description of the job. | |
JobType | String | False |
The name of the job type. | |
JobTypeId | String | False |
A job type reference Id. | |
CreditCardAddress | String | False |
The address associated with the credit card. | |
CreditCardExpMonth | Integer | False |
The expiration month associated with the credit card. | |
CreditCardExpYear | Integer | False |
The expiration year associated with the credit card. | |
CreditCardNameOnCard | String | False |
The name as it appears on the credit card of the customer. | |
CreditCardNumber | String | False |
The credit card number on file for this customer. | |
CreditCardPostalCode | String | False |
The postal code associated with the address and number on file for this customer. | |
CreditLimit | Double | False |
The credit limit for this customer. If it is equal to 0, there is no credit limit. | |
BillingAddress | String | True |
Full billing address returned by Reckon. | |
BillingLine1 | String | False |
First line of the billing address. | |
BillingLine2 | String | False |
Second line of the billing address. | |
BillingLine3 | String | False |
Third line of the billing address. | |
BillingLine4 | String | False |
Fourth line of the billing address. | |
BillingLine5 | String | False |
Fifth line of the billing address. | |
BillingCity | String | False |
City name for the billing address of the customer. | |
BillingState | String | False |
State name for the billing address of the customer. | |
BillingPostalCode | String | False |
Postal code for the billing address of the customer. | |
BillingCountry | String | False |
Country for the billing address of the customer. | |
BillingNote | String | False |
Note for the billing address of the customer. | |
ShippingAddress | String | True |
Full shipping address returned by Reckon. | |
ShippingLine1 | String | False |
First line of the shipping address. | |
ShippingLine2 | String | False |
Second line of the shipping address. | |
ShippingLine3 | String | False |
Third line of the shipping address. | |
ShippingLine4 | String | False |
Fourth line of the shipping address. | |
ShippingLine5 | String | False |
Fifth line of the shipping address. | |
ShippingCity | String | False |
City name for the shipping address of the customer. | |
ShippingState | String | False |
State name for the shipping address of the customer. | |
ShippingPostalCode | String | False |
Postal code for the shipping address of the customer. | |
ShippingCountry | String | False |
Country for the shipping address of the customer. | |
ShippingNote | String | False |
Note for the shipping address of the customer. | |
ResaleNumber | String | False |
The resale number of the customer, if he/she has one. This field can be set in inserts but not in updates. | |
SalesRep | String | False |
SalesReps.ID |
A reference to a sales rep for the customer. |
SalesRepId | String | False |
SalesReps.Initial |
A reference to a sales rep for the customer. |
Terms | String | False |
A reference to terms of payment for this customer. A typical example might be '2% 10 Net 60'. This field can be set in inserts but not in updates. | |
TermsId | String | False |
A reference to terms of payment for this customer. | |
TaxCode | String | False |
SalesTaxCodes.Name |
This is a reference to a sales tax code predefined within Reckon. This field can be set in inserts but not in updates. |
TaxCodeId | String | False |
This is a reference to a sales tax code predefined within Reckon. This field can be set in inserts but not in updates. | |
TaxItem | String | False |
SalesTaxItems.Name |
A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency. |
TaxItemId | String | False |
A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency. | |
SalesTaxCountry | String | False |
Identifies the country collecting applicable sales taxes. Only available in international editons of Reckon. | |
PriceLevel | String | False |
PriceLevels.Name |
Reference to a price level for the customer. |
PriceLevelId | String | False |
PriceLevels.ID |
Reference to a price level for the customer. |
PreferredPaymentMethodName | String | False |
PaymentMethods.Name |
The preferred method of payment. |
PreferredPaymentMethodId | String | False |
The preferred method of payment. | |
IsActive | Boolean | False |
Whether or not the customer is active. | |
CustomFields | String | False |
Custom fields returned from Reckon and formatted into XML. | |
EditSequence | String | True |
An identifier used for versioning for this copy of the object. | |
TimeModified | Datetime | True |
When the customer was last modified. | |
TimeCreated | Datetime | True |
When the customer was created. |
Pseudo-Columns
Pseudo Column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
Name | Type | Description |
NameMatchType | String |
This pseudo column is deprecated and should no longer be used. Type of match to perform on SearchName. The allowed values are CONTAINS, EXACT, STARTSWITH, ENDSWITH. The default value is CONTAINS. |
IncludeJobs | Boolean |
Whether or not to include job information in the results. The default value is TRUE. |
ActiveStatus | String |
This pseudo column is deprecated and should no longer be used. Limits the search to active or inactive records only or all records. The allowed values are ACTIVE, INACTIVE, ALL, NA. The default value is ALL. |
StartModifiedDate | String |
This pseudo column is deprecated and should no longer be used. Earliest modified date to search for. |
EndModifiedDate | String |
This pseudo column is deprecated and should no longer be used. Latest modified date to search for. |
MinBalance | String |
This pseudo column is deprecated and should no longer be used. A minimum balance that returned records should have. Limits the search to records with balances greater than or equal to MinBalance. |
MaxBalance | String |
This pseudo column is deprecated and should no longer be used. A maximum balance that returned records should have. Limits the search to records with balances less than or equal to MaxBalance. |