NEW3.02.03 · Released 22 November 2019
NEWfinPOWER Connect
Released in
3.02.03
22 November 2019
  1. Opened26 Aug
  2. Closed2 Oct
  3. Released22 Nov
Article 16416 Job J022829

Client Contact Method; update ValueSearch functionality

The Client Contact Method database table has a column ValueSearch that can be used to optimise searching for Email and Phone Numbers. This has been enhanced in version 3.2.3 as follows:

  • ClientContactMethod.ValueSearch
    • Was saving for all Contact Types, saving letters (upper cased), numbers and @.
    • Now only saves:
      • Valid Emails in upper case
      • Valid Phone Numbers in E164 format, i.e. +6468355237
  • Global Settings
    • Updated "Optimise" button under Global Settings, General group, Search page
      • This resets the value stored in ClientContactMethod.ValueSearch on database
      • Updates finBL.Settings.IsClientContactMethodValueSearchOptimised to True
        • This flag indicates whether the Client's ContactMethod.ValueSearch column has been optimised.
  • New Functions
    • finBL.ClientFunctions.GetCleanedEmail
    • finBL.ClientFunctions.GetCleanedPhoneNumber
  • Update Functions
    • Message Handler
      • CallerId updated to use new ValueSearch = much faster
        • E.g. localhost:5000/callerid?phonenumber=8355237
      • Updated finClientFunctions.GetCallerIdSearchResults
        • Much faster, but requires optimisation be run first
    • Client Functions
      • Updated to use ValueSaved, if data optimised
      • finClientFunctions.GetClientFromEmail
      • finClientFunctions.GetClientFromPhoneNumber