OBJECT

Client

link GraphQL Schema definition

  • type Client implements DuplicateContactsInterface, PhotoInterface, DiscussionInfoInterface, DiscussionsConnectionInterface, LinkedUserInterface {
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • accountHolders(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [AccountHolder!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • activities(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Activity!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • addresses(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Address!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • assets(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Asset!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • attachments(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Attachment!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • authoredComments(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [Comment!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • badges(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Badge!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • beneficiaries(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [Beneficiary!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • campaigns(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Campaign!]!
  • clientStatus: ClientStatus
  • clientStatusId: String
  • commentContactActions: [String!]!
  • # Arguments
  • # action: [Not documented]
  • commentContactsEmails(action: String): [JSON!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • contactPreferenceTypes(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [Option!]!
  • createdAt: ISO8601DateTime!
  • createdBy: User!
  • createdById: UUID!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • currentDiscussions(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: DiscussionSort
  • ): [Discussion!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • currentInternalManagers(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [InternalManager!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • currentSalesManagers(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [SalesManager!]!
  • demographic: Demographic!
  • demographicId: UUID
  • # Arguments
  • # after: Returns the elements in the list that come after the
  • # specified cursor.
  • # before: Returns the elements in the list that come before the
  • # specified cursor.
  • # first: Returns the first _n_ elements from the list.
  • # last: Returns the last _n_ elements from the list.
  • # filterParams: [Not documented]
  • discussionConnection(
  • after: String,
  • before: String,
  • first: Int,
  • last: Int,
  • filterParams: DiscussionFilter
  • ): DiscussionConnection!
  • discussionInfo: JSON
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • discussions(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: DiscussionSort
  • ): [Discussion!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • drips(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Drip!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • driverLicenses(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [DriverLicense!]!
  • duplicateEmails: [Email!]!
  • duplicatePhones: [Phone!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • emails(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Email!]!
  • employer: Company
  • employerId: UUID
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • employmentHistories(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [EmploymentHistory!]!
  • endDate: Date
  • estimatedIncome: Float
  • estimatedInvestment: Float
  • estimatedIra401k: Float
  • estimatedLiquidSavings: Float
  • estimatedNetWorth: Float
  • estimatedRetirementAge: Float
  • expressStep: String
  • feedFilter: [String!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • fieldAttributes(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [Attribute!]!
  • firm: Firm
  • firmId: UUID
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • followups(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Followup!]!
  • grossMonthlySalary: Float
  • height: Float
  • heightCustomary: Int
  • hobby: Hobby
  • homeValue: Float
  • id: UUID!
  • importKey: String
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • internalManagers(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [InternalManager!]!
  • isAnnuities: Boolean
  • isDisabilityInsurance: Boolean
  • isHeadOfHousehold: Boolean
  • isHealthInsurance: Boolean
  • isLifeInsurance: Boolean
  • isLongTermCare: Boolean
  • lastViewedAt: ISO8601DateTime
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • linkedRelationships(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [Relationship!]!
  • linkedUser: User
  • medicaidid: String
  • medicalHistory: String
  • medicareid: String
  • monthlyExpenseAfterTax: Float
  • name: String!
  • note: String
  • occupation: String
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • opportunities(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [Opportunity!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • orders(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Order!]!
  • organization: Organization!
  • organizationId: Int!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • phones(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Phone!]!
  • # Arguments
  • # style: [Not documented]
  • photoUrl(style: PhotoStyle): String
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • policies(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Policy!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • # inforcePolicyStatus: [Not documented]
  • policyHolders(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: PolicyHolderSort,
  • inforcePolicyStatus: Boolean
  • ): [PolicyHolder!]!
  • prescriptions: String
  • primaryAddressCityDn: String
  • primaryAddressStateDn: String
  • primaryAddressTimeZoneDn: String
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • primaryDiscussions(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: DiscussionSort
  • ): [Discussion!]!
  • primaryEmailDn: String
  • primaryPhoneNumberDn: String
  • profile: Profile
  • projectedAnnualSalaryIncreasePercent: Float
  • projectedInflationPercent: Float
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • ranks(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Rank!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • referrals(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Profile!]!
  • relationships: [Relationship!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • requirements(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Requirement!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • salesManagers(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [SalesManager!]!
  • startDate: Date!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • statusUpdates(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [StatusUpdate!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • stockCertificates(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [StockCertificate!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • subscribers(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Subscriber!]!
  • tobacco: String
  • tobaccoLastUsedDate: Date
  • updatedAt: ISO8601DateTime!
  • updatedBy: User!
  • updatedById: UUID!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • users(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [User!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • websites(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Website!]!
  • weight: Int
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • workItems(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [WorkItem!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • workflowAssignments(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [WorkflowAssignment!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • workflowSteps(
  • offset: Int,
  • limit: Int,
  • sortOrder: SortOrder,
  • sortBy: SortBy
  • ): [WorkflowStep!]!
  • # Arguments
  • # offset: [Not documented]
  • # limit: [Not documented]
  • # sortOrder: [Not documented]
  • # sortBy: [Not documented]
  • workflows(offset: Int, limit: Int, sortOrder: SortOrder, sortBy: SortBy): [Workflow!]!
  • writingAdvisors: [Advisor!]
  • }

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