Functions for prospects

"Infront Advisory Solution advisory process" module or "Person management" module

Prospect.AllPersonLinks[level only]→List(person link)

OnlyLevel (Boolean[False]): If this parameter is "True", only the links at the "Prospect" level are delivered. This parameter has no influence on prospects, as only one level is currently possible (a prospect has neither an account nor a securities account...).

Result: The AllPersonLinks function returns all person links of the prospect (across all times). The function therefore returns the currently valid personal links of the prospect, but also the personal links that were previously valid and, if applicable, those that are not yet valid (contracts that have been concluded but are not yet in progress).

"Infront Advisory Solution advisory process" module or "Person management" module

Prospect.LastContactOn→Date

Result: The LastContactOn function returns the date of the last contact with the prospect from the prospect properties.

"Infront Advisory Solution advisory process" module or "Person management" module

Prospect.personLinks[date;level only]→List(person links)

Date (Date[Current date]).

OnlyLevel (Boolean[False]): If this parameter is "True", only the links at the "Prospect" level are delivered. This parameter has no influence on prospects, as only one level is currently possible (a prospect has neither an account nor a securities account...).

Result: The PersonLinks function returns the list of all person links of the prospect for <date>.

"Infront Advisory Solution advisory process" module or "Person management" module

ProspectList→List(Prospect)

Result: The ProspectList function provides the list of all prospects visible to the user.

"Infront Advisory Solution advisory process" module or "Person management" module

ProspectStatus→Prospect status

Result: The ProspectStatus function provides the status of the prospect.

"Infront Advisory Solution advisory process" module or "Person management" module

ProspectValuation→Prospect evaluation

Result: The ProspectValuation function provides the evaluation of the prospect.

"Infront Advisory Solution consulting advisory" module or "Person management" module