This method creates a new master customer record in the Quik! Enterprise database and associates that record to the partner's master customer account. New customers will automatically be given a 30-day product subscription to the supplied ProductID (e.g. Quik! Forms Engine is ProductID 14) with a CustomerProductStatus of ACTIVE (not TRIAL – partner customers are not given trial periods).

...

When adding a new customer account the person whose email is used with the customer account will receive an automated email from Quik! providing them with their username and password. The message is similar to the one below:

Dear John Smith,
Welcome to Quik!. Your customer account automatically gives you free access to Quik! Customer Central, a website designed to make it easy for you to manage all your Quik! products, your billing information and all your users. Your username, password and some information about your account are shown below.

Username: 10012041

Password: jF34rDwe9

Login: http://www.quikforms.com/login.aspx?tc=32109929

...

Code Block

language	xml
title	XML

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Header>
    <AuthenticationHeader xmlns="http://websvcs.quikforms.com/Partner">
      <PartnerID>string</PartnerID>
      <UserName>string</UserName>
      <Password>string</Password>
    </AuthenticationHeader>
  </soap:Header>
  <soap:Body>
    <AddCustomer xmlns="http://websvcs.quikforms.com/Partner">
      <CompanyName>string</CompanyName>
      <ProductID>int</ProductID>
      <Username>string</Username>
      <SecurityQuestionID>int</SecurityQuestionID>
      <SecurityAnswer>string</SecurityAnswer>
      <DiscountCode>string</DiscountCode>
      <PrefixID>int</PrefixID>
<FirstName>string</FirstName>
<MiddleName>string</MiddleName>
<LastName>string</LastName>      <FirstName>string</FirstName>
      <MiddleName>string</MiddleName>
      <LastName>string</LastName>
      <Suffix>string</Suffix>
      <Title>string</Title>
      <EMail>string</EMail>
      <Phone>string</Phone>
      <PhoneExt>string</PhoneExt>
      <Fax>string</Fax>
      <AddressLine1>string</AddressLine1>
      <AddressLine2>string</AddressLine2>
      <AddressLine3>string</AddressLine3>
      <AddressLine4>string</AddressLine4>
      <City>string</City>
      <StateID>int</StateID>
      <Zip>string</Zip>
      <CountryID>int</CountryID>
      <CustomerUserUniqueID>string</CustomerUserUniqueID>
      <FormCompanyID>int</FormCompanyID>
      <FormCompanyName>string</FormCompanyName>
    </AddCustomer>AddCustomer>
  </soap:Body>
</soap:Envelope>

SOAP Body Request Parameters

...

Field Name	Data Type	Length	Direction	Display	Required?	Description
CompanyName	String	1000	In	YES	YES	The customer's Company Name
ProductID	Integer	4	In	YES	NO	Any valid/active product ID can be passed.
Username	String	100	In	YES	NO	If left blank the Username will be the same as the CustomerID assigned to this new customer record. If provided, Username must be unique in the database or the transaction fails.
SecurityQuestionID	Integer	4	In	YES	YES	Possible values are in listed in the User Password Question table.
SecurityAnswer	String	255	In	YES	YES	The customer's answer for security question
DiscountCode	String	255	In	YES	NO	Optional value to apply a discount to a customer's product
PrefixID	Integer	4	In	YES	NO	Default value is NULL
FirstName	String	250	In	YES	YES	Customer's primary contact First Name
MiddleName	String	250	In	YES	NO	Customer's primary contact Middle Name
LastName	String	250	In	YES	YES	Customer's primary contact Last Name
Suffix	String	250	In	YES	NO	Customer's primary contact Suffix
Title	String	250	In	YES	NO	Customer's primary contact Title
Email	String	1000	In	YES	YES	Customer's primary contact Email
Phone	String	25	In	YES	YES	Customer's primary contact Phone
PhoneExt	String	25	In	YES	NO	Customer's primary contact Phone Extension
Fax	String	25	In	YES	NO	Customer's primary contact Fax
AddressLine1	String	1000	In	YES	YES	Customer's primary contact Address line 1
AddressLine2	String	1000	In	YES	NO	Customer's primary contact Address line 2
AddressLine3	String	1000	In	YES	NO	Customer's primary contact Address line 3
AddressLine4	String	1000	In	YES	NO	Customer's primary contact Address line 4
City	String	1000	In	YES	YES	Customer's primary contact City
StateID	Integer	4	In	YES	YES	Customer's primary contact State ID from the State table
Zip	String	15	In	YES	YES	Customer's primary contact Zip Code
CountryID	Integer	4	In	YES	YES	Customer's primary contact Country ID from the Country table
CustomerUserUniqueID	String	250	In	YES	YES	The customer's unique ID to use for their primary license to use Quik!
FormCompanyID	Integer	4	In	YES	NO	Customer's Broker/Dealer or parent company's Form Company ID to grant forms access to (use 185 if ID not known).
FormCompanyName	String	1000	In	YES	YES	Name of Customer's Broker/Dealer or parent company

Tables for Parameter Values

...

The following ProductIDs can be used with this web service. Most partners will use ProductID of 14 for the Quik! Forms Engine. If adding the Quik! Transaction Manager (advisor-level software) to an account, use ProductID 1 for customers who are being billed by ETI or ProductID 6 for customers where the parent company or partner is paying for the service. Use ProductID 14 for generating HTML forms.

ProductID	ProductAbbreviation	ProductName
1	QTM	Quik! Transaction Manager
6	QTM-P	Quik! Transaction Manager (Paid by Parent Customer)
13	QWFE	Quik! Web Forms Engine
14	QFE	Quik! Forms Engine

...

The following security questions can be used with this web service. For a default answer use ID 1 and supply the customer's city where their office is located. This security question is used if the customer contacts the Quik! support team to request access to their account.

SecurityQuestionID	SecurityQuestion
1	What city were you born in?
2	What is the name of your first pet?
3	What is your parent's postal zip code?
4	What is your spouse's middle name?
5	What is the name of your high school?
6	Who is your favorite musician, actor, artist or author?
7	What is the name of your favorite song?
8	What is the name or your favorite teacher?
9	What is your favorite color?

...

The following PrefixIDs should be used to represent the customer's primary contact's name prefix.

PrefixID	Prefix
1	Mr.
2	Mrs.
3	Miss
4	Ms.
5	Dr.

StateID

...

The following countries can be used with this web service.

CountryID	Country
1	United States of America
2	Canada

...

Code Block

language	xml
title	XML

<?xml version="1.0" encoding="utf-8"?>

<soap12<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap12soap="http://wwwschemas.w3xmlsoap.org/2003soap/05envelope/soap-envelope">
 <soap12 <soap:Body>
    <AddCustomerResponse xmlns="http://websvcs.quikforms.com/Partner">
      <AddCustomerResult>
        <ErrorCode>int</ErrorCode>
        <Message>string</Message>
        <ResultData>
          <xsd:schema>schema</xsd:schema>xml</ResultData>
      </AddCustomerResult>
    </AddCustomerResponse>
  </soap12soap:Body>

 <</soap12soap:Envelope>

Result Fields

The ResultData contains the following fields.

Field Name	Data Type	Length	Description
CustomerID	Integer		Unique identifier for the new customer account
Username	String	255 chars	Customer's master username
Password	String	255 chars	Customer's master password

...

Versions Compared

Old Version 4

New Version Current

Key

SOAP Body Request Parameters

Tables for Parameter Values

StateID

Result Fields

Page Comparison

Versions Compared

Old Version 4

New Version Current

Key

SOAP Body Request Parameters

Tables for Parameter Values

StateID

Result Fields