Get company and system supplied client tags
This endpoint retrieves a list of all company client tags (including system supplied). The response data will be an array of objects with each object being the data for one client tag.
GET
/api/v2/companysettings/clienttags
curl \
--request GET 'https://api.fincalc.co.uk/api/v2/companysettings/clienttags' \
--header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200)
{
"success": true,
"data": {
"CompanyClientTags": [
{
"TagGUID": "30154982-0FD6-9726-33EF-07E775DEB41B",
"CompanyID": 2,
"TagName": "Accumulation",
"TagColour": "#ff665b",
"TotalUsingTag": 7,
"FormattedValues": {
"CompanyID": "O&M Product Team"
}
}
],
"SystemSuppliedClientTags": [
{
"TagGUID": "3C000332-2AD9-5F5D-DE6F-1D296E916A85",
"TagName": "Client Portal"
},
{
"TagGUID": "758239ED-CCF4-D16E-FBAB-43E172B20455",
"TagName": "Cashflow Modeller"
},
{
"TagGUID": "A64FB7B3-FA6E-5FC8-D970-C335D4DB79B2",
"TagName": "IHT Modeller"
},
{
"TagGUID": "77C5D1DE-5F08-8242-FD35-E9681C38DC8E",
"TagName": "Retirement Modeller"
},
{
"TagGUID": "09DA4F17-7F4D-489C-95C6-CCB799953BB2",
"TagName": "Transvas with TVC"
},
{
"TagGUID": "14F30124-BE78-EFAF-9D8F-6494408468FD",
"TagName": "My Clients"
},
{
"TagGUID": "5A6D69CD-310D-4E37-508B-16F0F0ADD676",
"TagName": "Shared Clients"
},
{
"TagGUID": "8F6B4B37-99AC-C97C-4EA9-DBFA098F7A33",
"TagName": "Team Clients"
}
]
}
}