CRM

List latest client portal logins for the firm

Returns client contacts whose latest successful portal login falls in a lookback window (2d, 7d, or 6m) or an explicit from/to range as YYYY-MM-DD. This is latest state, not login-event history. Last login before this capability shipped is empty.

get/firm/crm/portal-logins

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/firm/crm/portal-logins
  • Auth: one of:
    • HTTP bearer and API key in header x-organization-id
    • HTTP bearer and API key in header x-organization-id

Query parameters

window'2d' | '7d' | '6m'

Lookback preset when from/to are omitted

fromstring date

Inclusive start date YYYY-MM-DD

tostring date

Inclusive end date YYYY-MM-DD

companyOrganizationIdstring uuid

Optional managed company UUID

pageinteger
pageSize25 | 50 | 100

Response

Latest portal-login stamps in the selected window

Changes

No recorded changes to this operation across all 5 revisions of this API.