Reviews due
list_reviews_dueFind clients whose next review date falls between two dates, sorted soonest first, with assigned adviser and previous review date.
Instructions
Clients whose next review date falls between two dates (today to 30 days ahead by default), soonest first, with their adviser and previous review date. Uses GET /api/v1/account with filter[type]=client, the documented operator form filter[next_review_date]=>=FROM,<=TO and sort=next_review_date.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | Last date, inclusive (default 30 days after from) | |
| from | No | First date, inclusive (default today, UTC) | |
| max_results | No | Most records to return; lists are fetched 100 per request, up to 10 requests | |
| assigned_adviser_uuids | No | Only clients of these advisers (filter[assigned_adviser_uuids]) | |
| include_contact_details | No | Include email addresses and primary phone numbers. Off by default. |