Add a contact note via an http form post.
Field | Max Length | Required | Notes |
---|---|---|---|
response_type | false | Default results will be returned in XML. Set this field value to json to return results in JSON format | |
accountid | true | Must be numeric. Account ID for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel | |
apikey | true | API Key for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel | |
teammemberid | false | Must be numeric. Team Member ID. Defaults to 0 (Account Owner). | |
identifymethod | 1 | true | Values: 1: By contactid (It's recommended that you use this method and store our contactid in your system) 2: By primary email on file. If there are multiple matches for the email address, we will choose the first one (by add date) 3: By email or other email on file. If there are multiple matches for the email address, we will choose the first one (by add date) |
identifyvalue | 75 | true | Value changes based on indentifymethod. Must be integer if contactid, otherwise must be an email address on file |
note | true | No HTML. Use \n to insert a new line character. Prefix your notes with [[System]] to make your note be non-editable, non-delete-able, non-bold, and have a special icon. This helps your system messages stand out less than normal notes. In addition to [[System]], you can also prefix your notes with: [[System]][[Icon:Text]] to display a texting icon, or [[System]][[Icon:Email]] to display an email icon, or [[System]][[Icon:Calendar]] to display a calendar icon. | |
pin | false | 0: Not Pinned (default) 1: Pin this note (There is maximum number of pinned notes. Pinning a note may unpin an older note.) | |
date | false | Optional Date+Time in the following format: MM/DD/YYYY HH:mm (Use US Central time) To use current server time, leave the date field blank. |