AddContactNote

Overview

Add a contact note via an http form post.

URL

POST/api/2/AddContactNote.aspx

Parameters

FieldMax LengthRequiredNotes
response_typefalseDefault results will be returned in XML. Set this field value to json to return results in JSON format
accountidtrueMust be numeric. Account ID for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel
apikeytrueAPI Key for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel
teammemberidfalseMust be numeric. Team Member ID. Defaults to 0 (Account Owner).
identifymethod1trueValues:

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)
identifyvalue75trueValue changes based on indentifymethod. Must be integer if contactid, otherwise must be an email address on file
notetrueNo 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.
pinfalse0: Not Pinned (default)
1: Pin this note
(There is maximum number of pinned notes. Pinning a note may unpin an older note.)
datefalseOptional 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.