Client - Notes

Manage notes associated with specific clients. Supports creating, listing, updating, and deleting client notes with filtering capabilities. Notes can be used for tracking communications, observations, or important client information with timestamp and author tracking.

OpenAPI Spec

Guides Operations Schemas

GET List Notes for Client
Lists all Notes for the specified client. Requires: ViewAll on Clients.
/tenants/{tenant}/clients/{client}/clientnote
POST Create Note for Client
Creates a new note for the specified client. If NoteFromUserCode is not provided, it defaults to the authenticated user. Requires: Create on Clients.
/tenants/{tenant}/clients/{client}/clientnote
GET Get Note for Client
Gets a Note for the specified client. Requires: ViewAll on Clients.
/tenants/{tenant}/clients/{client}/clientnote/{code}
PUT Update Note for Client
Updates the specified Note for the specified client. Requires: Update on Clients.
/tenants/{tenant}/clients/{client}/clientnote/{code}
DELETE Delete Note for Client
Deletes a Note for the specified client. Requires: Delete on Clients.
/tenants/{tenant}/clients/{client}/clientnote/{code}
GET Get Pinned Notes for Client
Gets all pinned notes for the specified client (PinnedLevel > 0), ordered by PinnedLevel descending. Requires: ViewAll on Clients.
/tenants/{tenant}/clients/{client}/clientnote/pinned