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.

GET List Notes for Client
Lists all Notes for the specified client.
/tenants/{tenant}/clients/{client}/clientnote
POST Create Note for Client
Creates a new Note for the specified client.
/tenants/{tenant}/clients/{client}/clientnote
GET Get Note for Client
Gets a Note for the specified client.
/tenants/{tenant}/clients/{client}/clientnote/{code}
PUT Update Note for Client
Updates the specified Note for the specified client.
/tenants/{tenant}/clients/{client}/clientnote/{code}
DELETE Delete Note for Client
Deletes a Note for the specified client.
/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.
/tenants/{tenant}/clients/{client}/clientnote/pinned