Less Annoying CRM
LACRM
Notes
Notes can be attached to contacts to keep track of details about your interactions with them. Each note is just a simple text field with a timestamp attached. All notes must be attached to exactly one contact (there's no way to enter a stand-alone note).
Create a note
This function attaches a new note to a contact or company in the CRM. The contact/company must already exist before you can call this function.
The Id of the contact or company you want to attach a note to.
The note you want to attach to the contact. This is a plain text field, so things like html or markdown will be escaped, but new lines are honored.
The exact date and time the note should be shown in the contact's history. If you don't pass a value, we'll default to the current time.
Edit a note
This function edits an existing note.
The Id for the note you want to edit. If you don't already know the note's Id, you can find it using either
GetNotes or GetNotesAttachedToContact.
An updated note. This will completely overwrite the previous note unless you don't pass a note at all, in which case we'll leave whatever the previous note was.
A new timestamp for this when this note should be shown on a contact's history. If you don't pass this, we'll keep the existing date.
Delete a note
This function deletes a note from a contact's profile.
The Id for the note you want to edit. If you don't already know the note's Id, you can find it using either
GetNotes or GetNotesAttachedToContact.
Get a note
This function gets a single note. This is a rarely-used function because in most cases it's more useful to call
GetNotes to get a feed of all the notes that have been entered in your CRM, or
GetNotesAttachedToContact to get all the notes for a specific contact.
The Id for the note you want to get. If you don't already know the note's Id, you can get it using either
GetNotes or GetNotesAttachedToContact.
List all notes
This function gets a list of all notes entered in the CRM. You can pass additional parameters to filter and sort the results.
Ascending, DescendingThis list will always be sorted by the date of the notes. By default it will list the newest note first, but you can reverse the order if you'd like.
If you specify this parameter, only notes entered on or after the date you choose will be returned.
If you specify this parameter, only notes entered on or before the date you choose will be returned.
If you'd like to only see notes entered by specific users, pass their UserIds into this field and we'll filter the results to only show those users' notes.
If you specify this parameter, only notes attached to this contact will be returned. Alternatively,
you can call GetNotesAttachedToContact to get the same results.
How many results should be returned from a single API call? The max value is 10,000. If you need to return
more results, call this API function again, but increment the Page parameter.
If there are more results than MaxNumberOfResults, you can call this function again with an incremented
Page value to get the next page of results. For example, if there are 700 results, but you're only requesting
500 at a time, you could call this function with Page=2 to get the remaining 200 results.
Get contact notes
Returns all notes for a contact.
The contact to get notes for.
How many results should be returned from a single API call? The max value is 10,000. If you need to return
more results, call this API function again, but increment the Page parameter.
If there are more results than MaxNumberOfResults, you can call this function again with an incremented
Page value to get the next page of results. For example, if there are 700 results, but you're only requesting
500 at a time, you could call this function with Page=2 to get the remaining 200 results.