TDV Adapter for Highrise

Build 21.0.8137

Notes

Create, update, delete, and query Notes that are visible to the authenticated user and related to a specific Person, Company, Case, or Deal.

Table Specific Information

Select

To retrieve Notes, provide a SubjectType that the Note belongs to, such as People, Companies, Cases, or Deals, and the Subject Id.

SELECT * FROM Notes WHERE SubjectType = 'Companies' AND SubjectId = 149760370
To retrieve information related to a specific note, provide the Id of the note.
Select * FROM Notes WHERE Id = 351922361
To retrieve all the notes from all the companies, you can use a subquery with IN operator.
SELECT * FROM Notes WHERE SubjectType='Companies' AND SubjectId IN (Select Id FROM Companies)

For datetime columns only the '>' and '>=' operators are supported in the WHERE clause.

SELECT * FROM Notes WHERE SubjectType = 'Companies' AND SubjectId = 149760370 AND UpdatedAt > '2012-01-12'

Insert

The Note's Body, Subject Id, and Subject Type are required to create a new Note.

INSERT INTO Notes (Body, SubjectId, SubjectType) VALUES ('my note',149760370,'Companies') 

Update

To update an existing Note, you must provide its Id.

UPDATE NOTES SET Body='updated note' WHERE Id=499468019

Delete

To delete an existing Note, you must provide its Id.

DELETE FROM NOTES WHERE Id=499929021

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier of the note.

Title String True

The title of the note.

Body String False

The body of the note.

AuthorId Integer True

The Id of the author of the note.

SubjectId Integer True

The Id of the subject of the note. This can be a reference to a person, company, case, or deal.

SubjectType String True

The subject type of the note: person, company, case, or deal.

SubjectName String True

The subject name of the note.

CollectionId Integer True

The Id of the collection associated with the note.

CollectionType String True

The type of the collection associated with the note.

VisibleTo String True

Who the note is visible to: Everyone, Owner, or NamedGroup.

OwnerId Integer True

The Id of the owner associated with the note.

GroupId Integer True

The Id of the group associated with the note.

CreatedAt Datetime True

The date and time when the note was created.

UpdatedAt Datetime True

The date and time when the note was last updated.

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Build 21.0.8137