Notes
Stores user-authored notes and supplemental descriptive information that are linked to CRM records. This table supports collaboration, annotation of activity history, and contextual business documentation.
Columns
| Name | Type | ReadOnly | Description |
| Acase_Id | String | False |
The Identifier (Id) of the case that the note is associated with, when applicable. This Id links the note to customer support and issue resolution workflows. |
| Account_Id | String | False |
The Id of the account that the note is associated with. This association allows users to attach relevant documentation or updates directly to account records. |
| Acl_Team_Names | String | True |
The list of team names that are associated with the note for access control and visibility management. |
| Acl_Team_Set_Id | String | False |
The Id of the team set that governs access permissions for the note. This Id supports shared visibility across multiple teams. |
| Assigned_User_Id | String | False |
The Id of the user who is assigned to the note. This assignment determines ownership and workflow responsibility for follow-up actions. |
| Assigned_User_Name | String | True |
The display name of the user who is assigned to the note. |
| Attachment_Flag | Bool | True |
A Boolean field that returns a value of 'true' when the note serves as an attachment to another record. It returns a value of 'false' when the note stands alone. |
| Attachment_List | String | True |
A serialized list of attachment references that are associated with the note. This list is used to manage multiple attachments within a single note record. |
| Base_Rate | Decimal | False |
The currency conversion rate that is used when displaying the note's monetary values in multi-currency environments. |
| Commentlog | String | True |
The reference to the comment log entries that are associated with the note. Comment logs track internal conversations and context. |
| Contact_Email | String | False |
The email address of the contact that is associated with the note. |
| Contact_Id | String | False |
The Id of the contact that the note is associated with. This linkage allows notes to be stored as part of customer interaction history. |
| Contact_Name | String | True |
The display name of the contact that the note is associated with. |
| Contact_Phone | String | True |
The phone number of the contact that the note is associated with. |
| Created_By | String | True |
The Id of the user who created the note record. This information is used for auditing and historical tracking. |
| Created_By_Name | String | True |
The display name of the user who created the note record. |
| Currency_Id | String | False |
The Id of the currency that is used for any monetary values referenced in the note or its attachments. |
| Date_Entered | Datetime | True |
The date and time when the note record was created. |
| Date_Modified | Datetime | True |
The date and time when the note record was last modified. |
| Deleted | Bool | False |
A Boolean field that returns a value of 'true' when the note is flagged as deleted. It returns a value of 'false' when the note remains active. This enables soft-delete retention. |
| Description | String | False |
The main text content of the note. Users often use this field to store detailed explanations, updates, or informational remarks. |
| Email_Id | String | False |
The Id of the email or email template that the note is associated with. This linkage is used when notes store email attachments or message commentary. |
| Email_Type | String | False |
The type of email-related module that the note is associated with (for example, 'Emails' or 'EmailTemplates'). This value indicates the source context of file attachments. |
| Embed_Flag | Bool | False |
A Boolean field that returns a value of 'true' when the note is embedded directly into an email message. It returns a value of 'false' when the note exists as a standalone record. |
| Entry_Source | String | True |
The origin of the note record, indicating whether it was created within SugarCRM or imported from an external system. |
| Expense_To_Operation_C | Decimal | False |
A financial tracking value that can be used in custom processes to allocate operational costs. |
| External_Id | String | False |
The external Id that identifies the note in an integrated external system. |
| File_Ext | String | False |
The file extension of the attachment that is associated with the note. |
| File_Mime_Type | String | False |
The content type of the attachment that is associated with the note. This value determines how the file is interpreted and displayed. |
| File_Size | Int | True |
The size of the attached file in bytes. |
| File_Source | String | False |
The name of the module where the attached file originated. This helps track attachment provenance. |
| File_Url | String | False |
The URL or file system path that can be used to retrieve the attached file. |
| Filename | String | True |
The file name of the attachment that is associated with the note. |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following the note. It returns a value of 'false' when the user is not following it. |
| Id [KEY] | String | True |
The unique Id of the note record. |
| Lead_Id | String | False |
The Id of the lead that the note is associated with, when relevant for sales qualification workflows. |
| Locked_Fields | String | True |
A system-managed list of fields that are restricted from modification to preserve data integrity. |
| Modified_By_Name | String | True |
The display name of the user who last modified the note record. |
| Modified_User_Id | String | True |
The Id of the user who last modified the note record. |
| My_Favorite | Bool | False |
A Boolean field that returns a value of 'true' when the note is marked as a favorite by the current user. It returns a value of 'false' when it is not marked as a favorite. |
| Name | String | False |
The display name or title of the note. This value is shown in record lists and linked record views. |
| Note_Parent_Id | String | False |
The Id of another note record to which this note is related. This supports hierarchical or threaded note structures. |
| Opportunity_Id | String | False |
The Id of the opportunity that the note is associated with, when applicable to sales workflows. |
| Parent_Id | String | False |
The Id of the parent SugarCRM record that is identified by the Parent_Type field. This links the note to any supported module. |
| Parent_Name | String | True |
The display name of the parent record that the note is associated with. |
| Parent_Type | String | True |
The SugarCRM module that the note is associated with (for example, 'Contacts', 'Accounts', or 'Opportunities'). |
| Portal_Flag | Bool | False |
A Boolean field that returns a value of 'true' when the note is created through a customer or partner portal. It returns a value of 'false' when it is created within SugarCRM. |
| Product_Id | String | False |
The Id of the product that the note is associated with, when relevant for sales or product documentation tracking. |
| Quote_Id | String | False |
The Id of the quote record that the note is associated with. |
| Source_Id | String | False |
The Id of the originating record in an external system, when the note is imported through integration. |
| Source_Meta | String | False |
Additional metadata about the external source of the note. This metadata is typically used to support synchronization logic. |
| Source_Type | String | False |
The type of external system or process that created or provided the note. |
| Sync_Key | String | True |
An internal synchronization key that is used to match note records across distributed systems and integrations. |
| Tag | String | False |
Tags that are assigned to the note for classification, search filtering, and grouping operations. |
| Team_Count | String | False |
The count of teams that are associated with the note record. |
| Team_Id | String | False |
The Id of the primary team that is associated with the note record. |
| Team_Name | String | False |
The name of the primary team that is associated with the note record. |
| Team_Set_Id | String | False |
The Id of the team set that includes all teams with access to the note. |
| Upload_Id | String | False |
The Id of the uploaded file that is stored in the uploads directory. This Id is commonly used when the note contains an email attachment. |
| User_Name | String | True |
The display name of the user who is associated with the note for reference or visibility. |