Notes

Holds free-form textual notes linked to CRM records, with support for rich text, authorship, and timestamps.

Table-Specific Information

Note: The Bulk API is not supported by the Notes table. Due to this, if you are using the Bulk API (UseCOQL set to False and APIType set to Bulk), the provider will instead use the REST API (with its associated limitations) when working with notes data. Refer to v2, v2.1, or v4 (in accordance with the value you set for Schema) to see the limits imposed by the REST API.

Select

The provider uses the Zoho CRM API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client-side within the provider.

NoteTitle supports the '=, LIKE' operators.
NoteContent supports the '=, LIKE' operators.
CreatedTime supports the '=' operator.
ModifiedTime supports the '=' operator.

For example, the following queries are processed server side:

SELECT * FROM Notes WHERE Id = '3152079000000153079'

SELECT * FROM Notes WHERE NoteTitle = 'Deal details'

Insert

INSERT INTO Notes (ParentID_Id, ModuleName, NoteContent) VALUES ('3276571000000184007', 'Leads', 'Janet converted this lead.')

Required fields: ParentID_Id (the Id of the item in which you are inserting the note to), ModuleName (the API name of the module you are inserting the note to), NoteContent.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Notes WHERE Id = '3152079000000488014'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Notes SET NoteTitle = 'Changed from the API.' WHERE Id = '3152079000000304003'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	True	Unique identifier of the note record.
NoteOwner_Id	String	False	Identifier of the user who owns the note.
NoteOwner_FirstName	String	True	First name of the user who owns the note.
NoteOwner_LastName	String	True	Last name of the user who owns the note.
NoteOwner_Email	String	True	Email address of the user who owns the note.
NoteOwner_Name	String	True	Full name of the user who owns the note.
NoteTitle	String	False	The title or subject line of the note.
NoteContent	String	False	The main content or body of the note.
ParentID_Id	String	False	Identifier of the parent record that this note is associated with.
ParentID_Name	String	True	Name of the parent record that this note is associated with.
CreatedBy_Id	String	False	Identifier of the user who created the note.
CreatedBy_FirstName	String	True	First name of the user who created the note.
CreatedBy_LastName	String	True	Last name of the user who created the note.
CreatedBy_Email	String	True	Email address of the user who created the note.
CreatedBy_Name	String	True	Full name of the user who created the note.
ModifiedBy_Id	String	False	Identifier of the user who last modified the note.
ModifiedBy_FirstName	String	True	First name of the user who last modified the note.
ModifiedBy_LastName	String	True	Last name of the user who last modified the note.
ModifiedBy_Email	String	True	Email address of the user who last modified the note.
ModifiedBy_Name	String	True	Full name of the user who last modified the note.
CreatedTime	Datetime	False	Date and time when the note was created.
ModifiedTime	Datetime	False	Date and time when the note was last modified.
Associated_Id	Long	False	Identifier of the related entity associated with the note.
ModuleName	String	False	Name of the module to which this note belongs.
Attachments	String	False	List of attachments linked to the note.
Editable	String	False	Indicates whether the note can be edited.
IsSharedToClient	String	False	Indicates whether the note is visible to the client.
State	String	False	State or status of the note record.
VoiceNote	String	False	Information about any associated voice note.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
DuplicateCheckFields	String	The fields to be used for checking duplicate records during upsert operations. The REST API supports multiple fields while the BULK API supports only one.
Trigger	String	Specifies whether to trigger automation rules while inserting this note into the CRM account.
CustomViewId	Long	The custom view identifier used to filter this note record. Only works when the useCOQL parameter is set to false.

ADO.NET Provider for Zoho CRM