JDBC Driver for Act! CRM

Build 21.0.8137

Notes

Create, update, delete and query the Notes in your Act! CRM database.

Table Specific Information

Select

  • Id supports the '=' operator.

The driver uses the Act! CRM API to process search criteria that refer to Id. (Note that the Id is a required criteria to query the Notes view) The driver processes other filters client-side within the driver. For example, the following queries are processed server side:

SELECT * FROM Notes WHERE Id = '2413d3d1-2345-6578-4859-792664d177af'

Insert

To insert a note, you must specify atleast one of the contacts, groups, companies or opportunities.

INSERT INTO Notes(NoteText, Contacts) VALUES('This is sample note', ['123456']);

Update

Any column where ReadOnly=False can be updated.

UPDATE Notes SET isPrivate=false WHERE Id=123456

Delete

Notes can be deleted by providing an Id and issuing a DELETE statement.

DELETE FROM Notes WHERE Id=123456
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type ReadOnly Description
Id [KEY] String True

The unique identifier (id) for a given note.

ManageUserID String True

The unique identifier (id) of the user managing the note.

CreateUserID String True

The unique identifier (id) of the user who created the note.

IsPrivate Boolean False

Indicator if the note is private.

NoteText String False

Descriptive text of the note.

NoteTypeID Long True

The id of the type of the note.

DisplayDate Datetime True

Display date of the note.

Created Datetime True

Datetime of the note creation.

Edited Datetime True

Datetime of the last edit of the note.

AttachmentDisplayName String False

Display name of the attachment.

AttachmentFileExtension String False

File extension of the attachment.

AttachmentFileName String False

File name of the attachment.

AttachmentFileSize Long False

File size of the attachment.

AttachmentFileSizeDisplay String False

Display file size of the attachment.

AttachmentLastModified Datetime False

Last modified datetime of the attachment.

AttachmentFileType String False

Type of the attachment file.

AttachmentPersonal Boolean False

Indicator if the attachment is personal.

Companies String False

List of companies that are associated to this note entity.

Contacts String False

List of contacts that are associated to this note entity.

Groups String False

List of groups that are associated to this note entity.

Opportunities String False

List of opportunities that are associated to this note entity.

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Build 21.0.8137