Notes
Create, update, delete and query the Notes in your Act! CRM database.
Table Specific Information
Select
- Id supports the '=' operator.
The 本製品 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 本製品 processes other filters client-side within the 本製品. 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
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. |
RecordManager | String | False |
Manager of the activity. |
RecordManagerId | String | False |
The record manager. |