AccountNote

IMPORTANT  The SOAP API entered a limited enhancement phase in Q4 2020. Access to version 1.6 will eventually be deactivated. At this time, there is no end-of-lifecycle date.

The AccountNote entity describes any sort of note created by an Autotask user and associated with an Account entity or an Opportunity entity. Autotask users manage Account Notes through the CRM module (CRM > Accounts).

Entity details

You can also retrieve this information with the Web Services API call The getEntityInfo() SOAP API call.

Entity Name: AccountNote
Can Create:
Can Update:
Can Query:
Can Delete:  
Can Have UDFs:  

Conditions and requirements

Special field attributes

Field Conditions and Requirements
ContactID ContactID must reference an Active Autotask Contact that is associated with the Account referenced by the AccountID field or from the ParentAccount of the Account referenced by AccountID.
OpportunityID Opportunity ID must reference an Active Autotask Opportunity associated with the Account referenced by the AccountID field.

Field definitions

Field Name Label Datatype Read Only Is Required Reference Name Picklist
AccountID {LT:Account} integer   Account  
ActionType TypeValue integer    
AssignedResourceID Assigned Resource integer   Resource  
CompletedDateTime DateCompleted datetime      
ContactID Contact integer     Contact  
CreateDateTime Create Date Time datetime      
EndDateTime EndDate datetime      
id id long    
LastModifiedDate DateStamp datetime      
Name Name string (128)        
Note Detail string (32000)        
OpportunityID ProposalID integer     Opportunity  
StartDateTime StartDate datetime      
ImpersonatorCreatorResourceID Impersonator Creator Resource ID integer   Resource  
ImpersonatorUpdaterResourceID Impersonator Updater Resource ID integer   Resource