AccountNote
IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Access to version 1.6 will be deactivated.
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
The following table describes the standard Autotask field objects for this entity.
- To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call The getFieldInfo() SOAP API call.
- For information on entity UDFs, use getUDFInfo().
- For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed.
- LT indicates Local Term.
For more information about fields marked as picklists, review our Understanding picklists article.
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 |