ContractNote

IMPORTANT  The SOAP API entered a limited enhancement phase in Q4 2020. Access to version 1.6 will be deactivated.

This entity describes a note associated with an Autotask Contract. Notes are used to track information, update the status of the associated contract, and communicate with resources and customers. In Autotask, you create and manage Contract Notes from the Options or Notes features found on the Contract Summary page in the Contract module.

Entity details

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

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

Conditions and requirements

General

  • Resources with limited contract view permissions can create and update the ContractNote entity, but only if their Autotask ResourceID = ContractNote.CreatorResourceID.

Special field attributes

Field Conditions and Requirements
Description

When you use the API to update this field, the REST API will return the text-only version of its content. If you send the content back, the Rich Text and all images that it contains will be lost. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method.

To learn more, refer to The Rich Text editor.

Field definitions

Field Name Label Datatype Read Only Is Required Reference Name Picklist
ContractID Contract ID integer Contract  
CreateDateTime Create Date Time datetime      
CreatorResourceID Resource ID integer   Resource  
Description Journal string (8000)      
id id integer    
LastActivityDate Date Added datetime      
Title Title string (250)      
ImpersonatorCreatorResourceID Impersonator Creator Resource ID integer   Resource  
ImpersonatorUpdaterResourceID Impersonator Updater Resource ID integer   Resource