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Add a Note to a Customer's account with this API method.

Required Inputs

  • CustomerID As Integer – a valid Rev.io Customer ID. (If left blank, the CustomerID will be pulled from one of the optional parameters LineID (Rev.io Service ID) or OrderID [if specified])
  • Description As String – Body/description of the note

Optional Inputs

  • Options
    • NoteTypeID As Integer - Rev.io's Note Type as found in Settings > Drop Down Editor > Note Types. Can be helpful in organizing notes
    • Popup As Boolean - If the note will pop up on customer's account
    • HighPriority As Boolean - If this note is marked as high priority
    • LineID As Integer - If this note is tied to a specific service. Cannot be specified in conjunction with OrderID
    • OrderID As Integer - If this note is tied to a specific order. Cannot be specified in conjunction with LineID (Rev.io Service ID)
  • Title As String - Subject field of the note 

Output

  • ID As Integer
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