Additions to AddContactNote

You can now pin a new contact note via the API.   Also, we added the ability to enter a “new line” character in the note.  Please see the updated documentation for details.   AddContactNote

You will have this in the next update, once your installed version is 4/26/2017 or later.

Variables in Custom Header HTML

White Label Customers:

Your custom header file can contain the following variables for use in display, or even for reference in your own custom scripts.

%%accountid%%  will be replaced with Logged In User’s AccountID

%%teammemberid%%  will be replaced with Logged In Users’ Team Member ID (Will be “0” when Account Owner/Team Leader)

%%loginemail%%  will be replaced with the logged in user’s login email address (not necessarily the Mail Merge Email).   This is useful as the login email address hidden once you hide the built-in header bar.  TIP: You can link this to /ChangeUser.aspx if you want to allow user switching by clicking on their email address.

This update will be available in early May 2017.

Your choice – API calls can return either XML or JSON Formatted Data

Good news! We’ve gone back and updated all older API functions to include the option to return the result data as JSON or XML data. XML was the only option for the API functions created in the past.

If you still want XML results, you don’t need to do anything. All results default to XML. If you want your results in JSON, add the field “response_type” to your request fields and set the value to “json”.

You can choose whichever format is easiest to consume in your favorite programming language.