Overview
Get notes for a specified day (for all accounts) via an http form post. Intended for use as a “daily backup” for all contact notes.
Post Url
https://www.allclients.com/api/2/GetNotesByDate.aspx
- SSL is requred
- White Label CRM Customers: Replace www.allclients.com with your White Label CRM domain name.
Form Fields
Field | Max Length | Required | Notes |
response_type | No | Default results will be returned in XML. Set this field value to json to return results in JSON format | |
apiusername | Yes | API User Name and password are assigned by AllClients | |
apipassword | Yes | API User Name and password are assigned by AllClients | |
date | Yes | Format mm/dd/yyyy Based on server time: US Central Time |
|
accountid | Optional | Specify an Account ID | |
Sample Results
Success Message
<?xml version="1.0"?>
<results>
<notes>
<note>
<date>10/2/2014 3:22 PM</date>
<accountid>123</date>
<teammemberid>0</date>
<contactid>501999</date>
<notecontent><![CDATA[Called customer. No answer.]]></notecontent>
</note>
</notes>
</results>