GetNotesByDate

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>