Notes

Notes_Create

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 > 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