POST Crm/CRM_SaveNote

Request Information

URI Parameters

None.

Body Parameters

XS.CoreApi.Pentagon.Model.CRM_CustomerNote

Name	Type	Additional information
Id	globally unique identifier	None.
AcctNo	string	None.
SubC	string	None.
ContactCode	string	None.
CustomerName	string	None.
ContactName	string	None.
Note	string	None.
NoteVerbose	string	None.
AddedBy	string	None.
AddedByEmail	string	None.
AddedByName	string	None.
AddedDate	date	None.
UpdatedDate	date	None.
FollowUpDate	date	None.
FollowUpDateVerbose	string	None.
NoteDocId	globally unique identifier	None.
IsComplete	boolean	None.
FollowupCategoryId	globally unique identifier	None.
DetailNoteId	globally unique identifier	None.
FollowupCategory	string	None.
Tags	Collection of XS.CoreApi.Pentagon.Model.CRM_Tag	None.
CATEGORY_CODE	string	None.
CallType	string	None.
CallCategory	string	None.
CallCategoryName	string	None.
IsDeleted	boolean	None.
NotePlainText	string	None.
AssignedTo	string	None.
AssignedDate	date	None.
CustomerVisitId	integer	None.
IsSendNotification	boolean	None.

Request Formats

application/json, text/json

Sample:

{
  "Id": "23654db3-2ca9-47a0-afa4-ce1321745635",
  "AcctNo": "sample string 2",
  "SubC": "sample string 3",
  "ContactCode": "sample string 4",
  "CustomerName": "sample string 5",
  "ContactName": "sample string 6",
  "Note": "sample string 7",
  "NoteVerbose": "sample string 8",
  "AddedBy": "sample string 9",
  "AddedByEmail": "sample string 10",
  "AddedByName": "sample string 11",
  "AddedDate": "2026-04-03T08:47:39.9838299-04:00",
  "UpdatedDate": "2026-04-03T08:47:39.9838299-04:00",
  "FollowUpDate": "2026-04-03T08:47:39.9838299-04:00",
  "FollowUpDateVerbose": "sample string 12",
  "NoteDocId": "9098a26d-c150-4cf4-a52a-5a577d465162",
  "IsComplete": true,
  "FollowupCategoryId": "dc22dbeb-0308-4e97-aeb0-f85921bd8058",
  "DetailNoteId": "ebb1a380-773f-47c1-a8d2-859146191667",
  "FollowupCategory": "sample string 14",
  "Tags": [
    {
      "Id": "c39c7420-129d-46b7-b536-7b62fa144f4c",
      "Name": "sample string 2",
      "TagType": "sample string 3",
      "AddedBy": "sample string 4",
      "AddedDate": "2026-04-03T08:47:39.9838299-04:00",
      "UpdatedDate": "2026-04-03T08:47:39.9838299-04:00"
    },
    {
      "Id": "c39c7420-129d-46b7-b536-7b62fa144f4c",
      "Name": "sample string 2",
      "TagType": "sample string 3",
      "AddedBy": "sample string 4",
      "AddedDate": "2026-04-03T08:47:39.9838299-04:00",
      "UpdatedDate": "2026-04-03T08:47:39.9838299-04:00"
    }
  ],
  "CATEGORY_CODE": "sample string 15",
  "CallType": "sample string 16",
  "CallCategory": "sample string 17",
  "CallCategoryName": "sample string 18",
  "IsDeleted": true,
  "NotePlainText": "sample string 20",
  "AssignedTo": "sample string 21",
  "AssignedDate": "2026-04-03T08:47:39.9838299-04:00",
  "CustomerVisitId": 1,
  "IsSendNotification": true
}

application/xml, text/xml

Sample:

<CRM_CustomerNote xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/XS.CoreApi.Pentagon.Model">
  <AcctNo>sample string 2</AcctNo>
  <AddedBy>sample string 9</AddedBy>
  <AddedByEmail>sample string 10</AddedByEmail>
  <AddedByName>sample string 11</AddedByName>
  <AddedDate>2026-04-03T08:47:39.9838299-04:00</AddedDate>
  <AssignedDate>2026-04-03T08:47:39.9838299-04:00</AssignedDate>
  <AssignedTo>sample string 21</AssignedTo>
  <CATEGORY_CODE>sample string 15</CATEGORY_CODE>
  <CallCategory>sample string 17</CallCategory>
  <CallCategoryName>sample string 18</CallCategoryName>
  <CallType>sample string 16</CallType>
  <ContactCode>sample string 4</ContactCode>
  <ContactName>sample string 6</ContactName>
  <CustomerName>sample string 5</CustomerName>
  <CustomerVisitId>1</CustomerVisitId>
  <DetailNoteId>ebb1a380-773f-47c1-a8d2-859146191667</DetailNoteId>
  <FollowUpDate>2026-04-03T08:47:39.9838299-04:00</FollowUpDate>
  <FollowUpDateVerbose>sample string 12</FollowUpDateVerbose>
  <FollowupCategory>sample string 14</FollowupCategory>
  <FollowupCategoryId>dc22dbeb-0308-4e97-aeb0-f85921bd8058</FollowupCategoryId>
  <Id>23654db3-2ca9-47a0-afa4-ce1321745635</Id>
  <IsComplete>true</IsComplete>
  <IsDeleted>true</IsDeleted>
  <IsSendNotification>true</IsSendNotification>
  <Note>sample string 7</Note>
  <NoteDocId>9098a26d-c150-4cf4-a52a-5a577d465162</NoteDocId>
  <NotePlainText>sample string 20</NotePlainText>
  <NoteVerbose>sample string 8</NoteVerbose>
  <SubC>sample string 3</SubC>
  <Tags>
    <CRM_Tag>
      <AddedBy>sample string 4</AddedBy>
      <AddedDate>2026-04-03T08:47:39.9838299-04:00</AddedDate>
      <Id>c39c7420-129d-46b7-b536-7b62fa144f4c</Id>
      <Name>sample string 2</Name>
      <TagType>sample string 3</TagType>
      <UpdatedDate>2026-04-03T08:47:39.9838299-04:00</UpdatedDate>
    </CRM_Tag>
    <CRM_Tag>
      <AddedBy>sample string 4</AddedBy>
      <AddedDate>2026-04-03T08:47:39.9838299-04:00</AddedDate>
      <Id>c39c7420-129d-46b7-b536-7b62fa144f4c</Id>
      <Name>sample string 2</Name>
      <TagType>sample string 3</TagType>
      <UpdatedDate>2026-04-03T08:47:39.9838299-04:00</UpdatedDate>
    </CRM_Tag>
  </Tags>
  <UpdatedDate>2026-04-03T08:47:39.9838299-04:00</UpdatedDate>
</CRM_CustomerNote>

application/x-www-form-urlencoded

Sample:

Sample not available.

Response Information

Resource Description

System.Net.Http.HttpResponseMessage

Name	Type	Additional information
Version	System.Version	None.
Content	System.Net.Http.HttpContent	None.
StatusCode	System.Net.HttpStatusCode	None.
ReasonPhrase	string	None.
Headers	Collection of Object	None.
RequestMessage	System.Net.Http.HttpRequestMessage	None.
IsSuccessStatusCode	boolean	None.