Returns an async iterator that yields all notes matching the given request Each yielded array contains up to the number specified in PagedRequest.page_size of notes. Use this method if you want to process the notes in a streaming fashion.
Please note: the yielded notes array may be empty on the last page.
Returns all notes attached to a person, organization or opportunity.
Optional
params: AllNotesRequestCreates a new note with the supplied parameters.
Set the type
parameter to 2 to create an HTML note.
See here for more information on the sorts of rich text formatting we support in notes.
Please note that <a>
tags aren't currently clickable inside the Affinity web app - though full links are.
It is possible to create a reply to an existing note by setting parent_id
.
The parent note should not have a parent_id
itself.
It is possible for a single parent note to have multiple reply notes - They just get displayed in order of creation. opportunity_ids
, person_ids
, and organization_ids
will be ignored when a parent_id
is provided.
Deletes a note with a specified note_id
.
true if the deletion was successful
Fetches a note with a specified note_id
.
The Note object corresponding to the note_id
.
Updates an existing person with note_id
with the supplied parameters.
Caveats:
Note from 2024-08-13: Updating an HTML note with changed HTML content seems to result in the note being displayed as plain text in the Affinity web app. Bug is reported.
Entity files are files uploaded to a relevant entity. Possible files, for example, would be a pitch deck for an opportunity or a physical mail correspondence for a person.