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Notes

Notes can be linked to clients to support investigations, reviews, and compliance reporting.

A note can be associated with any client.

The API allows you to create, retrieve, update, and delete notes. You can fetch a specific note or retrieve a list of all your notes.

The Notes object

Attribute
Type
Description

id

string

The unique identifier for a note.

clientId

string

The ID of the client associated with this note.

type

string

The type of note. Valid values are:

  1. report - included in generated client reports.

  2. internal - only visible internally and excluded from generated reports.

note

string

The content of the note.

createdAt

string

The date and time when the note was created.

updatedAt

string

The date and time when the note was updated.