Notes
Notes can be linked to clients to support investigations, reviews, and compliance reporting.
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.
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:
report - included in generated client reports.
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.
Was this helpful?

