Add Customer Note

General

Notes can be associated with customers and loans. Here, we're adding a note to a customer. Here's what you need to know about adding customer notes:

• Since we're adding a note to a customer, we'll send this request through the Customers endpoint.
• Customer notes are associated with borrowers—not loans. If you'd like to add a note to a loan, you will need to use Loan Notes.

For an example of how customer notes work within the UI, take a look at our Create a Customer Note article.

Database

For information regarding notes database tables, see the following articles:

• Database – Notes Entity (note_entity)
• Database – Note Category Info (note_category_entity)
• Database – Customer Main Table (customer_entity)

{
    "Notes": {
        "results": [
            {
                "body": "This is a sample note.",
                "categoryId": 29,
                "subject": "Testing"
            }
        ]
    }
}

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Try It Instructions

Our pages often provide sample payload information so that you can try requests yourself. This request is ready for you—expand the object by clicking the "+" symbol and hit the Try It button to send the request.

If you would like to try this request with your own tenant account, make sure to change the headers to match your own authentication information.