Account notes

Get all account notes

Returns all account notes of an account, optionally filtered by activity state, account identifiers, specific account note identifiers or other filter parameters. Note this operation uses Pagination and supports Portfolio Access Tokens.

Request

[PlatformAddress]/api/connector/v1/accountNotes/getAll

{
  "ClientToken": "E0D439EE522F44368DC78E1BFB03710C-D24FB11DBE31D4621C4817E028D9E1D",
  "AccessToken": "C66EF7B239D24632943D115EDE9CB810-EA00F8FD8294692C940F6B5A8F9453D",
  "Client": "Sample Client 1.0.0",
  "ChainIds": [
    "1df21f06-0cfc-4960-9c58-a3bf1261663e",
    "5fcd1933-22f2-40b9-84da-7db04cbecec2"
  ],
  "AccountNoteIds": [
    "3ed9e2f3-4bba-4df6-8d41-ab1b009b6425",
    "8a98965a-7c03-48a1-a28c-ab1b009b53c8"
  ],
  "AccountIds": [
    "a6738390-c241-45b7-8e46-14f47207abe5",
    "435d4d5f-d14f-48dc-a47e-0481fc28ead0"
  ],
  "UpdatedUtc": {
    "StartUtc": "2022-10-10T00:00:00Z",
    "EndUtc": "2022-10-17T00:00:00Z"
  },
  "ActivityStates": [
    "Active"
  ],
  "Limitation": {
    "Cursor": "e7f26210-10e7-462e-9da8-ae8300be8ab7",
    "Count": 100
  }
}

Property	Type	Contract	Description
ClientToken	string	required	Token identifying the client application.
AccessToken	string	required	Access token of the client application.
Client	string	required	Name and version of the client application.
ChainIds	array of string	optional, max 1000 items	Unique identifiers of the chain. If not specified, the operation returns data for all chains within scope of the Access Token.
AccountNoteIds	array of string	optional, max 1000 items	Unique identifiers of Account note.
AccountIds	array of string	optional, max 1000 items	Unique identifiers of the accounts (Customer or Company).
UpdatedUtc	Time interval	optional, max length 3 months	Interval of Account note's last update date and time.
ActivityStates	array of Activity state	optional	Whether to return only active, only deleted or both records.
Limitation	Limitation	required	Limitation on the quantity of data returned.

Response

{
  "AccountNotes": [
    {
      "Id": "a58ff7cb-77e3-495a-bd61-aecf00a3f19d",
      "AccountId": "1df21f06-0cfc-4960-9c58-a3bf1261663e",
      "Content": "Customer receives a free bottle of champagne during stay",
      "AccountType": "Customer",
      "Classifications": [
        "Gifts"
      ],
      "IsActive": true,
      "CreatorProfile": {
        "Discriminator": "Enterprise",
        "EnterpriseProfile": {
          "ProfileId": "52d19c34-b0aa-4635-905d-1326fa8b8e13"
        }
      },
      "UpdaterProfile": {
        "Discriminator": "Integration",
        "EnterpriseProfile": null
      }
    },
    {
      "Id": "da34b396-41f7-47f6-8847-aecf00a3f19e",
      "AccountId": "5fcd1933-22f2-40b9-84da-7db04cbecec2",
      "Content": "Lactose intolerant",
      "AccountType": "Customer",
      "Classifications": [
        "FoodAndBeverage"
      ],
      "IsActive": true,
      "CreatorProfile": {
        "Discriminator": "Enterprise",
        "EnterpriseProfile": {
          "ProfileId": "52d19c34-b0aa-4635-905d-1326fa8b8e13"
        }
      },
      "UpdaterProfile": {
        "Discriminator": "Integration",
        "EnterpriseProfile": null
      }
    }
  ],
  "Cursor": "da34b396-41f7-47f6-8847-aecf00a3f19e"
}

Property	Type	Contract	Description
AccountNotes	array of Account note	required	The set of requested account notes.
Cursor	string	optional	Unique identifier of the item one newer in time order than the items to be returned. If Cursor is not specified, i.e. null, then the latest or most recent items will be returned.

Account note

Property	Type	Contract	Description
Id	string	required	Unique identifier of the account note.
AccountId	string	required	Unique identifier of the account.
Content	string	required	The content of the account note.
AccountType	Account type	required	Specifying type of associated account.
Classifications	array of Account note classification	required	Specifying the classifications of the note based on account type.
IsActive	boolean	required	Whether the account note is still active.
CreatorProfile	Profile data	required	The profile data of the user who created the account note.
UpdaterProfile	Profile data	required	The profile data of the user who updated the account note.

Account note classification

• General - For Company and Customer

• FoodAndBeverage - Only Customer

• FrontOffice - Only Customer

• Reservations - Only Customer

• Housekeeping - Only Customer

• Maintenance - Only Customer

• PreviousStay - Only Customer

• FamilyRelations - Only Customer

• Gifts - Only Customer

• Accounting - Only Customer

• Complaints - Only Customer

• Other - Only Customer

Add account notes

Adds account notes to an account of the enterprise chain. Note this operation supports Portfolio Access Tokens.

Request

[PlatformAddress]/api/connector/v1/accountNotes/add

{
  "ClientToken": "E0D439EE522F44368DC78E1BFB03710C-D24FB11DBE31D4621C4817E028D9E1D",
  "AccessToken": "C66EF7B239D24632943D115EDE9CB810-EA00F8FD8294692C940F6B5A8F9453D",
  "Client": "Sample Client 1.0.0",
  "ChainId": "1df21f06-0cfc-4960-9c58-a3bf1261663e",
  "AccountNotes": [
    {
      "AccountId": "8ddea57b-6a5c-4eec-8c4c-24467dce118e",
      "Content": "Brother of the CEO",
      "Classifications": [
        "FamilyRelations"
      ]
    }
  ]
}

Property	Type	Contract	Description
ClientToken	string	required	Token identifying the client application.
AccessToken	string	required	Access token of the client application.
Client	string	required	Name and version of the client application.
ChainId	string	optional	Unique identifier of the chain. Required when using Portfolio Access Tokens, ignored otherwise.
AccountNotes	array of Account note parameters	required, max 1000 items	Account notes to be added.

Account note parameters

Property	Type	Contract	Description
AccountId	string	required
Content	string	required, max length 1000 characters	The content of the account note.
Classifications	array of Account note classification	required, max 1 item	Specifying the classifications of the note based on account type.

Response

{
  "AccountNotes": [
    {
      "Id": "a58ff7cb-77e3-495a-bd61-aecf00a3f19d",
      "AccountId": "1df21f06-0cfc-4960-9c58-a3bf1261663e",
      "Content": "Brother of the CEO",
      "AccountType": "Customer",
      "Classifications": [
        "FamilyRelations"
      ],
      "IsActive": true,
      "CreatorProfile": {
        "Discriminator": "Enterprise",
        "EnterpriseProfile": {
          "ProfileId": "52d19c34-b0aa-4635-905d-1326fa8b8e13"
        }
      },
      "UpdaterProfile": {
        "Discriminator": "Integration",
        "EnterpriseProfile": null
      }
    }
  ]
}

Property	Type	Contract	Description
AccountNotes	array of Account note	required	Added account notes.

Update account notes

Updates information about the specified account notes.

Request

[PlatformAddress]/api/connector/v1/accountNotes/update

{
  "ClientToken": "E0D439EE522F44368DC78E1BFB03710C-D24FB11DBE31D4621C4817E028D9E1D",
  "AccessToken": "C66EF7B239D24632943D115EDE9CB810-EA00F8FD8294692C940F6B5A8F9453D",
  "Client": "Sample Client 1.0.0",
  "AccountNoteUpdates": [
    {
      "AccountNoteId": "a58ff7cb-77e3-495a-bd61-aecf00a3f19d",
      "Content": {
        "Value": "The AC in the room doesn't work anymore"
      },
      "Classifications": {
        "Maintenance": {
          "Value": true
        },
        "Housekeeping": {
          "Value": false
        }
      }
    }
  ]
}

Property	Type	Contract	Description
ClientToken	string	required	Token identifying the client application.
AccessToken	string	required	Access token of the client application.
Client	string	required	Name and version of the client application.
ChainId	string	optional	Unique identifier of the chain. Required when using Portfolio Access Tokens, ignored otherwise.
AccountNoteUpdates	array of Account note update parameters	required, max 1000 items	Account notes to be updated.

Account note update parameters

Property	Type	Contract	Description
AccountNoteId	string	required	Unique identifier of the account note.
Content	String update value	optional, max length 1000 characters	Content of the account note (or null if the content should not be updated).
Classifications	Account note update classifications	required	Classification of the account note.

Account note update classifications

Property	Type	Contract	Description
General	Bool update value	optional	Company and Customer: Boolean value defining the general classification for the account note (or null if the value should not be updated).
FoodAndBeverage	Bool update value	optional	Customer only: Boolean value defining the food and beverage classification for the account note (or null if the value should not be updated).
FrontOffice	Bool update value	optional	Customer only: Boolean value defining the front office classification for the account note (or null if the value should not be updated).
Reservations	Bool update value	optional	Customer only: Boolean value defining the reservations classification for the account note (or null if the value should not be updated).
Housekeeping	Bool update value	optional	Customer only: Boolean value defining the housekeeping classification for the account note (or null if the value should not be updated).
Maintenance	Bool update value	optional	Customer only: Boolean value defining the maintenance classification for the account note (or null if the value should not be updated).
PreviousStay	Bool update value	optional	Customer only: Boolean value defining the previous stay classification for the account note (or null if the value should not be updated).
FamilyRelations	Bool update value	optional	Customer only: Boolean value defining the family relations classification for the account note (or null if the value should not be updated).
Gifts	Bool update value	optional	Customer only: Boolean value defining the gifts classification for the account note (or null if the value should not be updated).
Accounting	Bool update value	optional	Customer only: Boolean value defining the accounting classification for the account note (or null if the value should not be updated).
Complaints	Bool update value	optional	Customer only: Boolean value defining the complaints classification for the account note (or null if the value should not be updated).
Other	Bool update value	optional	Customer only: Boolean value defining the other classification for the account note (or null if the value should not be updated).

Response

{
  "AccountNotes": [
    {
      "Id": "a58ff7cb-77e3-495a-bd61-aecf00a3f19d",
      "AccountId": "1df21f06-0cfc-4960-9c58-a3bf1261663e",
      "Content": "The AC in the room doesn't work anymore",
      "AccountType": "Customer",
      "Classifications": [
        "Maintenance"
      ],
      "IsActive": true,
      "CreatorProfile": {
        "Discriminator": "Enterprise",
        "EnterpriseProfile": {
          "ProfileId": "52d19c34-b0aa-4635-905d-1326fa8b8e13"
        }
      },
      "UpdaterProfile": {
        "Discriminator": "Integration",
        "EnterpriseProfile": null
      }
    }
  ]
}

Property	Type	Contract	Description
AccountNotes	array of Account note	required	Updated account notes.

Delete account notes

Deletes specified account notes.

Request

[PlatformAddress]/api/connector/v1/accountNotes/delete

{
  "ClientToken": "E0D439EE522F44368DC78E1BFB03710C-D24FB11DBE31D4621C4817E028D9E1D",
  "AccessToken": "C66EF7B239D24632943D115EDE9CB810-EA00F8FD8294692C940F6B5A8F9453D",
  "Client": "Sample Client 1.0.0",
  "AccountNoteIds": [
    "a58ff7cb-77e3-495a-bd61-aecf00a3f19d",
    "da34b396-41f7-47f6-8847-aecf00a3f19e"
  ]
}

Property	Type	Contract	Description
ClientToken	string	required	Token identifying the client application.
AccessToken	string	required	Access token of the client application.
Client	string	required	Name and version of the client application.
ChainId	string	optional	Unique identifier of the chain. Required when using Portfolio Access Tokens, ignored otherwise.
AccountNoteIds	array of string	required, max 1000 items	Unique identifiers of the account notes to be deleted.

Response

{}