Adding a customer note via API
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I'm trying to follow this: https://rental.software/support/knowledge-base/article/api-customers to add a customer note via API
my request is attached. I get a 409 duplicate detected error, which is odd, because i know there is a lead, im not triyng to create a new one, im trying to update an existing one. per the docs: "To update an existing customer, put the Customer ID in the URL: /api6/customers/234567/?apiKey=XXXXXX"
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The same question 
Taking a look at this will let you know what I find out
Taking a look at this will let you know what I find out
Here's what our dev found:
Looks like the docs are wrong. When I look at the code, I see it doesn’t look for a notes parameter, it looks for custnotes instead. Similar verbiage to custtags above it in the docs.
Here's what our dev found:
Looks like the docs are wrong. When I look at the code, I see it doesn’t look for a notes parameter, it looks for custnotes instead. Similar verbiage to custtags above it in the docs.
Hey Branden,
A team member updated the documentation to specify the field is "custnotes"
I just tested it and this field seems to function as intended. However it looks like despite leaving the note it is still returning status: 409 so I need to see if there is something to adjust on our end in the documentation or if that's something we would like to change.
If you would like to try it for yourself with that new parameter, please let me know if it's working, despite the status response.
Hey Branden,
A team member updated the documentation to specify the field is "custnotes"
I just tested it and this field seems to function as intended. However it looks like despite leaving the note it is still returning status: 409 so I need to see if there is something to adjust on our end in the documentation or if that's something we would like to change.
If you would like to try it for yourself with that new parameter, please let me know if it's working, despite the status response.
One additional thought that occurred to me while reviewing your use case:
While updating the custnotes field is certainly supported, it’s not a particularly common use case because that field is effectively a single block of text that gets overwritten each time it is updated.
Of course, I don’t fully understand your intended workflow, so this may still be the right approach for your implementation. However, depending on your needs, you may find our Journal API to be a better fit.
Journal entries are often used as an ongoing activity log or history on a lead or customer record, since each entry is created independently rather than replacing existing content. In many cases, this ends up being more useful for recording reviews, interactions, status updates, or other time-based events.
You may want to experiment with the Journal API and see if it better aligns with your use case:
https://rental.software/support/knowledge-base/article/api-journal-create
If you do continue using custnotes, just keep in mind that each update replaces the existing contents of that field.
One additional thought that occurred to me while reviewing your use case:
While updating the custnotes field is certainly supported, it’s not a particularly common use case because that field is effectively a single block of text that gets overwritten each time it is updated.
Of course, I don’t fully understand your intended workflow, so this may still be the right approach for your implementation. However, depending on your needs, you may find our Journal API to be a better fit.
Journal entries are often used as an ongoing activity log or history on a lead or customer record, since each entry is created independently rather than replacing existing content. In many cases, this ends up being more useful for recording reviews, interactions, status updates, or other time-based events.
You may want to experiment with the Journal API and see if it better aligns with your use case:
https://rental.software/support/knowledge-base/article/api-journal-create
If you do continue using custnotes, just keep in mind that each update replaces the existing contents of that field.
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