notes_add
Write a note on any shop record: a job, visit, photo or video, customer, property, equipment, quote, invoice, request, worker, payment, price book item, maintenance plan or the shop (target_kind and target_id; job_id or visit_id alone also work). Any shop member can. Notes are internal to the shop and never shown to the customer. Set audience office to keep it to owner and office (owner or office only); notes on a worker or payment are always office. pinned keeps it at the top (owner or office only). Attach photos or videos already on the job with media_ids. Mention members to notify them; say what you need from them in the note. Write down what the worker tells you about a record here so the next person sees it.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| body | Yes | ||
| job_id | No | ||
| pinned | No | ||
| audience | No | team (default): every shop member sees it. office: owner, office and the managing platform only. | |
| mentions | No | Person ids of shop members to notify (team.list). They get an email unless they turned it off. Office notes can mention only owner and office. Customers are never notified. | |
| visit_id | No | ||
| media_ids | No | Photos or videos already on the job. | |
| target_id | No | ||
| agent_name | No | Your agent's name, shown next to the writer, when an agent wrote the note for the worker. | |
| target_kind | No | What the note is on. worker is a membership id, payment a charge id, media a photo or video id, shop the shop id. Notes on a worker or a payment are office only. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||