add_client_note
Add a note to a client record to document interactions like phone calls or site visits. Specify the client, note content, and optionally pin the note for visibility.
Instructions
Add a note to a client's record. Useful after a phone call or site visit.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| body | Yes | ||
| pinned | No | ||
| client_id | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |