Get all notes for a client

GET /api/v1/client/{client_uuid}/all-notes

Includes notes within a client's plans, cases, tasks and risks.

Query parameters

  • include string

    Comma separated list of relationships to include in the response. Valid relationships are [tags, mentionedAccounts].

  • Filter by a comma separated list of UUIDs.

  • Note type to filter by. Valid types are [call, note, meeting, email]

  • Note created_at date to filter from a specific date, can be used with date_to for a range.

  • Note created_at date to filter to from a specific date, can be used with date_from for a range.

  • Filter notes by a string to see if it's contents contains that string.

  • Filter notes by a string to see if the path contains that string.

  • Filter notes by a string to see if the path is that string.

  • Filter notes by a specific notable model. Valid types are: client, plan, case, task, risk.

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at, type]. Negative sign to denote DESC. Defaults to 'created_at'.

  • per_page integer

    Number of results to return with pagination (Default 15. Max 500).

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
GET /api/v1/client/{client_uuid}/all-notes
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/client/client_uuid/all-notes' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json"
Response examples (200)
{
  "data": [
    {
      "tags": [
        {
          "name": "Mortgage",
          "slug": "mortgage",
          "uuid": "44c7b423-6c4d-4947-a7cb-16f12bc2a240",
          "colour": "#ef4582",
          "created_at": "2025-04-22T13:44:18+01:00",
          "updated_at": "2025-04-22T13:44:18+01:00"
        }
      ],
      "type": "meeting",
      "uuid": "3e15759d-ab45-47ce-bd14-a954ac3da629",
      "edited": true,
      "account": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "7dadeea2-a7fa-471a-b94a-3e84fb4a9e02",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "last_name": "Thompson",
        "created_at": "2025-04-22T13:44:18+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-04-22T13:44:18+01:00",
        "with_login": true,
        "inactive_at": "2025-04-22",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "can_be_deleted": "false",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "next_review_date": "2025-04-22T13:44:18+01:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-04-22T13:44:18+01:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "previous_review_date": "2025-04-22T13:44:18+01:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-04-22T13:44:18+01:00"
      },
      "notable": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "5a780d6a-9b2e-469d-9f5c-dcc07c9e07a0",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "last_name": "Thompson",
        "created_at": "2025-04-22T13:44:18+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-04-22T13:44:18+01:00",
        "with_login": true,
        "inactive_at": "2025-04-22",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "can_be_deleted": "false",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "next_review_date": "2025-04-22T13:44:18+01:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-04-22T13:44:18+01:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "previous_review_date": "2025-04-22T13:44:18+01:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-04-22T13:44:18+01:00"
      },
      "contents": "Great work",
      "created_at": "2025-04-22T13:44:18+01:00",
      "updated_at": "2025-04-22T13:44:18+01:00",
      "notable_type": "client",
      "mentioned_accounts": [
        {
          "item": "Gareth Thompson",
          "contents": "<span data-type=\"mention\" data-account-uuid=\"ca36bc7b-293b-4db4-87a1-d1dbbd6f34eb\">@Gareth Thompson</span>"
        }
      ],
      "external_references": [
        {
          "uuid": "4fe3e778-6102-4864-bb2b-b19cd1d015e6",
          "reference": "AB123456",
          "created_at": "2025-04-22T13:44:18+01:00",
          "updated_at": "2025-04-22T13:44:18+01:00",
          "third_party": "nucleus"
        }
      ]
    }
  ]
}