Get all notes for a client
Includes notes within a client's plans, cases, tasks and risks.
Query parameters
-
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.
-
Field to sort by. Valid fields are [created_at, updated_at, type]. Negative sign to denote DESC. Defaults to 'created_at'.
-
Number of results to return with pagination (Default 15. Max 500).
curl \
--request GET 'https://api.plannrcrm.com/api/v1/client/6ff8f7f6-1eb3-3525-be4a-3932c805afed/all-notes' \
--header "Authorization: Bearer $ACCESS_TOKEN"
{
"data": [
{
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "04f34f2d-8722-4fda-bb41-3bda48ace0a4",
"colour": "#ef4582",
"created_at": "2025-08-27T17:31:25+01:00",
"updated_at": "2025-08-27T17:31:25+01:00"
}
],
"type": "meeting",
"uuid": "e435dc20-f85d-4f5d-995f-194493f3f9ca",
"edited": true,
"account": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "d36f0523-3f3b-44e8-8910-923476ef938c",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-08-27T17:31:25+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-27T17:31:25+01:00",
"with_login": true,
"inactive_at": "2025-08-27",
"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": "2025-08-27T17:31:25+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-08-27T17:31:25+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": "2025-08-27T17:31:25+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-08-27T17:31:25+01:00"
},
"notable": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "44583f0d-7285-4099-a074-5c1ef137899b",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-08-27T17:31:25+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-27T17:31:25+01:00",
"with_login": true,
"inactive_at": "2025-08-27",
"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": "2025-08-27T17:31:25+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-08-27T17:31:25+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": "2025-08-27T17:31:25+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-08-27T17:31:25+01:00"
},
"contents": "Great work",
"created_at": "2025-08-27T17:31:25+01:00",
"updated_at": "2025-08-27T17:31:25+01:00",
"author_name": "John Smith",
"notable_type": "client",
"mentioned_accounts": [
{
"item": "Gareth Thompson",
"contents": "<span data-type=\"mention\" data-account-uuid=\"290b066a-1de1-44dd-aaf7-270b73a1a7cc\">@Gareth Thompson</span>"
}
],
"external_references": [
{
"uuid": "42c98fed-e62e-402a-8027-ce5155fe90e3",
"reference": "AB123456",
"created_at": "2025-08-27T17:31:25+01:00",
"updated_at": "2025-08-27T17:31:25+01:00",
"third_party": "nucleus"
}
]
}
]
}