Notes
Document and manage account-related information and updates
Notes provide a flexible way to document important information, updates, and insights related to customer accounts in the Thena Platform.
Understanding notes
Core purpose
Notes serve as a central repository for documenting customer interactions, internal discussions, decisions, and other important account-related information that needs to be preserved and shared across teams.
Note types
Business notes
• General updates
• Meeting minutes
• Decision records
• Strategy documents
Technical notes
• Implementation details
• Configuration changes
• Integration notes
• Troubleshooting logs
Standard fields
Required fields
Name | Type | Options | Comments |
---|---|---|---|
Account ID | string | Required | Associated account identifier |
Content | string | Required | Main content of the note |
Optional fields
Name | Type | Options | Comments |
---|---|---|---|
Type | string | Optional | Note type reference |
Visibility | enum | Optional | Access control (PUBLIC, PRIVATE, TEAM) |
Attachment URLs | array | Optional | List of attachment URLs |
System-managed fields
Name | Type | Options | Comments |
---|---|---|---|
Note ID | string | Auto-generated | Unique identifier for the note |
UID | string | Auto-generated | Unique identifier (ULID) |
Is Active | boolean | Default: true | Note’s active status |
Author ID | string | Auto-populated | User who created the note |
Created At | timestamp | Auto-populated | Creation timestamp |
Updated At | timestamp | Auto-populated | Last update timestamp |
Deleted At | timestamp | Optional | Soft delete timestamp |
Note organization
Creation
- Choose appropriate type
- Set clear title
- Structure content well
- Add relevant tags
Management
- Control visibility
- Link related records
- Attach documents
- Track versions
Collaboration
- Share with teams
- Gather feedback
- Update content
- Maintain history
Best practices
Content quality
• Write clearly and concisely
• Use consistent formatting
• Include relevant context
• Maintain objectivity
Organization
• Use descriptive titles
• Apply appropriate tags
• Link related notes
• Set proper visibility
API endpoints
Sample note
When creating a note, the system will add additional fields in the response such as:
id
: Unique identifier for the noteaccount
: Name of the associated accountauthor
: Name of the note creatorauthorId
: ID of the creatorauthorEmail
: Email of the creatorcreatedAt
: Creation timestampupdatedAt
: Last update timestamp
Available operations
Note management
Note management
All endpoints require authentication with Bearer token, API key, and Organization ID in the headers.
For detailed API specifications, see Note Management