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Add New Note

You can use this action to add new note in KeyStone.

Input Fields​

  • Parent Record Type (Required)
    • Options: Account, Person, Share, Loan, Card, Application, GL Account, Invoice
  • Parent Serial (Required) (Serial of the record you want to add a note to)
  • Note Type (Required) (The exact description of the Note Type that you want to create. This will be unique to your organization)
  • Explanation (Required) (The content of the note)

Output Fields​

  • Note Serial (Serial of the note that has been added)