How to update notes and tags on person profil

Posted by AndyY on December 15, 2023 in General discussion

Hi team,

Can you provide some guidance on how to update notes and tags?

 

Tags

When adding a tag on the UI, I can query the tags via API and get something like this:

    "tags": [
        {
            "id": "C27678",
            "formattedvalue": "Corporate Accounting",
            "value": "Corporate Accounting"
        },
        {
            "id": "C27658",
            "formattedvalue": "Android",
            "value": "Android"
        }
    ]

But if I try to use the same format in the PATCH query, I get this error (error appears only if I add the tags parameters)

    "errors": [
        {
            "errorMessage": "An internal error occurred.",
            "errorCode": 0
        }
    ]

 

Notes

The notes tab is visible to the integration login group in the config, however I can't seem to do a GET or PATCH call on the "note" field.

When I do GET, nothing is returned. When I do patch, I get this error:

    "warnings": [
        {
            "errorMessage": "note: Field's section is not accessible.",
            "errorCode": 13
        }
    ]

 

Can you provide some guidance on the steps to update these 2 fields please?

 

Submitted by JonB on January 08, 2024 Permalink

For Tags, try it without the leading C and it should work. See below as an example.

"tags": ["27764"]

As far as notes, I'm nearly certain those are not available via the API.