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More info

Retrieve Client Relationship Management (CRM) Service Events

Enterprise SOAP API > Tutorials > Customer > Retrieve Client Relationship Management (CRM) Service Events

I would like to retrieve contact notes by member number.

Steps

With the customer identification you can perform any of the four depending on what particular information you are seeking. However, the main operations for notes are CRMActSrch and CRMActInq.

Referenced and Associated Operations

It is highly recommended that as part of referencing this use case that a user becomes familiar with the following jXchange operations and their function. While the user may elect to not use the listed operation as part of their programming or workflow, knowledge of the operations listed below is essential to understanding the process set forth with this use case.

Detailed information about the operation, the request structure/response, error messages and other useful information can be obtained by clicking the operation name below.

Operation NameDescriptionXSD/WSDL Container
CRMActInqCRM Activity InquiryCustomer
CRMActSrchCRM Activity SearchCustomer
CRMEventInqCRM Event InquiryCustomer
CRMEventSrchSearch for a CRM EventCustomer
ParmValSrchRetrieve default canonical values for a parameterCustomer
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Last updated Thu Jul 14 2022