Creating Customer Notes

Introduction

Posting to SecurityTrax is done via raw http post. In order to perform this action you will need the following information:

URL	https://secure.securitytrax.com/site...tionposter.php
Partner ID	This is the unique ID that SecurityTrax assigns to the partner company. Source ID Provided by the company using SecurityTrax.
Username	Set by company using SecurityTrax. Provided by them.
Password	Set by company using SecurityTrax. Provided by them.
SecurityTraxUniqueID	The unique SecurityTrax ID of the customer you wish to update.
Note Subject	Required. The subject of the note.
Note Text	Required. The body of the note.
Note Type ID	Required. 1 = Sales, 2 = Technician, 3 = Lead
Ticket Type ID	Optional. Only use if it is desired to make the note a ticket. 1 = Open Ticket, 2 = Closed Ticket
User ID	Optional. If creating as a ticket, the user it should be assigned to.
Partner Company Unique ID	Optional. Unique ID of the note with the partner company.

Sample Request

The following is an example of a valid request.

<?xml version='1.0'?>
		<root>
			<requests>
				<request type='GetSystemAuthentication'>
					<attribute name='Username'>Username</attribute>
					<attribute name='Password'>Password</attribute>
					<attribute name='PartnerID'>PartnerID</attribute>
				</request>
				<request type="CreateCustomerNoteBySecurityTraxUniqueID">
					<attribute name='SecurityTraxUniqueID'>9710</attribute>
					<attribute name='NoteSubject'>Note Subject</attribute>
					<attribute name="NoteText">Customer states they would like a new yard sign installed ASAP.</attribute>
					<attribute name="NoteTypeID">1</attribute>
					<attribute name='TicketTypeID'>1</attribute>
					<attribute name='UserID'>1024</attribute>
					<attribute name='PartnerCompanyUniqueID'>991234</attribute>
				</request>
			</requests>
		</root>

Sample Response

The following is an example of a successful response.

<?xml version="1.0"?>
<root>
	<responses>
		<response type="GetSystemAuthentication" success="true">
	  		<data>
				<message>Authenticated To System</message>
	  		</data>
		</response>
		<response type="CreateCustomerNoteBySecurityTraxUniqueID" success="true">
	  		<data>
				<CustomerNoteID>3389</CustomerNoteID>
	  		</data>
		</response>
  	</responses>
</root>