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Creating Customer Notes


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


Partner ID

This is the unique ID that SecurityTrax assigns to the partner company. Source ID Provided by the company using SecurityTrax.


Set by company using SecurityTrax. Provided by them.


Set by company using SecurityTrax. Provided by them.


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'?>
				<request type='GetSystemAuthentication'>
					<attribute name='Username'>Username</attribute>
					<attribute name='Password'>Password</attribute>
					<attribute name='PartnerID'>PartnerID</attribute>
				<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>



Sample Response

The following is an example of a successful response.

<?xml version="1.0"?>
		<response type="GetSystemAuthentication" success="true">
				<message>Authenticated To System</message>
		<response type="CreateCustomerNoteBySecurityTraxUniqueID" success="true">


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