Create a Note

Use this API to add a note to a correspondent trade.

Usage Notes

  • To add a note using this API, the caller must have persona access to edit correspondent trades. Access is enabled in Encompass > Settings > Personas > Trades/Contacts/Dashboard/Reports tab > Trades area by selecting the Edit Correspondent Trades check box.
  • Only one note can be created at a time.
  • When a note is added using this API, an event for “Trade Updated” is created in the correspondent trade history.