CRM
geni crm notes
Read and write team-visible notes on a person, company, or pipeline card.
Team-visible notes attached to a record. Notes are addressed by their record's <entityType> (person, company, or pipeline_card) plus its id. Note bodies are passed with --body, not --json.
list
geni crm notes list person per_01HXList a record's notes, newest first.
| Arg / Flag | Notes |
|---|---|
<entityType> | person, company, or pipeline_card. |
<entityId> | The record id. |
--json | Machine-readable output. |
create
geni crm notes create person per_01HX --body "Spoke with Ada about renewal."Add a note to a record.
| Arg / Flag | Notes |
|---|---|
<entityType> | person, company, or pipeline_card. |
<entityId> | The record id. |
--body <text> | Required. The note text. |
update
geni crm notes update person note_01HX --body "Renewal pushed to Q4."Edit a note. The note is addressed by its <entityType> and note id.
| Arg / Flag | Notes |
|---|---|
<entityType> | person, company, or pipeline_card. |
<id> | Note id. |
--body <text> | Required. The new note text. |
delete
geni crm notes delete person note_01HXDelete a note.
| Arg | Notes |
|---|---|
<entityType> | person, company, or pipeline_card. |
<id> | Note id. |