Account Notes

Core information for notes and annotations associated with accounts, providing additional context and historical record of account-related information.

Migration Requirements

Required for Import

No - Optional

Retention History

Include notes for accounts with outstanding balances. Retain notes for recently active accounts for historical context and audit purposes.

Usage Notes

•Account notes provide historical context and audit trail for account activities

•Include all relevant notes that help understand account history and status

•Effective dates indicate when the note became relevant or was created

Fields (6)

Show required only

Expand a field to see example values and, where necessary, additional business context

	Field	Type	Description	Attributes
Account Note Main
	`Account Note ID`	Text	Unique identifier for the source system Account Note	Required
Account Note ID Unique identifier for the source system Account Note Examples NOTE-001 12345 ACCT_123_NOTE_001 Business Context This field identifies unique account note records from your source system, enabling updates after initial import. Provide any unique identifier from your system—numeric IDs, text codes, or concatenated values all work.
	`Account ID`	Text	The Account ID from the source system	Required
	`Note Type`	Text	Classification of the note	Required
	`Effective Date`	Date	The date when the note becomes effective	Required
	`Note`	Text	Note content	Required
Additional Data
	`Additional Data`	JSON Object	Any extra information from your source system	Optional

Relations

accountAccountsmany-to-one

Associated account record