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Try these: client detailstasks syntaxsuperannuation

Client Notes

You can get a lot of information and extract info from notes saved directly against the client, through the following syntax loop:

Setec Astronomy

<:for note in $client.note:>
Type: <:=note.type:> – <:=note.subtype:>
Date: <:=note.date:>
Subject: <:=note.subject:>
<:end:>

Note fields

All the fields below can be applied within the loop above:

Field

Path

Syntax

Type type <:=note.type:>
Subtype subtype <:=note.subtype:>
Subject Subject <:=note.subject:>
Date Date <:=note.date:>
Date (Formatted) Date <:=note.date.format('%d %B %Y'):>
Note Content data <:=note.data:>
Less common fields    
Note Content (Html)^ data <:=htmlit(str(note.data.getSource())):>
Document ID docid <:=note.docid:>

^ see notes for more information

Client Note Attachments

Attachments are extracted within the $client.note loop, use the below code to get filenames, id’s or extract the attachment itself:

Setec Astronomy

<:for note in $client.note:>
Subject: <:=note.subject:>
<:for attach in note:>
Filename: <:=attach.filename:>
<:end:>
<:end:>

Note Attachment fields

Merge details about note attachments (or extract the attachment) itself by using the syntax below in the loops above:

Field

Path

Syntax

File Name filename <:=attach.filename:>
Contents iter (attach) <:=attach:>
Attachment id docpartid <:=attach.docpartid:>
Save Attachment (zipped pdf) .save() <:=attach.save():>

Filtering and Sorting Notes

You can filter and sort your notes by adapting the syntax below accordingly;

Setec Astronomy

<:for note in $client.note.filter(type=’General’).filter(subtype=’email’).sort(‘-date’):>
Date: <:=note.date:>
Type: <:=note.type:> – <:=note.subtype:>
<:end:>

Limiting Notes to a date range

There may be instances where you only want to extract docnotes over a certain period rather than the entire history of the client;

Setec Astronomy

<:for note in $client.note:>
<:if (datetime_merge-note.date).days <= 365:>
Date: <:=note.date:>
Subject: <:=note.subject:>
<:end:>
<:end:>

See also

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