# Close — CRM API: gotchas

> Canonical URL: https://developers.apideck.com/apis/crm/close/gotchas

## GET /crm/lists

Close Smart Views are always `dynamic` saved queries; `filter_criteria` carries Close's structured `s_query` definition, falling back to the older `query` field for saved searches created before Close's structured-search migration. `record_count`, `folder_id`, `created_by`/`updated_by`, the favorite/default/system flags, `custom_fields`, and `tags` are not available. `visibility` derives from `is_shared`, and `owner_id` reflects the saved search's `user_id`; every saved search observed in testing (shared and private alike) had a `user_id`, so whether `owner_id` is ever genuinely null for organization-wide views has not been confirmed against a real account. The list operation only returns saved searches of type lead, contact, or opportunity; saved searches of other types (call, email, sms, meeting, note, whatsapp_message, custom_activity, form_submission) are excluded from the list but remain retrievable by id, with `object_type` set to the raw Close type. Close's saved-search endpoint ignores server-side offsets, so results are fetched as a single page (up to Close's undeclared server default of around 100 smart views) and paginated virtually; accounts with more than that many smart views will have the overflow silently dropped, with no field in the response indicating truncation occurred.

## GET /crm/lists/{id}

Close Smart Views are always `dynamic` saved queries; `filter_criteria` carries Close's structured `s_query` definition, falling back to the older `query` field for saved searches created before Close's structured-search migration. `record_count`, `folder_id`, `created_by`/`updated_by`, the favorite/default/system flags, `custom_fields`, and `tags` are not available. `visibility` derives from `is_shared`, and `owner_id` reflects the saved search's `user_id`; every saved search observed in testing (shared and private alike) had a `user_id`, so whether `owner_id` is ever genuinely null for organization-wide views has not been confirmed against a real account. A saved search of any type is retrievable by id, including types the list operation excludes (call, email, sms, meeting, note, whatsapp_message, custom_activity, form_submission), in which case `object_type` is set to the raw Close type.

## POST /crm/notes

When creating a note in Close, the content of the note should be sent in html surrounded by the <body> tags and at least other inner element. If these tags are not sent, unify will surround the note with <body> and <p> tags.
## PATCH /crm/notes/{id}

When updating a note in Close, the content of the note should be sent in html surrounded by the <body> tags and at least other inner element. If these tags are not sent, unify will surround the note with <body> and <p> tags.

[API reference](https://developers.apideck.com/apis/crm/reference.md) · [Coverage matrix](https://developers.apideck.com/apis/crm/coverage)