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History
Schema
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Filter operations

alignment2

api-keys3

clients14

get/v1/clientsList Clients
get/v1/clients/portfolio-healthGet Portfolio Health
get/v1/clients/trendingGet Trending Clients
get/v1/clients/searchSearch Clients
get/v1/clients/statistics/overviewGet Statistics
get/v1/clients/export/csvExport Clients Csv
get/v1/clients/by-risk/{risk_level}Get Clients By Risk
get/v1/clients/{client_id}Get Client
get/v1/clients/{client_id}/historyGet Client History
get/v1/clients/{client_id}/prioritiesGet Client Priorities
get/v1/clients/{client_id}/notesGet Client Notes
get/v1/clients/{client_id}/key-peopleGet Client Key People
get/v1/clients/{client_id}/streamsList Client Streams
get/v1/clients/{client_id}/streams/{stream_id}Get Stream

documentation1

health1

portfolios2

root1

status1

streams1

topics1

clients

Changes to Export Clients Csv

get/v1/clients/export/csv

Aug 31, 202688246c119184 Revision changes
- info
  added the new optional query request parameter portfolio_id