Export Client Notes
Hello, Is it possible to export Notes from a clients profile?
Forum Discussion
Hey nicolepelserhcg,
You won't be able to export Notes from a contact via the Import/Export function. However, you can export them via the Contacts Report.
Click onto Reporting > Reports > select the Contact report > Customise > select Notes from the dropdown menu and it'll allow you to generate the report with all the notes against each Customer. From there you can then export the report as an Excel or PDF.
Cheers, Amanda.
