Exporting Notes

Procedure

You can export customer notes to a word processing application of your choice from the Notes List screen. There is no limit on the number of notes you can select and export. By default, the selected notes are exported to Microsoft Word.

To export customer notes from the Notes List screen:

1. Select one or more notes you want to export by clicking the check box in their row.

2. Click Export Notes.
   A dialog appears asking if you want to open the file containing the notes, or save it to your hard drive.

3. Open the file with your default word processing application, or click Save to Disk to save the file to your hard drive.
   By default, saved files are downloaded to your desktop.

The exported notes are listed in descending order by 'date last modified' and contain the following information:

• Date the note was last modified

• Author of the note

• Subject of the note

• Comments

Click here to see sample notes that were exported to Microsoft Word.

Related topics

• Adding and Viewing Notes and Attachments

• Changing Note Information