Export notes
under review
J
Josh Miller
When sending contacts out of HL, it would be incredibly beneficial to not only include the fields but also the notes. Right now the only alternative is to create a custom field called "notes".
HIGHLVL-I-1930
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P
Pallavi Kothari
Merged in a post:
Exporting notes
M
Mélanie Valognes
The new update of the notes is very practical but you should be able, when you do an export, to have access to all the notes and not only the last one and that the number of characters is not limited. When my customers compare with other CRMs they often blame me for it. Likewise, the display of notes does not remain the default when sorting columns in smart lists.
P
Pallavi Kothari
Merged in a post:
Add Option to Export Contact Notes
R
Russ Azzi Arnado
When exporting and importing contacts to another sub-account, notes are not carried over. These notes often contain important intake information or historical context. It would be helpful to have a built-in option to include notes during the contact export/import process or a feature to copy contact notes between sub-accounts. This would save time and prevent data loss during migrations.
P
Pallavi Kothari
Merged in a post:
Export notes
M
Michael Terrio
The entire concept of a CRM is to collect data. How can it be that there is not an export feature for notes? For my business this is crucial
M
Matt Kinney
This is fundamental to be able to export for a backup. Notes are how we track each conversation. When will this be on the map?
M
Micel Aragoncillo
Please add this feature to be able to export all the notes and not just the last note.
A
Alex Zalamov
I actually found a WORKAROUND. In the Smartlist enable the Last Note Column and then export.
T
Tracey Lipnicki
yes this is ridiculous that we cant get ALL the notes
A
Alex Zalamov
Tracey Lipnicki Yeah pretty basic feature I would think lol
A
Alex Zalamov
I actually found a WORKAROUND. In the Smartlist enable the Last Note Column and then export.
M
Marco Seabra
No kidding. I lost a few deals because of that
R
Robin Stern
I would love to see this as well. Also, a way to output to a printer. Contact info or note info printing would be a game changer
E
Emanuele Millozzi
it would be great to be able to push "notes" to a google sheet
H
Hayley Brown
Emanuele Millozzi You can do this in an automation
M
Michael Terrio
Hayley Brown how do i get in touch with you regarding a solve?
J
John Rojas
Hayley Brown, how can i send you a message about the automation you did it for this? thanks!
A
Alex Zalamov
Emanuele MillozziI actually found a WORKAROUND. In the Smartlist enable the Last Note Column and then export.
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