Export notes | Users & Permissions

Export notes

under review

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

August 20, 2020

David Linton

Yes, please build the functionality to export all notes for a contact.

Pallavi Kothari

marked this post as

under review

Ibrahim Farah

Pallavi Kothari also not limiting notes export to 255 characters only

Pallavi Kothari

Merged in a post:

Export All Notes

Kai Cabalan

Right now, I can only export Last Notes from the columns. But it would be great if I can capture all notes inside my contacts in GHL when exporting.

March 28, 2024

Pallavi Kothari

Merged in a post:

Export All Notes

Anwer A

Lets suppose there are multiple notes saved for a contact. When exporting, and selecting NOTES, LAST NOTE from the columns, the CRM is not exporting all the notes, only the last notes are being exported. And this is also confirmed by the GHL Support. Can you please add a feature where we can export ALL the notes for a contact instead on Last Note only. Thank you.

https://www.loom.com/share/e69dd5a166c0469a948891ed30a101c4

March 28, 2024

Pallavi Kothari

Merged in a post:

export all notes

Emile Norvil

A feature to export all contact notes, not just most recent when exporting contact list to .csv

March 28, 2024

Pallavi Kothari

Merged in a post:

Export Contact Notes

Jon Lamont

I think we should be able to export our contact Notes.

March 28, 2024

Pallavi Kothari

Merged in a post:

Ability to export notes

Melanie McLean

It would be GREAT if there was an ability to export client notes. It is needed for certain industries.

March 28, 2024

David Linton

Please create an option to exort all notes. Thanks

Dexx Williams

Just realized this today. Notes is critical for contacts. At least give the option to export the notes as separate files if limitations cause problems with the current CSV.

Roberto Salas

To OP (Josh Miller), when you say custom field... do you have it set up as a trigger on Note Added to add to this custom field so you have it available if ever you want to export? Or what do you mean?

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