How to export customer notes
Please note: Account set up must be complete and that bookings have been created in the selected date range.
You can export a CSV, XLS or XML file containing all customer notes including the date it was added, date it was edited, name, note type and note template as for any selected date range. Details of the report can be filtered depending on your need by clicking the '
' filter button.
Using the left navigation menu, go to Reports > scroll down to Customer Notes Report > select the date range, click View.
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