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Exporting notes from the profiles
Exporting notes from the profiles

This article explains how to perform export from profile of particular objects

Martyna Chmielewska avatar
Written by Martyna Chmielewska
Updated over a week ago

To export notes from the object's profile, go to the profile of a specific Contact, Deal, Task or Space. On the profile board, under the add note field, press Filter posts.

The panel you expand will allow you to specify exactly which entries you want to display on the board and then export.

Make sure that the selected filters are correct, and then select Export.

All notes and activities assigned to this profile and meeting the filtering conditions will be saved to an .xls file on your computer.

Worth knowing

From the Cockpit board, export of entries is not possible, it works only on the board of the selected profile.

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