⭕ This article is for users with the Admin role.

If you would like to export a list of all of the notes that were completed for your contacts in the "Notes" tab, you can do so from your Account section.

Click on the Account button in the lefthand navigation menu.

Then click on the Exports tab.

Click on the link to Export all Notes.

A CSV file will begin downloading to your computer. Once it has finished, open this up and you will see a list of all of your notes, the contact that the note was completed for, the time it was created and who completed the note.

Did this answer your question?