Question

How do I export notes I've created for my clients?

  • 5 August 2021
  • 1 reply
  • 204 views

I’ve been able to export people data into an excel spreadsheet but can’t figure out how to export notes I’ve created. 


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1 reply

Userlevel 3
Badge +1

@brianrking Note are logged in Copper like an Activity, so you need to use our Activity Export tool. Here is the link to that tool guide

https://support.copper.com/hc/en-us/articles/115002177483-Custom-Report-Builder-How-to-export-Activities