How do I export all the notes entered within a customer's profile?
How do I export all the notes that have been entered within a customer's profile? These are not transaction or point of sale notes. As a massage therapist, I enter a client note after each appointment that I would like to export to have available for printing if necessary. The fields that I can currently export are the default fields initially available when creating customer profiles plus the additional fields I created. I can enter the client notes through the customer profile, but that field is not showing as an option for export.
Hey there, @camillebaughman -
Thank you for reaching out about being able to export your Customer notes. Currently this is a Feature Request, so it cannot be done.
The only way to get that information would be to click on each customer individually and see their note.
I appreciate you taking the time coming back to post in the Community and I am happy to get this over to our Product Team.
I know how to export customer information into a csv file; but one part that does not export is the Notes section within a customer's file. Is there a way to export the Notes when exporting the customer information?