How to Export Data with Notes
This article covers the steps to export data from CRM, this is bulk export action to capture data.
Steps to export data for any Entity remains the same
Prerequisites
- Permissions: Any user having Create access on Data export, Read access on required entity and special access on respective entity
- Product Plans: Embark/Elevate
- Activities to be Completed: None
Steps
Step 1: Navigate to CRM Settings > Dashboard > Data Management
Step 2: Click on Data Export option
Step 3: Select required Entity
Step 4: Select Smartlist based on your data export requirement. This will support system default list option as well as the custom list set based on use case
Step 5: In case of specific export requirement, you can choose related filter from the drop down list to set exception rule & export
Step 6: Once the status is updated from In progress to Completed you will be notified to download the file, click on the notification bell icon
In order to fetch data export with Notes added can be done by just clicking on the check box next to entity search field
Step 7: Click on the check box to export data with notes associated
Video Tutorial
Note:
Once the data export is completed, same can be downloaded either by searching it from Notification Bell Icon, Export UI or copy of the same is also shared on tenant email ID