Exporting notes from Affinity is quick and easy!
The Export Notes option can be found on any list (Organization/People/Opportunities) and on any profile page.
Exporting Notes on Organization, People and Opportunity lists
Note about Opportunity Lists: Each new entry added to an Opportunity list will create a profile page for the entry. For example: adding two opportunities within an opportunity list for the company LinkedIn will create a separate profile page (even though they belong to the same Organization). Therefore please make sure that when exporting notes on Opportunity lists, that you are exporting all applicable opportunities.
In just a few clicks, you can export all the notes associated with the organization(s), people(s), or opportunities list of your choice. (Please note that exporting notes on an Opportunity list will pull notes from their respective profile pages, and not from their global Organization/People profile).
Below is an example of an Organizations list export.
NOTE: When exporting, you will only be exporting the current view. Meaning that if you wish to export the list in its entirety, make sure no filters are currently being applied.
Once the CSV file has completed downloading, the file should look something like the following:
Similar to how notes are exported on lists, Exporting Notes on profile pages are just as easy.
Navigate to the Profile page you wish to export notes on, find the ellipses, and then select Export Notes.
Exporting Notes from your Team (Admin users only)
If you'd like to export all notes made by all team members within Affinity, simply click the Hamburger icon (3 horizontal lines) on the top-left corner, click Settings, then click Export data.
NOTE: Affinity will not export notes from logged calls/meetings.