Exporting notes

Exporting notes from Affinity is quick and easy!

There are three ways to export notes from Affinity:

1. On any list (people, organization, or opportunity)
2. On any contact's profile page
3. All notes made by team members

 Exporting notes from lists

1. In just a few clicks, you can export all the notes associated with the organization(s), people, or opportunities based on the list they are in. When exporting, you will only be exporting the current view. If you wish to export the list in its entirety, make sure no filters are currently being applied.
   
2. Click on the Export icon, then click Export all notes in view.
   
   
   
3. Once the CSV file has completed downloading, the file should look like the following below.
   NOTE: This will not include notes attached on synced calendar events or manually logged meetings/phone calls.
   

Exporting notes from profile pages

1. Navigate to the Profile page you wish to export notes on.
2. Click the ellipses (3-dotted icon).
3. Click Export notes.
   NOTE: This will not include notes attached on synced calendar events or manually logged meetings/phone calls.
    

Exporting all team members' notes (Account Admins only)

1. Click the Menu icon.
2. Click Settings.
3. Click Export data.
   NOTE: This will include notes attached on synced calendar events and manually logged meetings/phone calls.