Exporting notes from Affinity is quick and easy!
There are three ways to export notes from Affinity:
- On any list (people, organization, or opportunity)
- On any contact's profile page
- All notes made by team members
Exporting notes from lists
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. These exports will include manually logged meetings/phone calls.
Note: 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.
Once the CSV file has completed downloading, the file should look something like the following:
Exporting notes from profile pages
- Navigate to the Profile page you wish to export notes on, find the ellipses, and then select Export Notes.
Exporting all team members' notes (Account Admins only)
- Click the Menu icon.
- Click Settings.
- Click Export data.